Introduction to Data Processing, Analysis and Visualisation
Study Course Implementer
SZF, Kuldigas Street 9C, szf@rsu.lv
About Study Course
Objective
The course aims to develop basic student skills in data preparation, descriptive analysis, and visualization to create correct summaries, clear visualizations, and simple interactive reporting (Dashboard) from the output data in Excel and BI tools (Power BI/tableau). During the course, students develop the skills to ensure data quality, correctness of calculations, reproducibility and responsible use of data and AI tools, including validation of results.
Preliminary Knowledge
High school math course. Basic skills for working in MS Excel are desirable.
Learning Outcomes
Knowledge
1.Describes the importance of data, data breakdowns, types of data sources and data quality criteria
Project job: from data to interactive report
2.Defines basic concepts of descriptive statistics and their interpretation
Project job: from data to interactive report • Excel practice: data processing, summaries, and visualization
3.Explains data visualization goals and best practice principles (schedule selection, scale, readability, availability)
Excel practice: data processing, summaries, and visualization • Project job: from data to interactive report
4.Explains the basics and key concepts of the Power BI (tableau) workflow (data loading, transformation, analysis, visualization, interactivity, sharing)
Project job: from data to interactive report
5.Describes the principles of responsible use of data and AI (confidentiality, validation, reproducibility, risks, source indication)
Skills
1.Imports data in Excel, structures it in a table, performs data cleaning and transformations, and creates summaries using PivotTables and PivotCharts
Excel practice: data processing, summaries, and visualization
2.Calculate and interpret descriptive statistics (measures of central tendency, dispersion, quartiles/percentiles) and use them for initial data exploration
Excel practice: data processing, summaries, and visualization • Project job: from data to interactive report
3.Create and design charts in Excel based on best practices (axes, units, headings, comparability, color usage, abstracts)
Excel practice: data processing, summaries, and visualization
4.Loads data to Power BI, performs basic transformations with Power Query, creates a simple data model (relationship between tables), creates visualizations, and creates an interactive report
Project job: from data to interactive report
5.Loads data into tableau public, creates basic visualizations, and creates a simple dashboard, subject to disclosure restrictions and data security principles
Project job: from data to interactive report
6.Use AI tools (e.g. Julius AI, ChatGPT) as support for data preparation, analysis and visualisation, formulate a task in a structured prompt, and perform cross-checks
Competences
1.Organise work independently from formulating a goal to presenting results by choosing appropriate tools and techniques
Project job: from data to interactive report
2.Assess data quality, calculation correctness and interpretation of visualizations by identifying misleading solutions and error risks
Project job: from data to interactive report • Excel practice: data processing, summaries, and visualization
3.Develop a simple, usable dashboard with clear structure, reasonable metrics and interactivity
Project job: from data to interactive report
4.Record and describe in a structured manner the steps of data processing and analysis (data preparation, choice of indicators, justification of visualizations), ensuring the transparency and reproducibility of the work
Project job: from data to interactive report
5.Adheres to the principles of responsible use of data and AI (confidentiality, ethics, sourcing, validation)
Project job: from data to interactive report
Assessment
Individual work
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Title
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% from total grade
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Grade
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|---|---|---|
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1.
Excel practice: data processing, summaries, and visualization |
40.00% from total grade
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10 points
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Students solve practical tasks in an Excel environment in data processing and summarizing (including structuring, sorting/filtering, calculations, and PivotTables) and create appropriate visualizations. Student chooses solving techniques independently (e.g. Excel functions and calculations or PivotTables/PivotCharts). Evaluates the correctness of solutions, the design of data and visualizations, and the interpretation of results. A submittable Excel file with completed tasks. |
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Examination
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Title
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% from total grade
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Grade
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|---|---|---|
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1.
Project job: from data to interactive report |
60.00% from total grade
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10 points
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Student develops’ data to Interactive report ’solution by choosing appropriate tools (Excel, Power BI, and/or tableau; AI tools as needed). Within the framework of the project, the student prepares data for further work (e.g. cleaning/transformation and basic validation), chooses reasonable indicators, creates qualitative visualizations and summarizes results in an interactive report according to the purpose. As a result, a project file is submitted and key findings, assumptions and limitations are presented, respecting the principles of data quality, reproducibility and responsible use of data/AI (where AI is used, indicate usage and validate results). |
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Study Course Theme Plan
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2
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Topics
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Introduction to data processing, analysis and visualisation
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2
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Data mining and data introduction (Excel)
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2
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Calculations and functions (Excel)
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2
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Calculations and functions (Excel)
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2
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Data Cleanup and Tansformation (Excel)
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2
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Descriptive statistics for data characterization and summaries (Excel)
Description
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Auditorium
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2
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Descriptive statistics for data characterization and summaries (Excel)
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2
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Data visualization: Choose, Create, and Design (Excel)
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2
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PivotTables and PivotCharts (Excel)
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2
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PivotTables and PivotCharts (Excel)
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2
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Practical workshop
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2
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Introduction to Power BI and data preparation (Power BI)
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2
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Visualization and DAX basics (Power BI)
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2
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Power BI visualizations and interactive overview (Power BI)
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2
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Tableau: visualizations and interactive overview
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2
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Artificial intelligence in data preparation, analysis and visualisation
Description
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Test
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On site
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Auditorium
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2
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Topics
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Presentation of final project work
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Bibliography
Required Reading
Greg H. G. (2019), Excel® 2019 all-in-one for dummies. Hoboken, New Jersey : John Wiley & Sons Komentārs: Atbilst kursa tēmām par Excel (2.-7.)Suitable for English stream
Kusleika D.(2021) Data Visualization with Excel Dashboards and Reports. John Wiley & Sons, Inc. Komentāri: Atbilst tēmām par datu vizualizāciju un informācijas paneļiem.Suitable for English stream
Hyman J.A. (2022) Microsoft Power BI for Dummies. Newark: Wiley Komentārs: Atbilst kursa tēmām par Power Bi (9.-11.)Suitable for English stream
Gillet JC., Gupta S., Pinto S., Cherven S.S.K.M. (2022) Tableau Workshop Komentārs: Atbilst tēmai par datu vizualizācija TableauSuitable for English stream