Tableau Explorer

Tableau Explorer

What is Tableau ?
Tableau empowers everyone to see and understand their data. On your Tableau site, you can ask and answer everything from the simplest to the most complex questions of your data more intuitively than ever before.

Step 1: Get to know your site
Your site is your new playground. When you sign into Tableau, the first page you see will include the Projects, Workbooks, Views, or Data Sources menus. As you click these options, each page shows related content you can access. As Creators and Explorers share workbooks, your site will begin to build a content library full of useful data. Exploring this content is easy.
- Search for content
The quick search field at the top of the page searches your entire site. Filter your search to find matches that are specific to each resource type, such as modified date for workbooks or connection type for data sources. You can also find workbooks or views that you've marked as favorites. Both quick search and filtered search support attributes to help set the scope of the search.
- Browse for content
Navigate through your site to find the data that will help you better ask and answer questions. In the navigation bar, move from Projects to Workbooks to Views to Data Sources to find what you’re looking for.

Step 2: Interact with content
Interacting with data visualizations is one of the most important aspects of Tableau. Workbooks and visualizations are full of new insights and the way to coax them out is through interaction. Want to dig deeper and answer questions the minute they occur to you? Check out these simple interactions.
- Filter data
Filter data to further explore what’s important to you. Use a filter to narrow the timeframe or remove the extraneous data points, so you can zero in on what you need.
- Sort
Sort data to get a new perspective. Use the sort functionality to see your data in a new way.
- Select Marks
When you select a mark or a subset of marks in the view, you can see information about the marks in the tooltip that appears. You can also quickly filter the marks you select from the view, as well as view their underlying data.
- Comment
Start the conversation. Adding comments to a view is quick way to collaborate with your team around data. In the toolbar above the view, select Comments, type your message and click post. If you’d like to remove your comment, click the X in the upper right corner.

Step 3: Stay informed
- Find favorites
Favoriting content makes it easy for you keep an eye on the data you need. To favorite a view, click the star to add the content to your favorites list. You can then quickly access your favorites from the top navigation whenever you need them.
- Data driven alerts
Data driven alerts help you keep on top of your most important data. Get an email when a mark crosses a visual threshold. First, select the axis you want to alert on. Then click the Alert button in the toolbar. Finally, choose the trigger condition and when to send it.
- Subscriptions
Using the Subscribe button in the toolbar, you can subscribe to dashboards and get updates delivered directly to your inbox on a set schedule. You can also subscribe other site users if you have the permissions to do so.
- Mobile app
The Tableau mobile app is a convenient way to keep your data at your fingertips. Go from question to insight in just a few taps. Ask your own questions, seek out the answers you care about. Select, filter, and drill down with a tap of your finger. Interact with your data using controls that are automatically optimized for touch. Download for iOS and Android.

Step 4: Build something
As an Explorer in your site, you share the responsibility with Creators to create new content on your site. You can either start with an existing workbook that’s already on your site or start building from scratch.
- Start by editing
Navigate to a workbook on your site and open it up. Select the pencil icon next to the workbook title to edit the view.
- Start from the data
As an Explorer, you’re able to answer your own questions by exploring data right in the browser. Start by selecting Workbooks from the top navigation. Then the Connect to Data window appears. Connect to published data sources from the On This Site tab, and select your chosen published data source to start building something amazing.
- Use natural language to get answers from your data
Ask Data is a powerful way to interact with your data. Simply type a question and get an answer in the form of automatic data visualizations. Use Ask Data to get started quickly and iterate on your analysis without drag-and-drop or understanding the underlying data’s structure.
- Build with visual best practices in mind
Discover ways to improve your visualizations to increase understanding about your data and enable faster, more meaningful answers.
The most important step you can take to make a great visualization is to know what you’re trying to say. It is vital that your visualization has a purpose and you are selective about what you include in your visualization to fulfill that purpose. Below are some tips to apply visual best practices to your workbooks. Check out the whitepaper for the full list of tips.
-- Know your audience
When you’re building a visualization it’s important to understand what questions your audience already has. What answers do you find for them? What other questions does it inspire? What conversations will result? Your viewers should take something away from the time they spend with your visualization.
-- Choose the right chart type
Understanding what you’re trying to convey in your visualization is a critical first step. Knowing which visualization can best convey that purpose is equally important. Whether you’re trying to see trends over time, or comparing and ranking a group of items by a set of criteria, the chart type you choose will help your audience better comprehend the information in your visualization.
-- Emphasize the most important data
Many chart types let you put multiple measures and dimensions in one view. In scatter plots, for example, you can put measures on the X-or Y-axis, as well as on the marks for color, size, or shape. A rule of thumb is to put the most important data on the X- or Y- axis and less important data on color, size, or shape.
-- Orient your views for legibility
Sometimes a simple change in how to your labels are oriented can greatly increase how quickly viewers understand what’s being conveyed. If you find yourself with a view that has long labels that only fit vertically, try rotating the view. You can quickly swap the fields on the Rows and Columns shelves to achieve this change.

