d) VCT: Certification Exam

VCT = VAR Certification Training.

To pass the certification exam, please complete the following steps.

1. Deploy DataSelf Analytics connected to a live or demo ERP database.

   1. To select your source system and execute the deployment and testing: click here.

   2. Deploy ETL+. The trial license is free.

   3. Execute Level 1 Testing.

   4. Email certified_training @dataself.com screenshots of your Level 1 Testing results.

   5. Connect to the Tableau Embedded web portal at https://bi1.dataself.com. You should receive your credentials during step 1 above.

2. Create and save the following new Sales Invoice reports. You can use a single Tableau workbook with a new tab for each new report.

   1. A grid report showing Sales by Customer in the past two years. Show filter.

   2. A grid report showing Sales by Salesperson and Item by quarter in the past two years. Show filter.

   3. A chart report showing Gross Profit by Customer State (or ShipTo State) in the past year. Show filter.

   4. A chart report showing Qty Sold by Item sorted in descending order by Qty Sold (top items at the top). No filter.

   5. Duplicate the Sales by Salesperson and Item by quarter in the past two years report. Create a calculated field with “Avg Sales Amount” (sales/qty sold) and add it. Name the report Avg Sales by Salesperson.

   6. Create calculated fields for FY2023 Sales, FY2022 Sales (or any two years that fit your source data), and Sales Pct Variance between 2023 and 2022. Then create a report showing these measures by Customer. Name the report Sales by Customer by Fiscal Year.

   7. Duplicate report Sales by Customer in the past two years, convert the Sales measure to a Quick Table Calculation showing the Percentage Difference, and then add Sales to the reports. It should show both measures. Name the report Sales by Customer % Difference.

   8. Duplicate Sales by Customer in the past two years. Create a Hierarchy with Salesperson and Customer. Replace Customer with Salesperson from the Hierarchy and test the expand/collapse (drill down) on the report.

   9. Create a dashboard with reports from Sales by Customer in the past two years, Gross Profit by Customer State (or ShipTo State) in the past year, Qty Sold by Item sorted in descending order by Qty Sold, and Sales by Customer by Fiscal Year.

      1. Clean up the filters.

         1. Make the report Qty Sold by Item sorted in descending order by Qty Sold work as a dashboard action filter.

         2. Make a Year filter to apply to all sections of the dashboard and remove any extra year filters no longer needed.

      2. Make each report have a short descriptive title.

3. Save the workbook.

4. Exit the Report Editing mode (File -> Close) and subscribe to this dashboard:

   1. Add yourself and Clark Walliser as the recipients (Subscribe Users).

   2. Receive it as a PDF.

   3. Set the schedule to Daily 8am EST.

5. Email certified_training @dataself.com with the link to the Tableau workbook created above.

Feel free to reach out for support as needed.