Course Taxonomy: Data & AI

Exploring AI & Machine Learning for the Enterprise

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most. Topics, agenda and labs are subject to change, and may adjust during live delivery based on audience skill level, interests and participation.

  1. Introduction to AI & Machine Learning
  2. Deeper Dive into Machine Learning
  3. Leveraging AI in Business & Decision Making
  4. Hot Trends for AI in Business: Large Language Models (LLM), Generative AI and GPT
  5. Basics of Neural Networks
  6. Natural Language Processing (NLP) & Sentiment Analysis
    1. Lab: Use an online sentiment analysis tool to analyze customer feedback from a popular business.
  7. Using AI for Image, Video, and Audio Processing
    1. Lab: Use AI in recognizing and analyzing images
  8. AI for Business Technical Tools: Data Science, Deep Learning & The Cloud
    1. Tools: Azure, Google, IBM, Amazon solutions
  9. Practical Applications and the Future of AI in Business

Next-Steps

  • Hands-on Practice
  • Resources
  • AI & ML Communities

Conceptual Overview of AI & Machine Learning

1.  Introduction to Artificial Intelligence

  • Defining AI: Understanding what AI is and what it is not
  • Brief history of AI: From early concepts to modern AI
  • Types of AI: Narrow AI vs. General AI

2.  Foundations of Machine Learning

  • What is Machine Learning?
  • How ML differs from traditional programming
  • Overview of ML types: Supervised, Unsupervised, and Reinforcement Learning

3.  Key Concepts and Terminologies

  • Understanding algorithms, models, and data in ML
  • Introduction to Neural Networks and Deep Learning
  • Exploring key metrics for evaluating ML models

4. Applications of AI and ML

  • Real-world applications across various industries (e.g., healthcare, finance, transportation)
  • Impact of AI and ML on society and the future of work
  • Ethical considerations and challenges in AI and ML

5. The AI and ML Ecosystem

  • Overview of tools, languages, and platforms used in AI/ML development
  • Introduction to the role of data scientists and AI/ML engineers
  • Emerging trends and future directions in AI and ML

6. Getting Started with AI and ML

  • Resources for further learning and exploration in AI and ML
  • Pathways to becoming an AI/ML professional
  • Community and networking opportunities in the AI/ML field

 

Comparing and Using AI APIs

1. Introduction to AI APIs

  • Overview of AI and its applications
  • Understanding APIs in the context of AI
  • Types of AI APIs (e.g., natural language processing, computer vision, machine learning models)

2. Key Players in the AI API Market

  • Overview of leading AI APIs (e.g., OpenAI's GPT, Google Cloud AI, IBM Watson, Microsoft Azure AI)
  • Comparative analysis of features, strengths, and limitations
  • Pricing models and accessibility

3. Evaluating AI APIs for Your Needs

  • Defining project requirements and objectives
  • Criteria for selecting an AI API (e.g., performance, scalability, ease of integration)
  • Legal and ethical considerations

4. Getting Started with AI APIs

  • Setting up developer accounts and API keys
  • Understanding documentation and SDKs
  • Basic operations with AI APIs (e.g., sending requests, handling responses)

5. Integrating AI APIs into Applications

  • Best practices for API integration
  • Handling errors and exceptions
  • Optimizing API usage and managing costs

6. Practical Workshop

  • Guided project: Integrating an AI API into a sample application
  • Troubleshooting and optimization tips

7. Q&A and course wrap-up

Gen-AI Overview

  • The AI Revolution: 1950’s to now
  • Generative AI: Real-World Applications
    • Content generation
    • Business development
    • Client delivery
    • Training
  • Try Cprime’s AI Chat Bot: On your laptop, tablet, or phone
    • Chained prompts
    • Strong verbs
    • Summarize or expand responses
    • Focus for an audience or channel
    • … and much more
  • What more you can do: APIs, Plugins, and Vectors – Oh my!
    • A secure AI
    • Leverage your own data
    • Import and data or website you need

Advanced Generative AI

1.    Custom Prompt Engineering:

  • Basics of prompt engineering for specific outcomes.
  • Advanced techniques for refining prompts to improve responses.
  • Strategies for iterative prompt testing and optimization.
  • Examples of effective prompts for various business scenarios.
  • Exercise: Refining prompts in CprimeAI

