Description

Introduction

Business analysts often rely on clean, well-structured data to build effective dashboards and reports. This course helps analysts use Matillion to prepare, enrich, and transform data from various sources into a format optimized for BI tools like Tableau, Power BI, and Looker—without needing deep programming knowledge.

Prerequisites

• Familiarity with basic data analysis concepts

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

• Basic understanding of SQL queries

• No prior ETL experience required, though helpful

Table of Contents

1. Introduction to Matillion for Analysts
    1.1 What is Matillion?
    1.2 Role of Analysts in ETL Workflows
    1.3 Navigating the Matillion Interface

2. Connecting to Data Sources
    2.1 Cloud Data Warehouses Overview
    2.2 Using Matillion Connectors (Excel, APIs, Databases)
    2.3 Importing Data into Your Data Warehouse

3. Cleaning and Shaping Data
    3.1 Removing Duplicates and Nulls
    3.2 Renaming and Standardizing Columns
    3.3 Sorting, Filtering, and Aggregating Data

4. Joining and Blending Datasets
    4.1 Inner, Left, and Right Joins
    4.2 Combining Multiple Data Sources
    4.3 Use Cases: Sales + Customer + Marketing

5. Creating Derived Columns and KPIs
    5.1 Calculated Fields and Expressions
    5.2 Building Metrics (e.g., Growth Rate, ROI)
    5.3 Using Python or SQL Scripts for Advanced Logic

6. Structuring Data for Dashboards
    6.1 Star vs Snowflake Schema Basics
    6.2 Creating Fact and Dimension Tables
    6.3 Optimizing for BI Tool Consumption

7. Automating Data Loads
    7.1 Setting Job Schedules
    7.2 Refreshing Dashboards with Latest Data
    7.3 Email Alerts and Notifications

8. Exporting and Validating Output
    8.1 Writing Data to BI-Friendly Tables
    8.2 Validating Record Counts and Accuracy
    8.3 Connecting BI Tools to Final Output

9. Collaboration and Reusability
    9.1 Sharing Jobs and Components
    9.2 Reusing Common Transformations
    9.3 Documenting Job Flows

10. Best Practices for Analysts Using Matillion
    10.1 Keeping Jobs Simple and Modular
    10.2 Naming Conventions for Clarity
    10.3 Monitoring Data Quality Over Time

With Matillion, business analysts can take greater control over data preparation, enabling faster and more accurate dashboard creation. By learning to clean, transform, and organize data directly, analysts reduce dependencies and deliver real-time insights more efficiently.