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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

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