 

2.   Advanced Gen-AI Applications:

  • Introduction to advanced features and capabilities of CprimeAI.
    • (Note that other tools like ChatGPT have many of the same features. However, CprimeAI supports fully private mode – important to many organizations. Also, the free version of ChatGPT is extremely out of date.)
  • Case studies of advanced applications.
  • Integration with other software and platforms.
    • Multiple different modes of integration.
    • Vectorization: Pull relevant records and create a cache, e.g. recent/frequent records.
    • Direct: Pull specific records e.g. using JQL for Jira.
    • Either way, the relevant records are used as context.
    • Introduce “RAG” concept.
  • Customizing responses for specific organizational needs.
    • You can type a prompt such as “Remember: if you are asked x, do y.”
    • This can be injected “under the covers” as a set of system prompts.
  • Discussion: List your organization’s potential applications of Gen-AI

 

3.   File Manipulation:

  • Techniques for automating document creation, editing, and formatting.
  • Strategies for comparing and merging documents.
  • Best practices for managing file storage and retrieval integration.
  • Security considerations when manipulating files.
  • Exercise: File manipulation in CprimeAI

 

4.   Data Analysis:

  • Fundamentals of data querying and analysis.
  • Visualizing data analysis results.
    • (Currently, LLM image generation is primitive and unreliable. However, LLMs are good at transforming output into different formats, e.g., you can output as CSV, then attach that to an Excel chart. More advanced integration is possible using commercial or open-source tools, so long as the data format can be explained to the LLM.)
  • Enhancing data accuracy and reliability in reports. Introduce “do this, then think about the result of this.”
  • Advanced data analysis techniques with external tools.
    • (Note: This agenda item can be customized for a specific tool, as requested for private delivery. At the very least, you can get a report from an external tool, load it, and tell the LLM to look for certain things in it. But if we know more what they want to do, we can do better.)
  • Exercise: Data analysis in CprimeAI

 

5.   Productivity Enhancement:

  • Streamlining workflow processes.
  • Automating routine tasks and communications.
  • Customizing for team collaboration and project management.
  • Time-saving tips and tricks for daily tasks.
  • Discussion: Your organization’s productivity-enhancement opportunities

 

6.   Integration with Internal Data Sources:

  • Overview of connecting to internal databases and data lakes.
  • How to ensure data privacy and security during integration.
  • Techniques for real-time data analysis and insight generation.
  • Case studies on successful internal data source integrations.
  • Discussion: Your organization’s data that would need to be integrated with Gen-AI

 

7.    Business Development Applications:

  • Market research and competitive analysis.
  • Generating leads and identifying business opportunities.
  • Crafting personalized outreach and marketing strategies.
  • Analyzing customer feedback and trends.
  • Exercise: Research competitors/clients using CprimeAI

 

8.   Limitations and Best Practices:

  • Understanding the computational and contextual limitations of an LLM interface.
  • Ethical considerations and responsible use.
  • Troubleshooting common issues and challenges.
  • Staying updated with the latest Gen-AI developments and best practices.
  • Discussion: Roadmap for Gen-AI at Your organization

Basic Data Management – A Comprehensive Overview eLearning

Part 1: Understanding what data management is and why it is an important asset

  • Why we need data management
  • Who and what is impacted by data
  • Data as an organizational asset

Part 2: Understanding strategic data priorities

  • Prioritize data assets 
  • What’s at stake if we fail to properly manage data?
  • How data relates to AI

Part 3: Data Strategy

  • Seven goals
  • Guiding Principles

Part 4: Overview of the Data Lifecycle

  • Phases of the lifecycle
  • Data Framework

Part 5: Where Data Management Fits

  • Manage for planning
  • Planning key questions
  • Collect key data and questions
  • Developing a quality insurance plan

Part 6: Manage Across the Lifecycle

  • What is data architecture? 
  • What is data governance? 
  • Core data stewardship concepts 
  • Data security and privacy

Part 7: Final Assessment

GenAI Discovery Workshop

Part 1: Introduction

  • Workshop Objectives & Attendee Pain Points
  • Demystifying AI: From Myth to Reality

Part 2: Technology & Terminology Primer

  • Breaking Down AI: Essential Terms and Concepts
  • Linking AI to Business Operations

