1.

Building Blocks for

Data Visualization & Analytics (Pre - Learning)

Introduction to Bridge Course & Analytics Software’s

Basic Excel
● Excel Environment
● Key Terminologies
● Short Cuts
● Key Functionalities
● Copy-paste-paste special
● Formatting & conditional Formatting
● Basic Excel Functions
● Types of Functions
● Relational operators
● Data Sorting, Filtering and Data Validation
● Understanding of Name Ranges
● Pivot tables
● Charts
● Basics of charts

RDBMS & SOL (Basics)

Basic RDBMS Concepts

● Introduction to Relational Database management system. Why SQL?
● A glance at the tool and its advantages and disadvantages
● Understanding Schema, ERDs and Metadata

Introduction to MS SOL Server

● What is SQL - A Quick Introduction
● Installing MS SQL Server for windows
● Introduction to SQL Server Management Studio
● Understanding basic database concepts
● Getting started

Introduction to Analytics & Data Science

● What is analytics & Data Science?

● Business Analytics vs. Data Analytics vs. Data Science
● Common Terms in Analytics
● Analytics vs. Data warehousing, OLAP, MIS Reporting
● Types of data (Structured vs. Unstructured vs. Semi Structured)
● Relevance of Analytics in industry and need of the hour
● Critical success drivers
● Overview of analytics tools & their popularity
● Analytics Methodology & problem-solving framework
● Stages of Analytics
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1.1 Generative AI

Generative AI for MS Office Tools

(PowerPoint & MS Word)
● Content Generation: Produce text, summaries, and slides
effortlessly.
● Grammar & Style Enhancement: Automatically polish writing for
accuracy and style.
● Data Insights: Transform data into visuals or actionable insights
within documents or slides.
● Design Assistance: Access templates and suggestions for visually
appealing presentations.
● Collaboration Features: Enable seamless teamwork with smart
editing suggestions.

Boosting Productivity with Advanced AI

➔ Quickly craft content outlines and slide notes.

➔ Refine documents for error-free, professional results.
➔ Design stunning slides in seconds with ease.
➔ Enrich content with engaging visuals.
➔ Leverage enterprise-grade automation for efficient workflows.
➔ Deliver impactful corporate presentations effortlessly.

Plugins & Tools:

● ChatGPT Add-in for Word and Power Point
● Microsoft 365 Copilot
● Beautiful.ai:
● Grammarly
● QuillBot
● Icons8
2. Data Visualization & Analytics
- Excel

Quick Recap of Basics of Excel Data manipulation using functions

● Descriptive functions
● Logical functions: IF, and, or, not
● Date and Time functions
● Text functions
● Array functions
● Use and application of lookup functions
● Limitations of lookup functions
● Using Index, Match, Offset, reverse lookup

Data analysis and reporting

● Data Analysis using Pivot Tables - use of row and column shelf, values and filters
● Difference between data layering and cross tabulation, summary reports, advantages
and limitations
● Change aggregation types and summarization
● Creating groups and bins in pivot data
● Concept of calculated fields, usage and limitations
● Changing report layouts - Outline, compact and tabular forms
● Show and hide grand totals and subtotals
● Creating summary reports using pivot tables

Data Visualization in Excel

● Overview of chart types - column/bar charts, line/area, pie, doughnut charts, scatter
plots
● How to select right chart for your data
● Creating and customizing advance charts thermometer charts, waterfall charts,
population
● Pyramids

Overview of Dashboards
● What is dashboard & Excel dashboard
● Adding icons and images to dashboards
● Making dashboards dynamic

Create dashboards in Excel - Using Pivot controls

● Concept of pivot cache and its use in creating interactive dashboards in excel
● Pivot table design elements - concept of slicers and timelines
● Designing sample dashboard using Pivot Controls
● Design principles for including charts in dashboards - do's and dont’s

Business Dashboard Creation

● Management Dashboard for Sales & Services
● Best practices - Tips and Tricks to enhance dashboard designing

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2.1 Generative AI

Generative AI for MS Excel

➔ Automation: Effortlessly create formulas, workflows, and
visualizations.
➔ Data Insights: Gain actionable insights and recommendations
from AI tools.
➔ Ease of Use: Simplify tasks with natural language or conversational
commands.
➔ Accuracy: Minimize errors with AI-assisted calculations and
processing.
➔ Collaboration: Seamlessly integrate with tools for better teamwork.

Boosting Productivity with Advanced AI

➔ Rapidly generate complex formulas or extract insights from data.

➔ Identify key trends without manual analysis.
➔ Streamline processes with AI-driven actions.
➔ Enterprise-level data analysis and automation.
➔ Advanced business intelligence and planning.
➔ Self-service analytics for faster decision-making.

