An analyst has built a workbook in Tableau Desktop that connects directly to a local Excel file saved on their laptop. They want to publish the workbook to Tableau Cloud so colleagues can view it without the analyst's laptop being switched on. What should the analyst do during publishing to make the data available to other users?
- APublish the workbook with the connection left as a live connection to the local Excel file path.
- BExport the workbook as a packaged PDF and email that file to each colleague instead.
- CPublish the workbook and rely on Tableau Cloud automatically uploading the Excel file from the laptop later.
- DInclude an extract of the Excel data in the published workbook so the data travels to Tableau Cloud. Correct
Why A is wrong: A live connection to a local file path is only reachable from the analyst's own machine, so colleagues on Tableau Cloud would see an error when the laptop is off; this is the very problem the analyst is trying to avoid.
Why B is wrong: A PDF export produces a static document rather than an interactive published workbook on Tableau Cloud, so it does not meet the goal of giving colleagues a live, viewable workbook on the site.
Why C is wrong: Tableau Cloud never reaches back into a user's laptop to fetch local files on its own, so this imagined automatic upload does not exist and the data would remain unavailable to colleagues.
Why D is correct: Including an extract embeds a snapshot of the Excel data inside the published workbook, so it lives on Tableau Cloud and remains available to colleagues regardless of whether the analyst's laptop is switched on.