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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
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.