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Duration 7 hours
Course Outline
Introduction to Tableau Explorer
- Understanding the Tableau Explorer license
- Distinguishing between Explorer, Viewer, and Creator roles
- Overview of the Tableau Cloud interface
Navigating Workbooks and Dashboards
- Accessing dashboards and understanding layout components
- Utilizing tooltips, filters, legends, and highlights
- Switching efficiently between sheets and dashboards
Interacting with Data
- Applying filters and parameters
- Drilling up and down through data hierarchies
- Leveraging the “View Data” feature
Custom Views and Subscriptions
- Saving filtered custom views
- Subscribing to dashboards for scheduled updates
- Configuring data-driven alerts
Collaboration and Sharing
- Adding contextual comments to dashboards
- Sharing specific 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 extensive dashboards
- Avoiding common pitfalls when applying filters
- Maintaining consistency in shared insights
Summary and Next Steps
Requirements
- Basic understanding of interpreting charts and tables
- Prior experience handling data in Excel or similar common tools
- No background in Tableau development is necessary
Target Audience
- Business professionals who regularly consume and interact with dashboards
- Team members tasked with monitoring KPIs and trends
- Stakeholders exploring published reports via Tableau
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.