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Course Outline

Introduction to Tableau Explorer

  • Understanding what Tableau Explorer entails
  • Key differences between Explorer, Viewer, and Creator roles
  • Overview of the Tableau Cloud interface

Navigating Workbooks and Dashboards

  • Opening dashboards and comprehending layout elements
  • Utilizing tooltips, filters, legends, and highlights
  • Switching seamlessly between sheets and dashboards

Interacting with Data

  • Applying filters and parameters
  • Drilling down and up through data hierarchies
  • Using the “View Data” feature

Custom Views and Subscriptions

  • Saving custom filtered views
  • Subscribing to dashboards for 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
  • Leveraging published data for new explorations

Best Practices for Explorers

  • Working efficiently with large dashboards
  • Avoiding common pitfalls when applying filters
  • Ensuring consistency in shared insights

Summary and Next Steps

Requirements

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

Target Audience

  • Business professionals who consume and interact with dashboards
  • Team members tasked with monitoring KPIs and trends
  • Stakeholders utilizing Tableau to explore published reports
 7 Hours

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