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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)

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