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Duration 7 hours
Course Outline
Introduction to Tableau Explorer
- Definition and scope of Tableau Explorer
- Distinctions between Explorer, Viewer, and Creator access roles
- Overview of the Tableau Cloud environment and user interface
Navigation of Workbooks and Dashboards
- Accessing dashboards and interpreting layout components
- Utilizing tooltips, filters, legends, and highlight features
- Transitions between individual sheets and composite dashboards
Data Interaction Techniques
- Application of filters and parameters
- Navigation through hierarchical data structures
- Accessing the “View Data” functionality
Custom Views and Subscription Management
- Persistence of custom filtered views
- Configuration of dashboard subscriptions with scheduled refreshes
- Establishment of data-driven alert mechanisms
Collaboration and Distribution
- Incorporation of comments into dashboards
- Dissemination of views to organizational team members
- Exportation of dashboards and visual elements
Examination of Data Sources
- Review of linked data repositories
- Comprehension of data refresh cycles
- Utilization of published data for independent analysis
Recommended Procedures for Explorers
- Efficient management of extensive dashboards
- Mitigation of common errors during filter application
- Maintenance of consistency in distributed insights
Conclusion and Subsequent Actions
Requirements
- Basic proficiency in interpreting charts and tabular data
- Prior experience manipulating data using Excel or similar standard software
- No prerequisite knowledge of Tableau development is necessary
Target Audience
- Business professionals responsible for consuming and interacting with dashboard content
- Personnel tasked with monitoring key performance indicators (KPIs) and trends
- Stakeholders utilizing Tableau to examine 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.