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Course Outline
Introduction to Tableau Explorer
- Definition and scope of the Tableau Explorer role
- Distinctions between Explorer, Viewer, and Creator permissions
- Overview of the Tableau Cloud environment and user interface
Navigating Workbooks and Dashboards
- Accessing dashboards and interpreting layout components
- Utilizing tooltips, filters, legends, and highlight interactions
- Transitioning between worksheets and dashboard views
Interacting with Data
- Implementing filters and parameters to refine data sets
- Navigating hierarchical levels through drill-down and drill-up actions
- Accessing underlying records via the “View Data” function
Custom Views and Subscriptions
- Creating and saving personalized filtered views
- Configuring scheduled subscriptions for dashboard updates
- Establishing data-driven alerts for specific metrics
Collaboration and Sharing
- Contributing contextual commentary to dashboards
- Distributing views to authorized team members for government workflows
- Exporting dashboards and visualizations for external reporting
Exploring Data Sources
- Browsing linked data sources within the platform
- Reviewing data refresh schedules and frequency
- Leveraging published datasets for new analytical explorations
Best Practices for Explorers
- Optimizing performance when working with large-scale dashboards
- Identifying and avoiding common errors in filter application
- Maintaining consistency across shared analytical insights
Summary and Next Steps
Requirements
- Competency in interpreting fundamental charts and tabular data
- Proficiency in utilizing Excel or analogous software for data management
- No previous experience with Tableau development is necessary
Audience
- Government professionals who access and engage with dashboards
- Personnel tasked with tracking key performance indicators and operational trends
- Stakeholders utilizing Tableau for government applications to analyze published reports
7 Hours
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.