BUSINESS INTELLIGENCE | A live online course with Analytics Though Leader and Executive at Tableau and IBM | ELVTR
A LIVE ONLINE COURSE
with Analytics Thought
Leader and Executive
at Tableau and IBM
Dates:
30 NOV 2021 - 18 JAN 2022
Duration:
6 WEEKS WITH A 1.5-WEEK BREAK
TUESDAYS & THURSDAYS
5 PM PST / 8 PM EST

Making critical business decisions shouldn't feel like taking a shot in the dark.

That's why more than half of decision-makers now rely on business intelligence — and on the people who know how to do it.

Upgrade your data skill set for the new marketplace with BI and Tableau. And do it in just 6 weeks.

 

Do you see yourself below?
Then this course is for you.

  • ANALYSTS

     

    Empower your leadership with percipient data-based recommendations. You'll learn how to transform your vast data into accessible dashboards and clear goals to guide stakeholders.

  • FUTURE BI ANALYSTS

     

    Step into your next role ready for whatever gets thrown your way. You'll use BI, Tableau, and open data to solve a real-world business problem over 6 weeks and pitch your classmates as "stakeholders".

  • BUSINESS DECISION MAKERS AND CONSULTANTS

     

    Build a rock-solid case for every recommendation. You'll finish this course able to extract, visualize, and present insights that point a clear way forward.

PREPARE TO ACCELERATE

So, you want to learn BI concepts? We'll do you one better.

Apply the entire BI process in Tableau, one step at a time. Everything you learn, you'll put into practice in a real-world BI project.

Connect with a seasoned data leader.

Kirk loves hearing his analysts say, "I can't believe how easy that was!" With live Q&A each class and weekly office hours, you'll start saying it soon enough, too.

 
ABOUT THE COURSE
01
DISTILL

Get self-reliant in your data work, from the very first step. Start by learning how to clean and prepare a company's raw data files for analysis in Tableau.

02
INVESTIGATE

What's standing between you and your goals for your business area? Learn how to set up hypotheses and constraints to pursue data-driven answers to those questions.

03
PREDICT

Step beyond backward-looking analytics. Uncover Tableau functions to accurately predict challenges and opportunities, like defining project risks or zeroing in on your most profitable markets.

04
PRESENT

Make understanding data trends as simple as looking at a picture. Learn how to bring data to life with dashboards, visualizations, and data storytelling for every audience.

Instructor
  • 20+ years of dynamic leadership as a consultant and corporate strategist in the BI and analytics space at Tableau, IBM, Cognos, and Kinaxis
  • Helps organizations build sustainable data cultures as principal consultant and owner of Paint with Data, a Tableau partner consulting startup
  • Led a global sales enablement team as Business Executive for Data Analytics at IBM
  • Speaker at industry events and conferences worldwide on topics ranging from Net Promoter Score (NPS) to using business analytics to drive better outcomes
  • Drives revenue to software and pharmaceutical companies with his leadership in product management, marketing, sales enablement, sales engineering, and customer success
KIRK MUNROE
Kirk Munroe
COURSE INTRODUCTION
SYLLABUS
01
TUE (11/30), 5 PM PST/8 PM EST
Intro to Business Intelligence

What's the difference between business intelligence and business analytics? This class lays the groundwork for BI with an overview of data storage, types of data, and recovery needs.

  • Why do companies need BI?
  • BI vs. business analytics
  • Origins of Tableau

  • Traditional and modern BI
  • Types of data (unstructured, semistructured, structured)

  • Databases: Relational vs. non-relational
  • Data warehouse, data mart, and data lakes
  • Measures vs. dimensions

Application #1: Download Tableau Public and build the following, using the provided data set:

  • A time-series chart showing sales over time
  • A map of profit by state
  • A treemap of subcategory sales - contribution to the whole
  • A bar chart of sales by ship mode
  • A scatterplot showing best customers based on both sales and profit
more
02
THU (12/2), 5 PM PST/8 PM EST
Requirements Gathering

Your business is trying to solve a problem, but how do you know if you're getting warmer? This class is about honing in on insights by asking precise questions. You'll refine your process for asking the right business question and finding the data that helps you answer it.

  • Defining your question
  • Clarifying methodology

  • 6 most common data visualizations for presenting data
  • Mockups: Story first, then BI

  • Proxies for unavailable data
  • Taking inventory of your company’s data
  • ETL process and preparing data for analysis
  • Case study: When BI Outperforms the CIA

Application #2:Start on your case project: create a mock-up of a visual convincing the company's management where marketing dollars should be spent to recruit hosts. You can use Tableau Public, a mock-up tool like Balsalmiq, a presentation tool like Canva or Google Slides, or even a simple pen-and-paper drawing.

more
03
TUE (12/7), 5 PM PST/8 PM EST
Workshop #1: Building Data Flows

Now that you've learned how to refine your business question, you'll take the first step in the BI process: preparing raw data for consumption by Tableau.

  • Building data flows with Tableau Prep Builder
    • Clean data
    • Aggregate
    • Pivot
    • Join
    • Union
    • Script/Prediction
  • Output data from Tableau Prep Builder

Application #3:Take the provided raw data files from a hosting company to better understand trends in one American city. Apply join, union, and pivot in order to show trends, analyze by neighborhood and drill into reviews.

more
04
THU (12/9), 5 PM PST/8 PM EST
Business Analytics + Data Mining

Breathe a sigh of relief, you won't need to learn to code. This class teaches you how to collaborate with a developer to easily slide data into your process.

