Salient Training Courses

User Roles

Salient Interactive Miner

Business Consumer | Bookmark Builders

Salient Dashboard Miner

Dashboard Builder | Dashboard Viewer

SIM: Beginners—Casual Business Users

Course Number 100

Bookmark / Dashboard Development

Explain your business objectives or decision support requirements to a Salient expert and have them create the best Bookmark or Dashboard to address those needs; shadow the entire process for a great learning experience. Salient commits to the delivery of a minimum of 10 documented bookmarks or dashboards with practical business-cases as a result of this session. See full course description

Typical Business Applications Pre-Requisites
Have Salient research and provide lasting feedback in the form of Bookmarks or Dashboards that address the business question as best as possible using the related integrated business information? none

Course Number 120

Leveraging Bookmarks

Salient Interactive Miner for basic Business Users. Standardized Role-Based Bookmarks must already be developed. Training will focus on how to modify the date, segment in focus, metric chosen, how to drill down – all the basics. See full course description

Typical Business Applications Pre-Requisites

How to take any report, customize it, personalize it, drill-down and filter; how to “get behind the numbers” into actionable details.
Proper Global Bookmarks

SIM: Advanced Users Who Author Bookmarks

Course Number 101

Bookmark Building 101

Learn all the basics around selecting the desired business segment hierarchy, metrics and how to perform common comparisons such as MTD & YTD vs YAG. See full course description

Typical Business Applications Pre-Requisites
Gains/Losses MTD or YTD vs YAG for any segment based on any metric none

Course Number 102

Tracking Performance Trends

Apply the common trend types: (1) trending one item with multiple metrics, (2) multiple items for any one metric, or (3) one item across two time periods. See full course description

Typical Business Applications Pre-Requisites
Rolling 12 Month vs YAG Variance or Tracking Discount Effectiveness Course 101

Course Number 103

Cross-Tab Matrix Setups

Learn to create a matrix of any two business related segments (Store by Department, Channel by Brand..) and compare vs YAG, prior or a secondary metric. See full course description

Typical Business Applications Pre-Requisites
Identify Gains or Losses YTD vs YAG (Difference & % Change) for any segment within any other segment. Course 101

Course Number 104

Profit and Loss Visualizations

Learn which analysis/pre-set to use to perform a Rolling 12 month P & L, Rolling 12 vs YAG, consolidated MTD & YTD P &L, multiple segment P & L, and custom P & L layouts. See full course description

Typical Business Applications Pre-Requisites
Top-Level P & L Summary into underlying details Course 101

Course Number 105

Mix & Cannibalization

Learn how to use 4 different analysis for various common purposes around Mix and Share analysis. See full course description

Typical Business Applications Pre-Requisites
Identify changes in mix over time in trend style visualizations, change in share YTD vs YAG, with sub-grouping vs visually Course 101

Course Number 106

Scattergram Outlier Identification

Focused training on the two main pre-sets for Scattergrams in Salient; identifying outliers at the lowest level of detail (SKU, Customer..) and at a summary level. See full course description

Typical Business Applications Pre-Requisites
Price vs Volume outliers by price group; Revenue vs Margin Drivers by Customer or Product Group… Course 101

Course Number 107

User-Defined Criteria / Exceptions

Set your own performance criteria (above, below, in a range based on any metric) and be able to automatically save the list of results (over time trend, or based on a period). See full course description

Typical Business Applications Pre-Requisites
Product Lifecycle / Obsolescence, Penetration & Re-trial, slow movers, short list of underperformers, non-buyers, out-of-stocks Course 101

Course Number 108

Range Analysis

Learn how to group numbers for any one metric (such as vol sold) within ranges of any other metric (such as price) and list the items that sold on invoice within each range, compare to group. See full course description

Typical Business Applications Pre-Requisites
Demand by price range (how many sold within $10.50 and $11.00) Course 101

Course Number 109

Line Item Analysis

Learn how to access un-summarized invoice level details and the common scenarios of when the analysis is practical. See full course description

Typical Business Applications Pre-Requisites
Consolidated “short-list” with descriptions across all integrated data. Researching outliers into invoice details. Course 101

Course Number 110

Basic Geo-Spatial Analysis

How to plot the “membership” (customers, stores) within any segment or all segments. Pick any metric to “size by.” Pick any segment to “shape by.” List outliers, investigate deeper. See full course description

Typical Business Applications Pre-Requisites
Brand performance by region. Customer profitability by geography. Course 101

Course Number 210

Advanced Geo-Spatial Analysis

How to customize maps, import layers, import ESRI (.map & .shp files). Querying within Geo, plotting more than one type of entity at a time. See full course description

Typical Business Applications Pre-Requisites
The more technical individuals can learn about the logistics of setting up and administering a Geo server Course 101 & 110

Course Number 201

Multi-View Development

Create “dashboard style” bookmarks that utilize more than one window and more than one analysis at one time while sharing the same filters and date settings. See full course description

Typical Business Applications Pre-Requisites
Consolidated performance intelligence. Example: identify the trend and grid view YTD vs YAG in one consolidated split-screen. at least 101 & 102

Course Number 202

Storyboard Development

Learn to create “workflows” in a series of steps; providing end-users of the storyboard with certain choices while simplifying transitions based on the intended business case. See full course description

Typical Business Applications Pre-Requisites
Business users will only need to know how to “double-click” and drill down, they do need to know how to change and setup analysis. at least 101 & 102

SDM: Dashboard Builder

Course Number 151

Basic Training on Authoring Dashboards

All the basics on drag & drop building. Attendees do NOT need to know how to write queries or write in HTML, much simpler. See full course description

Typical Business Applications Pre-Requisites
Create a company dashboard directory with lots of practical dashboards. none

Course Number 251

Advanced Training on Authoring Dashboards

How to embed our dashboards in other web apps, leveraging “password collections” with dashboards, making use of HTML in the source editor and more. See full course description

Typical Business Applications Pre-Requisites
Making the most of the dashboard investment and leveraging technical skills. Cross-integrations with Share-Point and websites. 151

SDM: Dashboard Viewer

Course Number 152

Business User Training on Consuming Dashboards

How to “search”, interact with, export… Learning what is possible in our Dashboards for the builder. See full course description

Typical Business Applications Pre-Requisites
How to dive into a dashboard directory and interact with published dashboards. none (need Dashboards Built)