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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
Testimonials (1)
The joyful atmosphere, the openness of the knowledgeable trainer who offered us a lot of tips and tricks.