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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.

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