Tableau Cloud basics - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is Tableau Cloud?

Tableau Cloud is a web-based platform where you can publish, share, and manage Tableau dashboards and reports online without needing your own servers.

beginner

How do you publish a dashboard to Tableau Cloud?

You create your dashboard in Tableau Desktop and then use the 'Publish to Tableau Cloud' option to upload it so others can view it online.

beginner

What is a project in Tableau Cloud?

A project is like a folder that helps organize dashboards and data sources in Tableau Cloud, making it easier to find and manage content.

intermediate

What is the difference between Tableau Cloud and Tableau Server?

Tableau Cloud is hosted by Tableau Online, so you don't manage servers. Tableau Server is installed and managed on your own company's computers.

intermediate

How can you control who sees your dashboards in Tableau Cloud?

You set permissions and user roles in Tableau Cloud to decide who can view, edit, or share your dashboards.

What is the main purpose of Tableau Cloud?

A To host and share Tableau dashboards online

B To create dashboards offline

C To replace Tableau Desktop

D To store raw data files

Tableau Cloud is designed to host and share dashboards online, making them accessible to users via the web.

Which tool do you use to create dashboards before publishing to Tableau Cloud?

A Tableau Server

B Tableau Desktop

C Tableau Prep

D Tableau Public

Tableau Desktop is the tool used to create dashboards before publishing them to Tableau Cloud.

What is a 'project' in Tableau Cloud?

A A folder to organize content

B A user role

C A type of dashboard

D A data source

A project is like a folder that helps organize dashboards and data sources in Tableau Cloud.

Who manages the servers in Tableau Cloud?

A No one, it’s serverless

B The user’s IT department

C Tableau company

D Third-party hosting providers

Tableau Cloud is hosted and managed by Tableau, so users do not manage the servers themselves.

How do you restrict access to dashboards in Tableau Cloud?

A By deleting dashboards

B By exporting dashboards as PDFs

C By changing dashboard colors

D By setting permissions and user roles

Permissions and user roles control who can view or edit dashboards in Tableau Cloud.

Explain how Tableau Cloud helps teams share dashboards and what steps are needed to publish a dashboard.

Think about how you share a file online and how Tableau Cloud works similarly for dashboards.

Describe the role of projects and permissions in organizing and securing content in Tableau Cloud.

Consider how you organize files on your computer and control who can open them.