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UPCOMING TRAINING SESSIONS

Sales Training for Acumatica Resellers

You must register separately for each part of the web-based, instructor-led training for Advanced Analytics by DataSelf.
Target audience: Acumatica VAR sales team & sales engineers.
Seats are limited. Sign up now!

Sales Training Part 1
Feb 14, 11am-noon PT
Sales Training Part 2
Feb 21, 11am-noon PT
Sales Training Part 1
Mar 13, 11am-noon PT
Sales Training Part 2
Mar 20, 11am-noon PT
Positioning, Pricing
5-min demo
Register now!
Part 1 Review
20-min demo
Register now!
Positioning, Pricing
5-min demo
Register now!
Part 1 Review
20-min demo
Register now!

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Green-Belt Certification Training for Acumatica Resellers

Complete 4 training parts for Advanced Analytics by DataSelf, plus free Green-Belt Certification exam.
Certification grants a free NFR Site for one year. Web-based, instructor led.
Target audience: Acumatica VAR consultants & sales engineers.
Seats are limited. Sign up now!

Feb Classes: 11, 13, 18, and 20, from 12:00pm to 2:30pm PT
Mar Classes:
17, 19, 24, and 26, from 01:00pm to 3:30pm PT
Apr Classes: 14, 16, 21, and 23, from 12:00pm to 2:30pm PT

Session 1Session 2Session 3Session 4
Canned Advanced Analytics Overview

Deploying your Advanced Analytics

Testing to Advanced Analytics

Beginning Report Design

Creating reports and dashboards – Designing
Part 1

User security – adding new users

Embedding Lite in Acumatica

Adding GI fields

Group Security

Creating Reports and Dashboards – Designing
Part 2

Natural Language Query

Onboarding Canned Reports and Dashboards

Supporting Advanced Analytics Sales Process

Certification Overview

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ONLINE CLASSES – GETTING STARTED

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 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)
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)
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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.