Analytics-DA-201 - Publish and Manage Content on Tableau Server and Tableau Cloud (9% of the exam) - 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
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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.check_circle 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.
Exam traps in Publish and Manage Content on Tableau Server and Tableau Cloud
Answers that look right on this material and are not. Each one is a distractor from a different question in the Analytics-DA-201 bank for this domain.
Publish with a new workbook name and then delete the previous version once viewers have moved across.
errorWhy it is wrong: A new name creates a separate item with a different URL, breaking existing links and subscriptions, and deleting the old one does not transfer those settings to the new copy.
Creator, because it grants full access to view and interact with content while keeping the contractor inside a single site.
errorWhy it is wrong: Tempting because Creator certainly allows viewing, but it also grants connecting to data and web authoring, which the requirement explicitly forbids.
A new published data source scoped to her territory
errorWhy it is wrong: Publishing a data source changes the underlying data connection for everyone, which is far heavier than saving a personal filter state and would not leave the colleague seeing the default view.