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Review Key Topics in the Publish and Manage Content Section

Learning Objectives

After completing this unit, you’ll be able to:

  • List the key topic areas and the percentage of the Publish and Manage Content section of the Tableau Data Analyst certification exam.
  • Identify resources to study the identified key topics.

Key Topics

This unit prepares you for the Publish and Manage Content section of the Tableau Data Analyst exam, which makes up 9% of the overall exam. This section of the exam tests the topics listed in the table below.

Domain 4: Publish and Manage Content on Tableau Server and Tableau Cloud

4.1. Publish Content

  • Publish a workbook
  • Publish a data source from Desktop or Prep
  • Export content
  • Publish a flow

4.2. Schedule data updates

  • Schedule data extract refreshes

4.3. Manage published workbooks

  • Create alerts
  • Create subscriptions
  • Create and save custom views
  • Understand user roles and permissions
  • Customize and distribute a published workbook

Like the previous units, this unit contains practice scenario-based questions and a Click to Reveal interactivity.

Exam Practice Questions

Ready to jump in? The activity is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then select the answer you think is correct. Some questions have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. When you reach the end, you can review the answers or retake the questions.

Study Material

Did you choose an incorrect answer? Check out the table for related study material.

Questions

Exam Objective Domain

Study Materials

1–2

4.1. Publish Content

  • Publish a workbook


4.2. Schedule data updates

  • Schedule data extract refreshes

Review why to publish a workbook to Tableau Cloud or Tableau Server in the help topic Publish Data Sources and Workbooks.

Read about how you can Schedule Extract Refreshes as You Publish a Workbook when you publish workbooks that connect to extracts.

3

4.1. Publish Content

  • Export content

Review how to Download Views and Workbooks and Share Web Content. If you’re using Tableau Desktop, refer to Export Views from Tableau Desktop to Another Application.

4

4.2. Schedule data updates

  • Schedule data extract refreshes

Refresh your understanding of the different options available to Refresh Extracts, including full and incremental refreshes.

5 - 6

4.3. Manage published workbooks

  • Create alerts

Read how to configure and Send Data-Driven Alerts from Tableau Cloud or Tableau Server to key people you specify when data reaches important thresholds for your business.

7

4.1. Publish Content

  • Publish a workbook


4.3. Manage published workbooks

  • Create subscriptions
  • Understand user roles and permissions

Read the Create a Subscription to a View or Workbook to learn how to set up subscriptions to email an image or PDF snapshot of a view or workbook at regular intervals.

Exam Topic Click to Reveal Interactivity

The following Click to Reveal covers key Publish and Manage Content terms and concepts. Use this interactivity to brush up on some of the key topics you'll find on this part of the exam.

Select a term or concept listed to reveal important and relevant details about it. Go through the list to ensure you’ve reviewed all of the information.

Study Material

Do you need a refresher on any of these topics? Check out the table for related study material.

Click to Reveal

Exam Objective Domain

Study Materials

1–2

4.1. Publish Content

  • Publish a data source from Desktop or Prep
  • Publish a flow

Review how to publish a flow and your cleaned data source from Tableau Prep in the Save and Share Your Work help topic. Learn details on how to keep your data fresh by reviewing Publish a Flow to Tableau Server or Tableau Cloud.

3

4.3. Manage published workbooks

  • Create alerts
  • Create subscriptions

Refresh your understanding of the difference between alerts and subscriptions using the Send Data-Driven Alerts from Tableau Cloud and Tableau Server and Create a Subscription to a View or Workbook help topics.

4

4.3. Manage published workbooks

  • Create and save custom views

Learn how to create and Use Custom Views to save a version of a view with your selections and filters applied.

5-6

4.3. Manage published workbooks

  • Understand user roles and permissions

Review your understanding of Permissions, Site Roles, and Licenses and the interaction between them.

7

4.3. Manage published workbooks

  • Customize and distribute a published workbook

Read about the options to Share Web Content from a Tableau site.

Looking for more information? Explore these related resources.

Title

Content Type

Comment on Views

Tableau Online Help

Salesforce Certified Tableau Data Analyst exam guide

Website

Congratulations! You’ve covered 100% of the Tableau Data Analyst Certification test material in this badge.

You’ve reviewed these exam sections.

  • Connect to and Transform Data.
  • Explore and Analyze Data.
  • Create Content.
  • Publish and Manage Content.

Good luck on your exam!

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