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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

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