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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Definition and scope of Tableau Explorer
  • Distinguishing between Explorer, Viewer, and Creator roles
  • Overview of the Tableau Cloud platform and its interface

Navigating Workbooks and Dashboards

  • Accessing dashboards and comprehending layout components
  • Interacting with tooltips, filters, legends, and highlights
  • Switching seamlessly between different sheets and dashboards

Interacting with Data

  • Utilizing filters and parameters for analysis
  • Drilling down and up through data hierarchies
  • Leveraging the “View Data” functionality

Custom Views and Subscriptions

  • Preserving custom filtered views for future use
  • Subscribing to dashboards to receive scheduled updates
  • Configuring alerts based on specific data triggers

Collaboration and Sharing

  • Adding comments to dashboards for team feedback
  • Sharing specific views with colleagues
  • Exporting dashboards and individual visualizations

Exploring Data Sources

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

Best Practices for Explorers

  • Efficiently managing large and complex dashboards
  • Preventing common errors when applying filters
  • Maintaining consistency in shared insights

Summary and Next Steps

Requirements

  • Basic understanding of interpreting charts and tables
  • Proficiency in handling data with Excel or similar standard tools
  • No previous experience in Tableau development is necessary

Target Audience

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

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