Plugins & Tools:

● ChatGPT Add-in for Excel
● Data Analyzer by Microsoft (Excel Ideas)
● Power Automate for Excel
● Microsoft 365 Copilot for Excel
● Pigment AI Add-in for Excel
● AI Assistant for Excel
● GenAI Tools for Excel
3. Data Visualization & Analytics
- SQL

Quick Recap of RDBMS & Basic SQL

Data based objects creation (DDL Commands)

● Creating databases and tables. Understanding data types
● Inserting values into the table
● Altering table properties
● Introduction to Keys and constraints
● Creating, Modifying & Deleting Tables
● Create Table & Create Index statements
● Drop & Truncate statements
● - Uses & Differences
● DD Statements with constraints
● Import and Export wizard to get the data in SQL server from excel files or delimited files

Data manipulation (DML Commands)

● Data Manipulation statements
● Insert, Update & Delete statements
● Select statement - Sub setting, Filters, Sorting. Removing Duplicates, grouping and
● aggregations etc.
● Operators, predicates and built-in functions (Top, distinct, Limit)
● Where, Group By, Order by & Having clauses
● SQL Functions - Number, Text, Date, etc.
● SQL Keywords - Top, Distinct, Null, etc.
● SQL Operators - Relational (single valued and multi valued), Logical (and, or, not), Use of
wildcard operators and wildcard characters, etc.

Accessing data from Multiple Tables using SELECT

● Append and Joins
● Union and Union All - Use & constraints
● Intersect and Except statements
● Table Joins - inner join, left join, right join, full join
● Cross joins/ cartisian products, self joins, natural joins etc
● Inline views and sub-queries & it's types
● Optimizing your work
● Update operations with and without joins

Advanced SQL
● Creating table copy and database copy
● Views
● Transactions
● Stored Procedures in SQL
● Crud operations using stored procedures
● Window functions in SQL
● Miscellaneous Topics: Rollup and cube

Apply learning's on Business Case study

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3.1 Generative AI

Generative AI for SQL

● Query Generation: Turn natural language prompts into complex

SQL queries instantly.
● Performance Optimization: Receive suggestions for enhanced
query efficiency.
● Error Detection: Identify and resolve syntax errors effortlessly.
● Data Insights: Analyze results and generate actionable
recommendations.
● Task Automation: Simplify tasks like creating tables, updating
records, and joining datasets.

Boosting Productivity with Advanced AI

➔ Ideal for beginners and professionals needing quick query

generation and debugging.
➔ Perfect for developers requiring advanced SQL support.
➔ Write cleaner, error-free SQL effortlessly.
➔ Generate queries on the fly with ease.
➔ Automate enterprise-grade database operations.
➔ Streamline query workflows for analysts.
➔ Simplify reporting and ad-hoc data analysis.

Plugins & Tools:

● ChatGPT (OpenAI) with SQL Integration
● DataGrip Query Generator (JetBrains)
● SQLPrompt by Redgate (Community Edition)
● AI Query Generator by Text-to-SQL (Community Tools):
● AI SQL Copilot (Microsoft Azure)
● PromptSQL
● DataRobot AI for SQL
4. Data Visualization & Analytics
- PowerBI

Introduction
● Introduction to Power BI
● Installing Power BI Desktop (Signup for PowerBI)
● Various Options in Power BI Desktop
● Views in Power BI Desktop
● Template Apps
● Task pipeline when your working on a project

Data Preparation and Modelling

● Connect and Retrieve data from different sources (csv, excel etc.)
● Query editor in Power BI
● Power Query for cleaning the data
● Power Query Functions – Text, Date, Numeric
● Power Query Conditional Columns
● Clean & transform data with Query Editor
● Define data granularity
● Combining data – Merging & Appending
● Fill Down in Power BI, Grouping, Transpose, Unpivot, Data Types, Replace errors and
values, Keep and Remove rows, Add Remove and Go To Columns
● Work with relationships and cardinality
● Types of Relationships (1:1, 1: Many, Many:1)
● Optimizing for performance
● PBIDS Files

Data Analysis Expressions (DAX)

● Introduction to DAX
● Calculated tables, Columns & Measures
● Time Intelligence in DAX
● Frequently Used DAX functions in Real time (Calendar Functions, Filter Functions,
Information functions, Text Functions, Logical Functions, Math functions, Parent &
Child functions etc..)

