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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
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.