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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Definition of Tableau Explorer
  • Distinguishing between Explorer, Viewer, and Creator roles
  • Overview of the Tableau Cloud interface and functionality

Navigating Workbooks and Dashboards

  • Accessing dashboards and interpreting layout elements
  • Utilizing tooltips, filters, legends, and highlights
  • Transitioning between sheets and dashboards

Interacting with Data

  • Applying filters and using parameters
  • Drilling down and up through data hierarchies
  • Leveraging the “View Data” feature

Custom Views and Subscriptions

  • Preserving custom filtered views
  • Subscribing to dashboards for scheduled updates
  • Configuring data-driven alerts

Collaboration and Sharing

  • Annotating dashboards with comments
  • Distributing views to team members
  • Exporting dashboards and visualizations

Exploring Data Sources

  • Reviewing connected data sources
  • Understanding data refresh schedules
  • Utilizing published data for new explorations

Best Practices for Explorers

  • Efficiently working with extensive dashboards
  • Preventing common errors when applying filters
  • Maintaining consistency in shared insights

Summary and Next Steps

Requirements

  • Basic familiarity with reading charts and tables
  • Experience handling data in Excel or other common tools
  • No prior experience in Tableau development is necessary

Target Audience

  • Business professionals who utilize and interact with dashboards
  • Team members tasked with monitoring KPIs and trends
  • Stakeholders who use Tableau to explore published reports

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