Course Taxonomy: Data & AI

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

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

Building Microsoft Power BI Dashboards

Part 1: What is BI?

We’ll start out by covering business intelligence basics to lay the groundwork for an intelligent approach to reporting and visualizing data.

  • Business Intelligence Overview
  • Common Challenges
  • Benefits of Power BI

Part 2: Getting started with Power BI

Power BI is an extensive toolbox for working with and analyzing data. We’ll cover the fundamentals of the service, how Power BI’s features are organized, and immediately orient towards dashboards and visualization.

  • Overview & Pricing/Licensing
  • Components of Power BI
  • Building Blocks of Power BI
  • Quick Tour of Power BI Service

Part 3: Building simple reports

Reports are the first step in graphically communicating information related to your data. In this section of the class, you’ll learn to use and navigate the types of datasets you encounter every day, and how to use them to begin shaping meaningful communication.

  • Importing excel data
  • Using preexisting datasets
  • Creating visualizations
  • Using slicers

Part 4: Dashboards

In this section, we’ll cover how to create and use dashboards for common needs. By the end of this section, you’ll understand what’s realistic to expect from your PowerBI dashboards and how to set them up, share them, and produce valuable insights with your team quickly.

  • Dashboard expectations vs. features
  • Using KPI
  • Create and Configure a Dashboard
  • Shared Dashboards with your Organization
  • Pinning visuals

Part 5: Exploring data

In this final section of class, we’ll get a bit more granular about navigating, analyzing and communicating about your data. By the time we conclude, you’ll be ready to start applying what you’ve learned in your own real-world situations. 

  • Use Quick Insights
  • Display Visuals and Tiles Full-Screen
  • Edit Tile Details
  • Get More Space on Your Dashboard
  • Ask Questions of your Data with Natural Language
  • Advanced Navigation

Splunk Boot Camp

*All lab exercises are run in a Linux environment. A Windows environment can be provided upon request. 

Part 1: Introduction to Splunk

  1. What’s Splunk?
  2. Authentication Methods
  3. Access Controls & Users
  4. Products, Licensing, and Costs
  5. Quick Tour Guide: User Interface
  6. Exercise: Lab Environment and Configuration

Part 2: Indexes

  1. Splunk Data
  2. What are Indexes?
  3. What are Indexers?
  4. Exercise: Create Your First Index
  5. Search-Head
  6. Index Clusters
  7. Index Pipeline
  8. Exercise: Upload Data Manually
  9. Events
  10. Fields & Field Extraction
  11. Exercise: Using the Field Extractor Tool
  12. Forwarders
  13. Metrics
  14. Exercise: Using the Forwarder to Send Data
  15. Removing Data

Part 3: Splunk Architecture

  1. Components of Splunk Deployments
  2. Deployment Scenarios

Part 4: Search Processing Language

  1. What is Search Processing Language (SPL)?
  2. Searching Operators
  3. Search Commands
  4. Search Pipeline
  5. Exercise: Search Examples
  6. Subsearches
  7. Commonly Used Search Commands
  8. Exercise: Search Examples II
  9. Drilldowns
  10. Lookups
  11. Exercise: Using Lookups
  12. Optimize Searches
  13. Exercise: Search Examples III

Part 5: Dashboard & Visualizations

  1. Dashboards in Splunk
  2. Creating Dashboards
  3. Visualization Types
  4. Search as Reports
  5. Dashboards
  6. Exercise: Creating a Dashboard
  7. Drilldown
  8. Forms
  9. Exercise: Add Input Forms
  10. Exercise: Drilldown

Part 6: Alerts

  1. Creating Alerts
  2. Scheduling Alerts
  3. Alerts Notifications
  4. Exercise: Creating Alerts

Part 7: Scheduled Reports

  1. Creating Scheduled Reports
  2. Exercise: Create a Scheduled Report

Part 8: Putting All Pieces Together

Exercise: As a final lab, you’ll configure a typical scenario when using Splunk. You'll install and configure an NGINX, then the Splunk forwarder to collect logs in Splunk. The idea is that you can apply everything you've learned within the Bootcamp: creating searches, visualizations, dashboards, etc.

Microsoft Power BI Boot Camp

Part 1: What is BI

  1. Business Intelligence Overview
  2. Evolution of Business Intelligence
  3. Common Challenges
  4. Benefits of Power BI

Part 2: Getting Started with Power BI

  1. Overview & Pricing/Licensing
  2. Components of Power BI
    1. Power BI Desktop
    2. Power BI Mobile
    3. Power BI Embedded
    4. Power BI Gateway
  3. Building Blocks of Power BI
    1. Datasets
    2. Visualization
    3. Reports
    4. Tiles
    5. Dashboards
  4. Power BI Workflows
  5. Resources for Inspiration

