📊 Publishing & Tableau Server

Chapter: Tableau · Level ★★☆ · Time: 30 min

SCORE___ / 20

NameClassDate

After this worksheet you can

Publish workbooksPermissions and projectsExtract refresh schedulesSubscriptions and alerts

📚 Quick Recap

Building a great dashboard is only half the work. The other half is getting it in front of the right people, with the right data, at the right time — securely. This final lesson covers the complete publishing lifecycle: choosing between Tableau Public, Server, and Online; publishing workbooks and data sources; configuring permissions and row-level security; scheduling extract refreshes; embedding dashboards into websites and portals; and the career paths that open up when you master the full Tableau platform.

🧮 Section B · Problem Solving ● INTERMEDIATE 2 + 3×3 = 11

5Publish from Desktop via Server - Workbook.

6Content is organised into (folders).

7Publish flow for a finished dashboard?

8Viewer vs Explorer vs Creator?

9Nightly data refresh - setup?

🚀 Section C · Challenge ● CHALLENGE 5

10Why use alerts over daily checking?

💭 Reflection — the most useful thing I learned:

A ___/4 B ___/11 C ___/5 Total ___/20 Teacher's Signature Parent's Signature

✂ answer key — fold or cut before handing out

1-A 2-A 3-A 4-A | 5 Publish 6 projects 7 = Server - Publish Workbook - pick project - set permissions 8 = View only; interact/edit web; full authoring 9 = Publish extract - schedule refresh on Server | 10 = Push notification only when action is needed

📄 Need offline practice?Download the print-ready PDF or open the one-page cheat sheet.

⬇ Worksheet PDF 🗒 Cheat Sheet

🧠 Section A · Concept Check ● BEGINNER 4 × 1 = 4

🧮 Section B · Problem Solving ● INTERMEDIATE 2 + 3×3 = 11

🚀 Section C · Challenge ● CHALLENGE 5