Course Outline
Introduction to Tableau Explorer
- What is Tableau Explorer?
- Difference between Explorer, Viewer, and Creator roles
- Overview of Tableau Cloud and its interface
Navigating Workbooks and Dashboards
- Opening dashboards and understanding layout elements
- Tooltips, filters, legends, and highlights
- Switching between sheets and dashboards
Interacting with Data
- Using filters and parameters
- Drilling down and up through hierarchies
- Using the “View Data” feature
Custom Views and Subscriptions
- Saving custom filtered views
- Subscribing to dashboards with scheduled updates
- Setting up 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
- Using published data in new explorations
Best Practices for Explorers
- Working efficiently with large dashboards
- Avoiding common mistakes when applying filters
- Ensuring consistency in shared insights
Summary and Next Steps
Requirements
- Familiarity with reading basic charts and tables
- Experience working with data in Excel or other common tools
- No prior Tableau development experience required
Audience
- Business professionals who consume and interact with dashboards
- Team members responsible for monitoring KPIs and trends
- Stakeholders who use Tableau to explore published reports
Testimonials (5)
The trainer answered all of my questions and gives us a walkthrough.
Mark Xavier Rimas - AIGSS- BPI
Course - Tableau Fundamentals to Advanced
I mostly was benefit from the exercises and sample cases.
Ann Olano - Infinit-O Manila
Course - Tableau Fundamentals
Freedom of communication and the trainer's openness, exercises based on real examples/data. Additionally, I appreciated that if someone asked a question, the trainer answered all of them. It is also commendable that the trainer returned to one of the issues the next day to present different possible solutions to the problem.
Artur Niestoj - HSBC Service Delivery (Polska) Sp. z o.o.
Course - Data analysis with Tableau
Machine Translated
facilitator's competence, questions were not left unanswered
Wojciech Hudyka - IGT Poland Sp. z o.o.
Course - Tableau for Developers
Machine Translated
Leading approach. Good instructor
Krzysztof Zimerman - CREDIT SUISSE (Poland) Sp. Z o.o.
Course - Visual Reporting and Analysis with Tableau
Machine Translated