Tableau Explorer: Interactive Data Analysis and Dashboard Navigation Training Course
Tableau Explorer is a specialized license level within Tableau Cloud, tailored for users who actively engage with dashboards, apply filters, generate views, and collaborate with teams through published data sources.
This instructor-led live training, available online or onsite, is designed for beginner to intermediate business users eager to explore, filter, and interact with data using Tableau Explorer in Tableau Cloud.
Upon completing this training, participants will be equipped to:
- Navigate Tableau dashboards and shared workbooks with confidence.
- Apply filters, drill down into details, and export data directly from dashboards.
- Create saved views and set custom alerts triggered by data changes.
- Collaborate effectively with team members through comments, subscriptions, and shared views.
Course Format
- Interactive lectures and live demonstrations.
- Hands-on exercises utilizing shared dashboards and published content.
- Real-time practice in Tableau Cloud with guided exploration.
Course Customization Options
- To request a customized training session for this course, please contact us to arrange.
Course Outline
Introduction to Tableau Explorer
- What is Tableau Explorer?
- Difference between Explorer, Viewer, and Creator roles
- Overview of Tableau Cloud and its interface
Navigating Workbooks and Dashboards
- Opening dashboards and understanding layout elements
- Tooltips, filters, legends, and highlights
- Switching between sheets and dashboards
Interacting with Data
- Using filters and parameters
- Drilling down and up through hierarchies
- Using the “View Data” feature
Custom Views and Subscriptions
- Saving custom filtered views
- Subscribing to dashboards with scheduled updates
- Setting up 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
- Using published data in new explorations
Best Practices for Explorers
- Working efficiently with large dashboards
- Avoiding common mistakes when applying filters
- Ensuring consistency in shared insights
Summary and Next Steps
Requirements
- Familiarity with reading basic charts and tables
- Experience working with data in Excel or other common tools
- No prior Tableau development experience 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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Testimonials (2)
No pressure on the attendance
Agata Budzynska - Tech NorthWest Skillnet
Course - Tableau Fundamentals
The Practice, I created a dashboard is super easy, once time understand the subjects.
Luis Fernando - si
Course - Tableau Fundamentals to Advanced
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