Basic Setup & Admin10% of the exam
Licenses, permission sets and record-level security
How a Tableau Next user gets access: the license and permission set pairs (Unmetered and Legacy) with their Data 360 companions, how admins provision existing users, and how record-level security works through guided setup, Data 360 policies, zero-copy DLOs and Tableau published data sources.
Identify and apply appropriate access to enable users.
~7 min read · 10 practice questions
What the exam expects
- Pick the Tableau Next license and permission set for a user's job, plus the Data 360 permission set that must accompany it (including companion orgs).
- Provision users correctly: who can assign sets, where users must be created, and how licenses are consumed.
- Configure default record visibility in guided setup's Secure Your Data step.
- Choose the record-level security route for a data source: Data 360 policies, zero-copy DLOs, entitlement tables or a Tableau published data source.
Key terms:
- License: controls a user's potential access to Tableau Next (similar to a Tableau site license).
- Permission set: controls baseline capabilities such as editing assets and Personal Orgs (similar to a Tableau site role).
- Data 360 policy: a deny, mask or allow rule in Data Governance that controls access to Data 360 objects, records and fields.
- Zero-copy DLO: a Data Lake Object that reads an external source through a connection instead of copying the data.
- Entitlement table: a table of record-user pairs used in an allow policy to grant record access.
Key facts
Admin and Platform Analyst sets
- Detail
- Data Cloud Architect in the Data 360 org
Self-Service and Consumer sets
- Detail
- Data Cloud User in the Data 360 org
Companion org users
- Detail
- Data Cloud One User for every Tableau Next set
Self-Service Analyst
- Detail
- Edit in a Personal Org; view only in production
Limited Consumer
- Detail
- No Home or Studio; embedded assets in Tableau Next Apps for Salesforce only
Assigning Tableau Next sets
- Detail
- Admin set plus Assign Permission Sets
New users
- Detail
- Create in Setup first, then Provision Existing Users
Objects without Owner Id
- Detail
- Choose the user-related field that defines ownership
View All Records with a deny policy
- Detail
- Metadata visible, restricted contents not
Zero-copy DLO default
- Detail
- Records follow the connection's authentication user
Tableau published data source
- Detail
- Not a DLO; RLS inherited from the PDS
- Why does license planning matter each time a user is given Tableau Next access?
- Where can an admin inspect exactly which permissions each standard set includes?
- How must an entitlement table identify records and users?
- When no policy references record ownership, does Data 360 still show owners their own records?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Tableau Next Consultant pack
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- All 21 lessons of the Tableau Next Consultant guide, with reading progress
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