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Course Outline
Introduction to Tableau Explorer
- Understanding what Tableau Explorer entails
- Distinguishing between Explorer, Viewer, and Creator roles
- Overview of Tableau Cloud and its interface
Navigating Workbooks and Dashboards
- Opening dashboards and understanding layout elements
- Using tooltips, filters, legends, and highlights
- Switching between sheets and dashboards
Interacting with Data
- Applying filters and parameters
- Drilling down and up through hierarchies
- Utilizing 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
- Basic ability to read charts and tables
- Experience working with data in Excel or similar tools
- No prior Tableau development experience needed
Audience
- Business professionals who consume and interact with dashboards
- Team members tasked with monitoring KPIs and trends
- Stakeholders using Tableau to explore published reports
7 Hours
Testimonials (3)
the immediate application of what is learned
Mariana Gomez - BANCO DE MEXICO
Course - Tableau Fundamentals to Advanced
Machine Translated
The examples and personalized attention
Yahaira - Trane Technologies Manufactura S de RL de CV
Course - Tableau Advanced
Machine Translated
No pressure on the attendance