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Duration 7 hours
Course Outline
Introduction to Tableau Explorer
- Defining Tableau Explorer
- Distinguishing between Explorer, Viewer, and Creator roles
- Overview of the Tableau Cloud platform and its interface
Navigating Workbooks and Dashboards
- Opening dashboards and comprehending layout components
- Utilizing tooltips, filters, legends, and highlights
- Switching between sheets and dashboards
Interacting with Data
- Applying filters and parameters
- Drilling down and up through data hierarchies
- Leveraging the “View Data” feature
Custom Views and Subscriptions
- Saving custom filtered views
- Subscribing to dashboards for scheduled updates
- Configuring 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
- Utilizing published data for new explorations
Best Practices for Explorers
- Efficiently managing large dashboards
- Avoiding common errors when applying filters
- Maintaining consistency in shared insights
Summary and Next Steps
Requirements
- Comfort with interpreting basic charts and tables
- Practical experience handling data in Excel or other standard tools
- No previous experience in Tableau development is necessary
Intended Audience
- Business professionals who regularly consume and interact with dashboards
- Team members tasked with monitoring KPIs and trends
- Stakeholders who utilize Tableau to explore published reports
Testimonials (2)
the immediate application of what is learned
Mariana Gomez - BANCO DE MEXICO
Course - Tableau Fundamentals to Advanced
Machine Translated
The joyful atmosphere, the openness of the knowledgeable trainer who offered us a lot of tips and tricks.