Groeperingen voor inzicht

Als analist bij Oakmark Bank zet je ruwe callcentergegevens regelmatig om in overzichtelijke samenvattingen die managers makkelijk kunnen interpreteren en gebruiken. Een krachtige manier waarop Sigma je hierbij helpt, is met tabelgroeperingen. Waarom zou je tabelgroeperingen in Sigma gebruiken? Kies de twee juiste opties.

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Introductie tot Sigma

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Praktische interactieve oefening

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Deze oefening maakt deel uit van de cursus

Introductie tot Sigma

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In this chapter, you’ll learn how to connect Sigma to live data sources and add ad-hoc data to workbooks with Input tables. We’ll perform row-level calculations and group and summarize tables to organize your data in insightful ways. We’ll create pivot tables and practice creating charts to bring insights to life visually. By the end of this chapter, you’ll be equipped with essential skills for exploring, analyzing and interacting with data in Sigma.

Exercise 1: Aan de slag met Sigma Exercise 2: Sigma in de praktijk Exercise 3: Een werkmap maken Exercise 4: De Call Log-tabel voorbereiden Exercise 5: Berekeningen op rijniveau en aggregaties Exercise 6: Vaardigheden met Sigma-tabellen Exercise 7: Wachttijd in minuten berekenen Exercise 8: Percentage berekenen Exercise 9: Groeperingen, berekeningen en samenvattende statistieken Exercise 10: Groeperingen voor inzicht

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Exercise 11: Callcentergegevens groeperen Exercise 12: Calls groeperen per maand Exercise 13: Groeperingen op meerdere niveaus Exercise 14: Welke maand had de meeste escalaties?Exercise 15: Input-tabellen Exercise 16: Een lege inputtabel configureren

Now that you know how to bring in and visualize data with Sigma, it's time to explore adding interactivity and practice building efficiently. We’ll learn to use page controls for dynamic, customizable interactivity and explore workbook lineage, a powerful feature that helps you trace data sources, transformations, and dependencies across your workbook. This chapter gives you the tools to build clear, interactive, and trustworthy analytics experiences for any audience.

Exercise 1: Pivot tables and charts in Sigma Exercise 2: Choosing the right element Exercise 3: Creating new elements Exercise 4: Fraud rates in tables and charts Exercise 5: Pivot Table creation Exercise 6: Plotting fraudulent activity Exercise 7: Filtering methods Exercise 8: Enabling filtering Exercise 9: Controlling date ranges Exercise 10: Workbook lineage in Sigma Exercise 11: Lineage in Sigma Exercise 12: Exploring workbook lineage Exercise 13: Filter behavior in Sigma Exercise 14: Parameters in Sigma Exercise 15: Oakmark Parameter tools Exercise 16: Tracking calls with long wait times Exercise 17: Parameter creations Exercise 18: Segmented control to switch variables

In this final chapter, you’ll bring everything together and practice designing polished, professional workbooks. We’ll cover best practices for workbook layout and experiment with synced controls for a seamless user experience. We’ll also learn to publish your workbook for others to view. You’ll preview the workbook from the point of view of different user types and learn how to save custom views of your workbooks for easy access at any time. By the end of this chapter you’ll be equipped with the skills to share powerful, tailored insights in Sigma with confidence.

Exercise 1: Rearranging and organizing workbooks Exercise 2: Dividing a workbook Exercise 3: Containers for organizing Exercise 4: Making content clear and consistent Exercise 5: Filtering multiple pages Exercise 6: Dynamic features Exercise 7: Publishing and Sharing Exercise 8: Sharing workbooks Exercise 9: Publishing and sharing Exercise 10: Previewing workbooks Exercise 11: Saving a custom view Exercise 12: Congratulations!