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 Duration 7 hours

Course Outline

Introduction to Tableau Explorer

  • Defining the role and capabilities of Tableau Explorer
  • Distinguishing between Explorer, Viewer, and Creator roles
  • An overview of the Tableau Cloud platform and user interface

Navigating Workbooks and Dashboards

  • Opening dashboards and interpreting layout components
  • Utilizing tooltips, filters, legends, and highlight features
  • Efficiently switching between various sheets and dashboards

Interacting with Data

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

Custom Views and Subscriptions

  • Creating and saving personalized filtered views
  • Setting up dashboard subscriptions with scheduled refreshes
  • Configuring alerts based on specific data triggers

Collaboration and Sharing

  • Enhancing dashboards with contextual comments
  • Distributing specific views to team members
  • Exporting dashboards and visual elements for external use

Exploring Data Sources

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

Best Practices for Explorers

  • Optimizing workflow when working with large-scale dashboards
  • Preventing common errors associated with filter application
  • Maintaining consistency in shared insights and interpretations

Summary and Next Steps

Requirements

  • Basic proficiency in interpreting standard charts and tables
  • Practical experience handling data in Excel or comparable business tools
  • No prior experience with Tableau development is necessary

Target Audience

  • Business professionals focused on consuming and interacting with dashboards
  • Team members tasked with monitoring Key Performance Indicators (KPIs) and trends
  • Stakeholders utilizing Tableau to investigate published reports

Custom Corporate Training

Training solutions designed exclusively for businesses.

  • Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
Investment

Price per private group, online live training, starting from 1600 € + VAT*

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