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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
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.