Subscriptions and alerts in Tableau - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is a subscription in Tableau?

A subscription in Tableau is a way to receive a snapshot of a dashboard or report by email on a regular schedule, like daily or weekly.

beginner

How do alerts in Tableau help users?

Alerts notify users automatically when data reaches a certain condition, like sales dropping below a target, so they can act quickly.

intermediate

Can you subscribe to a specific view or the whole dashboard in Tableau?

You can subscribe to a specific view (such as a worksheet) or an entire dashboard in Tableau. The subscription sends a snapshot of the selected view.

intermediate

What is required for a Tableau user to receive subscriptions and alerts?

The user must have a Tableau Server or Tableau Online account with permission to view the content and have a valid email address set up.

beginner

How can you manage or stop Tableau subscriptions?

Users can manage or stop subscriptions by going to their Tableau Server or Online account, finding their subscriptions, and deleting or editing them.

What triggers a Tableau data-driven alert?

A When a subscription is created

B When data meets a set condition like exceeding a threshold

C When a dashboard is published

D When a user logs into Tableau Server

Alerts are triggered when data meets the condition set by the user, such as sales dropping below a target.

How often can you schedule Tableau subscriptions?

A Only during business hours

B Only once a month

C Only on weekends

D Daily, weekly, or monthly depending on setup

Subscriptions can be scheduled daily, weekly, or monthly based on user preference and server settings.

Which of these is NOT needed to receive Tableau subscriptions?

A Admin rights on Tableau Server

B A Tableau Server or Online account

C A valid email address

D Permission to view the content

Admin rights are not required; users only need permission to view content and a valid email.

What type of content can you subscribe to in Tableau?

A Specific views or worksheets

B Entire Tableau Server

C Only data sources

D Only dashboards with filters

Subscriptions are for specific views or worksheets, not entire servers or only filtered dashboards.

How do Tableau alerts help improve decision-making?

A By deleting old data

B By creating new dashboards automatically

C By sending automatic notifications when key data changes

D By restricting user access

Alerts notify users automatically about important data changes, helping them act quickly.

Explain how Tableau subscriptions work and what a user needs to set one up.

Think about how you get regular email updates from a report.

Describe the purpose of data-driven alerts in Tableau and give an example.

Imagine your phone notifying you when something important happens in your data.