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Duration 7 hours
Course Outline
Welcome to Tableau Explorer
- Understanding the purpose and scope of Tableau Explorer.
- Distinguishing the capabilities of Explorer, Viewer, and Creator roles.
- A brief tour of the Tableau Cloud environment and user interface.
Mastering Workbook and Dashboard Navigation
- Opening dashboards and interpreting their structural layout.
- Leveraging tooltips, filters, legends, and highlight features.
- Efficiently switching between individual sheets and composite dashboards.
Engaging with Data Dynamics
- Utilizing filters and parameters to refine data presentation.
- Navigating hierarchical structures by drilling down and up.
- Accessing underlying details using the “View Data” function.
Managing Custom Views and Subscriptions
- Persisting custom filtered perspectives for future reference.
- Establishing dashboard subscriptions for automatic scheduled updates.
- Configuring alerts triggered by specific data fluctuations.
Fostering Collaboration and Sharing
- Engaging in discussions by adding comments to dashboard elements.
- Distributing tailored views among team members.
- Exporting dashboards and visual assets for external use.
Investigating Data Sources
- Exploring connected data connections and their status.
- Comprehending data refresh timelines and schedules.
- Utilizing published data assets for new analytical explorations.
Optimizing Explorer Workflows
- Strategies for efficient navigation within complex dashboards.
- Mitigating common errors associated with filter application.
- Maintaining accuracy and consistency in shared insights.
Key Takeaways and Future Directions
Requirements
- Basic proficiency in interpreting charts and tables
- Prior experience handling data using Excel or similar standard tools
- No previous experience in Tableau development is necessary
Intended Audience
- Business professionals who regularly consume and interact with visual dashboards
- Team members tasked with monitoring Key Performance Indicators (KPIs) and trends
- Stakeholders who utilize Tableau to investigate 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.