Data Analyst Getting Started Guide
Overview
This learning path is designed for data analysts. It helps you quickly learn how to analyze prepared data in Guandata BI, transform it into intuitive visual insights, and support daily business decisions. The focus is on connecting data, building interactive reports, performing multidimensional analysis, and sharing insights across teams.
Learning Path
| Learning Stage | Topic | Focus | Goal | Help Documents | Guandata Academy |
|---|---|---|---|---|---|
| Getting Started | Fundamentals | Core BI concepts | Understand key Guandata BI concepts | Guandata BI Concept Table | / |
| Getting Started | Fundamentals | Product overview | Understand core modules and scenarios | Product Introduction | Product Overview |
| Getting Started | Data Integration | Local file ingestion | Upload Excel or CSV files and create datasets | Local Files | / |
| Getting Started | Data Integration | Online documents | Connect online sources such as Feishu Sheets and DingTalk spreadsheets | Online Documents | Online Documents |
| Getting Started | Data Integration | Standard databases | Connect MySQL, SQL Server, and similar databases | Standard Database Connection Guide | Databases |
| Getting Started | Data Integration | Dataset management | Update datasets, adjust structures, and view lineage | Dataset Management | Dataset Management |
| Getting Started | Data Visualization | Build Dashboards | Create Dashboards and add components | Create Dashboard | / |
| Getting Started | Data Visualization | Dashboard management | Manage, edit, move, and delete pages | Dashboard Common Operations | Page Management |
| Getting Started | Data Visualization | Add filters | Configure text, date, and numeric filters | Page Filters | Filter Types |
| Getting Started | Data Visualization | Layout design | Use components to design page layouts | Page Components | Page Components |
| Getting Started | Data Visualization | Build charts | Create common charts such as bar, line, and pie charts | Visualization Charts | Charts, Tables, Card Types |
| Getting Started | Data Visualization | Card management | Modify, move, and delete Cards | Card Management | Card Management |
| Getting Started | Data Visualization | Styling and beautification | Adjust themes, fonts, and backgrounds | Page Styles | Page Beautification |
| Getting Started | Data Analysis | Linked analysis | Configure interactions across Cards and filters | Combined Condition Filter, Linked Interaction | Linked Interaction |
| Getting Started | Data Analysis | Drill-down analysis | Analyze hierarchical data | Drill Down | Drill Down |
| Getting Started | Data Analysis | Page navigation | Configure jumps to pages or external links | Navigation | Navigation |
| Getting Started | Data Analysis | Dynamic Time Macros | Use relative time filtering | Dynamic Time Macros | Dynamic Time Macros |
| Getting Started | Function Basics | Function overview | Learn function categories and scenarios | Function List | Function Categories and Scenarios |
| Getting Started | Function Basics | Aggregation functions | Learn SUM, AVG, COUNT, and similar functions | Guandata Function Handbook | Aggregation Functions |
| Getting Started | Function Basics | Date functions | Learn DATE, YEAR, MONTH, and similar functions | Guandata Function Handbook | Date Functions |
| Getting Started | Function Basics | String functions | Learn LEFT, RIGHT, FIND, REPLACE, and similar functions | Guandata Function Handbook | Text Functions |
| Getting Started | Function Basics | Logical functions | Learn IF, AND, OR, and similar functions | Guandata Function Handbook | / |
| Getting Started | Sharing and Collaboration | Subscription and delivery | Subscribe to pages, Cards, or datasets and send them by email, DingTalk, or Feishu | Card Subscription, Page Subscription, Merged Subscription, Dataset Subscription | Subscription |
| Getting Started | Sharing and Collaboration | Alerts | Configure threshold-based alerts | Card Alerts, Dataset Alerts | Alerts |
| Getting Started | Data Application Management | Data Screen | Build big-screen pages | Data Screen | Data Screen |
| Getting Started | Data Application Management | Mobile apps | Publish Dashboards as mobile apps | Create Mobile App | Mobile Light App |
| Getting Started | Practice | First analysis case | Build an entry-level analysis report | First Analysis Case | How to Quickly Create a Data Analysis Report |
| Advanced | Advanced Visualization | DuPont Analysis | Build complex metric systems | DuPont Analysis Chart | DuPont Analysis |
| Advanced | Advanced Visualization | Global Parameters | Control multiple components from one parameter | Global Parameters | View Dataset |
| Advanced | China-Style Report Pro | Getting started | Understand core concepts, scenarios, and key features | China-Style Reporting Pro Introduction, Usage Flow | China-Style Reporting Pro Intro and Starter Course |