教學大綱表 (114學年度 第2學期)
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課程名稱
Course Title
(中文) 商業智慧系統
(英文) Business Intelligence System
開課單位
Departments
資訊經營學系
課程代碼
Course No.
N4200
授課教師
Instructor
陳明賢
學分數
Credit
3.0 必/選修
core required/optional
選修 開課年級
Level
大四
先修科目或先備能力(Course Pre-requisites):資料庫管理、會計學、行銷管理、生產管理、人力資源管理
課程概述與目標(Course Overview and Goals):

本課程將從技術團隊及企業使用者兩種觀點,來介紹什麼是商業智慧。技術團隊在資料倉儲環境,將來源資料,透過萃取、清理、建模、轉換、移轉、載入等,建置到資料倉儲;而企業使用者在資訊分析環境,從資料倉儲取出資訊,籍由查詢、報表、分析、探勘、視覺化、行動等,做出決策。本課程含蓋技術團隊關注的議題:商業智慧專案生命週期、維度模型設計、資料立方體與報表、資料倉儲之建置等;及企業使用者關注的各主要企業流程的績效管理與關鍵指標:銷售與配銷、採購、財務會計、生產、人力資源等流程。最後並探討商業智慧對企業的效益與商業智慧專案之個案研究。

This course examines the concept of Business Intelligence (BI) from two complementary perspectives: that of technical teams and that of organizational end users. From the standpoint of technical teams, BI is situated within a data warehousing environment, wherein source data undergo processes such as extraction, cleansing, modeling, transformation, migration, and loading in order to construct a functional and reliable data warehouse. From the perspective of enterprise users, BI operates within an information analysis environment, where data retrieved from the warehouse is employed for decision making through querying, reporting, analytical processing, data mining, visualization, and mobile based applications.
The curriculum encompasses key topics relevant to technical practitioners, including the BI project lifecycle, principles of dimensional modeling, the design and utilization of data cubes and reports, and methodologies for building data warehouse systems. In addition, it addresses areas of primary concern to business users by examining performance management mechanisms and critical performance indicators across major organizational processes, such as sales and distribution, procurement, financial accounting, production, and human resource management. The course concludes with an exploration of the organizational benefits of Business Intelligence and presents case studies illustrating the implementation and outcomes of BI projects.
教科書(Textbook) 1、Pro Power BI dashboard creation : building elegant and interactive dashboards with visually arresting analytics 著者Aspin, Adam. 出版者:Apress, 2022. :ISBN:9781484282274
2、Pro DAX and data modeling in Power BI : creating the perfect semantic layer to drive your dashboard analytics 著者Aspin, Adam. 出版者:Apress, 2023. ISBN:9781484289952
參考教材(Reference) * Ralph Kimball & Margy Ross, "The Data Warehouse Toolkit: The Definitive Guide to Dimensional Modeling," 3nd Ed., Wiley, 2002, ISBN: 9781118530801
* Ralph Kimball, Margy Ross, Warren Thornthwaite, Joy Mundy, and Bob Becker, "The Data Warehouse Lifecycle Toolkit -- Practial techinques for buliding data warehouse & business intelligence systems," 2nd Ed., Wiley, 2008
圖書館電子書(E-book of the Library) 教科書1 - https://link.springer.com/book/10.1007/978-1-4842-8227-4
教科書2 - https://link.springer.com/book/10.1007/978-1-4842-8995-2
課程大綱 Syllabus 學生學習目標
Learning Objectives
單元學習活動
Learning Activities
學習成效評量
Evaluation
備註
Notes

No.
單元主題
Unit topic
內容綱要
Content summary
1 Dashboard Basics & Table Visuals & Using Power BI Desktop to Create a Data Model # The Power BI Desktop Window
# View Types, Creating Visuals
# Types of Data, Defining Aggregation
# Working with Tables
# Changing Column Order
# Table Granularity
# Formatting Tables, Field Formatting
$ Data Modeling in the Power BI Desktop Environment
$ Designing a Power BI Desktop Data Model
$ Inhibiting Relationship Autodetection
#how to
• Switch between dashboards, data tables, and the data model
• Create and modify visuals
• Add and remove data from visuals
• Find fields in a data model
• Activate the Formatting pane where you enhance your visuals

$Establishing relationships between the tables so that Power BI Desktop understands how the data in one table is linked to the data contained in another table
上機實習
講授
期中考
其他評量-Term Prj
 
2 Matrix Visuals & Extending the Data Model #Creating a Row Matrix, Column Matrix
#Viewing Records
#Displaying Multiple Values As Rows
#Formatting a Matrix
#Column Subtotals
#Sorting Data in Matrices
$Managing Power BI Desktop Data
$Formatting Power BI Desktop Data
$Preparing Data for Dashboards
$Key Columns
$Nullable Fields
$Sorting Data in Power BI Desktop Tables
#Through the process of creating further text-based visualizations in Power BI Desktop and learn how to create and enhance matrices.

