UPCOMING TRAINING SESSIONS
- Jan Classes: 14, 16, 21, and 23, from 11:00am to 1:15pm PT*
- Feb Classes: 11, 13, 18, and 20, from 12:00pm to 2:15pm PT*
- Mar Classes: 17, 19, 24, and 26, from 01:00pm to 3:15pm PT*
- Apr Classes: 14, 16, 21, and 23, from 12:00pm to 2:15pm PT*
* The last 15 minutes per class are optional for additional questions.
DataSelf Lite, Green-Belt Certification Training:
Complete 4 training parts, plus free Green-Belt Certification exam. Certification grants a free DataSelf Lite NFR Site for one year.
Part 1: NFR Deployment and Testing
- Connecting your Lite NFR to an Acumatica tenant
- Data quality testing
- Canned reports and dashboards overview
Part 2: Onboarding
- Onboarding canned reports and dashboards
- Natural language query
- Supporting Lite sales process
Part 3: Customizations 101
- Creating reports and dashboards – Publishing Part 1
- User security – adding new users
- Embedding Lite in Acumatica
Part 4: Customizations 201
- Creating reports and dashboards – Publishing Part 2
- Adding GI fields
- Certification exam overview
Target audience: Acumatica VAR consultants & sales engineers.
Seats are limited. Sign up now! If you are signing up other trainees, please email their contact information to sales@dataself.com.
GETTING STARTED
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 rapid Fire Tips & Tricks – Video Conference
(30 mins)
40 tips and tricks in 20 minutes! 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
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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)
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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
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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.