1. Work culture with data

Best practices of corporate data visualization. Global market trends and domestic solutions.

Requirements to format of source data, review of typical errors. Practice on data cleaning.

Practice "Decision-making simulator"

2. The intricacies of summary tables

Conversion of ranges into  "smart tables", creation of additional calculations, logical control

Summary tables: building rules, setting field parameters, calculations. Customizing data update

Slices for data filtering, connection to reports.

Practice with case "analysis of labor costs".

3. Data visualization rules

Types of data analysis and chart selection matrix. Checklist for customizing the design of diagrams, creating templates.

Rules of color coding and accent placement.
Creating cards for totals. Lifehacks of data preparation

Building non-standard charts: waterfall, trimap, funnel, range, and others.

How to bypass the limitations of summary tables and Get pivot data.

Practice with the case study "Sales funnel"

4. Interactive dashboards

Types of dashboards: operational, analytical and strategic. Differences in perception of the target audience.

Distribution of information by levels, working with modular grid, analysis of typical errors.

Practice with case "Dashboard for technical support".

5. Working with requirements

Requirements process, iterative BI project model, roles in the team

Setting tasks for "graduation works", fixing requirements according to method "technical task on napkin".

6. Data Model and Power Pivot

Creating a list of fields from multiple tables. Setting up links, the concept of directories and keys, star and snowflake schemes

Working with Power Pivot add-in, culture of data model design
data model

7. Data transformations in Power Query

Basic steps of working in Power Query. History of transformations, canceling and editing steps. Options for uploading finished data to the outside.

Data transformations (pivot-unpivot), transpose, split columns, remove errors and duplicates.

Creating directories and calendar via Power Pivot.

8. Working with queries in Power Query

Streaming data loading from multiple files of the same type, from different sheets (merge, append), error control.

Connecting data from web sources, typical scenarios of updating data from Google tables and survey forms.

9. DAX formulas

DAX syntax, culture of working with measures. Basic functions SUM, COUNT, DISTINCTCOUNT, MIN, MAX, etc.

Functions iterators and aggregators. SUMX, AVERAGEX, COUNTX, etc.

Operators IF and SWITCH, handling errors with the help of functions IFERROR, DIVIDE.

Conditional calculations with CALCULATE and FILTER functions

10. The intricacies of design, datastorytelling.
Demo session

How to properly present a dashboard, interactive demonstration scenario. AIDA methodology

Consolidation of the material about dashboard design, modular grid, levels.

Training participants present their projects according to the AIDA methodology. Invited managers give feedback.

We bring a piece of art into business intelligence solutions.

Our team runs international data visualization award and keeps best practices.

Guideline based on our books: "Data Visualization with Power BI" and "Make your Data Speak".