Administration36% of the exam
Renaming workbooks, custom views and web authoring
How end users rename published workbooks, save and maintain custom views (the 2022.3 URL change, content changes that break them, deletion side effects), and edit views on the web: the site web authoring setting, finishing or abandoning an editing session, Edit in Desktop and supported clients.
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.
~7 min read · 9 practice questions
What the exam expects
- Rename a published workbook in place and know what revision history does and doesn't record.
- Create, share and delete custom views, and predict what happens to them when the original content changes or is deleted.
- Explain when a change to a site's web authoring setting takes effect.
- Choose the right way to finish a web editing session: discard, save, save as new, or continue in Tableau Desktop.
- Identify which clients support editing views.
Key terms:
- Custom view: a saved shortcut to a state of interaction (filters, sorting, selected marks) on a published view.
- Web authoring: editing published views in the browser, controlled per site and by the Web Edit capability.
- Revision history: saved versions of a workbook or data source created each time it is published.
- Edit in Desktop: a web authoring toolbar option that opens the workbook in Tableau Desktop 2021.2 or later.
Key facts
Rename path
- Detail
- More actions menu, Rename
Rename and revisions
- Detail
- Renames aren't saved in revision history
Custom view URL, 2022.3
- Detail
- Usernames replaced with IDs; bookmarks redirect
Deleting a custom view
- Detail
- Also deletes its subscriptions and data-driven alerts
Deleted filter
- Detail
- Custom view stays filtered with no control
Web authoring default
- Detail
- Enabled for all sites
Turning web authoring off
- Detail
- Restart for immediate effect; otherwise cache expiry or sign-out
Discard edits
- Detail
- File > Close
Edit in Desktop
- Detail
- Desktop 2021.2 or later; return with Server > Publish Workbook
Supported editing client
- Detail
- Desktop web browser only
Sources for this section (6)
- Features Introduced in Previous Versionshelp.tableau.com (opens in a new tab)
- Best Practices for Published Data Sourceshelp.tableau.com (opens in a new tab)
- Use Custom Viewshelp.tableau.com (opens in a new tab)
- Maintain Content with Custom Viewshelp.tableau.com (opens in a new tab)
- Set a Site’s Web Authoring Accesshelp.tableau.com (opens in a new tab)
- Edit Tableau Views on the Webhelp.tableau.com (opens in a new tab)
- Why might the Save Custom View button be missing from a view's toolbar?
- When is Make visible to others unavailable while saving a custom view?
- How can a server administrator see which sites allow web authoring?
- What happens to a custom view defined by a default value when that default changes?
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
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