Tableau Explorer: Interactive Data Analysis and Dashboard Navigation

• 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

Tableau Explorer is a license level in Tableau Cloud designed for users who interact with dashboards, apply filters, create views, and collaborate with teams using published data sources.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business users who wish to explore, filter, and interact with data using Tableau Explorer in Tableau Cloud.

By the end of this training, participants will be able to:

• Navigate Tableau dashboards and shared workbooks confidently.
• Apply filters, drill down, and export data from dashboards.
• Create saved views and custom alerts based on data changes.
• Collaborate with team members using comments, subscriptions, and shared views.

Format of the Course

• Interactive lecture and demonstration.
• Hands-on exercises using shared dashboards and published content.
• Real-time practice in Tableau Cloud with guided exploration.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

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