ROLE PROGRAMME · ANALYTICS

Data & BI Analysts

Turn raw data into reports and dashboards people act on. Twelve lessons, four practice blocks, and the terms your role uses most.

BEFORE YOU START

What This Programme Covers

12lessons
4modules
6practice blocks
Level 2 → 4Working to Fluent

Who this is for

You write queries, build reports and answer questions with data. You may have arrived from finance, operations or marketing rather than from engineering.

About 156 minutes of lessons, plus the practice blocks. Work through it in order, or jump to the module you need.

What you will be able to do

Turn a vague request into a question you can answer

Get the data yourself with SQL, and check it before you use it

Model it so the totals stay right when someone slices them

Build a report that answers the question and says what it means

Investigate a number that moved, and explain it in one sentence

0 of 12 lessons complete

MODULE 1 · 35 MINUTES

Before You Query

Most wasted analysis is answered before anyone writes a query. This module is about getting the question right and knowing what you are looking at.

0 of 3 lessons complete

1

Lesson 1 of 12 · 10 minutes

Taking a Request Properly

Not startedLink

Half of analysis is a conversation before any query is written.

1. Learn

A request arrives as "can you send me the sales numbers". Your job is to turn it into a decision, a measure, a slice, a period and a comparison, before you open anything. Ask what changes depending on the answer. If nothing does, say so kindly and save everyone a week.

Decision firstMeasure and slicePeriod and comparison

For example: "Send me sales" becomes "revenue by product, by month this year against last, so we can decide what to drop".

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Take the last request you received and rewrite it in those five parts. Send it back and ask if that is right.

Common mistake

Starting the query while the request is still vague, then rebuilding it three times. Ten minutes of questions saves three rounds.

Remember this: Decision, measure, slice, period, comparison. Then open the database.

2

Lesson 2 of 12 · 12 minutes

Knowing What You Are Looking At

Not startedLink

Grain, keys and nulls decide whether your answer is right.

1. Learn

Before you trust a table, find out what one row represents, which column identifies it uniquely, and where the blanks are. Grain decides whether a join doubles your totals. Nulls decide whether your average is wrong. Both are invisible until they bite.

One row = what exactlyWhich column is the keyWhere are the blanks

For example: An orders table with one row per line means counting rows counts lines, not orders.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Take a table you use weekly and write down its grain, its key, and which columns contain blanks.

Common mistake

Assuming a table is at the grain its name suggests. "Orders" often turns out to be order lines.

Remember this: Ask what one row is, what makes it unique, and what is missing.

3

Lesson 3 of 12 · 13 minutes

Agreeing a Definition

Not startedLink

Most number disagreements are definition disagreements.

1. Learn

Write down what a measure counts, what it excludes, where it comes from and who owns it. Do it once, in a place people can find, and the same argument stops recurring every month. This is the least glamorous thing an analyst does and the highest leverage.

What it countsWhat it excludesSource and owner

For example: "Active customer" might mean bought in 90 days, or logged in this month, or not cancelled. All three are defensible; only one can be the number.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Pick a measure two teams report differently. Write both definitions side by side and take them to whoever can decide.

Common mistake

Settling the definition in the meeting and never writing it down. You will have the same meeting next quarter.

Remember this: One written definition per measure, with its source and its owner.

MODULE 2 · 55 MINUTES

Getting the Data

SQL is the core of the job. Enough to get what you need, check it, and not double your totals.

0 of 3 lessons complete

4

Lesson 4 of 12 · 12 minutes

SELECT, WHERE and ORDER BY

Not startedLink

Most queries are a filter and a sort.

1. Learn

Start by looking at the table, then narrow it. SELECT names the columns, WHERE filters rows before anything is calculated, ORDER BY sorts, LIMIT stops. Getting comfortable here is most of day-to-day querying.

SELECT the columnsWHERE filters rowsORDER BY and LIMIT

For example: SELECT product, value FROM orders WHERE region = 'North' ORDER BY value DESC;

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Write one query against a table you use, filtered to a single value, sorted by the measure you care about.

Common mistake

Running SELECT * on a huge table and waiting. Filter first, then widen.

Remember this: Look, filter, sort, limit.

5

Lesson 5 of 12 · 14 minutes

GROUP BY and Aggregates

Not startedLink

Grouping turns a list of rows into a report.

1. Learn

GROUP BY collapses rows into one per value, and aggregates summarise each group. COUNT counts rows, SUM adds, AVG averages. HAVING filters the groups afterwards, which is the step most people miss.

GROUP BY collapses rowsAggregates summarise themHAVING filters the groups

For example: SELECT region, SUM(value) AS revenue FROM orders GROUP BY region HAVING SUM(value) > 1000;

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Write a query that gives one row per category, with a count and a total, sorted by the total.

Common mistake

Using WHERE where you meant HAVING. WHERE cannot see a total that has not been calculated yet.

Remember this: Rows in, groups out. WHERE before, HAVING after.

6

Lesson 6 of 12 · 16 minutes

Joins Without Doubling

Not startedLink

A join is where most wrong numbers are born.

1. Learn

An inner join keeps rows that match on both sides; a left join keeps everything on the left and fills blanks on the right. Join on a key that is unique on one side, or rows multiply. If your totals jump after adding a join, that is the reason.

Inner keeps matchesLeft keeps everything on the leftUnique on one side

For example: Joining orders to a customer table with duplicate customer rows silently doubles every order.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Take a query with a join and count the rows before and after. If they differ, find out why.

Common mistake

Checking the query runs rather than checking the row count before and after. Run both.

Remember this: Count rows before and after every join.

