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Details

This course is designed to help you learn deeper concepts in Zoho Analytics to become an Expert. The course covers deeper concepts in data source management, data modeling and preparation, advanced visualization techniques, predictive analytics, administrative capabilities, and much more.

Duration

5 Days

Target audience

This course is for new Zoho Analytics Administrators

Course Objectives

At the end of this IRES training course, you will learn how to:

  •  Quickly kick-start your analytics journey & gain expertise in Zoho Analytics. We will walk you through the basics of Zoho Analytics, end-to-end, starting from data import and modeling, creating reports & dashboards, Ask Zia, sharing & publishing insights, user management, & more

Methodology

The instructor-led training is delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional 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 with 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 for their, travel expenses, visa application, insurance, and other personal expenses.

Accomodation and Airport Pickup

Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

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.

Outline

Module 1; Introduction

  • What is BI?
  • Getting started with Zoho Analytics - Terminologies & Workflows

Module 2: Importing Data

  • From Files, Feeds, and Cloud Storage
  • From Local and Cloud databases
  • From Zoho Applications
  • From other Business Applications

Module 3: Data Modeling

  • Building powerful Formulas
  • Formatting Tables & Custom Sorting
  • Lookups & Data Blending

Module 4: Creating Reports

  • Building Charts, Pivot Tables, Tabular Views, and Summary Tables
  • Applying Filters
  • Customizing Reports
  • Chart picker guide
  • Ask Zia

Module 5: Creating Dashboards

  • Creating a Dashboard
  • Adding KPI Widgets
  • Adding User Filters
  • Customizing Dashboards
  • Timeline Filter and Merging User Filters

Module 6: Sharing and Publishing

  • Sharing Reports and Dashboards
  • Publishing Embedded Views
  • Generating a Permalink
  • Creating a Slideshow
  • Commenting

Module 7: Exporting and Emailing

  • Exporting and Emailing a view
  • Exporting and Emailing multiple views
  • Exporting and Emailing a dashboard

Module 8: User Roles and Organization

  • Adding Users
  • Managing Users
  • Roles in Zoho Analytics
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Indepth Research Services (IRES) is a global institutional capacity building, technical and management consultancy firm with its head office in Nairobi, Kenya.

IRES offers technical and management consultancy services as well as education and training services designed for individuals’ and groups from organizations working in public, not for profit and private sectors. 

IRES Kenya has identified itself with a niche market that largely comprises of Government ministries, departments and agencies (MDA’s) and UN agencies, Non-Governmental Organizations, from Africa, Europe, Asia, Middle-East and the Caribbean. We have also served academic institutions, international research organizations, financial institutions and private companies from across the globe. As at 2018 we offer our services in more than 15 locations globally.

Our technical and management consultancy services are in the areas of Agriculture, Education, Energy, Oil and gas, Health, Environment and natural resources, ICT for development, spatial planning, Governance, Management and leadership, communication, transport, revenue management, marketing development and environment among others.
Our education and training services are aimed helping individuals improve their professional knowledge, competence, skill, and effectiveness and enable the institutions to get the best out of their workforce. This is achieved through conducting high impact professional diploma and certificate courses, short courses, conferences, workshops and seminars. ...
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