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 fact that it wasn't structured too rigidly and the trainer had an approach focused on our understanding of the material. For me, at least in a training session, it matters a lot that there isn't a overly professional atmosphere, but one of collaboration—where we don't feel inhibited to say what we didn't understand or if we want to revisit a topic. I appreciated that almost everything that could be covered was, so we had an overall view of Tableau and left with basic, foundational concepts that I can build upon if I work in this direction.
Raluca - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
Machine Translated
Weronika created a really friendly, informal atmosphere. The training involved a lot of useful knowledge transfer, technical skills exercises and theory, as well as best practices and guidance on how to handle our own data.
Julia Kuczma - DLA Piper GSC Poland Sp. z o.o.
Course - Tableau Intermediate Training Course
The trainer answered all of my questions and gives us a walkthrough.
Mark Xavier Rimas - AIGSS- BPI
Course - Tableau Fundamentals to Advanced
The knowledge of trainor about the tool.
Kendrick Bacani - Thakral One Inc.
Course - Data analysis with Tableau
In terms of product knowledge, he’s really knowledgeable and very open to answer questions.