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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Understanding the Tableau Explorer role
  • Distinguishing between Explorer, Viewer, and Creator licences
  • Overview of the Tableau Cloud interface and capabilities

Navigating Workbooks and Dashboards

  • Accessing dashboards and interpreting layout elements
  • Utilising tooltips, filters, legends, and highlighters
  • Switching seamlessly between sheets and dashboards

Interacting with Data

  • Applying filters and manipulating parameters
  • Drilling down and up through data hierarchies
  • Utilising the “View Data” functionality

Custom Views and Subscriptions

  • Saving personalised filtered views
  • Subscribing to dashboards for scheduled updates
  • Configuring alerts based on data triggers

Collaboration and Sharing

  • Adding contextual comments to dashboards
  • Distributing views to team members
  • Exporting dashboards and visualisations for external use

Exploring Data Sources

  • Browsing available connected data sources
  • Understanding data refresh schedules and cycles
  • Leveraging published data for new exploratory analyses

Best Practices for Explorers

  • Efficient navigation of large, complex dashboards
  • Avoiding common pitfalls when applying filters
  • Maintaining consistency in shared insights

Summary and Next Steps

Requirements

  • Familiarity with interpreting basic charts and tables
  • Experience working with data in Excel or other common tools
  • No prior Tableau development experience is necessary

Target Audience

  • Business professionals who utilise and interact with dashboards
  • Team members tasked with monitoring KPIs and trends
  • Stakeholders who use Tableau to explore published reports

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Testimonials (2)

Provisional Upcoming Courses (Require 5+ participants)

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