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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Defining the role of Tableau Explorer
  • Distinguishing between Explorer, Viewer, and Creator roles
  • An overview of the Tableau Cloud interface

Navigating Workbooks and Dashboards

  • Accessing dashboards and understanding their layout components
  • Utilizing tooltips, filters, legends, and highlights
  • Switching seamlessly between sheets and dashboards

Interacting with Data

  • Leveraging filters and parameters
  • Drilling up and down through data hierarchies
  • Utilizing the “View Data” functionality

Custom Views and Subscriptions

  • Saving personalized 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
  • Preventing common errors when applying filters
  • Maintaining consistency in shared insights

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 regularly consume and interact with dashboards
  • Team members tasked with monitoring KPIs and tracking trends
  • Stakeholders leveraging Tableau to explore published reports

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