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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Understanding what Tableau Explorer is
  • Distinguishing between Explorer, Viewer, and Creator roles
  • An overview of Tableau Cloud and its user interface

Navigating Workbooks and Dashboards

  • Opening dashboards and comprehending layout elements
  • Interpreting tooltips, filters, legends, and highlights
  • Switching between different sheets and dashboards

Interacting with Data

  • Utilising filters and parameters effectively
  • Drilling down and up through data hierarchies
  • Leveraging the “View Data” feature

Custom Views and Subscriptions

  • Saving custom filtered views for future reference
  • Subscribing to dashboards for scheduled updates
  • Configuring data-driven alerts

Collaboration and Sharing

  • Adding comments to dashboards for discussion
  • Sharing views with team members
  • Exporting dashboards and visualisations

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
  • Avoiding common pitfalls when applying filters
  • Maintaining consistency in shared insights

Summary and Next Steps

Requirements

  • Comfort with interpreting basic charts and tables
  • Experience handling data in Excel or other standard productivity tools
  • No prior experience with Tableau development is necessary

Target Audience

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

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Testimonials (2)

Provisional Upcoming Courses (Require 5+ participants)

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