CPE Credit
DataSelf Analytics Certification 2022
Orange Belt Training – Web Report Designer
| Orange Belt Certification: Attendees completing parts 1 through 4 and passing the certification exam will be granted the DataSelf Orange Belt Certification. 1: Introduction to Tableau Web Report Designer. Creating and editing basic workbook views with dashboards. Target Audience: End users and consultants wanting to learn web report design and ad hoc querying. Classes Format: Instructor-led and web-based; might include attendees from other organizations; include hands-on exercises, and leverage a sample database that is similar to your production DataSelf system. Maximum of 12 people per class. Schedule: All classes are from 10am – 12:30pm PST. Schedule subject to change. Click here for self-service Orange Belt classes. Click here to register |
DataSelf Analytics Certification 2022
Green Belt Training for VARs
| Green Belt Certification: Attendees completing parts 1 through 3 and passing the certification exam will be granted the DataSelf Green Belt Certification. Target Audience: VAR Consultants wanting to learn how to deploy, perform report design with web and desktop designer, maintain DataSelf ETL+ and MS SQL Server data warehousing. Classes Format: Instructor-led and web-based; might include attendees from other organizations; include hands-on exercises, and leverage a sample database that is similar to your production DataSelf system. Maximum of 8 people per class. Part 1 Deployment (2 hours): All classes are from 10am – 12:00pm PST. On-premises ERP/CRM: Part 2: Orange Belt Training – Web Report Designer (10 hours): See details above. Part 3: Server-side Customizations & Security (12 hours): To be determined. Schedule subject to change. Click here to register |
DataSelf Analytics Certification 2022
White Belt Training for USERs
The DataSelf Certified Training White Belt class has two parts.
Target Audience: USERs wanting to learn how to deploy, perform report design with web and desktop designer, maintain DataSelf ETL+ and MS SQL Server data warehousing. Classes Format: Instructor-led and web-based; might include attendees from other organizations; include hands-on exercises, and leverage a sample database that is similar to your production DataSelf system. Maximum of 8 people per class. Part 1 Deployment Schedule: All classes are from 10am – 12:00pm PST. Click here to register |
SELF-SERVICE RECORDED CLASSES
1. DataSelf and Tableau Training: Power Users
Audience: Desktop and Web Power users.
Agenda: Basic query techniques. (14 short videos for a total of 58 minutes).
Click here to download the training workbook (v10.3 or newer) so you can replicate the exercises.
2. DataSelf and Tableau Training: Desktop Users
Connecting to your data for the first time. A good entry level introduction to DSA. (22 minutes)
3. DataSelf and Tableau Desktop: Copy and Export Data
DataSelf Analytics, Tableau Desktop, copy data, export data into other applications such as MS Excel, PowerPoint and Email. (6 minutes)
TIPS
DataSelf Analytics: Rapid-Fire Analytics Demo
(15 mins)
Fasten your data-hungry seatbelts!
Charts and Dashboards with DataSelf Analytics (Tableau)
Part I (30 mins)
DataSelf Analytics v9.1 packaged workbook used in this training session:
Basics about charts and dashboards with DataSelf Analytics Desktop – Tableau Desktop:
CHARTS: Show Me panel; Time analysis and comparisons; Lines and colors; Mapping
DASHBOARDS: Drag and drop; Layout changes; Filtering
Filtering with DataSelf Analytics (Tableau)
Part I – The Basics (30 mins)
Basics about filtering with DataSelf Analytics Desktop
Tableau Desktop:
Absolute buckets, ex.: by year;
Relative buckets, ex.: this year
Compound filters, ex.: this quarter prior years
To-date buckets, ex.: last year to date
Wildcards, ex: product names that contain “apple”
Conditions, ex: sales larger than 100,000
Top/Bottom, ex: top customers by the gross profit
Learn more about context filters.
Calculated Measures with DataSelf Analytics (Tableau)
Part I – The Basics (30mins)
Basics about calculated measures with DataSelf Analytics Desktop – Tableau Desktop:
Aggregations
Calculated Measures:
– Simple operations (+**/)
– Groupings
– Slices of data
Table Calculations:
– YTD and YTD Growth
– Growth from other periods
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Analyzing
Different ways DSA makes analyzing your data quick and simple. Sorting, drill-downs, graphing and other powerful functions. (11 minutes)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Formatting
How to format numbers and text, add shading and more. Customize the look and feel of your visualizations. (17 minutes)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sharing
How to share DSA views with others. Views can be shared with a small group of individuals or with an entire enterprise. (3 minutes)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Dashboards Development
How to create interactive dashboards that empowers others to conduct their own analysis. (13 minutes)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Miscellaneous tips and tricks (54mins)
Join three of these Zens – as they share the Zens list of “a-ha” moments.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CALCULATIONS
Introduction to Calculations
How to make various types of calculations in DSA. Some important differences between Row-Level and Aggregate calculations are also covered. (13 minutes)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Fundamentals about Quick Table Calculations
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
YoY and YTD with Quick Table Calculations
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Data Visualization Techniques
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part 3: Chart Types and Formatting, Oh My!
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part 4: Mad Scientist Experiments for Better Dashboards
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
TIPS & TRICKS
Tip#1: Sales pipeline analysis for account managers – Learn to use this DataSelf dashboard starter (Tableau-embedded) to quickly analyze and understand your pipeline.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tip#2: Report Distribution Options – Learn the options to access and distribute reports on DataSelf Analytics.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tip #3 – Totals and Subtotals (Tableau) – How to create totals and subtotals in DataSelf Analytics (Tableau).
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tip #4 – Building a new report (Part I)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tip #5 – Building a new report (Part II)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20 Quick Design Tips for Tableau Dashboards
From Tableau Coach
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
For further training resources, please visit: Tableau Training Page.
IMPORTANT: DataSelf Analytics incorporates software under an OEM agreement with Tableau Software. Some Tableau instructional videos were selected for their relevance to DSA users. Please assume that Tableau and DataSelf Analytics (DSA) are the same product when watching the videos. Some of Tableau’s data source features are not available or required in DSA.