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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 – 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.
2: Date filter options, drill down options. Formatting options.
3: Calculated fields for dimensions, measures, filters.
4: Multi data source reporting. Dashboard design.

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.

10am – 12:30pm PST.
December: 7, 8, 13 and 14

Schedule subject to change.

Click here for self-service Orange Belt classes.

Click here to register

DataSelf Analytics Certification
Site-Admin Onboarding:

The one and a half hour Site Admin training covers four topics:

  • Maintaining the structure of Projects, Groups, and Users
  • Understanding Tableau permissions
  • Maintaining scheduled tasks: Alerts & Subscriptions
  • Reviewing Site Status

Click here to register

DataSelf Analytics Certification
Purple Belt: Intermediate Tableau Web Design

The two and a half hour session is the next step after Orange Belt in working with the Tableau Web App.

  • Best practice suggestions when designing workbooks to make them practical for viewers to use.
  • A deeper dive in workbook design with Date calculations, Sets, Table Calculations, LODs, and Data Blending.
  • Introducing other Tableau features like Alerts, Explain Data, Metrics
  • Comparing Tableau Desktop and Tableau Web

Click here to register

DataSelf Analytics Certification
Blue Belt: Back End ETL+ & DataSelf Desktop for data managers

How to add additional data from your ERP or excel file and have it show in Tableau.

  • Using ETL+ to add fields to a SQL data source or add other tables to a SQL data source
  • Using DataSelf Desktop to incorporate the SQL data into the Tableau data source.

10am – 12:30pm PST.
December: 20

Click here to register

DataSelf Analytics Certification
White Belt Training for USERs

The DataSelf Analytics White Belt class has two parts.

  1. Introduction to the Tableau site; navigation and features.
  2. Introduction to the features viewers have available in Tableau workbooks.We will use some of the DataSelf provided “Out of the Box” workbooks to help familiarize the viewer with what is already available

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.
– Schedule subject to change.
– November: 17
– December: 15

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)
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.

DataSelf Corporation empowers key stakeholders through the visualization of critical performance, financial, and production metrics across their business, in a compelling, easily customized reporting format that can be quickly generated by anyone with little or no technical expertise, and is readily accessible from any device, either locally or in the cloud.

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