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.

Practice

1. What is the main purpose of Tableau Cloud?

easy

A. To create dashboards only on a local computer

B. To share dashboards online easily without extra software

C. To replace Tableau Desktop for data analysis

D. To store raw data files without visualization

Solution

1. Step 1: Understand Tableau Cloud's role and compare options

   Tableau Cloud allows users to publish and share dashboards online easily. Only To share dashboards online easily without extra software describes sharing dashboards online without extra software, which matches Tableau Cloud's purpose.

2. Final Answer:

   To share dashboards online easily without extra software -> Option B

3. Quick Check:

   Tableau Cloud = Easy online sharing [OK]

Hint: Remember: Tableau Cloud = online dashboard sharing [OK]

Common Mistakes:

• Confusing Tableau Cloud with Tableau Desktop
• Thinking Tableau Cloud stores raw data only
• Assuming Tableau Cloud replaces data analysis tools

2. Which step is required to make a dashboard available on Tableau Cloud?

easy

A. Publish the dashboard from Tableau Desktop to Tableau Cloud

B. Save the dashboard as a PDF file

C. Export the dashboard as an Excel file

D. Email the dashboard file to team members

Solution

1. Step 1: Identify how dashboards reach Tableau Cloud and eliminate other options

   Dashboards are uploaded by publishing from Tableau Desktop to Tableau Cloud. Saving as PDF, exporting as Excel, or emailing files do not upload dashboards to Tableau Cloud.

2. Final Answer:

   Publish the dashboard from Tableau Desktop to Tableau Cloud -> Option A

3. Quick Check:

   Publishing = Upload to Tableau Cloud [OK]

Hint: Publishing from Desktop uploads dashboards online [OK]

Common Mistakes:

• Confusing saving with publishing
• Thinking exporting files uploads dashboards
• Assuming emailing shares dashboards on Tableau Cloud

3. After publishing a dashboard to Tableau Cloud, which feature allows team members to interact with filters and see updated views?

medium

A. Data source refresh only

B. Static image export

C. Email notifications

D. Interactive dashboard controls

Solution

1. Step 1: Understand interactivity in Tableau Cloud and compare options for interactivity

   Tableau Cloud supports interactive dashboard controls like filters that update views dynamically. Static images and email notifications do not allow interaction; data refresh updates data but not interactivity.

2. Final Answer:

   Interactive dashboard controls -> Option D

3. Quick Check:

   Interactivity = Dashboard controls [OK]

Hint: Interactivity means using filters and controls live [OK]

Common Mistakes:

• Confusing static exports with interactive dashboards
• Thinking email notifications enable dashboard interaction
• Assuming data refresh equals interactivity

4. You published a dashboard to Tableau Cloud but team members cannot see it. What is the most likely cause?

medium

A. Team members need Tableau Desktop installed

B. Dashboard file was saved locally but not published

C. Dashboard permissions are not set to allow access

D. Tableau Cloud does not support dashboards

Solution

1. Step 1: Check access control on Tableau Cloud and eliminate other causes

   Permissions control who can view dashboards; if not set, team members cannot see the dashboard. Dashboard was published (not just saved locally), Tableau Cloud supports dashboards, and team members do not need Desktop to view online.

2. Final Answer:

   Dashboard permissions are not set to allow access -> Option C

3. Quick Check:

   Permissions control access [OK]

Hint: Check permissions if team can't see dashboards [OK]

Common Mistakes:

• Assuming saving locally publishes dashboard
• Thinking Tableau Cloud lacks dashboard support
• Believing Desktop is needed to view online dashboards

5. You want to share a sales dashboard with your team on Tableau Cloud but restrict editing rights. Which combination of features should you use?

hard

A. Publish dashboard and set viewer permissions to allow interaction but no editing

B. Export dashboard as PDF and email to team

C. Publish dashboard with full editing permissions for all team members

D. Save dashboard locally and share file via cloud storage

Solution

1. Step 1: Understand sharing with restricted editing and evaluate options for sharing and permissions

   Tableau Cloud allows setting permissions so users can interact with dashboards but not edit them. Exporting as PDF or sharing files locally does not allow interaction; full editing permissions do not restrict editing.

2. Final Answer:

   Publish dashboard and set viewer permissions to allow interaction but no editing -> Option A

3. Quick Check:

   Publish + viewer permissions = controlled sharing [OK]

Hint: Set viewer permissions to restrict editing [OK]

Common Mistakes:

• Sharing static files instead of publishing
• Giving full editing rights unintentionally
• Confusing file sharing with Tableau Cloud permissions