$Learn how to extend the core data model by
• (Re)naming tables and fields
• Specifying data types
• Categorizing data
• Formatting data in the data model
• Adding “sort by”fields that ensure the correct sort order in dashboard elements
• Defining key fields
上機實習
講授
其他評量-Term Prj
 
3 Card Visual Types & The Semantic Layer #Formatting Cards
#Formatting Multirow Cards
#Sorting Multirow Cards
#Switching Between Visual Types
$Data Model Topologies
$Field and Table Names
$Hiding Tables, Fields
$Display Folders and Subfolders for Measures
$Items in Multiple Folders
$Tables to Contain Measures
$Hierarchies
$Binning and Grouping
$Naming Conventions in the Semantic Model
$Custom Formats
$Data Model Aesthetics
#Learn how to use
• Cards
• Multirow cards
$Learn how to make the data model
• Easier to use
• More intuitive and immediately comprehensible
• Better able to deliver results faster
上機實習
講授
其他評量-Term Prj
 
4 Charts in Power BI Desktop & Calculated Columns #Pie charts, Bar charts, Column charts, Line charts, Area charts, Funnel charts, Donut charts
$Types of Calculations
$Calculated Columns
$Concatenating Column Contents
$Renaming Calculated Columns
$Using Table Names in Calculated Columns
$Handling Mistakes
$Simple Calculations
$Cascading Column Calculations
#Learn how to use
• Pie charts, Bar charts, Column charts, Line charts, Area charts, Funnel charts, Donut charts
$Learn how to augment the existing tables that you have imported by adding new columns containing calculations.
#Can apply the output from these calculated columns to the dashboards that you create using Power Bi Desktop.
上機實習
講授
其他評量-Term Prj
 
5 Advanced Chart Types & Formatting Charts & Calculating Across Tables #Multiple Chart Formatting
#Specific Chart Formatting
#Trellis Chart Formatting
$Calculating Across Tables
$Cross Filter Direction
$Modifying Cross Filter Direction
$Using Functions in New Columns
$Summarizing for Each Row in a Table
#Learn how to use
• Scatter charts, Bubble charts, Waterfall charts, Ribbon charts, Dual-axis charts
$Learn how to build on the data model that includes the calculated columns.
上機實習
講授
期中考
其他評量-Term Prj
彈性教學
 
6 Other Types of Visuals & DAX Logical Functions #Tree maps, Gauges, KPIs, R visuals, Python visuals, Decomposition tree visuals, Key influencers visuals, Paginated reports
$Simple Logic-the IF( ) Function
$Making Good Use of the Formula Bar
$Keyboard Shortcuts in the Formula Bar
$DAX Logical and Information Functions
$Testing for Blank or Empty Values
$Testing for Error Values
#Learn how to revitalize your dashboards with
• Tree maps, Gauges, KPIs, R visuals, Python visuals, Decomposition tree visuals, Key influencers visuals, Paginated reports

$Learn a few of the core DAX logic functions along with some ideas as to ways they can be used.
上機實習
講授
其他評量-Term Prj
 
7 Drill down and Drill up & Date and Time Calculations in Columns #Expanding and Drilling Down and Up
#Matrix Drill down
#Including and Excluding Matrix Elements
#Drilling into and Expanding Chart Data Hierarchies
#Including and Excluding Data Points in Charts
$Date Calculations
$Date Elements
$Assembling Usable Dates
$Adding or Subtracting
$Date and Time Formatting
#For drill down to function correctly:
• The visual must be capable of being drilled into.
• The necessary levels of data must be created.

$Learn how date and time calculations can be applied to calculated columns.
上機實習
講授
期中考
其他評量-Term Prj
彈性教學
 
8 Mid. Exam. Mid. Exam. Mid. Exam. 期中考
 
9 Maps in Power BI Desktop & Introduction to Measures #Creating Maps in Power BI Desktop
#Using Geographical Data
#Drilling Down in Maps
#Adjusting the Map Display in Power BI Desktop
#Filled Maps, Shape Maps
#Formatting Maps
#ArcGIS Maps
$Basic Aggregations in Measures
$Default Measures
$Measures Are Column-Based Calculations
$Ways to Create Measures
$Modifying Measures
$Field References
$Measure Recalculation
# Learn how to use four types of map visuals:
• Maps
• Filled maps
• Shape maps
• ArcGIS maps

# Learn how to carete measures and use them
上機實習
講授
期末考
其他評量-Term Prj
 
10 Filtering Data & Filtering Measures #Filters
#Removing Filters
#Filtering Different Data Types
#Advanced Text Filters
#Specific Visualization-Level Filters
#Page-Level Filters
#Filter Field Reuse
#Using the Filter Hierarchy

$Filtering Data in Measures
$Simple Filters, Boolean (True/False) Filters
$Filtering Dates
$AND/OR Filters in Measures
$NULL (Blank or Empty Cell) Handling
$The Extent of Filtering in CALCULATE( )
$Limits on CALCULATE( ) Filters
#Power BI Desktop provides two main approaches to assist you in focusing on the key elements of your data:
• Filters
• Slicers

$Learn how to apply explicit filters to measures.
上機實習
講授
期末考
其他評量-Term Prj
 
11 Slicers and Cross-Filtering & CALCULATE() Modifiers #Slicers
#Hierarchical Slicers
#Date Slicers
#Formatting Slicers
#Using Charts As Slicers
#Charts As Complex Slicers
#Specifying Visual Interactions
#What-If Slicers

$Calculating Percentages of Totals
$REMOVEFILTERS( ) Constraints
$Extending the Scope of REMOVEFILTERS( )
$Explicit Measure Filters and Modifiers Cannot Be Overridden
$KEEPFILTERS( )
#Put less breathlessly, you can interact with your filtered data in Power BI Desktop reports to subset or isolate metrics.

