Roadmap for Analytics Engineer Training

How to use this Roadmap ?

● This is a general long-term plan for Analytics Engineer , you will easily find it on
internet.
● Please keep in mind that pro-active learning and self-taught are keys factors to step
into funny journey by your own.
● We don’t know what we don’t know, thus we have to read, build, shape, release,
continue.
● Internally, for short-term: please focus on Phase 1 + Capstone Project (4-5 weeks of
duration), but remember it is a long run and no shortcut 🙂
● Please clone this road map and fill directly into document.
● Practices the theories with Practices, Hands-on Section
● Uses bonus resources.

Roadmap
Phase 1: Foundations of Data Analysis (Weeks 1-3)

Introduction to Data Analysis

● Overview of data analysis roles, importance, and industry applications.
● Basic principles and key concepts in data analysis, type of analysis (4 types)
Data Basics
● Understanding data types, structures, and formats. ( How the data structured
and formatted?, Normalize and Denormalize data?
● Introduction to data collection, cleaning, and preprocessing techniques. (Data
loading type, technique)
● Tools: SQL, Python for basic data manipulation.
Data Warehouse Concept
● Concepts, component, structures
● Fact, Dim, Agg, View, M-view, Stored Procedures, …
● Table partition, Data Distribution
● Recomemedation: Data Warehouse Toolkit book.
● Resources: MSSQL, AdvantureWorks dataset (Transaction and Data warehouse)
Data Pipeline Concept (Engineering Concept)
● ELT and ELT process
● Data Loading in data warehouse
 ■ Fact Load
■ Dim Load
■ Aggegation Partition
● CDC, SCD Types
● Streaming and Batching processing
Exploratory Data Analysis (EDA)
● Techniques for data visualization and summary statistics. (story telling)
● Hands-on practice with EDA using tools like Pandas, Matplotlib, or Seaborn in
Python. ( Analysis on raw dataset)
● Power BI:
■ Row Level Security in Power BI
■ difference between CALCULATE vs FILTER functions in DAX
■ Calculated columns vs measures
■ Drilldown vs Drill through
■ Power BI Premium vs Power BI Pro
■ Direct Query vs Impored mode vs Live connection vs Composite mode vs
Streaming
■ Paginated reports
■ improve performnace in Direct query & Imported mode
■ Multiple lanauge on Power BI
Cloud Computing (optional)
● Basic component of Cloud: AWS EC2, IAM, S3
● Data services: Lambda, Glue, EMR, AWS Quicksight, Redshift

Phase 2: Intermediate Data Analysis (Weeks 4-6)

Statistical Analysis
● Understanding probability distributions, hypothesis testing, and significance.
● Practical application of statistical methods using real datasets.
Advanced Data Manipulation
● Deeper dive into data cleaning, transformation, and feature engineering.
● Introduction to SQL for data querying and manipulation.
Machine Learning Fundamentals
● Introduction to machine learning concepts: supervised, unsupervised learning,
regression, classification.
● Implementation of simple ML algorithms using scikit-learn or other relevant
libraries.

Phase 3: Advanced Data Analysis (Weeks 7-10)

Advanced Statistical Modeling

● Linear and logistic regression, time series analysis.
● Practical applications with real-world datasets.
Data Storytelling and Visualization
● Communicating insights effectively through data visualization.
● Crafting compelling narratives using data.
 Big Data and Tools
● Introduction to big data concepts, Hadoop, Spark, and their applications.
● Practice handling large datasets and performing analyses on big data platforms.

Final Project (Weeks 11-12)

Capstone Project
● Work on a real-world data analysis project from start to finish.
● Project involves data collection, cleaning, modeling, analysis, visualization, and
presentation of insights.
● Regular feedback sessions and mentor guidance throughout the project.
● The Project will include: a detail of documents, source code, dashboard
● Please provide: prototypes, specification, data Source2Report mapping before
implementation

Topics
● Social Media:
○ Engagement: This is a critical measure of how much your audience
interacts with your content such as likes, shares, comments, and other
forms of interaction.
○ Reach and Growth: Reach refers to the number of unique users who see
your content, while growth measures how your audience is expanding
over time.
○ Conversion and ROI: Conversion rate tracks how many people take a
desired action, and ROI (Return on Investment) measures the
profitability of your social media campaigns against the costs involved.
● Fintech:
○ Customer Acquisition Cost (CAC): Evaluates the efficiency of the
company in gaining new customers, which is critical for growth and
scalability.
○ Monthly Active Users (MAU)/Daily Active Users (DAU): Indicates user
engagement and platform usage frequency, essential for understanding
customer behavior.
○ Net Promoter Score (NPS): Measures customer satisfaction and loyalty,
which is vital for long-term success and organic growth through referrals.

