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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 and capabilities

Navigating Workbooks and Dashboards

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

Interacting with Data

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

Custom Views and Subscriptions

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

Collaboration and Sharing

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

Exploring Data Sources

  • Browsing connected data sources
  • Understanding data refresh schedules
  • Utilizing published data for new explorations

Best Practices for Explorers

  • Efficiently working with large dashboards
  • Avoiding common errors when applying filters
  • Maintaining consistency in shared insights

Summary and Next Steps

Requirements

  • Understanding of basic charts and tables.
  • Experience working with data in Excel or similar tools.
  • No prior experience in 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.

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