Tag: Dashboard Design

• Introduction
• Installing and Configuring MicroStrategy
• Overview of MiroStrategy Features and Design
• Understanding MicroStrategy Hierarchy and Grouping
• Connecting to a Data Source
• Designing Schema Objects
• Creating Application Objects
• Overview of the Report and Query Execution Workflow
• Creating a Report
• Manipulating Report Data
• Creating a Dashboard
• Troubleshooting

• Introduction
• Overview of the Power BI Dashboard
• Examples and Comparisons between Well-Designed Dashboards and Poorly-Organized Dashboards
• Understanding Basic and Key Features of Power BI
• Essential Rules to Design A Beautiful Dashboard
• Choosing the Right Visuals for Your Data

1. Connecting to datasources
   • Loading data into Tableau
   • Combining data tables – join
   • Combining data from different sources– merge
   • Extracting data to Tableau format
   • SQL queries
   • Managing data
   • Renaming data
   • Creating parameters (workbook variables)
   • Metadata
2. Effective visualisations
   • What makes a good visualisation
   • Choosing the right chart
   • The role of colour in data storytelling
   • How to avoid misleading your audience
   • Best practices
3. Calculations
   • Arithmetic calculations
   • Working with strings
   • Operations on dates and time
   • Array calculations
   • Conditional and logical expressions
   • Conditional filtering
4. Processing Array Data
   • Difference between Excel and Tableau
   • Processing arrays in Tableau
   • Writing custom SQL statements
5. Statistics
   • Adding reference and trend lines
   • Calculating descriptive measures
   • Subtotals
   • Aggregation and disaggregation
   • Forecasting
6. Building effective dashboards
   • Combining visualizations
   • Formatting dashboards
   • Adding filters and actions to create interactive dashboards
   • Making an aesthetically pleasing dashboard
   • Best practices for creating dashboards
7. Sharing dashboards
   • Publish to Tableau Reader
   • Publish to Tableau Server
   • Publish to PDF

Introduction and Getting Started

1. Filtering, Sorting & Grouping
   1. Advanced options for filtering and hiding
   2. Understanding many options for ordering and grouping your data
   3. Sort, Groups, Bins, Sets
   4. Interrelation between all options
2. Working with Data in Tableau
   1. Dimension versus Measures
   2. Data types, Discrete versus Continous
   3. Joining Database sources,
   4. Inner, Left, Right join
   5. Blending different datasources in a single worksheet
   6. Working with extracts instead of live connections
   7. Data quality problems
   8. Metadata and sharing a connection
3. Calculations on Data and Statistics
   1. Row-level calculations
   2. Aggregate calculations
   3. Arithmetic, string, date calculations
   4. Custom aggregations and calculated fields
   5. Control-flow calculations
   6. What is behind the scene
   7. Advanced Statistics
   8. Working with dates and times
4. Table Calculations
   1. Quick table calculations
   2. Scope and direction
   3. Addressing and partitioning
   4. Advanced table calculations
5. Advanced Geo techniques
   1. Building basic maps
   2. Geographic fields, map options
   3. Customizing a geographic view
   4. Web Map Service
   5. Visualizing non geographical data with background images
   6. Mapping tips
   7. Distance Calculations
6. Parameters in tableau
   1. Creating parameters
   2. Parameters in calculated fields
   3. Parameter control options
   4. Enhancing analysis and visualizations with parameters
7. Building Advanced Chart Visualizations
   1. Bar chart variations –bullet, bar-in-bar, highlights chart
   2. Date and time visualizations, gantt charts
   3. Stacked bars, treemaps, area charts, pie charts
   4. Heat map
   5. KPI chart
   6. Pareto chart
   7. Bullet chart
8. Advanced formattting
   1. Labels
   2. Legends
   3. Highlighting
   4. Annotations
9. Telling a data story with Dashboards
   1. Dashboard framework
   2. Filter actions
   3. Highlight actions
   4. URL actions
   5. Cascading filters
10. Trends and Forecasting
    1. Understanding and Customizing trend lines
    2. Distributions
    3. Forecasting
11. Integrating Tableau and R for advanced data analytics
    1. Possibility to include different data analytics methods in R on participants request

