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Duration 7 hours
Course Outline
Introduction to Tableau Explorer
- Defining the Tableau Explorer role.
- Distinguishing between Explorer, Viewer, and Creator permissions.
- An overview of the Tableau Cloud platform and its user interface.
Navigating Workbooks and Dashboards
- Accessing dashboards and comprehending their layout components.
- Utilizing tooltips, filters, legends, and highlight features.
- Efficiently switching between individual sheets and full dashboards.
Interacting with Data
- Applying filters and adjusting parameters.
- Drilling down into and up through data hierarchies.
- Leveraging the “View Data” functionality.
Custom Views and Subscriptions
- Preserving custom filtered views for future use.
- Setting up dashboard subscriptions with scheduled updates.
- Configuring alerts driven by data changes.
Collaboration and Sharing
- Adding contextual comments to dashboards.
- Distributing specific views to team members.
- Exporting dashboards and visualizations for external use.
Exploring Data Sources
- Reviewing connected data sources.
- Understanding the refresh schedules for data sets.
- Utilizing published data for new analytical explorations.
Best Practices for Explorers
- Optimizing workflows when handling large dashboards.
- Preventing common errors associated with filter application.
- Maintaining consistency in shared business insights.
Summary and Next Steps
Requirements
- Basic proficiency in interpreting standard charts and tables.
- Practical experience handling data in Excel or similar common tools.
- No previous experience in Tableau development is necessary.
Target Audience
- Business professionals who regularly utilize and interact with data dashboards.
- Team members tasked with monitoring KPIs and tracking trends.
- Stakeholders who leverage Tableau to examine 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.