Part 3: Pitfalls of AI Adoption

  • Common Challenges: Data Quality, Scalability, and Integration
  • Addressing Ethical and Bias Concerns

Part 4: ROI Analysis for AI Initiatives

  • Quantifying AI's Real-World Business Value
  • Decoding the Real-World Value of AI for Your Business
  • Practical Steps for Measuring AI Impact

Part 5: Map AI Solutions to Customer’s Business

  • From Current Pain Points to Potential AI Solutions
  • Assessing existing systems, databases, and software
  • Identifying communication and integration gaps
  • AI as a solution to streamline and optimize
  • Strategies for Effective Data Management with AI Integration

Part 6: Conclusion

  • Aligning AI with Long-Term Goals & Future Steps

Appendix: Selected AI Solutions Deep Dive

  • Resources and Best Practices for Implementation

Data Visualization eLearning

Part 1: Data Visualization

  • Understand what data visualization and its various benefits
  • Learn each step of the Data Visualization Process
  • Learn how AI and data visualization are interconnected

Part 2: Types of Charts and Graphs

  • Understand when to use popular charts and graphs
  • Learn the advantages and disadvantages of popular charts and graphs
  • Learn design tips for popular charts and graphs  

Part 3: Reporting Options

  • Know what different reporting options are available
  • Know which reporting option is appropriate for an audience
  • Learn when to self-serve data and when not to 

Part 4: Design Best Practices

  • Understand different visual design challenges
  • Learn various design tips when making visualizations

Part 5: How to Present Your Data

  • Deal with different data visualization stakeholders
  • Effectively tell a story using data visualizations
  • Avoid common presentation mistakes  

Part 6: Final assessment

 

 

ChatGPT Prompt Engineering Primer

Part 1: ChatGPT Basics & Underlying Concepts

We begin by spending just a little time describing ChatGPT and defining relevant terminology to set the stage for learning. The Q&A allows learners to quickly confirm their understandings so we can get to the fun and interesting part, using this tool.

  1. Definitions
  2. Types of GPTs (Chat & others)
  3. The role of data (and your company’s data)
  4. What ChatGPT is good at (and not good at)
  5. Who can use ChatGPT (and for what)?
  6. Q&A

Part 2: Interacting with ChatGPT

Most of our time in this short course is spent interacting with ChatGPT. Each of the sub-sections below introduces a specific usage mode, and includes:

  • Examples – The instructor shows multiple examples of that usage mode.
  • Play-time – Learners are allowed time to try their hand with that usage mode on their own.
  • Show and Tell – Learners share and discuss their experiences with that usage mode with each other and get feedback from the instructor.

Converse with ChatGPT

We start with the most basic interactions with ChatGPT:

  • Ask questions
  • Use chained prompts (and break chains when needed)
  • Use strong and weak verbs in prompts.
  • With Examples, Play-time, Show and Tell

Prompt ChatGPT to tailor its response

ChatGPT’s responses will sometimes not meet your needs. They may be too long and verbose, too short and cryptic, or not laid out in a useful way. So, we will look at various ways to ask it to provide or restate its response in more appropriate ways.

  • Summarize long responses
  • Expand on short responses
  • Format responses (e.g., bulleted or numbered lists, headings, etc.)
  • Provide an example of content & format you want it to respond with

Prompt ChatGPT to use appropriate roles

We will look at how to focus ChatGPT’s interactions with you based on role definitions.

  • Provide responses appropriate for a particular role or audience
  • Provide responses appropriate to a channel (e.g. social media)
  • Play a role in how it responds
  • Role-play with you

Prompting ChatGPT to respond with questions

ChatGPT can do more than just answer questions. We will look at how to prompt it to ask questions as well.

  • Prompt it to provide questions (e.g. for an interview)
  • Prompt it to ask clarifying questions before responding

Providing data to ChatGPT

The free public version of ChatGPT cannot access data. So, we will look at ways you can provide it with the data you want it to use in its responses.

  • Loading the prompt with data
  • Providing data in multiple prompts for a single response
  • With Examples, Play-time, Show and Tell

Part 3: Advanced Use Cases & Interactions

Connecting ChatGPT to other applications

We will explore a variety of tools that can be used to connect applications to the paid version of ChatGPT.

