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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Definition and role of Tableau Explorer
  • Distinguishing between Explorer, Viewer, and Creator roles
  • Overview of the Tableau Cloud interface and capabilities

Navigating Workbooks and Dashboards

  • Accessing dashboards and interpreting layout components
  • Utilizing tooltips, filters, legends, and highlight features
  • Toggling between different sheets and dashboard views

Interacting with Data

  • Applying filters and managing parameters
  • Drilling down and up through data hierarchies
  • Leveraging the “View Data” functionality

Custom Views and Subscriptions

  • Saving personalized filtered views
  • Subscribing to dashboards for scheduled updates
  • Configuring alerts based on data changes

Collaboration and Sharing

  • Adding contextual comments to dashboards
  • Distributing views among team members
  • Exporting dashboards and visualizations for external use

Exploring Data Sources

  • Browsing available connected data sources
  • Understanding data refresh schedules and frequencies
  • Utilizing published data for new exploratory analyses

Best Practices for Explorers

  • Efficiently working with complex, large-scale dashboards
  • Preventing common errors associated with filter application
  • Maintaining consistency in shared insights and reporting

Summary and Next Steps

Requirements

  • Basic familiarity with interpreting charts and tables
  • Experience handling data using Excel or similar standard tools
  • No previous Tableau development experience is necessary

Target Audience

  • Business professionals who consume and interact with dashboard reports
  • Team members tasked with monitoring KPIs and trends
  • Stakeholders utilizing Tableau to explore published reports

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