Administration36% of the exam
Recommendations, publishing and data source certification
How Tableau Server trains and controls data-source, table and view recommendations, what a published data source contains compared with an embedded one, how to rename, retire and manage published sources, and who can certify data sources, virtual connections and tables.
3.4 End-user Abilities; 3.5 Understand: 3.5.1 Table recommendations; 3.5.2 Publishing views and data sources; 3.5.3 Renaming a workbook; 3.5.4 Interacting with a view via the Web; 3.5.5 Web authoring & editing; 3.5.6 How to share views; 3.5.7 Data Source Certification; 3.5.8 Extract caching.
~6 min read · 11 practice questions
What the exam expects
- Explain how table, data-source and view recommendations are built and kept current, and turn all recommendations or only view recommendations off.
- Choose between publishing a data source separately and embedding it in a workbook, including frozen snapshots versus shared refreshed extracts.
- Rename, caption, retire and manage published data sources without breaking connected workbooks.
- Decide who can certify a data source, a virtual connection or a database table, and where users read a certification's context.
- Renaming workbooks, interacting with views, web authoring, sharing views and extract caching are taught in Renaming workbooks, custom views and web authoring and in Sharing views and extract cache warmup.
Key terms:
- Recommendations Training Schedule: the server setting that controls how often Tableau Server checks new content and usage to update recommendations.
- Published data source: a standalone data source on the server that many workbooks can connect to.
- Embedded data source: data published inside a workbook and usable only by that workbook.
- Certification: a curation label, shown as a green badge or check mark, that marks data as trusted.
- Data Management: the license needed to certify virtual connections, and with Tableau Catalog, databases and tables.
Key facts
Recommendation forms
- Detail
- Data sources and tables in Desktop; views on Server
Training inputs
- Detail
- New and updated content plus new usage information
Disable all recommendations
- Detail
recommendations.enabledset to false
Disable view recommendations only
- Detail
recommendations.vizrecs.enabledset to false
Published source contents
- Detail
- Connection info, refinements, access and refresh info; extract optional
Embedded data
- Detail
- Usable only inside its workbook
Caption vs name
- Detail
- Independent; renaming the source leaves the caption
Before deleting a source
- Detail
- Ensure no workbooks connect, or repoint them
Virtual connection certification
- Detail
- Data Management license, from Tableau 2022.1
Certification context
- Detail
- Message and certifier show in the badge or tooltip
- When does a workbook publish a connection as embedded data instead of referencing a published source?
- Why check Background Tasks for Non Extracts after changing the Recommendations Training Schedule?
- Which access levels allow some or all management tasks on a published data source?
- Besides the More actions menu, how can a published data source be renamed?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Tableau Server Administrator pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 34 lessons of the Tableau Server Administrator guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (11 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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