  • Plug-ins for commercial applications (e.g. Excel) to use ChatGPT
  • ChatGPT’s API for writing your own plug-ins or adding ChatGPT capabilities to your company’s applications

Making data available to ChatGPT

We will explore a variety of ways to enable ChatGPT to use other data.

  • Plug-ins for ChatGPT to access external data sources (e.g. Wikipedia)
  • Tools to feed large data sets into ChatGPT’s prompts
  • Using a private LLM (Large Language Model) to enable ChatGPT to use specialized language and terminology
  • Grounding ChatGPT on your company’s data

Part 4: Class wrap-up and Q&A

Mastering DAX for Microsoft Power BI

Part 1: Introduction to DAX

  1. What is DAX?
  2. Why use DAX with Power BI
  3. Calculated Columns vs Measures
  4. Types of Functions
    1. Logical Functions
    2. Table manipulation functions
    3. Date and time functions
    4. Filter functions
    5. Financial functions
    6. Math and Trig functions 
    7. Parent and Child functions
    8. Relationship functions 
    9. Statistical functions
    10. Text functions
    11. Time intelligence functions

Part 2: Logical functions

  1. TRUE
  2. FALSE
  3. IF
  4. IFERROR
  5. AND
  6. OR
  7. SWITCH
  8. COALESCE

Part 3: Tables

  1. Tables Overview
  2. Filtering Tables
    1. FILTERS
    2. TOPN
  3. Summarizing Tables
    1. SUMMARIZE
    2. SUMMARIZECOLUMNS
    3. ROLLUP
    4. GROUPBY
  4. Generating Tables
  5. Distinct Values
    1. DISTINCT column
    2. DISTINCT table
  6. Joining Tables
    1. CROSSJOIN
    2. NATURALINNERJOIN
    3. NATURALLEFTOUTERJOIN
  7. Adding Values
    1. Columns
    2. Missing items
  8. Table Constructor

Part 4: Date and Time Functions

  1. Date and Time Functions Overviews
  2. Units of Time
  3. Creating a Calendar
    1. CALENDAR
    2. CALENDARAUTO
  4. Dates
  5. TODAY
  6. NOW
  7. TIME
  8. TIMEVALUE

Part 5: Filter Functions

  1. Filter Functions Overview
  2. Filtering Tables
    1. FILTER
    2. REMOVEFILTERS
    3. ALL (ALL, ALLCROSSFILTERED, ALLEXCEPT, ALLNOBLANKROW, & ALLSELECTED)
    4. CALCULATETABLE
    5. KEEPFILTERS
  3. CALCULATE
  4. LOOKUPVALUE
  5. SELECTEDVALUE

Part 6: Financial functions

  1. Accrued Interest
    1. ACCRINT
    2. ACCRINTM
  2. Depreciation
    1. DB
    2. DDB

Part 7: Relationships Functions

  1. CROSSFILTERS
  2. RELATED
  3. RELATEDTABLE
  4. USERELATIONSHIP
  5. Parent and Child Functions
    1. PATH
    2. PATHCONTAINS
    3. PATHITEM
    4. PATHITEMREVERSE

Part 8: Text functions

  1. FIND
  2. SEARCH
  3. REPLACE
  4. FORMAT
  5. LOWER
  6. UPPER
  7. RIGHT
  8. LEFT
  9. COMBINEVALUES
  10. CONCATENATE
  11. CONCATENATEX
  12. EXACT
  13. FIXED
  14. LEN
  15. MID
  16. SUBSTITUTE
  17. TRIM
  18. VALUE

Part 9: Statistical functions

  1. Central Tendencies
    1. Averages
    2. Means
    3. Geo means
  2. Counting
    1. Counting and COUNTX
    2. Blanks, and rows
    3. Distinct count: distinct, approximate, no blank
  3. Min/Max
    1. MAX, MAXA and MAXX
    2. MIN, MINA and MINX
  4. Sample
  5. Distributions
    1. Normal
    2. Exponential
    3. Beta
    4. Poisson
  6. Inverse
  7. Percentiles
  8. Ranking
  9. Standard Deviation
  10. Variance
    1. VAR.P and VARX.P
    2. VAR.S and VARS.P