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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Defining Tableau Explorer
  • Distinguishing between Explorer, Viewer, and Creator roles
  • Overview of the Tableau Cloud interface

Navigating Workbooks and Dashboards

  • Opening dashboards and interpreting layout elements
  • Understanding tooltips, filters, legends, and highlights
  • Toggling between different sheets and dashboards

Interacting with Data

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

Custom Views and Subscriptions

  • Saving personalized filtered views
  • Subscribing to dashboards to receive scheduled updates
  • Configuring data-driven alerts

Collaboration and Sharing

  • Adding comments directly to dashboards
  • Sharing specific views with team members
  • Exporting dashboards and visualizations

Exploring Data Sources

  • Browsing available connected data sources
  • Comprehending data refresh schedules
  • Incorporating published data into new explorations

Best Practices for Explorers

  • Optimizing workflow with large dashboards
  • Preventing common errors when applying filters
  • Maintaining consistency in shared insights

Summary and Next Steps

Requirements

  • Basic proficiency in reading charts and tables
  • Prior experience handling data in Excel or other standard tools
  • No previous Tableau development experience is necessary

Target Audience

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

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