Course Overview

Cost: Free

Duration: 30 Minutes

Join this free course to learn how to squeeze, scrub, and glean every insight from dashboards shared with you in Incorta. By the end of this 30-minute course, you'll understand how to:

  • Navigate the Incorta UX/UI
  • Filter & Drill into Data
  • Personalize your Incorta Dashboards
  • Share insights with others
  • Empower you to have conversations with other participants, developers, and analysts on the platform.


What are the course pre-requisites?

This course is a great starting point in your Incorta journey. No pre-requisites are required! 

Do I need to have access to Incorta for this course?

While it is always helpful to have Incorta by your side to test some concepts, it isn't a requirement for completing this course. However, if you have access to Incorta, we encourage you to try some of the concepts the course shares in your instance.

What will I receive upon completion?

Upon completing this course, you will receive a shiny badge ✨. 


How long should this course take?

This course should take you 30 minutes or less!

I've previously completed the course 'Incorta Basics for Business Users.' Should I take this as well?

This course is an improved redevelopment of the 'Incorta Basics for Business Users Course.' If you have previously taken the course, you'll find that this covers the same learning objectives with refined learning objectives and reduced course time. Although, if you want the badge, you might want to try this one! 😄

Course curriculum

  • 1

    Introduction to Incorta

    • Course Welcome and Overview

    • Course Objectives

  • 2

    User Interface & User Experience

    • Introduction the Incorta User Interface

    • Visualizations vs. Insights vs. Dashboards

    • Knowledge Check

  • 3

    Data Manipulation

    • Dashboard Filtering

    • Drilling into Data

    • Knowledge Check

  • 4

    Customization & Personalization

    • Personalizing your Dashboard

    • Using Excel and Incorta

  • 5

    Sharing Insights

    • Sharing

    • Security and Permissions

    • Support and Scheduling

  • 6

    Final Quiz

    • That's a wrap!

    • Final Quiz


Sr. Director, Community & Customer Enablement

Joe Miller

In the early years of his career, Joe spent the majority of his time writing and QA'ing SQL pipelines for enterprise data warehouses. Since then, Joe has spent the last 10+ years with a focus on empowering and upskilling individuals in data and analytics.