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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 platform and its interface
Navigating Workbooks and Dashboards
- Opening dashboards and comprehending layout components
- Understanding tooltips, filters, legends, and highlights
- Switching efficiently between sheets and dashboards
Interacting with Data
- Utilizing filters and parameters
- Drilling down and up through data hierarchies
- Leveraging the “View Data” feature
Custom Views and Subscriptions
- Saving customized filtered views
- Subscribing to dashboards with scheduled email updates
- Configuring alerts based on data fluctuations
Collaboration and Sharing
- Adding comments to dashboards for team 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 or large dashboards
- Avoiding common errors when applying filters
- Maintaining consistency in shared insights
Summary and Next Steps
Requirements
- Basic familiarity with interpreting charts and tables
- Previous experience handling data in Excel or other common productivity tools
- No prior experience in Tableau development is necessary
Target Audience
- Business professionals who regularly consume and interact with dashboards
- Team members tasked with monitoring KPIs and tracking trends
- Stakeholders who utilize Tableau to explore 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.