Tableau Explorer: Interactive Data Analysis and Dashboard Navigation Training Course
Tableau Explorer is a specific licensing tier within Tableau Cloud, tailored for users who engage with dashboards, apply filters, generate views, and collaborate with teams by leveraging published data sources.
This instructor-led live training, available either online or onsite, is designed for business users ranging from beginner to intermediate levels who want to explore, filter, and interact with data using Tableau Explorer in Tableau Cloud.
Upon completing this training, participants will be equipped to:
- Navigate Tableau dashboards and shared workbooks with confidence.
- Apply filters, drill down into details, and export data directly from dashboards.
- Create saved views and set up custom alerts triggered by data changes.
- Collaborate effectively with team members through comments, subscriptions, and shared views.
Course Format
- Interactive lectures and live demonstrations.
- Hands-on exercises utilizing shared dashboards and published content.
- Real-time practice within Tableau Cloud, featuring guided exploration.
Options for Course Customization
- For tailored training requests for this course, please get in touch with us to make arrangements.
Course Outline
Introduction to Tableau Explorer
- Understanding what Tableau Explorer entails
- Key differences between Explorer, Viewer, and Creator roles
- Overview of Tableau Cloud and its interface
Navigating Workbooks and Dashboards
- Opening dashboards and comprehending layout elements
- Utilizing tooltips, filters, legends, and highlights
- Switching between sheets and dashboards
Interacting with Data
- Employing filters and parameters
- Drilling down and up through hierarchies
- Leveraging the “View Data” feature
Custom Views and Subscriptions
- Saving custom filtered views
- Subscribing to dashboards with scheduled updates
- Configuring data-driven alerts
Collaboration and Sharing
- Adding comments to dashboards
- Sharing views with team members
- Exporting dashboards and visualizations
Exploring Data Sources
- Browsing connected data sources
- Understanding data refresh schedules
- Using published data in new explorations
Best Practices for Explorers
- Working efficiently with large dashboards
- Avoiding common mistakes when applying filters
- Ensuring consistency in shared insights
Summary and Next Steps
Requirements
- Basic proficiency in reading charts and tables
- Experience handling data in Excel or similar common tools
- No prior experience with Tableau development is necessary
Target Audience
- Business professionals who consume and interact with dashboards
- Team members tasked with monitoring KPIs and trends
- Stakeholders who utilize Tableau to explore published reports
Need help picking the right course?
southafrica@nobleprog.co.za or +27 (0)10 005 5793
Tableau Explorer: Interactive Data Analysis and Dashboard Navigation Training Course - Enquiry
Testimonials (2)
No pressure on the attendance
Agata Budzynska - Tech NorthWest Skillnet
Course - Tableau Fundamentals
The Practice, I created a dashboard is super easy, once time understand the subjects.
Luis Fernando - si
Course - Tableau Fundamentals to Advanced
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