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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

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

Navigating Workbooks and Dashboards

  • Accessing dashboards and understanding their layout components
  • Utilizing tooltips, filters, legends, and highlight features
  • Switching between individual sheets and full dashboards

Interacting with Data

  • Employing filters and parameters
  • Drilling down and up through data hierarchies
  • Utilizing the “View Data” feature

Custom Views and Subscriptions

  • Saving customized filtered views
  • Subscribing to dashboards with scheduled update notifications
  • Configuring data-driven alerts

Collaboration and Sharing

  • Adding comments to dashboards
  • Sharing views with colleagues
  • Exporting dashboards and visualizations

Exploring Data Sources

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

Best Practices for Explorers

  • Working efficiently with large, complex dashboards
  • Preventing common errors when applying filters
  • Maintaining consistency in shared insights

Summary and Next Steps

Requirements

  • Basic familiarity with reading charts and tables
  • Experience working with data in Excel or other common business tools
  • No prior experience in Tableau development is necessary

Target Audience

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

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