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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
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.