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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
Testimonials (2)
The joyful atmosphere, the openness of the knowledgeable trainer who offered us a lot of tips and tricks.
Ionut - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
The Practice, I created a dashboard is super easy, once time understand the subjects.