Managing Workspaces & Orgs10% of the exam
Sharing workspaces and assets with roles and groups
How Tableau Next assets are shared: viewer, editor and owner roles, users and analytics groups, general access and how it combines with individual roles, removing access and copying links, and why sharing never grants data access or overrides permission sets.
Explain how to manage and share Tableau Next assets.
~7 min read · 9 practice questions
What the exam expects
- Choose the role (viewer, editor, owner) and the target (user, analytics group, or everyone through general access) for a sharing requirement.
- Predict effective access when an individual role and general access differ.
- Remove a user's access, restrict an asset again, and copy the right kind of link.
- Explain why a shared user still can't see data or edit, including extended semantic models.
- Name who can share an asset they don't own.
Key terms:
- Asset: a Tableau Next workspace, dashboard, visualization or semantic model.
- General access: the default access to an asset for all users in the org; Restricted when the asset is created.
- Analytics group: a named set of users, created in Setup, that assets can be shared with.
- Owner role: the role that can share and delete an asset.
- Extended semantic model: a semantic model built on top of an existing base model.
Key facts
Share permission
- Detail
- Platform Analyst set plus Data Cloud Data Aware Specialist
Who is an owner
- Detail
- The creator and users who reuse the asset
Group roles
- Detail
- Viewer or Editor only
New asset
- Detail
- General access Restricted
General access Editor
- Detail
- Workspaces only
Individual vs general
- Detail
- Higher level of access takes precedence
Analytics groups
- Detail
- Setup, Analytics Groups; Manage Users or an Admin set
Default View link
- Detail
- No filters, selections or other modifications
Extended model
- Detail
- Viewer needs access to the base model
Non-owner sharing a model
- Detail
- Modify All Records on the semantic model object
Sharing vs permissions
- Detail
- Sharing doesn't override permission sets or Data 360 policies
Sources for this section (5)
- When does sharing a workspace fail to pass access to one of the assets inside it?
- What can a viewer do with an asset besides looking at it?
- Which permission sets does copying a link to a dashboard require?
- Why might a user see a number instead of links in a dashboard's list of embedding pages?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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