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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
- Accessing dashboards and interpreting layout components
- Utilizing tooltips, filters, legends, and highlights
- Toggling between sheets and dashboards
Interacting with Data
- Implementing filters and parameters
- Navigating hierarchies via drill-down and drill-up actions
- Leveraging the “View Data” functionality
Custom Views and Subscriptions
- Preserving custom filtered views
- Subscribing to dashboards with scheduled updates
- Configuring data-driven alerts
Collaboration and Sharing
- Annotating dashboards with comments
- Distributing views among team members
- Exporting dashboards and visualizations
Exploring Data Sources
- Browsing available connected data sources
- Comprehending data refresh schedules
- Utilizing published data for new explorations
Best Practices for Explorers
- Managing large dashboards efficiently
- Mitigating common errors when applying filters
- Maintaining consistency in shared insights
Summary and Next Steps
Requirements
- Basic proficiency in reading charts and tables.
- Practical experience handling data in Excel or similar tools.
- No prior Tableau development background is necessary.
Target Audience
- Business professionals who regularly consume and interact with dashboards.
- Team members tasked with monitoring KPIs and tracking trends.
- Stakeholders utilizing Tableau to investigate 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.