Analytics-DA-201 - Publish and Manage Content on Tableau Server and Tableau Cloud - Section 4.3

Create alerts, subscriptions, and custom views, understand user roles and permissions, and customise and distribute a published workbook.

Practice question for this objective

Free samplePublish and Manage Content on Tableau Server and Tableau Cloudmedium

Which statement correctly describes how a custom view behaves once a user saves one on a published workbook?

  • ASaving a custom view permanently overwrites the workbook's default view for every user who later opens it.
  • BA custom view creates an independent copy of the workbook's data source so the saver can edit calculations privately.
  • CA custom view captures the current filter, sort, and selection state for the individual who saved it, leaving the underlying published workbook unchanged for everyone else. Correct
  • DA custom view republishes the workbook to a separate project so colleagues can browse the personalised layout.
A custom view saves an individual user's personalised filter and selection state on a published workbook without changing it for anyone else. A custom view persists the viewer's own interaction state (filters, sorts, selections) as a named bookmark tied to their account, so the published workbook's default and other users' experiences remain untouched.

Why A is wrong: This is tempting because a custom view does capture filter and selection state, but it is wrong: a custom view is personal and does not alter what other users see by default.

Why B is wrong: This overstates the feature: a custom view records view state only and never clones the data source or grants calculation editing, so it is incorrect.

Why C is correct: A custom view stores interaction state such as filters and selections against the user's own profile without modifying the published workbook itself, which is exactly the behaviour described.

Why D is wrong: This confuses a custom view with publishing; saving a custom view does not create new project content and stays attached to the original workbook, so the statement is false.

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