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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

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Provisional Upcoming Courses (Require 5+ participants)

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