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 Duration 7 hours

Course Outline

Getting Started with Tableau Explorer

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

Working with Workbooks and Dashboards

  • Accessing dashboards and interpreting layout components
  • Utilizing tooltips, filters, legends, and highlight options
  • Transitioning between various sheets and dashboards

Engaging with Data

  • Implementing filters and parameters
  • Drilling down into and up out of data hierarchies
  • Leveraging the “View Data” functionality

Personalized Views and Updates

  • Saving custom-filtered perspectives
  • Subscribing to dashboards for scheduled refreshes
  • Configuring data-driven notifications

Team Collaboration and Distribution

  • Annotating dashboards with comments
  • Distributing views to colleagues
  • Exporting dashboards and visual assets

Data Source Exploration

  • Reviewing connected data sources
  • Comprehending data refresh intervals
  • Utilizing published data for new analytical explorations

Best Practices for Explorers

  • Optimizing workflow with extensive dashboards
  • Preventing common errors when applying filters
  • Maintaining consistency in shared insights

Recap and Future Pathways

Requirements

  • Basic familiarity with interpreting charts and tables
  • Experience managing data in Excel or similar common tools
  • No prior Tableau development experience is necessary

Target Audience

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

Testimonials (2)

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