This course focuses on the self-service approach to BI. Students will learn the tools and applications that allow business managers to create personalized reports and analytical queries. Focus will be given to standard reporting tools, advanced spreadsheet and dash boarding with some attention given to OLAP technologies.
The fundamental objective of business intelligence (BI) is to support business decisions. This means BI must provide relevant data and analytics in a timely manner, and be able to adapt quickly to changing business needs. BI has long been the sole domain of IT. In recent years however, BI tools have progressed to the point where they are now easier to use and are more accessible to the business manager.
Today sales, marketing, business development, and operations should all be using this self-service approach to manage and organize data in real time, and collaboratively build insights and analyses for their specific needs and to accomplish mutual goals.
This course is designed for Excel users, project managers, and decision makers who want to fill the gap between an Excel spreadsheet and a complete business intelligence solution. Leveraging PowerBI from Microsoft, students will learn how to pull data into an Excel spreadsheet from a multitude of sources, how to format and prepare that data prior to loading into an analytical model, and how to create visualizations and dashboards upon that data.
PowerBI from Microsoft is a suite of tools for desktop and Self-Service Business Intelligence. The suite includes the following tools :
- PowerQuery used for sourcing data and preparing it for use
- PowerPivot a modelling tool which creates an in-memory analytical ‘cube’ within the Excel environment, and
- PowerView a visual dashboarding tool
The Instructor will assume that you have an intermediate to advanced knowledge of Excel and have no previous knowledge of Power BI.
If you need to brush up on your knowledge and skills with Microsoft Excel 2013, please see: ICT 415 Microsoft Excel Level 1, ICT 416 Microsoft Excel Level 2 and ICT 417 Microsoft Excel Level 3.
- This course does not have any prerequisites however students must meet the recommendations and requirements in the Notes section along with any proficiencies identified below.
Courses are instructor-led, face-to-face and may be delivered in three formats:
- In Class- all classes are taught in a computer lab.
- Online - all classes are taught synchronously in real-time.
- Blended - delivery is both in a computer lab and synchronously online, alternating weekly.
It is the students responsibility to carefully read the course section content below to know which delivery options are available for the course they are registering into.
- Registrations within 24 hours of course start time must be made by phone (403-220-2988).
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Course Level Learning Outcomes
- Describe the role and value of Self Service Business Intelligence (SSBI) within the corporate analytics environment
- Define the responsible use of SSBI in the context of data governance
- Describe the SSBI tools currently available in terms of their features and market positioning
- Demonstrate how to build effective data visualizations from defined data requirements
Topics of Instruction
- What is self-service Business Intelligence?
- The need for self-service
- How to determine requirements for Self Service
- Benefits and Issues with Self-Service
- Designing sustainable Self Service solutions
- Using the self-service tools
- Sourcing data from persona data sources, across the web and Corporate IT Systems
- Preparation of data, creation of models and loading of data to models
- Introduction to DAX
- Best Practices
- Creation of effective data visualizations
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Recommendations and Requirements
Courses are 30 hours and are scheduled to be completed in either 5 weeks or 10 weeks. Generally, 5 week courses have two classes per week, and 10 week courses have one class per week.
Courses may be delivered in class, online, or blended (both in class and online). All delivery formats will use Desire2Learn (D2L) and Adobe Connect Meeting (ACM) tools to varying degrees and it is the students responsibility to ensure they are comfortable with these tools prior to the start of the first class.
Students are encouraged to read Student Online Learning Resources to determine the delivery format that will best meet their learning needs.
- Students familiar with D2L and ACM from previous course work require no further introduction to these learning tools.
- Students who register into an in class only course section and who are unfamiliar with D2L and ACM learning tools are recommended to take the necessary time to fully explore these learning tools prior to the start of class.
- Students who register into an online or blended course section and who are unfamiliar with D2L and ACM learning tools are recommended to take BMC 352 Learning Online.
For online and blended delivery, students should have access to their own computer with required software, Internet connection, a headset with speakers and microphone, webcam, and a monitor large enough to display multiple applications (or the use of two monitors). Students should test their environment prior to the start of class to ensure everything is working properly.
- The software used in this course is a free download from Microsoft.
- If necessary, additional software requirements will be announced at the start of the course.
It is strongly recommended that students attend every class. It is the responsibility of the student to communicate potential absenteeism to the instructor.
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