Support your team with a fully-featured data model
1. Support your team with a fully-featured data model
Hi! Welcome to the final part of the course. To review the features we've learned about, we'll walk through a case study, exploring a more fully-featured data model.2. Scenario
Oakmark is piloting a new customer insights program, where they'll provide some basic visualizations and metrics to customers whenever they log on to the Oakmark website. As project lead, you're directing a team that needs to make several proofs of concept of these visuals in Sigma. The analysts on your team need a data model to work from as the source of truth.3. Overview
To finish this course, you'll develop a data model that can support these prototypes. Then, you'll make a prototype dashboard to demonstrate how your team might use the data model.4. Overview
Let's run through the criteria, and the setup.5. End Goal
The end goal is a data model that can support basic account insights for a customer. It should be able to show them information about recent transactions, account details, and loans, if they have any.6. Joins, Relationships, and Metrics
To support this, the model will use a combination of joins, relationships, and metrics. Your base table will use joins to combine the commonly used data, and a relationship for the data that's only used sometimes.7. Personal Identifiable Information
The model should conceal relevant PII, like names and emails. It should also start with a default customer ID value, which can be easily updated for testing purposes.8. Overview
To start, the exercise provides you the sources and a base table you'll need for the data model. This includes the tables for transactions, accounts, and customers, joined into one table. Additionally, it includes data from the loans table, with slight transformations. It's been grouped by customer ID, so there's only one row for each customer. It's also been filtered to Active loans only.9. Overview
You'll finish the base table by using a relationship, then add on metrics, column security, and parameters as needed.10. Let's practice!
Alright, time to build. In the next exercises, finish the data model, and then use it to power insights in a workbook.Create Your Free Account
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