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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Defining the role of Tableau Explorer
  • Distinguishing between Explorer, Viewer, and Creator licenses
  • An overview of the Tableau Cloud interface

Navigation of Workbooks and Dashboards

  • Accessing dashboards and interpreting layout components
  • Utilizing tooltips, filters, legends, and highlight actions
  • Managing transitions between sheets and dashboards

Data Interaction Techniques

  • Applying filters and utilizing parameters
  • Navigating hierarchies through drill-down and drill-up functions
  • Utilizing the “View Data” functionality

Managing Custom Views and Subscriptions

  • Persisting custom filtered views
  • Setting up dashboard subscriptions with automated refreshes
  • Configuring alerts based on data fluctuations

Collaboration and Sharing Capabilities

  • Engaging with dashboards via comments
  • Distributing views to team members
  • Exporting dashboards and visual elements

Exploring Data Sources

  • Reviewing connected data sources
  • Comprehending data refresh cycles
  • Leveraging published data for new analytical explorations

Best Practices for Explorers

  • Optimizing workflows with large-scale dashboards
  • Mitigating common errors associated with filter application
  • Maintaining consistency across shared insights

Summary and Path Forward

Requirements

  • Basic proficiency in reading charts and tables
  • Practical experience with data manipulation in Excel or similar platforms
  • No prior experience with Tableau development is necessary

Target Audience

  • Business professionals engaged in consuming and interacting with dashboards
  • Team members tasked with monitoring KPIs and trend analysis
  • Stakeholders utilizing Tableau to investigate published reports

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