Tableau Server Hands-On Training for Viewer
Overview
Perfect for end-users with Tableau Viewer licenses, this half-day hands-on training is designed to maximize the value of your Tableau investment. Participants will learn how to efficiently navigate and interact with Tableau Server dashboards, apply filters, set up subscriptions, and engage through comments. all without the need for editing permissions. This session empowers business users to extract actionable insights and contribute to data-driven decision-making across the organization.
Key Highlights
• Hands-on, instructor-led training
• Navigate and interact with dashboards
• Engage with content shared across teams
Who Should Join
Designed for end-users with Tableau Viewer licenses—business users and stakeholders who navigate dashboards, apply filters, and extract insights without creating, editing, or publishing content.
Outcome
By the end of the session, Tableau Viewer users will be equipped with the confidence and skills to navigate dashboards, apply filters, and extract key insights—ensuring secure, efficient, and seamless interaction with Tableau Server content.
Table of Content
1. Overview
• Introduction
• Objective
• Audience
• Prerequisite
2. Getting Started with Tableau Server
• Introduction
• User roles
• Understanding the Viewer’s role and its limitations
3. Accessing and Viewing Content
• Sign In to Tableau Server
• Exploring the Home, Favourites, and Recents views
• Searching and filtering content in projects
4. Interacting with Dashboards and Reports
• Opening and navigating workbooks
• Using filters, parameters, and highlighters to explore data
• Sorting, exporting, and downloading views
• Switching between different dashboard views
5. Subscriptions, Alerts, and Notifications
• Creating and managing subscriptions for dashboards
• Setting up data-driven alerts
• Managing notifications for updated content
6. Collaboration and Commenting
• Adding comments and annotations to dashboards
• Sharing dashboards with other users
• Understanding permissions and restrictions for Viewers
7. Tableau Mobile
• App Requirements & Installations
• Sign-in to Tableau Mobile
• Interacting with Content in Tableau Mobile
• Changing App Settings or Switch Site
• See Interactive Previews, Online or Offline