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DataSelf Analytics Certification

Orange Belt for Users

Orange Belt Certification: Attendees completing courses 1 & 2 and passing our certification exam will be granted the DataSelf Orange Belt Certification.

Class Schedule:
November 11, 13, 18 and 20, from 12:00pm to 2:00pm PT
December 9, 11, 16 and 18, from 12:00pm to 2:00pm PT

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Ongoing classes for new users and/or users needing a refresh:

Course 1: Onboarding (2 hours)

  • Target: all DataSelf users.
  • User license required: Viewer or more capable.
  • Two one-hour sessions: Viewer techniques including Natural Language Querying (NLQ), interacting with existing reports and dashboards, saving custom views, exporting data (Excel, PDF, Power Point), automatically distribution of reports, web browser and mobile device access.

Course 2: Report & Dashboard Design (6 hours)

  • Target: business analysis and users who want data analysis empowerment.
  • User license required: Explorer or more capable.
  • Three two-hour sessions: Explorer techniques for editing, creating and customizing reports and dashboards. These techniques also apply to Creator users (with a small number of variations).

Classes Registration: You can sign up as many trainees as you like. Trainees can attend any class as often as they want. Class registration closes 1 week prior to start date. Click the button on the right to register.

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.

Schedule subject to change.

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DataSelf Analytics Certification

Green Belt for VARs

Description: The DataSelf Analytics Certification grants trainees a free Advanced Analytics by DataSelf NFR Site for one year. The NFR Site can load client data for demo and proof-of-concept purposes. Web-based, instructor-led.  Parts 1 to 4 apply to Acumatica, Sage 100, Sage 300 and Sage X3.
Target audience: VAR consultants & sales engineers.
Seats are limited. Sign up now by clicking the Register button below!

Class Schedule:
November 10, 11, 13, 17, 18 and 20, from 12:00pm to 2:00pm PT
December 8, 9, 11,15, 16 and 18, from 12:00pm to 2:00pm PT

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Session 1:
Intro & Overview / Deployment / Adding Fields / Embedding

Session 2:
Report Design Part 1 / User Security Overview

Session 3:
Natural Language Query / Report Design Part 2

Session 4:
Report Design Part 3 / User Onboarding / Sales Process Support / Certification Overview

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VAR Sales Training – Green Belt

Target audience: Acumatica, Sage 100, Sage 300 and Sage X3 VAR sales team & sales engineers.
Seats are limited. Sign up now!

Nov 13, 11am-12pm PT                                       Nov 20, 11am-12pm PT   

Sales Training Part 1                                                      Reviewing topics covered in Part 1
Positioning, Pricing and 5-min demo.                            Learning how to do a 20 min AAbD demo

Dec 11, 11am-12pm PT                                       Dec 18, 11am-12pm PT   

Sales Training Part 1                                                      Reviewing topics covered in Part 1
Positioning, Pricing and 5-min demo.                            Learning how to do a 20 min AAbD demo

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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)
Button_downloadworkbook
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

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Analyzing
Different ways DSA makes analyzing your data quick and simple. Sorting, drill-downs, graphing and other powerful functions. (11 minutes)
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Formatting
How to format numbers and text, add shading and more. Customize the look and feel of your visualizations. (17 minutes)
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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)
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Dashboards Development
How to create interactive dashboards that empowers others to conduct their own analysis. (13 minutes)
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Miscellaneous tips and tricks (54mins)
Join three of these Zens – as they share the Zens list of “a-ha” moments.
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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)
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Fundamentals about Quick Table Calculations
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YoY and YTD with Quick Table Calculations
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Data Visualization Techniques

Part 1: Caveman Brain Science

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Part 2: Color

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Part 3: Chart Types and Formatting, Oh My!

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Part 4: Mad Scientist Experiments for Better Dashboards
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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.
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Tip#2: Report Distribution Options – Learn the options to access and distribute reports on DataSelf Analytics.
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Tip #3 – Totals and Subtotals (Tableau) – How to create totals and subtotals in DataSelf Analytics (Tableau).
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Tip #4 – Building a new report (Part I)
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Tip #5 – Building a new report (Part II)
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20 Quick Design Tips for Tableau Dashboards

From Tableau Coach
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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.