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Course Outline

Fundamentals of Tableau Explorer

  • Defining the Tableau Explorer role
  • Distinguishing between Explorer, Viewer, and Creator permissions
  • Introduction to Tableau Cloud and its user interface

Working with Workbooks and Dashboards

  • Accessing dashboards and comprehending layout components
  • Interpreting tooltips, filters, legends, and highlighting features
  • Transitioning seamlessly between sheets and dashboards

Engaging with Data Assets

  • Leveraging filters and parameters for analysis
  • Navigating up and down through data hierarchies
  • Utilizing the “View Data” functionality

Personalized Views and Notifications

  • Storing custom filtered perspectives
  • Subscribing to dashboards for automated periodic updates
  • Configuring alerts based on data changes

Team Collaboration and Distribution

  • Inserting comments directly onto dashboards
  • Distributing views to relevant team members
  • Extracting dashboards and individual visualizations

Investigating Data Sources

  • Reviewing available connected data sources
  • Comprehending data refresh cycles
  • Applying published data to new analytical explorations

Optimal Practices for Explorers

  • Efficiently managing extensive dashboards
  • Preventing typical errors associated with filter application
  • Maintaining uniformity in shared analytical insights

Recap and Future Progression

Requirements

  • Proficiency in interpreting fundamental charts and tables
  • Hands-on experience handling data via Excel or similar common applications
  • No existing experience in Tableau development is necessary

Intended Audience

  • Professionals in business roles who utilize and interact with dashboards
  • Team members tasked with overseeing KPIs and market trends
  • Stakeholders leveraging Tableau to investigate published reports
 7 Hours

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