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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

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