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CPE Credit

DataSelf Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

 

DataSelf Analytics Certification
Orange Belt Training for Users

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

Schedule:  All classes are from 10am – 12pm PST.

January: 13, 14, 19 and 20
February: 10, 11, 16 and 17
March: 10, 11, 16 and 17

DataSelf Analytics Certification
Green Belt Training for VARs

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.