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Course Outline

Introduction to Tableau Explorer

  • Understanding what Tableau Explorer is.
  • Distinguishing between Explorer, Viewer, and Creator roles.
  • Overview of Tableau Cloud and its user interface.

Navigating Workbooks and Dashboards

  • Opening dashboards and understanding layout elements.
  • Utilizing tooltips, filters, legends, and highlights.
  • Switching seamlessly between sheets and dashboards.

Interacting with Data

  • Applying filters and parameters effectively.
  • Drilling down and up through data hierarchies.
  • Using the 'View Data' feature to inspect underlying information.

Custom Views and Subscriptions

  • Saving customized filtered views for future reference.
  • Subscribing to dashboards to receive scheduled updates.
  • Setting up data-driven alerts for critical changes.

Collaboration and Sharing

  • Adding comments to dashboards for discussion.
  • Sharing specific views with team members.
  • Exporting dashboards and visualizations for external use.

Exploring Data Sources

  • Browsing connected data sources.
  • Understanding data refresh schedules.
  • Utilizing published data for new exploratory analyses.

Best Practices for Explorers

  • Working efficiently with complex dashboards.
  • Avoiding common pitfalls when applying filters.
  • Ensuring consistency in shared insights.

Summary and Next Steps

Requirements

  • Familiarity with interpreting basic charts and tables.
  • Experience working with data in Excel or similar common tools.
  • No prior experience with Tableau development is required.

Audience

  • Business professionals who consume and interact with dashboards.
  • Team members responsible for monitoring KPIs and trends.
  • Stakeholders who use Tableau to explore published reports.
 7 Hours

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