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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
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.