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Course Outline
Introduction to Tableau Explorer
- Understanding what Tableau Explorer is
- Distinguishing between Explorer, Viewer, and Creator roles
- Overview of the Tableau Cloud environment and interface
Navigating Workbooks and Dashboards
- Opening dashboards and understanding layout components
- Utilizing tooltips, filters, legends, and highlights
- Switching between sheets and dashboards
Interacting with Data
- Using filters and parameters
- Drilling down and up through data hierarchies
- Leveraging the "View Data" feature
Custom Views and Subscriptions
- Saving custom filtered views
- Subscribing to dashboards with scheduled updates
- Configuring data-driven alerts
Collaboration and Sharing
- Adding comments to dashboards
- Sharing views with team members
- Exporting dashboards and visualizations
Exploring Data Sources
- Browsing connected data sources
- Understanding data refresh schedules
- Utilizing published data for new explorations
Best Practices for Explorers
- Working efficiently with large dashboards
- Avoiding common pitfalls when applying filters
- Ensuring consistency in shared insights
Summary and Next Steps
Requirements
- Familiarity with interpreting basic charts and tables
- Experience working with data in Excel or similar common tools
- No prior experience with Tableau development is required
Audience
- Business professionals who consume and interact with dashboards
- Team members responsible for monitoring KPIs and trends
- Stakeholders who use Tableau to explore 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.