Tableau Desktop Specialist · Free Practice Question Medium
Question 7
A data steward publishes an extract-based data source to Tableau Server but needs to update its permissions and refresh the extract from Tableau Desktop after new data is added to the source database. Which actions can be done directly in Desktop?
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A
Right-click the data source, choose "Extract" > "Refresh," then use "Server" > "Publish Data Source" to modify permission using the dialog and update the server version.
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B
Connect to the published data source via "Server" > "Connect," go to "Data" > "[Data Source]" > "Refresh," and save changes to Server.
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C
Open the workbook, right-click the data source, select "Publish to Server," adjust permissions in the dialog, and overwrite the existing data source.
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D
Go to "Server" > "Sign In," open the data source, update permissions via "Data" > "Permissions," and republish it.
Reveal correct answers
Correct answers: A, C
A.
"Extract" > "Refresh" (https://help.tableau.com/current/pro/desktop/en-us/extracting_data.htm#refresh-an-extract) updates the local extract, then "Publish Data Source" (same link) pushes it to Server - handles the refresh need.
B.
"Server" > "Connect" isn’t a menu option—closest is "Sign In" (https://help.tableau.com/current/pro/desktop/en-us/server_connect.htm).
"Refresh" is local, not server-side (https://help.tableau.com/current/pro/desktop/en-us/extracting_data.htm) - wrong flow.
C.
Republishing via right-click > "Publish to Server" (https://help.tableau.com/current/pro/desktop/en-us/publish_datasource.htm) lets you update permissions (https://help.tableau.com/current/pro/desktop/en-us/publish_datasource.htm#permissions) and overwrite - standard Desktop management.
D.
"Data" > "Permissions" doesn’t exist—permissions are set during publish (https://help.tableau.com/current/pro/desktop/en-us/datasource_tab.htm) - invalid option.
Discussion
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