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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
  • Overview of the Tableau Cloud environment and interface

Navigation of Workbooks and Dashboards

  • Accessing dashboards and comprehending layout components
  • Interpreting tooltips, filters, legends, and highlights
  • Transitioning between different sheets and dashboards

Data Interaction

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

Custom Views and Subscriptions

  • Preserving custom filtered views
  • Setting up dashboard subscriptions with scheduled updates
  • Configuring alerts based on data metrics

Collaboration and Sharing

  • Adding comments to dashboards for discussion
  • Distributing views to team members
  • Exporting dashboards and visualizations

Exploration of Data Sources

  • Reviewing connected data sources
  • Understanding data refresh schedules
  • Utilizing published data for new analytical explorations

Best Practices for Explorers

  • Efficiently managing large dashboards
  • Mitigating common errors associated with filter application
  • Maintaining consistency across shared insights

Summary and Next Steps

Requirements

  • Basic understanding of interpreting charts and tables
  • Previous experience handling data in Excel or similar common tools
  • No prior experience with Tableau development is necessary

Audience

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

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