Administration36% of the exam

Sharing views and extract cache warmup

How users share views on Tableau Server (Share with people, Copy Link, Copy Embed Code, modified and custom views) and what the site's Sharing setting changes, plus the 2022.3 post-refresh query cache warmup for extract-based workbooks: its usage threshold, server and site controls, and the admin views that reveal its load.

Official exam objective
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 · 7 practice questions

What the exam expects

  • Choose between sharing directly with people, copying a link and copying embed code for a given distribution need.
  • Predict what the Share dialog and the site's Sharing setting allow, including for modified and custom views.
  • Explain what post-refresh query cache warmup does for extract-based workbooks on Tableau Server 2022.3.
  • Calculate the warmup usage ratio and pick the server-wide, threshold or per-site control.
  • Name the administrative views that show when warmup is overloading the server.

Key terms:

  • Share with people: sending content to named site users, who get a notification and a Shared with Me entry.
  • Embed code: code copied from a view's Share dialog and pasted into a webpage's source to show the interactive view there.
  • Modified view: a view changed by selecting marks or filters, which Share captures in a unique link.
  • External query cache warmup: recomputing and caching a workbook's query results when its extract refresh runs.
  • view_threshold: the TSM setting that sets which recently viewed workbooks qualify for warmup.

Key facts

Share with people
Detail
Notification plus a Shared with Me entry
Missing link option
Detail
Clear names from Share with people
Embed a view
Detail
Copy Embed Code into the webpage source
Modified-view link expiry
Detail
Two years after last access, or after creation if never accessed
Sharing setting off
Detail
Users can only copy a link
Warmup default
Detail
On for recently viewed workbooks with scheduled extract refreshes
Usage ratio
Detail
Views in past 7 days ÷ refreshes scheduled in next 7 days
Per-site control
Detail
Clear Workbook Performance after a Scheduled Refresh; server admins only
Warmup job category
Detail
Warming up external query cache on data change, in Background Tasks for Non Extracts
Later releases
Detail
Warmup deprecated 2023.1; View Acceleration retired in Server 2026.2
Sources for this section (4)
  • When does the option to grant access appear after sharing?
  • What is the default value of backgrounder.externalquerycachewarmup.view_threshold?
  • When was external query cache warmup due to be deprecated?
  • Why might an item on Shared with Me show only one sharer's message although several people shared it?

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

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