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Course Outline
Introduction to Tableau Explorer
- Understanding what Tableau Explorer entails.
- Distinguishing between Explorer, Viewer, and Creator roles.
- Overview of Tableau Cloud and its user interface.
Navigating Workbooks and Dashboards
- Opening dashboards and understanding layout elements.
- Utilizing tooltips, filters, legends, and highlights.
- Switching between sheets and dashboards.
Interacting with Data
- Using filters and parameters.
- Drilling down and up through hierarchies.
- Using the “View Data” feature.
Custom Views and Subscriptions
- Saving custom filtered views.
- Subscribing to dashboards with scheduled updates.
- Setting up 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 in new explorations.
Best Practices for Explorers
- Working efficiently with large dashboards.
- Avoiding common mistakes when applying filters.
- Ensuring consistency in shared insights.
Summary and Next Steps
Requirements
- Familiarity with interpreting basic charts and tables.
- Previous experience working with data in Excel or similar tools.
- No prior Tableau development experience is required.
Target Audience
- Business professionals who consume and interact with dashboards.
- Team members responsible for monitoring KPIs and trends.
- Stakeholders who utilize Tableau to explore published reports.
7 Hours
Testimonials (2)
No pressure on the attendance
Agata Budzynska - Tech NorthWest Skillnet
Course - Tableau Fundamentals
The Practice, I created a dashboard is super easy, once time understand the subjects.