Training - Course Description

Course:
Agile BI for the Business Analyst

Id: SLN1000
Audience: Business Analysts / End-Users
Delivery Method: Web based / Online
Duration: 3 Days (9 Hours Total)
Cost: USD $495

Course Availability

Agile BI for Business Analysts

Location	Language	Provider	Date/Time	Availability
Online	English	Pentaho	Mar 20, 2012 11:00 AM	Register Now

Course Benefits:

Agile BI represents a new approach to prototyping and validating business intelligence solutions. By enabling analysts and end-users to rapidly examine, manipulate, model and visualize business data, Agile BI accelerates the discovery of new information and helps organizations establish the value of BI projects before committing to long-term investments. This course uses Pentaho Data Integration and Pentaho's On Demand hosted environment to jump start the learning process, allowing the emphasis to be placed on solution creation and refinement.

Who Should Attend:

This course is designed for business analysts, end-users and others who regularly prepare data for consumption by decision-makers.

Learning Objectives:

At the completion of this course, you should be able to:

Understand the critical success factors that determine the outcome of BI projects
Install and configure Pentaho Data Integration
Understand and use the PDI input, transformation and output steps that are useful when preparing data for analysis
Create an analytic model from a staged database table
Use Pentaho Analyzer to layout, pivot and filter multi-dimensional views
Access and navigate the Pentaho User Console in an "on demand" hosted environment
Create Analyzer reports with calculations, totals and charts
Use the Ad-Hoc Report Wizard to create new reports
Use the dashboard designer to create charts and combine them with reports and analysis views
Understand the requirements, tasks and resources needed to put an Agile BI solution into wide-scale production

Course Prerequisites:

This course has no Pentaho Training course prerequisites.

Course Requirements:

Students will need a Microsoft® Windows XP or Windows 7 computer with a 1GHz CPU, 1 GB RAM, and a DVD drive, and 750 MB of available hard drive space in order to fully participate in the classroom delivered courses. We suggest the computer have at least 1.3 GHz CPU, 2 GB of memory, and 1 GB of available hard drive space.

Day 1

Module	Est. Duration (hours)
What is Business Intelligence Why BI projects fail The Problems Abandonment	.5
What is Agile BI? Why should you take an Agile approach? What are the expected benefits? How does Agile BI fit into the "Big I.T. Picture"?	.5
Using Pentaho Data Integration to Create an Analytic Environment Creating a Database table from a spreadsheet. PDI basics Logging in/ Repository Data Connections What are steps/Drag and Drop Hops – Data Flow Input Steps CSV, Excel, Flat Files Access Output Steps CSV, Excel, Table Output Creating a Database table from a spreadsheet. What are Measures and Dimensions Using the Analytic Viewer Basics – Drag and Drop/ Pivot Fixing Data Error Merging Data, Data Enrichment Take Away Lab Checkbook Application	1.5

Module

Est. Duration (hours)

What is Business Intelligence

Why BI projects fail
The Problems
Abandonment

What is Agile BI?

Why should you take an Agile approach?
What are the expected benefits?
How does Agile BI fit into the "Big I.T. Picture"?

Using Pentaho Data Integration to Create an Analytic Environment

Creating a Database table from a spreadsheet.

PDI basics
Logging in/ Repository
Data Connections
What are steps/Drag and Drop
Hops – Data Flow
Input Steps
CSV, Excel, Flat Files Access
Output Steps
CSV, Excel, Table Output

Creating a Database table from a spreadsheet.

What are Measures and Dimensions
Using the Analytic Viewer
Basics – Drag and Drop/ Pivot
Fixing Data Error
Merging Data, Data Enrichment
Take Away Lab
Checkbook Application

1.5

Day 2

Module	Est. Duration (hours)
Saving the Analytic Environment Objective— At the end of this session the student will be comfortable logging into the Pentaho User Console, Running and Scheduling Reports Logging in and using the User Console. Workspace Toggle Bar	.5
Analyzer Reports Objective— At the end of this session the student will be able to create and save a report with Filters, Calculations, Totals and Charts. Available Field Pane Types of Fields Field Panel Types of Filters Calculations, Totals and Sorting Displaying Grand Totals and Subtotals Displaying totals as Average, Min, Max, etc Creating new Calculated Fields Help Menu and Charting	1.5
Ad-Hoc Reporting Objective— At the end of this session the student will be able to view and report from their Analytic Data Model using the Adhoc Reporting Wizard. What is a Metadata Model Saving a Metadata Model Using the Adhoc Report Wizard Saving the Report Scheduling/e-mailing the report Take Away Labs	.5

Module

Est. Duration (hours)

Saving the Analytic Environment

Objective— At the end of this session the student will be comfortable logging into the Pentaho User Console, Running and Scheduling Reports

Logging in and using the User Console.

Workspace
Toggle Bar

Analyzer Reports

Objective— At the end of this session the student will be able to create and save a report with Filters, Calculations, Totals and Charts.

Available Field Pane
Types of Fields
Field Panel
Types of Filters
Calculations, Totals and Sorting
Displaying Grand Totals and Subtotals
Displaying totals as Average, Min, Max, etc
Creating new Calculated Fields
Help Menu and Charting

1.5

Ad-Hoc Reporting

Objective— At the end of this session the student will be able to view and report from their Analytic Data Model using the Adhoc Reporting Wizard.

What is a Metadata Model
Saving a Metadata Model
Using the Adhoc Report Wizard
Saving the Report
Scheduling/e-mailing the report
Take Away Labs

Day 3

Module	Est. Duration (hours)
Creating Customized Dashboards Objective— At the end of this session the student will be able to create a rich variety of dashboards and save them using the Pentaho Dashboard Designer. Starting the Dashboard Template, Themes, Adding a Dashboard Title Creating a Data Connection Creating Data Content Creating a tabular report Creating Charts – pie, bar, area, line, dial Inserting a file into the dashboard Inserting a URL into the dashboard	1
Going Forward Objective— At the end of this session the student will understand the steps involved in getting the Analytic Environment into Production The Road to Production Setting Expectations When are you ready for a formal BI project? Earning the right to invest in BI based on demonstrated value What are the required investments? What will they cost? Dimensional Modeling Why / When? Deployment Scenarios Hosting / On-Premise Staffing Scenarios Connectivity Implementing Production ETL (server-side PDI) Roles / Responsibilities / Tasks Additional Learning Resources (recommended courses – Pentaho and other)	1.5

Module

Est. Duration (hours)

Creating Customized Dashboards

Objective— At the end of this session the student will be able to create a rich variety of dashboards and save them using the Pentaho Dashboard Designer.

Starting the Dashboard

Template, Themes, Adding a Dashboard Title

Creating a Data Connection

Creating Data Content

Creating a tabular report
Creating Charts – pie, bar, area, line, dial
Inserting a file into the dashboard
Inserting a URL into the dashboard

Going Forward

Objective— At the end of this session the student will understand the steps involved in getting the Analytic Environment into Production

The Road to Production

Setting Expectations

When are you ready for a formal BI project?

Earning the right to invest in BI based on demonstrated value

What are the required investments? What will they cost?
Dimensional Modeling
Why / When?

Deployment Scenarios
Hosting / On-Premise
Staffing Scenarios
Connectivity
Implementing Production ETL (server-side PDI)
Roles / Responsibilities / Tasks
Additional Learning Resources
(recommended courses – Pentaho and other)

1.5