Demo: Quick Tour of Power BI Service

Lab Exercise: Quick Tour of Power BI Service

Part 3: Getting Data

  1. Navigating Power BI Desktop
  2. Connect to Data Sources in Power BI Desktop
    1. File Data Sources
    2. Database Data Sources
    3. Azure Data Sources
    4. Online Service Data Sources
    5. Miscellaneous Data Sources
  3. Clean and Transform your Data
  4. Advanced Data Sources
    1. Advanced Editor
    2. Shaping Data
    3. Applied Steps
  5. Transformations
  6. Cleaning Irregularly Formatted Data
  7. Data Types
  8. Combining Data
  9. AI Analytics
    1. Text Analytics
    2. Vision
    3. Azure Machine Learning
    4. Invoking the Shared Models
    5. Considerations and Limitations

Demo: Quick Tour of Power Query Editor

Lab Exercise: Import Data and Create Queries with Power BI Desktop

Lab Exercise: Transform Data

Lab Exercise: Combining Data

Lab Exercise: Create a Report using Power BI Desktop

Lab Exercise: Publish a PBIX File to the Power BI Service

Part 4: Power BI and Excel

  1. Excel Integration
    1. Import an Excel Table into Power BI
    2. Use Excel as a Dataset
    3. Import Excel Files with Data Models
    4. Connect, Manage and View Excel in Power BI
  2. Publishing and Sharing

Part 5: Modeling Data

  1. Overview
  2. How to Manage Your Data Relationships
  3. Create Calculated Columns
  4. Optimizing Data Models for Better Visuals
  5. Create Measures and Work with Time-Based Functions
  6. Create Calculated Tables
  7. Explore Time-Based Data
  8. Grouping
  9. Binning
  10. Hierarchies

Demo: Modeling Relationships Column by Example Conditional Columns, Groups, Hierarchies

Part 6: Visualizations

  1. Overview
  2. Create and Customize Simple Visualization
    1. Numerical Fields
    2. Text Fields
    3. Geographic Fields
  3. Modify Colors Insert Static Objects, and Set Page Properties
  4. Styling with Shapes, Text Boxes, and Images
  5. Page Layout and Formatting
  6. Z-Order of Report Elements
  7. Customize Visuals with Summarizations
  8. How to:
    1. Use Combination Charts
    2. Manage Slicers and Sync Slicer
    3. Use Map Visualizations
    4. Implement Tables and Matrixes
    5. Apply Conditional Formatting
    6. Interpret Scatter Charts
    7. Work with Water & Funnel Chart
    8. Use Gauges and Single Number Cards
  9. Creating Complex Interactions Between Visuals
  10. Advance Concepts and New Features
    1. Decomposition Tree
    2. Key Influencers
    3. Insights
    4. Visual Hierarchies and drill-down behavior
    5. Custom Visualizations
    6. Drillthrough
    7. Analytics Pane
    8. Forecasting
    9. Tooltips
    10. Chiclet Slicer
    11. Hierarchy Slicer
    12. Synoptic Panel
  11. Other Powerful Custom Visualizes
    1. Pivot Slicer
    2. Smart Filter
    3. Hierarchy Filter
    4. Card Browser
    5. Visio Visual
    6. Infographic Designer
    7. D3JS Visualizer

Demo: Visualizations, Slicers, and Advanced Interactions

Part 7: Publishing and Sharing

  1. Print and Export Power BI dashboards
  2. Creating Content Packs
  3. Publishing to Web
  4. Embed in SharePoint
  5. Export to PowerPoint
  6. Power BI Mobile
  7. Creating Workspaces in Power BI

Part 8: Exploring Data

  1. Overview
  2. Use Quick Insights
  3. Create and Configure a Dashboard
  4. Shared Dashboards with your Organization
  5. Display Visuals and Tiles Full-Screen
  6. Edit Tile Details
  7. Get More Space on Your Dashboard
  8. Ask Questions of your Data with Natural Language
    1. Custom Q&A suggestions
    2. Adding Q&A to a Report
    3. Adding a Q&A to a Report
    4. Q&A Tooling
    5. Review Questions
    6. Teach Q&A
    7. Manage Terms
    8. Data Sources for Q&A
    9. Bulk Synonyms
    10. Q&A Best Practices
  9. Bookmarks
  10. Themes

Demo: Quick sights

Demo: Q&A in Dashboards and Reports

Demo: Bookmarks

Part 9: Administration & Security

  1. Securing Content in Power BI
    1. My workspace
    2. Sharing a Dashboard
    3. Sharing to Web
    4. Admin Access
  2. Row-level Security
  3. Permissions
  4. Defining and Creating toles within Power BI Desktop
  5. Row-Level Security
  6. Managing Data Capacity
  7. Subscriptions
  8. Resources

Part 10: Introduction to DAX

  1. DAX Calculation Types
    1. Calculated Columns
    2. Calculated Measures
  2. DAX Functions
    1. Aggregation Functions
    2. Counting Functions
    3. Logical Functions
    4. Information Functions
    5. Text Functions
    6. Date Functions
  3. Using Variables in DAX Expressions
  4. Table Relationships in DAX
  5. DAX Tables and Filtering
  6. Quick Measures
  7. What-if Parameters
  8. Dynamic Labeling
  9. Resources

