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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Defining the role of Tableau Explorer
  • Distinguishing between Explorer, Viewer, and Creator roles
  • An overview of the Tableau Cloud platform and its interface

Navigating Workbooks and Dashboards

  • Opening dashboards and interpreting layout elements
  • Utilizing tooltips, filters, legends, and highlight features
  • Toggling between different sheets and dashboards

Interacting with Data

  • Applying filters and manipulating parameters
  • Drilling up and down through data hierarchies
  • Leveraging the “View Data” functionality

Custom Views and Subscriptions

  • Saving personalized filtered views
  • Setting up dashboard subscriptions with scheduled updates
  • Configuring alerts based on data changes

Collaboration and Sharing

  • Adding contextual comments to dashboards
  • Sharing specific views with team members
  • Exporting dashboards and visualizations for external use

Exploring Data Sources

  • Browsing available connected data sources
  • Understanding data refresh schedules and frequency
  • Utilizing published data for new exploratory analyses

Best Practices for Explorers

  • Working efficiently with complex, large-scale dashboards
  • Avoiding common pitfalls when applying filters
  • Maintaining consistency in shared insights and reports

Summary and Next Steps

Requirements

  • Basic proficiency in reading charts and tables
  • Experience handling data in Excel or similar standard tools
  • No prior Tableau development experience is necessary

Target Audience

  • Business professionals who regularly consume and interact with dashboards
  • Team members tasked with monitoring KPIs and tracking trends
  • Stakeholders who utilize Tableau to explore published reports

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