Practise this module

SQL Query Workbench

Six exercises against a live database, with real errors and checked answers.

Open it
MODULE 3 · 50 MINUTES

Shaping and Modelling

Where the numbers come from, how the tables fit together, and why a bad join is the most expensive mistake in reporting.

0 of 3 lessons complete

7

Lesson 7 of 12 · 12 minutes

Checking Before You Publish

Not startedLink

Reconcile to something you did not build.

1. Learn

Before anything goes out, check the total against the source system, check a single row end to end, and check the extremes. Most errors announce themselves in the maximum, the minimum or the blank count.

Total against the sourceOne row end to endLook at the extremes

For example: If your revenue is 3% above finance, find the 3% before you send it, not after.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Reconcile one report you own to its source system, and write down the gap and its cause.

Common mistake

Reconciling against your own previous version, which repeats yesterday’s error confidently.

Remember this: Total, one row, extremes. Against an independent source.

8

Lesson 8 of 12 · 14 minutes

How the Tables Fit Together

Not startedLink

A star schema keeps totals right when people slice.

1. Learn

Facts hold the numbers, dimensions hold the words you slice by, and each dimension joins to the fact on a key that is unique on its side. Dimensions do not join to each other, and facts do not join to facts. That shape is what makes a model both readable and correct.

Facts hold numbersDimensions hold wordsFacts meet through dimensions

For example: Sales joins to product, store and date. Returns joins to the same product and store.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Sketch the model behind a report you maintain. Mark each table as fact or dimension, and each join key.

Common mistake

Building one wide table with everything in it. It works until two grains meet, then every total is wrong.

Remember this: One fact in the middle, dimensions around it, nothing joining sideways.

9

Lesson 9 of 12 · 14 minutes

Measures That Behave

Not startedLink

A measure has to be right at every level someone slices it to.

1. Learn

A measure is a calculation that reruns for whatever the report is filtered to. Ratios are where they go wrong: an average of averages is not the average. Calculate the parts, then divide, so the measure holds at every level.

Recalculates per filterDivide totals, not averagesTest at two levels

For example: Average order value should be total value divided by order count, not the average of each day’s average.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Take a ratio in your reporting and check it at total level and at one slice. If they disagree, rebuild it.

Common mistake

Checking the measure only at the top level. Test it on one region and one month too.

Remember this: Sum the parts, then divide. Then check it at two levels.

Practise this module

Star Schema Builder

Join facts to dimensions and watch a wrong join break the totals.

Open it

Formula Grid

Real spreadsheet formulas, for the work that never leaves Excel.

Open it

DAX Sandbox

Write measures and have them evaluated. A simulation, not Power BI.

Open it
MODULE 4 · 55 MINUTES

Reporting and Explaining

Building something people use, and being able to say what it means when the number moves.

0 of 3 lessons complete

10

Lesson 10 of 12 · 14 minutes

Building a Report People Use

Not startedLink

One audience, one decision, one headline.

1. Learn

Decide who it is for and what they will do with it, then put the figure that answers that question top left. Two or three filters, not every field. A title that says what it covers, and the refresh time on the page.

One audienceHeadline top leftTwo or three filters

For example: A weekly operations dashboard needs today at a glance, not twelve months of history.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Take a report you own and write one sentence naming its audience and the decision it supports.

Common mistake

Building one dashboard for everyone. It ends up serving nobody and nobody can delete it.

Remember this: Audience, decision, headline, filters, refresh time.

11

Lesson 11 of 12 · 13 minutes

Explaining What Changed

Not startedLink

Slice it until one value carries the change.

1. Learn

When a number moves, break it down by one dimension at a time and look for the value that fell or rose most as a share of itself, not in absolute terms. Then slice inside it. Stop when you can say it in one sentence, and say what would change your mind.

One dimension at a timeShare, not sizeStop at one sentence

For example: Revenue fell 18%. Partner channel fell 48% while everything else held, and almost all of it was one region.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Take a change in your own reporting and write the one-sentence explanation, with the number that supports it.

Common mistake

Presenting the breakdown instead of the answer. People asked why, not for a pivot table.

Remember this: Slice, compare shares, slice again, then say it in a sentence.

12

Lesson 12 of 12 · 12 minutes

Handing It Over

Not startedLink

A report nobody can maintain is a liability.

1. Learn

Before you move on, write down what it counts, where the data comes from, how often it refreshes, who owns it and when it should next be reviewed. Then have someone else open it and try to change one thing.

Definitions written downOwner and review dateSomeone else can change it

For example: Every report should name a person who can answer a question about it in six months.

2. Practise

Three questions, drawn from a larger set. Answer all three to complete the lesson.

3. Apply at work

Pick a report you own and write its five facts: definition, source, refresh, owner, review date.

Common mistake

Leaving the only explanation in your own head, then going on holiday.

Remember this: Definition, source, refresh, owner, review date.

Practise this module

Dashboard Critique

Find six faults in a deliberately poor dashboard.

Open it

Metric Detective

A figure moved. Slice it until you find why.

Open it
FINAL CHECK

Twelve Questions, One Go

Twelve questions drawn at random from every lesson in the programme. Answer them all to see your score, then go back to anything you missed.

About six minutes. Nothing is timed, and nothing leaves this device.

YOUR SUMMARY

Where You Got To

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0%questions right first time
0notes saved from applying it

Your glossary view

The glossary can show the terms this role uses most, each with an explanation written for it.

Open the glossary

Keep practising

The workbench, formula grid, model builder, DAX sandbox, critique and detective all stay open to you.

See the practice blocks

Where next

Browse the other roles to see what follows this one.

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