Demo: Quick Measures

Demo: What-if

Demo: Dynamic Labeling

Hands-on Lab Exercises:

  • Retail Sales Exercise
  • Retail Analysis – Overview
  • Retail Analysis – District Monthly Sales
  • Retail Analysis – New Stores
  • Customer Profitability Exercise
  • Customer Profitability – Team Scorecard
  • Customer Profitability – Industry Margin Analysis
  • Customer Profitability – Executive Scorecard
  • Opportunity Analysis: Exercise
  • Opportunity Analysis – Opportunity Count
  • Opportunity Analysis – Revenue Overview
  • Opportunity Analysis – Upcoming Opportunities
  • Opportunity Analysis – Region Stage Counts
  • Opportunity Analysis Data Model

Artificial Intelligence Implementation Boot Camp

Part 1: Introduction

  1. Working definitions: AI, Machine Learning, Deep Learning,  Data Science & Big Data 
  2. State of AI: summarizing major analysts’ statistics & predictions
  3. Summarizing AI misinformation
  4. Effects on the job market
  5. Today’s AI use  cases
    • Where it works well
    • Where it doesn’t work well
  6. What do high profile uses have in common?
  7. Addressing legitimate concerns & risks

Case study break: We will introduce the class to three real-world use cases – one in finance, one in health science, and one in general operations. In small groups, you will discuss implications of the cases and see if you and your peers can spot any parallel opportunities in your own business.

Part 2: The Big Data Prerequisite

  1. Evaluating your big data practice
  2. State of tools – understanding intelligent big data stacks
    • Visualization and Analytics
    • Computing
    • Storage
    • Distribution and Data Warehousing
  3. Strategically restructuring enterprise data architecture for AI
  4. Unifying data engineering practices
  5. Datasets as learning data
  6. Defeating Bias in your Datasets
  7. Optimizing Information Analysis
  8. Utilizing the IoT to amass a large amount of data

Part 3: Implementing Machine Learning

  1. Examine pillars of a practicing AI team
    • Business case
    • Domain expertise
    • Data science
    • Algorithms
    • Application integration
  2. Bettering Machine Learning Model Management
  3. State of tools – understanding intelligent machine learning stacks
  4. Machine Learning Methods and Algorithms
    • Decision Trees
    • Support Vector Machines
    • Regression
    • Naïve Bayes Classification
    • Hidden Markov Models
    • Random Forest
    • Recurrent Neural Networks
    • Convolutional Neural Networks
  5. Developing Validation Sets
  6. Developing Training Sets
  7. Accelerating Training
  8. Encoding Domain Expertise in Machine Learning
  9. Automating Data Science
  10. Deep Learning

Example: TensorFlow – We will take a look at Google’s TensorFlow as a tool for integrating machine learning features.  We’ll come away from the exercise with an understanding of the programming skills needed to leverage TensorFlow and the impacts of normal application workflow.

Part 4: Creating Concrete Value

  1. Opportunities for automation
  2. Understanding automation vs. job displacement vs. job creation
  3. Finding hidden opportunities through improved forecasting
  4. Production and operations
  5. Adding AI to the Supply Chain
  6. Marketing and Sales Applications
    • Predict Customer Behavior
    • Target Customers Efficiently
    • Manage Leads
    • AI-powered content creation
  7. Enhancing UX and UI
  8. Next-Generation Workforce Management
  9. Explaining Results

Use case breakout: Scoring the criteria for three potential applications. In groups, we’ll evaluate application use cases for machine learning: Medical imaging, electronic medical records, and genomics. We’ll grade each use case based on a scorecard for the following:

  • Quantity of data
  • Quality of data
  • ML techniques

Part 5: Machine intelligence as part of the customer experience

  1. IoT and the role of machine learning
  2. Projects based on customer & user needs
  3. Handling customer inquiries with AI
  4. Creating empathy-driven customer facing actions
  5. Narrowing down intent
  6. AI as part of your channel strategy

Part 6: Machine Intelligence & Cybersecurity

  1. How can ML help with security?
    • Advance cyber security analytics
    • Developing defensive strategies
    • Automating repetitive security tasks
    • Close zero-day vulnerabilities
  2. How are attackers leveraging ML and AI?
  3. Building up trust towards automated security decisions and actions
  4. Automated application monitoring as a security layer
  5. Identifying Vulnerabilities
  6. Automating Red Team/Blue Team Testing Scenarios
  7. Modeling AI after previous security breaches
  8. Automating and streamlining Incident Responses
  9. How use deep learning AI to detect and prevent malware and APTs
  10. Using natural language processing
  11. Fraud detection
  12. Reducing compliance testing & cost

Part 7: Filling the Internal Capability Gap

  1. Assessing your technological and business processes
  2. Building your AI and machine learning toolchain
  3. Hiring the right talent
  4. Developing talent
  5. How to make AI more accessible to people who are not data scientists
  6. Launching pilot projects

Part 8: Conclusion and Charting Your Course

  1. Review
  2. Charting Your Course
    • Establishing a timeline
  3. Open Discussion