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

Optimize With Business Insights

Relevant and rigorous training

Our essentials course is perfect for business users and analysts. This 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 a self-paced guided tours, students will master Incorta key concepts, terminology and topics for on the job success.
Team giving group hi 5.

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.

Curriculum

Course modules | Duration: Up to 3 hours

  • 1

    About this Self-Paced course

    • Welcome

    • Tips for using the Course Player

    • 🧭 Course Overview
  • 2

    Your Course Workspace

    • Accessing Your On-Demand VM and the Incorta Analytics Interface

    • Getting Set Up for Success
  • 3

    Architectural Overview

    • 🤔 Why Should I Care About Incorta Architecture?

    • 🫠 The "Modern" Data Architecture

    • 📈 The Incorta Advantage

    • 📫 Open Data Delivery

    • 🗺️ High-Level Architecture of Incorta

    • 📚 Concept: What is a Physical Schema?

    • 🏗️ The Loader Service

    • 🏛️ Metadata Database

    • 📦 Shared Storage

    • 🧭 Concept: Direct Data Mapping

    • ➕ Data Enrichment

    • 📚 Concept: What is a Business Schema?

    • 📊 The Analytics Service
  • 4

    Self-Service Analytics

    • ✈️ Overview

    • 🩻 Anatomy of the Analytics Service UI

    • 📊 Content

    • 🗓️ Scheduler

    • 👩‍💼 Business Schema

    • ↔️ Schema

    • #️⃣ Data

    • 🔒 Security
  • 5

    Schemas Made Easy

    • 📐 Designing Schemas Overview

    • 🚰 Data Sources and Data Files

    • 🧙‍♂️ Schema Wizard

    • 🎨 Schema Designer

    • ✍️ Schema Table Editor

    • 🧩 Key, Dimension, and Measure

    • 🔗 Join Editor

    • 💻 TOUR 1: Create a Data Source

    • 💻 TOUR 2: Create a Schema
  • 6

    Easy Extract and Fast Ingest

    • 📚 Why is Data Loading Important?

    • 🏗️ Loading Data 101

    • ↔️ Ways to Load Data

    • 💻 TOUR 3: Load Data

    • ✔️ Check Your Work

    • 💭 Final Thoughts
  • 7

    Curiosity Explored

    • 🧮 Introduction to the Analyzer

    • 🧠 Anatomy of the Analyzer

    • 📚 TOUR 4: Explore Data
  • 8

    Semantics, Focus, and Veracity

    • 📚 Why are Business Schemas important?

    • 🧠 Anatomy of a Business Schema

    • 💻 TOUR 5: Creating a Business Schema
  • 9

    Keep Calm, Dashboard On!

    • 📊 Introduction to Dashboards

    • 🪄 Dashboard Creation

    • 📈 Insight Visualizations

    • ⚙️ Insight Settings

    • 📝 Properties for Measures and Dimensions

    • 🛠️ Configure Dashboard Settings

    • 💻 TOUR 6: Building Dashboards

    • 📅 Scheduling Dashboard Delivery
  • 10

    Calculations Count!

    • 🟰 Introduction to Calculations with the Formula Builder

    • 🧠 Anatomy of the Formula Builder

    • 👩‍🎨 Create a Calculation for an Insight

    • 💸 TOUR 7a: Calculating Cost

    • 💰 TOUR 7b: Calculating Profit

    • 🤔 Tour 7C: Challenge Questions

    • ✅ TOUR 7c: Solution
  • 11

    Interactions Fuel Insights

    • 👆 Introduction to Dashboard Filters, Prompts, and Variables

    • 📖 Dashboard Runtime Filters and Bookmarks

    • ☑️ Configuring Prompts

    • 🔽 Configuring Applied Filters

    • 🔽🔽🔽 Configuring Filter Options

    • 📊 Insight Filters

    • 🎥 Configuring Presentation Variables

    • #️⃣ Measure Filters
  • 12

    How are you doing?

    • 🤔 Quick survey on your progression...

    • ⏭️ Coming Up Next...
  • 13

    Hands-on Lab

    • Upload Data Files to Incorta

    • Create the US Analysis Schema

    • Create the US Analysis Business Schema

    • Create the US States and CA Cities Analysis Dashboard

    • Create the US States Tab

    • KPI Insight

    • Tag Cloud Insight

    • Packed Bubble Insight

    • Combo Dual Axis Insight

    • Bubble Insight

    • Map Insight

    • Column Insight

    • Listing Table Insight

    • Insights over Result Sets

    • Column Insight Using Result Set

    • Configure Filters and Prompts

    • Requirements Review
  • 14

    Case Study

    • Case Study Introduction

    • Create the TBC Business Schema

    • TBC Sales Analysis Dashboard

    • Regional Summary Insight

    • Sales by SKU Insight

    • Sales Impact by SKU and State Insight

    • Transaction Details Insight

    • TBC Profits Analysis Tab

    • Marketing vs. Profit vs. COGs by SKU/State

    • Sales by State

    • Sales by Region by Month

    • Product Family and Regional Profit

    • Transaction Details

    • Final Requirements Review

    • Case Study Submission
  • 15

    Certification Exam

    • Exam Instructions

    • Certification Exam

Course Reviews

The course was well presented and perfect

Ishaq Baig

The course was well presented and perfect

The course was well presented and perfect

Read Less

Excellent features and Nice Learning with Certification

Dicky Mohanty

Proper Hands on with Business Uses Cases

Proper Hands on with Business Uses Cases

Read Less

Condensed Overview

Mohamed Ayman

Really good overview of the product from a business and analyst perspective.

Really good overview of the product from a business and analyst perspective.

Read Less

Excellent Introduction Course

Thibault Dambrine

This course is an excellent introduction course, not only to Incorta but also to basic SQL joins and data reporting. The course is structured with multipl...

Read More

This course is an excellent introduction course, not only to Incorta but also to basic SQL joins and data reporting. The course is structured with multiple hands on labs that are easy to follow. This product is also both powerful and easy to use. TD

Read Less

Wow! What a great self-paced course!

Komal Mohite

It was very well explained with all basic concept. Worth every minute.

It was very well explained with all basic concept. Worth every minute.

Read Less

Amazing course content

Shailja Srivastava

Really Helpful for beginners for understanding the Incorta tool and get Familiar with it using on Cloud VM

Really Helpful for beginners for understanding the Incorta tool and get Familiar with it using on Cloud VM

Read Less