  • Types of analysis
  • Descriptive
  • Prescriptive
  • Predictive
  • Decision generation
  • Data mining: Trends, patterns, and correlations
  • Text mining: Analyzing social media posts and customer reviews
  • Case study: Airbnb Tennessee markets

Application #4: You've just been hired to help the head of marketing at the hosting company. What descriptive, prescriptive, predictive, and decision analysis would you recommend as important places to start testing?

more
05
TUE (12/14), 5 PM PST/8 PM EST
Data Analysis

Anytime you explore and analyze data, you enter into a cycle with no clear continuous path. In this class, you'll learn how to incorporate new data and questions using visual analytics. Then, Kirk will show you how to bring in statistical analysis to reliably interpret what you're seeing.

  • The cycle of visual analytics
  • Bringing statistical analysis to Tableau
  • Combining basic statistical modeling with visual analytics
    • Exponential smoothing for forecasting
    • Clustering
    • Standard deviation
    • Trending
    • Correlation

Application #5: Using the provided data, create a chart to show how bookings changed month-over-month. Which months (if any) were more than one standard deviation away from the average? Then, take bookings and find the other measure with which it most closely correlates.

more
06
THU (12/16), 5 PM PST/8 PM EST
Visualizing Data

Visualization is a powerful tool: when used correctly, it goes beyond simple presentation to reveal insights and identify opportunities. You'll learn how to create stories, dashboards, and calculations that enable you to get more out of visualizations.

  • Creating data dashboards
  • Performance metrics and benchmarking
  • Tableau desktop deep-dive

Application #6: You are making your first presentation to an executive group. Create a visual, in the form of a story of dashboard, to convince the executive team where to spend marketing dollars to attract new hosts.

more
07
TUE (12/21), 5 PM PST/8 PM EST
Visual Analytics + AI

You'll apply more advanced analytics to business dashboards to bring prescriptive and predictive data together. Then, you'll learn how to add AI and ML to the picture for unrivaled business engagement and performance.

  • Artificial intelligence, machine learning, and statistical analysis
  • Predicting future values with statistics
  • Extending Tableau with R or Python AI and ML models
  • Integrating Tableau with Einstein Predictions

Application #7: Create a simple projection of bookings from a time-series metric one year into the future using a statistical model. Then, take the correlation you found in Application 5 and apply statistical-based coloring to show how far your real results reflect your model’s prediction.

more
08
TUE (1/4), 5 PM PST/8 PM EST
Workshop #2: Visualizing Data

In this workshop, you'll delve into the art of BI by creating an interactive, high-impact visualization. Kirk will teach you how to combine design and storytelling to drive results home to your audience.

  • Audience
  • Context
  • Chart type
  • Design: Layout, color, fonts, and accessibility
  • Interactivity

Application #8: Using the provided dataset for Nashville, build up a starting dashboard using visual best practices.

more
09
THU (1/6), 5 PM PST/8 PM EST
From BI Projects to Culture + Mitigating Data Governance and Risk

How do you move from disparate BI projects to a company-wide data culture? This class is all about integrating the practices and mindset of BI into the corporate culture. You'll start to form a vision for your larger role in the organization as you grow your data and BI abilities.

  • 3 phases of BI projects: Building, running, and expanding
  • 4 levels of maturity: Developing a company-wide data culture
    • Align leadership metrics
    • Build data sources
    • Grow use-cases
    • Promote widespread data discovery

Application #9: Think of how you could apply the principles learned today at your company. Using a template provided, outline your intended approach to addressing the principles of data culture within your company, department, or line of business.

more
10
TUE (1/11), 5 PM PST/8 PM EST
Present Your Findings

Data leadership, like any other kind of leadership, is as much about knowing how to communicate your vision as knowing how to form it. You'll be introduced to techniques for powerful presentations and then put them into practice during a mock presentation of your visual data story.

  • Selected student presentation of Workshop #2 findings
  • Storytelling with data for non-SME professionals
  • Conveying data findings as business insights
  • Choosing the right data for stakeholders and decision makers

Application #10: Using the data set from Lesson 8, put together a report to your group as investors. Your goal is to convince them to invest in attracting hosts to specific locations.

more
11
THU (1/13), 5 PM PST/8 PM EST
Introduction to Final Project: Student-led Business Stories

You've learned a lot so far, but are you ready to fly solo? This class challenges you to apply what you know from the provided data set and class scenarios to a different set of business questions and a different data set.

  • You will pick a business question and data set from either your own organization or from provided example scenarios and data sets. Use these to make a compelling visualization and presentation to the class.

Application #11: Final Project
Continue the work you've begun in class. Using your question and data set, create a compelling visual story (dashboard) and presentation for the class. Your goal is to convince them on the premise of the question.

more
12
TUE (1/18), 5 PM PST/8 PM EST
Workshop #3: Final Presentations

The data points to the need to change certain business practices. How do you get decision makers to see it, too? In this last class, you'll use Tableau to present the business changes you believe are needed, based on your data.

  • All-class student presentations in Tableau

Application #12: Students will present their answer to the question they picked in Application 11 to the class.

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