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Duration 7 hours
Course Outline
Introduction to Tableau Explorer
- Defining Tableau Explorer.
- Distinguishing between Explorer, Viewer, and Creator roles.
- An overview of Tableau Cloud and its user interface.
Navigating Workbooks and Dashboards
- Opening dashboards and interpreting layout elements.
- Understanding tooltips, filters, legends, and highlights.
- Switching between sheets and dashboards.
Interacting with Data
- Utilizing filters and parameters.
- Drilling up and down through data hierarchies.
- Leveraging the “View Data” feature.
Custom Views and Subscriptions
- Saving custom filtered views.
- Subscribing to dashboards with scheduled updates.
- Configuring data-driven alerts.
Collaboration and Sharing
- Adding comments to dashboards.
- Sharing views with team members.
- Exporting dashboards and visualizations.
Exploring Data Sources
- Browsing connected data sources.
- Understanding data refresh schedules.
- Using published data for new explorations.
Best Practices for Explorers
- Working efficiently with large dashboards.
- Avoiding common pitfalls when applying filters.
- Maintaining consistency in shared insights.
Summary and Next Steps
Requirements
- Basic familiarity with reading charts and tables.
- Experience handling data using Excel or similar common tools.
- No prior experience in Tableau development is necessary.
Target Audience
- Business professionals who consume and interact with data dashboards.
- Team members tasked with monitoring KPIs and business trends.
- Stakeholders who utilize 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.