Step 5. Share and collaborate
Share workbooks and views with colleagues
Sharing is caring. Don’t keep your insights to yourself. Share them with colleagues.
Sharing views with members of your site is easy. Maybe you want to show a coworker a specific Viz within your workbook. It’s easy to share links with others by pasting them into an email. Simply click the share icon in the toolbar, copy the URL in the Link field, and past it into your email.
If you want to be more targeted in what you share, try sharing a Custom View. Rather than sending a link to the original dashboard and describing how to find your specific insight, you can save the specific set of filters and highlights you’ve already created in Tableau.
When you are ready to save your custom view, click the Original View button in the toolbar. Give your custom view a name and click Save. Now your team can easily access your custom view by selecting it from the list in the Original View menu. You can also copy and share the URL, just as you did above.

The Tableau Explorers
Explorers are your modern business users - your mobilizing force for change. They may not have analyst in their title, but they’re comfortable with data. They’re looking to move their businesses forward and need to probe deeper into the data to find answers to their own questions. These answers are often outside the confines of pre-built reports.
In your organization today, they likely receive reports from others and combine them with different data points to tailor them to their needs. Pivot tables and vlookups are well known to them. Explorers want to ask and answer their own questions of data.
In Tableau, Explorers will be able to build new workbooks themselves using published data sources or start with existing workbooks and dashboards, all through their browser or mobile device. But they won’t stop there. They’ll ask and answer deeper questions that may not have been answered in the initial round of reporting. Your team will explore their data and stay in the analytical flow like never before.

Tableau License Types
Now more than ever, people need access to data to do their jobs better, but their relationship to data can differ. Tableau’s role-based licenses allow you to deploy data broadly across your organization to users of all skill levels. These roles will allow you to share data with your teams in a governed and trusted way, while allowing for the differences in the way people interact with data. Each role-based offering has inherent governance built-in, based on the set of capabilities that are allowed in the license type.

License types are hierarchical. Creators can access the full functionality of Tableau Prep Builder, Tableau Desktop, and Tableau Server/Onliner to create content. Explorers have access to a subset of Creator capabilities via Tableau Server/Online only, to author new content based on existing published data sources and workbooks. Viewers receive a limited set of capabilities based on the needs of someone who views and interacts only in Tableau Server/Online.

Tableau Explorer
The Explorer option provides governed authoring and data exploration capabilities for users who do not need the full data transformation capabilities of Tableau Prep Builder, or the ability to publish or connect to raw data sources. Explorers may access and analyze published data, create and distribute their own dashboards, and manage content that they have built or have been given the permission to edit.

You might be an Explorer if…
- You are a Line of Business data user who likes to get hands-on with data.
- You need to create your own visualizations using data sources curated by others.
- You want to take visualizations and dashboards built by others and edit or customize them.
- You will administer content on a Tableau Server or Online site.

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