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Course Outline
Introduction to Tableau Explorer
- Defining the scope of 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 components
- Utilizing tooltips, filters, legends, and highlighting features
- Switching seamlessly between different sheets and dashboards
Interacting with Data
- Applying filters and manipulating parameters
- Drilling up and down through data hierarchies
- Leveraging the “View Data” functionality
Custom Views and Subscriptions
- Saving personalized filtered views
- Subscribing to dashboards with scheduled refresh updates
- Configuring alerts based on data-driven conditions
Collaboration and Sharing
- Adding comments to enhance dashboard discussions
- Sharing specific views with team members
- Exporting dashboards and visualizations for external use
Exploring Data Sources
- Browsing connected data sources
- Understanding data refresh schedules and frequency
- Utilizing published data for new analytical explorations
Best Practices for Explorers
- Optimizing workflow efficiency with large dashboards
- Common pitfalls to avoid when applying filters
- Maintaining consistency in shared insights and reporting
Summary and Next Steps
Requirements
- Basic familiarity with interpreting charts and tables
- Experience handling data using Excel or similar standard 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 for exploring published reports
7 Hours
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.