Reports Development (Visuals in Power BI)

● Introduction to work with Power BI visuals
● Reports Development in Power BI
● Working with Different Visuals /Charts
● Formatting Options in Reports
● Use a slicer to filter visualizations
● Working with Filters (Page Level, Include/Exclude, Report Level, Cross report Filter)
● Download & use Custom Visuals from the galary
● Add an R or Python visual
● Work with key performance indicators
● Project to Implement the learning's

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4. Data Visualization & Analytics
- PowerBI

Data Driven Story Reports:

● Introduction to create a data-driven story
● Design a report layout
● Add buttons, bookmarks, and selections
● Creating Interactive reports with bookmarks
● Design report navigation
● Use interactions and drill through
● Comment on reports
● Tune report performance
● Optimize reports for mobile use

Dashboards:
● Introduction to dashboards
● Configure data alerts
● Explore data by asking questions
● Add a dashboard theme
● Pin a live report page to a dashboard
● Configure a real-time dashboard
● Configure data classification
● Set mobile view

Advanced / Other Power BI Concepts

● Row level Security (Static Row Level Security, User login based row level security,
Organizational level security)
● Dynamic Measures, Filters, Axis in Charts
● Power BI Template file
● Wallpapers, Themes (create custom themes)

Power BI Analytics:
● Explore statistical summary
● Identify outliers with Power BI visuals
● Group and bin data for analysis
● Use the Analyze feature
● Use advanced analytics custom visuals
● Review Quick insights

Publishing workbooks and Workspace

● Publishing the Reports, Dashboards, APP
● Share data with Colleagues and Others
● Publish & manage report to the web
● Create an app workspace and add users
● Create a QR code to share a tile
● Embed a report in share point Online
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4.1 Generative AI

Generative AI for PowerBI

● Natural Language Queries: Ask plain English questions (e.g., "What

were last quarter's total sales?") to generate visuals and reports.
● Automated Insights: Detect trends, anomalies, and patterns
instantly.
● Data Transformation Assistance: Get Power Query suggestions
tailored to your needs.
● Dynamic Visualizations: Receive chart and layout
recommendations for your datasets.
● Enhanced Data Modeling: Create DAX formulas and relationships
using natural language input.
● Collaboration & Summarization: Summarize dashboards and data
into stakeholder-friendly formats.

Boosting Productivity with Advanced AI

➔ Quickly create charts and uncover data trends.

➔ Simplify complex data narratives.
➔ Perform instant exploratory analysis on large datasets.
➔ Leverage advanced analytics for informed decision-making.
➔ Get assistance in writing and debugging formulas.
➔ Add AI-driven interactivity to Power BI reports.
➔ Make dashboards accessible and interpretable for non-technical
users.

Plugins & Tools:

● ChatGPT Integration for Power BI
● InfoRiver AI for Power BI:
● Narratives for BI (by Arria):
● ThoughtSpot for Power BI:
5. Data Visualization & Analytics - Tableau
(Optional E-learning at minimal cost)

Getting Started Table calculations

● What is Tableau? ● Explain scope and direction
● Tableau product suite ● Percent of Total, Running /
● How Does Tableau Work? Cumulative calculations
● Tableau Architecture ● Introduction to LOD (Level of Detail)
● Connecting to Data & data source Expressions
concepts ● User applications of Table
● Understanding the Tableau calculations
workspace
● Dimensions and Measures Parameters
● Data Types & Default Properties ● Using Parameters in calculated fields
● Tour of Shelves & Marks Card ● Bins/Reference Lines
● Using ShowMe ● Filters/Sets
● Saving and Sharing your ● Display Options (Dynamic
work-overview Dimension/Measure Selection)
● Create What-If/ Scenario analysis
Data Handling & Summaries
● Date Aggregations and Date parts Building Interactive Dashboards
● Cross tab & Tabular charts ● Combining multiple visualizations
● Totals & Subtotals into a dashboard (overview)
● Bar Charts & Stacked Bars ● Making your worksheet interactive by
● Line Graphs with Date & Without Date using actions
● Treemaps/Scatter Plots ● Filter/URL/Highlight
● Individual Axes, Blended Axes, Dual ● Complete Interactive Dashboard for
Axes & Combination chart/Edit axis Sales & Services
● Parts of Views
● Sorting Building Stories
● Trend/Reference Lines/Forecasting ● Story Points
● Filters/Context filters ● Options in Formatting your
● Sets (In/Out Sets/Combined Sets Visualization
● Grouping/Bins/Histograms ● Working with Labels and Annotations
● Drilling up/down –drill through ● Effective Use of Titles and Captions
● Hierarchies
● View data Working with Data
● Actions (across sheets) ● Multiple Table Join
● Data Blending
Building Advanced Reports/ Maps ● Difference between joining and
● Explain latitude and longitude blending data, and when we should
● Default location/Edit locations do each
● Building geographical maps ● Toggle between to Direct Connection
● Using Map layers and Extracts

Calculated Fields Sharing work with others

● Aggregate vs. Disaggregate data ● Sharing Workbooks
● Explain -#Number of Rows ● Publish to Reader/PDF
● Basic Functions ● Publish to Tableau Server and share
(String/Date/Numbers etc) on the web
● Usage of Logical conditions
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