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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
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.