Introduction
In today's fast-paced business environment, making informed decisions based on data is crucial for success. Zoho Analytics is a powerful business intelligence and data analytics tool that empowers organizations to unlock valuable insights from your data, enabling them to drive growth, optimize processes, and gain a competitive edge.
This course, you will learn the key features of Zoho Analytics, from data importation and transformation to visualization and reporting. You will learn how to create insightful dashboards, generate meaningful reports, and make data-driven decisions that can transform your business operations. The course will cover everything from the basics to advanced techniques, ensuring you have a well-rounded understanding of Zoho Analytics.
By the end of this course, you will be equipped with the knowledge and skills necessary to harness the full potential of Zoho Analytics, making you a proficient analyst capable of transforming raw data into actionable insights.
Duration
5 Days
Who Should Attend:
- Business Professionals: Business owners, managers, executives, and entrepreneurs
- Data Analysts
- Marketing Professionals
- Sales Teams
- IT Professionals: IT managers or administrators responsible for data integration, database management, and system integration within their organizations.
- Business Owners
- Consultants and Freelancers: Independent consultants, freelancers, and analysts who wish to offer data analytics services to clients or improve their consulting practice.
Course Level:
Course Objectives
By the end of this course, you will be able to:
- Understand the fundamentals of Zoho Analytics.
- Create and manage data sources.
- Design and customize dashboards and reports.
- Perform advanced data analysis using Zoho Analytics.
- Share insights with team members and stakeholders.
Course Outline
Module 1; Introduction
- Zoho as a business intelligence(BI)
- Key Features and Benefits
- Getting started with Zoho Analytics - Terminologies & Workflows
Module 2: Setting Up Zoho Analytics
- Creating a Zoho Analytics Account
- Navigating the Zoho Analytics Interface
- User and Role Management
- Data Security and Permissions
Module 3: Importing Data
- Importing data from Files, Feeds, and Cloud Storage
- Connecting to External Data Sources
- Data Preparation and Cleaning
- Scheduling Data Updates
Module 4: Data Modeling
- Building powerful Formulas
- Formatting Tables & Custom Sorting
- Lookups & Data Blending
Module 5: Creating Reports and Dashboard
- Building Charts, Pivot Tables, Tabular Views, and Summary Tables
- Applying Filters and parameters
- Customizing Reports
- Chart picker guide
- Ask Zia
Module 6: Creating Dashboards
- Creating an Interactive Dashboard
- Adding KPI Widgets
- Adding User Filters
- Customizing Dashboards
- Timeline Filter and Merging User Filters
Module 7: Sharing and Publishing
- Sharing Reports and Dashboards
- Publishing Embedded Views
- Generating a Permalink
- Creating a Slideshow
- Commenting, Exporting and Printing Reports
Module 8: Advanced Reporting Techniques
- Calculated Fields and Formulas
- Pivot Tables and Cross Tables
- Geographic Mapping
- Drill-Down and Drill-Through Reports
Module 9: Data Analysis and Insights
- Advanced Data Exploration
- Trend Analysis and Forecasting
- Cohort Analysis
- Statistical Analysis with Zoho Analytics
Module 10: Exporting and Emailing
- Exporting and Emailing a view
- Exporting and Emailing multiple views
- Exporting and Emailing a dashboard
Module 11: Automation and Integration
- Zoho Analytics APIs and Integrations
- Workflow Automation with Zoho Flow
- Scheduled Reports and Alerts
- Data Export and Backup Strategies
Related Courses
Course Administration Details:
METHODOLOGY
The instructor-led trainings are delivered using a blended learning approach and comprise presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
ACCREDITATION
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
TRAINING VENUE
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
ACCOMMODATION AND AIRPORT PICKUP
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
TAILOR-MADE
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
PAYMENT
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
Click here to register for this course.
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