Introduction

Working with Data

• Connecting data sources
• Connecting various databases
• Different data connection types
• Working with multiple data sources and data blending

Visual Analytics

• Creating basic data visualizations
• Sorting, filtering, and organizing data
• Using multiple measures on the same axis
• Showing relationships between values
• Grouping and forecasting
• Using charts

Mapping Data

• Geographical data mapping
• Tableau geocoding
• Advanced mapping and using background images

Basic Calculations and Aggregations

• Using parameters, measures, and dimensions
• Using sets

Using Dashboards

• Quick filters
• Actions
• Parameters

Advanced Analytics

• Advance calculations
• Using funnel charts
• Using control charts
• Using Bump charts

Tips, Tricks, and Best Practices

• Using parameters, calculations, sorting, filtering, and other functions
• Best practices when using Tableau
• Best practices when using graphs
• Best practices for data visualization

Power BI Desktop & Introducing Key terms

• Download and Install BI Desktop
• Connect to Oracle Database Server
• Understanding Power BI Screen → Report | Data | Relationship
• Add, Rename, Duplicate, Hide and Delete Pages
• Get Data from Excel Files
• Get Data from Text Files
• Load Data from Multiple Data Sources
• Remove Unwanted Columns from Tables

Power BI Charts

• Column Chart
• Bar Chart
• Card
• Clustered Column Chart
• Introducing natural-language queries
• Importing custom visuals

Power BI Filters

• Slicer
• Basic Filters
• Advanced Filters
• Top N Filters
• Filters on Measures
• Page Level Filters
• Report Level Filters
• Drill through Filters

Working with Power BI Dashboards & Best Practices

• Dashboard best practices
• Understanding Relationship
• Dashboard Actions
• Add Reports to a Dashboard
• Add Title to Dashboard
• How to Add Image to Dashboard
• Add Video to Dashboard
• Add Web Content to Dashboard
• Dashboard Settings
• Delete a Dashboard
• Pin Report to a Dashboard

Sharing Power BI Work

• Inviting a user to see a dashboard (Share Dashboard)
  • Internal
  • External (Inviting users outside your organization)
• Share a Report
• Sharing Workspace
• Understanding data refresh
  • Configuring automatic refresh

Power BI Administration (behind the scenes)

• Understanding the Power BI admin portal
  • The admin portal presents five features:
    • Usage metrics
    • Users
    • Audit logs
    • Tenant settings
    • Premium settings
• Assign users to the admin role in office 365 (Office 365 admin center)
• Three actors in play for administration

Power BI Security Access Control

• Giving access to Apps and Contents Packs
• Row Level Security
• Managing Users and Licenses
  • Enabling / disabling users
  • Audit Power BI Activity

Introduction

• Overview of the basics of Sisense
• Understanding the fundamentals of Sisense

Getting Started

• Setting up and installing Sisense
• Connecting to data

Managing Data with Elasticube Manager

• Overview of Elasticubes
• Using the Elasticube Manager
• Connecting to the data source
• Manipulating and transforming data
• Building Elasticubes
• Modifying existing Elasticubes
• Managing Elasticubes

Creating Sisense Dashboards

• Creating a new Sisense dashboard
• Adding widgets and text widgets
• Using additional widget design options
• Managing widgets
• Customizing the dashboard layout

Using a Sisense Dashboard

• Viewing a Sisense dashboard
• Interacting with the dashboard
• Viewing charts
• Downloading a dashboard
• Exporting widgets
• Downloading widgets as an image

Managing Sisense Dashboards and Alerts

• Managing dashboards
• Sharing dashboards
• Managing Sisense emails
• Creating data alerts
• Managing Sisense pulse

Using Admin Options

• User management
• Elasticube management
• Defining access and security settings
• Using embedded analytics
• Localization and internationalization
• Managing system settings

Sisense ODBC and Mobile

• Connecting to Sisense via ODBC
• Using Sisense mobile BI

Sisense for Developers

• Sisense Rest API
• Custom Rest connector
• Using JavaScript to add functionality
• Sisense Shell (PSM.EXE)
• SQL API

Troubleshooting