The best preparation for developing dashboards and real-time insights with Incorta.

Optimize With Business Insights

Relevant and rigorous training

Our business user and analyst course provides students with a comprehensive understanding of the procedures and techniques necessary to rapidly load data, build dashboards, and produce immediate insights using Incorta.

Team Work Makes the Dream Work

Hands-on, project-based learning

Through instructor-led discussion and interactive project-based labs, students will master Incorta key concepts, terminology and topics for on the job success.

Knowledge is Your Power

Audience prerequisites

This course requires student experience with data analysis. We recommend that students have familiarity with spreadsheet calculations and visualizations.

Analytic Leaders and Data Heroes Unite!

Professional certification for your LinkedIn profile

Incorta Certification establishes your leadership credentials and validates your superhero status.

You can achieve Incorta certification by completing this course and by passing a certification exam. With a few clicks, you can easily add your digital certificate to your LinkedIn profiles.


Course modules

  • 1

    Details and Downloads

    • Software Requirements
    • Student Downloads
    • Verify Access
  • 2

    Architecture Essentials

    • Hyperconverged Architecture
    • Direct Data Mapping™
    • Commodity Hardware
    • Agile Analytics
    • SQL Interface
  • 3

    The Complete Incorta Interface

    • Content
    • Scheduler
    • Business Schema
    • Schema
    • Data
    • Security
  • 4

    The Data Load Process

    • Data Sources and Data Files
    • Schemas
    • Schema Wizard
    • Adding Tables
    • Creating Joins
    • Loading Data
  • 5

    Building Data-Driven Insights

    • Dashboard Creation
    • Insight Types
    • Measures & Dimensions
    • Dimensions
    • Settings
    • Data Filters
    • Bookmarks
  • 6

    Creating Calculations and Formulae

    • Formula Columns
    • Formulae Builder
    • Merge Categories
    • Formula: Customer Age Bucket
    • Formula: Revenue by Age Group
    • Merge Categories with Join
    • Business Schemas
  • 7

    Filters, Prompts, and Variables

    • Filters
    • First/Last Version Filter Scenario
    • LAB: Employee's Last Salary
    • Prompts
    • Presentation Variables
    • Presentation Variables Use Case
    • Presentation Variable and Filter Use Case
    • LAB: Actual vs Budget with Presentation Variables
  • 8

    Hands-on Incorta Insights Case Study

    • Case Study: TBC Beverage Company