● Procurement
○ PO Accuracy: This refers to the accuracy of the purchase orders made by
the company, ensuring that they are free of errors and discrepancies.
 ○ Savings as % of spend: A KPI that tracks the savings made through
procurement activities as a percentage of total procurement spend.
○ Supplier Rating: An evaluation of the supplier’s performance based on
various criteria such as delivery performance, quality, and service.

Practices, Hands-on
Using MSSQL, PowerBI and AdvantureWorks

Use Case 1: Sales Performance Analysis

Objective: Analyze sales performance and derive actionable insights for the AdventureWorks
company.

Steps for the Implementation:

Data Preparation:
● Import the AdventureWorks sales data into MSSQL Server.
● Cleanse and structure the data for analysis (handling missing values, duplicates,
etc.).
Building the Database:
● Create a SQL database schema to store sales-related tables (e.g., sales orders,
customers, products, etc.).
● Design appropriate relationships between tables using SQL Server Management
Studio (SSMS).
Data Analysis:
● Write SQL queries to extract and aggregate sales-related metrics (e.g., total
sales, sales by region, product-wise sales, top-seller, top-product, sale
performance, etc.).
● Perform time-based analysis (monthly, quarterly, or yearly sales trends).
Visualizing Insights with Power BI:
● Connect Power BI to the MSSQL database.
● Design visually appealing dashboards and reports showcasing key sales metrics,
trends, and regional performance.
● Create interactive visualizations (line charts, bar graphs, maps, etc.) to present
insights effectively.
Deriving Insights and Recommendations:
● Analyze the visualized data to identify sales trends, best-performing products,
regions with the highest/lowest sales, etc.
 ● Provide actionable recommendations to improve sales performance based on
the insights derived.

Use Case 2: Customer Segmentation and Analysis

Objective: Perform customer segmentation and analyze customer behavior for targeted
marketing strategies.

Steps for the Implementaion:

Data Preparation and Database Setup:

● Import AdventureWorks customer data into MSSQL Server.
● Structure the data and create a database schema to accommodate customer-
related tables (customer demographics, purchase history, etc.).
Data Segmentation:
● Write SQL queries to segment customers based on various attributes (age,
location, purchase frequency, etc.).
● Use clustering algorithms or SQL queries to group customers into distinct
segments (e.g., loyal customers, high spenders, new customers, etc.).
Customer Behavior Analysis:
● Analyze customer purchase behavior, patterns, and preferences using SQL
queries.
● Calculate customer lifetime value (CLV), retention rates, and purchase trends
over time.
Power BI Visualization:
● Connect Power BI to the customer database in MSSQL.
● Create visualizations and dashboards showcasing customer segments,
purchasing habits, and trends.
● Display insights on customer clusters, their spending behaviors, and
preferences through Power BI visualizations.
Recommendations and Strategy Formulation:
● Use insights derived from customer segmentation to propose targeted
marketing strategies.
● Provide recommendations on personalized marketing approaches for different
customer segments.

Bonus Resources
Tools: MSSQL, Power BI (any versions, free), Python
Dataset: AdvantureWorks (Transaction, Data warehouse), Kaggle
Youtube Course:
● SQL Full Course | SQL Tutorial For Beginners | Learn SQL (Structured Query
Language) | Edureka
 ● Python Tutorial - Python Full Course for Beginners
● Learn Python - Full Course for Beginners [Tutorial]
● Python Pandas Tutorial (Part 1): Getting Started with Data Analysis - Installation and
Loading Data
Revise PowerBI Learning Path - the best one
Using Git
Taking Notes