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Data Analyst

1.1.8. Connect to a data source on Tableau Server

Leave a Comment / By LearningTableau / October 21, 2024

Use the Data Analyst resource guide to find documentation related to this topic. More data analyst practice questions here.

Which of the following is a key benefit of connecting to Tableau Server or Tableau Cloud from Tableau Desktop?

It automatically converts local data sources into extracts.

It provides access to shared data sources, ensuring consistency across reports and dashboards.

It disables local data access to promote centralized data management.

It allows users to edit server settings directly from Tableau Desktop.

None

What happens when you publish a data source to Tableau Server or Tableau Cloud?

The data source becomes editable only by the original publisher.

The data source is accessible to others with the correct permissions and updates automatically from the original data connection.

The data source automatically converts into a local extract for each user accessing it.

The original workbook is locked from further modifications to prevent data conflicts.

None

What are the steps to connect Tableau Desktop to data on Tableau Server?

Open Tableau Server > Enter URL > Choose a Workbook > Load the View

In Tableau Desktop, under the Connect pane, select "Server" > Enter Server name > enter user name and password > select data to connect to

Open Tableau Desktop > Go to "File" > "Connect to Server" > Enter the Server IP Address > Select "Seach for Data"

Launch Tableau Server > Input Username > Choose Dashboard > Save Locally

None

What are the steps to connect Tableau Desktop to data on Tableau Cloud?

On the Connect pane, under Search for Data, select Tableau Server > Select TableauCloud > enter email address and password > select data to connect to

> Select "New Connection" > Enter database details > Select data source

Navigate to "File" > "Connect to Cloud" > Enter credentials > Choose a dataset

Use "Add Data" From "Tableau Cloud" > Enter IP address and password for the database > select dataset

None

Data sources published to Tableau Cloud are shown in the Data pane with a _____ icon.

Cloud

Tableau

Database icon

Globe icon

None

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