Description

Introduction

Business Intelligence (BI) teams rely on clean, structured, and ready-to-analyze data to drive insights. Matillion is a cloud-native ETL/ELT platform that bridges the gap between raw data and business-ready datasets. This course focuses on helping BI professionals transform and prepare data efficiently within Matillion to support dashboards, KPIs, and advanced analytics. You’ll learn how to use Matillion’s powerful transformation components, manage schemas, and deliver optimized datasets to BI tools like Tableau, Power BI, and Looker.

Prerequisites

• Basic understanding of ETL/ELT concepts

• Familiarity with SQL and data modeling

• Experience using BI tools (e.g., Power BI, Tableau, Looker)

• Exposure to cloud data warehouses like Snowflake, Redshift, or BigQuery

Table of Contents

1. Introduction to Matillion for BI
    1.1 Overview of Matillion in BI Workflows
    1.2 BI-Specific Transformation Objectives
    1.3 Connecting Matillion to Data Sources and BI Platforms

2. Preparing Data for Analysis
    2.1 Data Cleaning and Standardization
    2.2 Handling Nulls, Duplicates, and Inconsistencies
    2.3 Column Renaming, Casting, and Formatting

3. Designing Business-Oriented Transformations
    3.1 Calculated Fields and Derived Metrics
    3.2 Creating Fact and Dimension Tables
    3.3 Implementing Slowly Changing Dimensions (SCDs)

4. Joins, Aggregations, and Filtering
    4.1 Inner, Left, Right, and Full Joins
    4.2 Summarizing Data with Aggregates
    4.3 Applying Business Rules with Filters

5. Building BI-Ready Data Models
    5.1 Star and Snowflake Schema Implementation
    5.2 Schema Design for Reporting Performance
    5.3 Using Views and Staging Layers

6. Automating and Scheduling BI Pipelines
    6.1 Job Scheduling Best Practices
    6.2 Event-Based Pipelines for Real-Time Needs
    6.3 Parameterization for Reusability

7. Integrating with BI Tools
    7.1 Exporting to Snowflake, Redshift, BigQuery
    7.2 Connecting Datasets to Power BI and Tableau
    7.3 Refresh Strategy and Dataset Validation

8. Monitoring and Governance
    8.1 Job Status Tracking and Logging
    8.2 Data Lineage and Documentation
    8.3 Access Control and Team Collaboration

9. Real-World BI Use Cases
    9.1 Sales and Revenue Reporting
    9.2 Marketing Campaign Performance
    9.3 Customer Retention and Churn Analysis

10. BI Transformation Best Practices
    10.1 Reusability and Modularity
    10.2 Query Optimization for BI Speed
    10.3 Documentation and Stakeholder Alignment

Matillion empowers BI teams to take ownership of the transformation layer, enabling faster delivery of clean, analytics-ready data. By mastering transformation design, automation, and BI tool integration, you can accelerate insight generation and support data-driven decision-making across your organization.