Duration
2 days
Module 1: Business Intelligence
Business intelligence refers to the methodology and technology driven work processes that derive actionable business insights based on timely, high value, and accurate data analysis and synthesis. In this module, participants will know and understand the analytics and workflow needed in an effective business intelligence work and the best practices in making business intelligence drive sound and informed business decisions.
Topics covered:
- 1. Business Intelligence: features and goals
- 2. Data Analytics: Overview, Analytics Maturity, Data Intelligence vs Data Science
- 3. The Business Intelligence workflow and the required infrastructure
a. Advanced databases with respect to database design, management and ETL
- b. Data warehouse technologies for big data systems
- c. Executive dashboard platforms for decision support and dashboarding
- d. Quality of Business Intelligence systems
- e. Critical areas in Business Intelligence project
Module 2: Data Visualization Fundamentals
Data Visualization enables clear and efficient communication of information through statistical graphs, plots, and information graphics. The emphasis of this module is understanding Human Perception and its application to effective data visualization.
Topics covered:
- 1. Philosophy on Data Visualization
- 2. The Scientific Basis of Graphical Perception
a. Human Information Processing Theory
b. Preattentive Visual Processing
c. Visual Processing in Short-Term Memory
- 3. Criteria for Effective Data Visualization
- 4. Specific Actions to Improve the Effectiveness of Data Visualization
a. Visual hierarchy
- b. Visual flow
- c. Preattentive graphical elements and elementary perceptual tasks
- d. Gestalt Principles
- e. Data-Ink Ratio
- f. Intelligent Use of Colors
- g. Use of 3D Graphs
- h. Axes scaling transparency
Module 3: Excel: Power Query, Visualizations, and Power View
Excel is a ubiquitous tool with versatile data manipulation and visualization functions available on Windows OS platform. In this module, data manipulation techniques using Power Query including pivot tables are covered. Also covered are visualization techniques using Excel’s advanced charts and graph functions. In thus module, it will be demonstrated how visuals produced can be organized in a rudimentary dashboard using Power View.
Topics covered
- 1. Review of Excel Fundamentals
- 2. Power Query
- 3. Visualizations using Charts and Graphs
- 4. Power View
Module 4: Data Processing & Warehousing
Data Warehousing is the process by which a large store of data used for informed management decision making is accumulated from a wide selection of sources in a company. The data extraction, transformation, and loading (ETL) is an important aspect of data warehousing to ensure that data are format-ready for downstream processing. In this module, the participants will know the best practices in data warehousing and the efficient data extraction from heterogeneous data sources, data transformation, and optimal loading to into a data warehouse
Topics covered:
- 1. Data Warehousing
a. Normalization
i. 1NF
ii. 2NF
iii. 3NF
iv. Mention 4NF, 5NF and BCDF
b. Go schema-less or not
- 2. Extraction, Transformation, Loading (ETL)
a. Data Considerations: Input formats, Data lakes, and Storage Limitations
- b. Fundamental tools and techniques
- c. Best practices: Building expertise, Standardization, Jack of all trades
- d. Database output
- 3. Exercises
Module 5: Data Visualization Tools for Business Intelligence
Business intelligence (BI) and analytics platforms provides powerful features that enables users create visualizations to help understand business problems and derive insights towards formulation of strategies and solutions. In this module, the participants will explore the following Business Intelligence Tools: Microsoft Power BI, Qlik Sense, and Tableau.
Topics covered:
- 1. Business Intelligence and Analytics platforms a. Gartner Magic Quadrant for BI and Analytics Platforms
- 2. Creating visualization using top BI and Analytics softwares
a. Power BI Desktop overview and fundamentals
i. Connecting to a data source
ii. Working with reports
iii. Creating solutions
iv. Power BI Desktop exercises
b. Qlik Sense Desktop overview and fundamentals
i. Connect to your data
ii. Creating Qlik Sense app
iii. Managing data
iv. Charts and tables
v. Qlik Sense Desktop exercises
c. Tableau Desktop overview and fundamentals
i. Connect to your data.
ii. Edit and save a data source.
iii. Understand Tableau terminology.
iv. Use the Tableau interface/paradigm to effectively create powerful visualizations.
v. Create basic calculations including basic arithmetic calculations, custom aggregations and ratios, date math, and quick table calculations.
vi. Build dashboards to share visualizations.
vii. Tableau Desktop exercises
Module 6: Dashboarding
A dashboard is a management tool that provides collated information about a business efficiently presented in a logical layout for ease of inspection and navigation. In this module, the best practices of designing and creating a dashboard will be covered as well as the practices to avoid. The participants will be given the opportunity to create an effective and well-designed dashboard.
Topics covered:
- 1. BI tools visualization
a. Tableau Desktop
- b. Power BI Desktop
- c. Qlik Sense Desktop
- 2. Dashboards for Effective Visual Communication
a. Dashboards: Clarifying the Vision
b. Common mistakes in designing dashboards
c. Dashboard designing best practices
- 3. Walkthrough: Creating a well-designed dashboard
- 4. Exercises (Case studies in Tableau, Power BI, and Qlik Sense)
Programme scope, delivery arrangements and suitability are confirmed during enquiry.