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Course Outline
Introduction to Tableau Explorer
- Understanding the Tableau Explorer role
- Distinguishing between Explorer, Viewer, and Creator permissions
- Overview of the Tableau Cloud platform and its interface
Navigating Workbooks and Dashboards
- Opening dashboards and comprehending layout components
- Utilizing tooltips, filters, legends, and highlight features
- Switching seamlessly between sheets and dashboards
Interacting with Data
- Applying filters and utilizing parameters
- Drilling down and up through data hierarchies
- Leveraging the “View Data” feature for deeper insights
Custom Views and Subscriptions
- Saving custom views based on specific filters
- Subscribing to dashboards to receive scheduled updates
- Configuring data-driven alerts
Collaboration and Sharing
- Adding comments to provide context on dashboards
- Sharing custom views with team members
- Exporting dashboards and visualizations for external use
Exploring Data Sources
- Browsing available connected data sources
- Understanding data refresh schedules and intervals
- Incorporating published data into new exploratory analyses
Best Practices for Explorers
- Working efficiently with complex, large-scale dashboards
- Preventing common errors when applying filters
- Maintaining consistency in shared insights and communications
Summary and Next Steps
Requirements
- Basic familiarity with interpreting charts and tables
- Experience handling data in Excel or similar common tools
- No prior experience in Tableau development is necessary
Target Audience
- Business professionals who rely on and interact with dashboards
- Team members tasked with monitoring KPIs and tracking trends
- Stakeholders who utilize 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.