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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

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