教學大綱表 (113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.
N4200A
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。
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:2024-04-16 迄:2024-05-31 2.非同步線上課程 Asynchronous online course 商業智慧規畫師、認證輔導線上課程 收看課程達80%以上,或取得商業智慧規畫師認證


教學要點概述:
1.自編教材 Handout by Instructor:
□ 1-1.簡報 Slids
□ 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