$Learn how to implicit filters interact with a calculation.
上機實習
講授
期末考
其他評量-Term Prj
 
12 Enhancing Dashboards & The Filter() Function #Formatting Ribbons, Pages
#Aligning and Distributing Visuals
#Adding Text Boxes to Annotate a Report
#Adding Text Boxes to Annotate a Report
#Modifying the Page Background Color

$Filter
$Displaying the Output from a FILTER( )
$Filtering on Measures
$Filter Criteria Inside the FILTER( ) Function
$FILTER( ) Caveats
#Learn how to
• Align and distribute objects on the report canvas.
• Apply a report background.
• Add basic shapes to enhance your visuals.
• Superpose objects and define how they are placed one on top of
another.
• Prepare reports ready for display on mobile devices.

$Learn how to use FILTER() in a vast array of ways inside a range of other DAX functions.
上機實習
講授
期末考
其他評量-Term Prj
 
13 Multipage Dashboards & Iterators #Multipage Dashboards
#Applying Slicers Across Multiple Pages
#Drill-through
#Drill-through Across Power BI Files
#Page Navigator
#Pop-up Tooltips

$DAX Iterator Functions to Replace Calculated Columns
$Iterator Parameters
$Aggregator and Iterator Functions
$Iterator Functions or Calculated Columns?
$Filtering the Table Input for an Iterator
# Learn how to
• Add, remove, and rename dashboard pages
• Control how slicers act across dashboard pages
• Drill-through from one dashboard page to another
• Add page navigation buttons
• Create pop-up tooltips
• Create dashboard templates

$Learn how to use the FILTER() function to reduce the scope of calculations.
上機實習
講授
期末考
其他評量-Term Prj
 
14 Bookmarks and Buttons & Creating and Applying a Date Dimension #Bookmarks
#Applying Bookmarks to Selected Visuals
#Bookmark Page Settings
#Grouping Bookmarks
#Slideshows Using Bookmarks
#Buttons
#Formatting Buttons
#Bookmark Navigator

$Why Use a Date Dimension?
$Creating the Date Table
$Extending the Date Dimension
$Elements of Year, Quarter, Month, Week, Day, Date
$Adding Sort by Columns to the Date Table
#Learn how to shape the dashboard interface to guide the user by controlling the visibility and appearance of visuals on the dashboard page.
#Use Power BI Desktop itself to create a date table.
上機實習
講授
期末考
其他評量-Term Prj
 
15 DAX Variables & Table Functions $Variable Output
$Basic Variable Use, Assignment
$Variables and Intellisense
$Multiple Variables in a Measure
$Variable Reuse Inside a Measure
$Variables in Calculated Columns
$Commenting DAX

$Table Variables in Table Functions
$The SUMMARIZECOLUMNS Function
$Adding Columns to the Output from Table Functions
$Filtering Table Function Output
$Removing Columns
$SELECTCOLUMNS
$INTERSECT, UNION, EXCEPT
$CROSSJOIN( )
$Table Functions
$Learn how to add variables to DAX.
$Learn how to make heavy use of variables.
上機實習
講授
期末考
其他評量-Term Prj
 
16 Final Exam. Final Exam. Final Exam. 期末考
 
彈性教學週活動規劃

No.
實施期間
Period
實施方式
Content
教學說明
Teaching instructions
彈性教學評量方式
Evaluation
備註
Notes
1 起:2024-04-20 迄:2024-06-19 5.小專題 Project Complete a term project and record your present and upload to YouTube. the completion and scale of the project. open data: size at least 100K records dimension model: include at least 6 dimensions, which contain at least 50 attributes and include at least 10 facts. dashboard: at least include 20 visualizations.


教學要點概述:
1.自編教材 Handout by Instructor:
□ 1-1.簡報 Slides
□ 1-2.影音教材 Videos
□ 1-3.教具 Teaching Aids
■ 1-4.教科書 Textbook
□ 1-5.其他 Other
□ 2.自編評量工具/量表 Educational Assessment
□ 3.教科書作者提供 Textbook

成績考核 Performance Evaluation: 期末考:30%   期中考:30%   其他評量:15%   報告:15%   彈性教學:10%  

教學資源(Teaching Resources):
□ 教材電子檔(Soft Copy of the Handout or the Textbook)
□ 課程網站(Website)
教學相關配合事項:輔導考照: 商業智慧規劃師,列為其他評量成績
扣考規定:https://curri.ttu.edu.tw/p/412-1033-1254.php