Sales Forecasting Dashboard using Looker, Big Query and SQL

Focused View

René van Loock

3:36:23

8 View

1 - Before we start Prerequisites

1 - Why it is so important to start using predictive analytics for your career.mp4

01:28

2 - The Solution Overview.mp4

06:55

3 - Is this course for you.mp4

03:36

4 - Overview Course Content.mp4

03:22

5 - Can you do this course without prior knowledge.mp4

03:43

6 - Why in a real world example time series forecasting based on MLearning fails.mp4

05:45

2 - Set up Google Big Query

7 - Google Cloud Big Query Account Setup and why its free.mp4

02:36

8 - Google Cloud and navigating to Google Big Query.mp4

02:16

9 - Overview Google Big Query and creating the dataset.mp4

03:39

3 - Example Dataset and loading the data into Google Big Query

10 - Link to the google spreadsheet.txt

10 - Overview and access the data.mp4

00:52

11 - Overview example data that we want to forecast.mp4

02:09

12 - Why a separate dimdate table is needed.mp4

01:43

13 - Loading the data into Google Big Query.mp4

06:00

4 - Basic SQL Concepts

14 - Introduction.mp4

00:58

15 - Basic SQL Query.mp4

04:35

16 - Group Aggregate costs by date Important for your own data.mp4

05:17

17 - You dont want to have the same date in multiple rows.mp4

01:19

5 - The SQL Forecast Query

18 - What the Query will do explained in Google Sheets I.mp4

04:58

19 - What the Query will do explained in Google Sheets II.mp4

01:55

20 - Forecast-Model-SQL-with-latest-data-yesterday.txt

20 - The Forecast Query in Google Big Query.mp4

01:50

21 - Forecast-Model-SQL-with-latest-data-yesterday.txt

21 - How to make the Forecast Query work changes you need to make.mp4

04:03

22 - Running the query and explain the result.mp4

03:39

23 - Save the query as a view in Google Big Query.mp4

04:27

24 - Connect the forecast view to looker studio and take a first look.mp4

05:49

25 - Explore the data and create a calculated field.mp4

06:31

25 - Forecast-Model-data-studio-formula.txt

26 - Create all forecasts add a budget line change designs.mp4

08:11

27 - Final thoughts on the forecast model and recommendation on usage.mp4

05:37

28 - Create all the other forecasts in SQL sales salesvolume.mp4

16:49

6 - Creating the Forecast Dashboard in Looker Studio

29 - Introduction.mp4

00:53

30 - Copy the base report.mp4

02:28

30 - Looker Studio Template.txt

31 - Creating the first Page Manager View and adding a data source.mp4

14:49

32 - Review of the first page and general dashboard design overview.mp4

05:18

33 - Second Page 1 Goal Tracking Scribble.mp4

02:02

34 - Second Page 2 Goal Tracking Start.mp4

03:14

35 - Second Page 2 Goal Tracking Add the data.mp4

08:14

36 - Second Page 3 Goal Tracking Actual and Goal Visualization Options.mp4

04:49

37 - Second Page 4 Goal Tracking Complete the First Forecast Model.mp4

14:43

38 - Second Page 5 Goal Tracking Complete the second Forecast Model.mp4

04:48

39 - Second Page 6 Goal Tracking Finalizing.mp4

04:04

40 - Dashboard Template How to copy the report.mp4

03:04

40 - Link to the Report Template.txt

40 - person1.zip

40 - person2.zip

40 - untitled-design.zip

7 - How to create the Dashboard in Microsoft Power BI

41 - Power BI Settings and connecting the data.mp4

04:47

42 - Power BI Explore the data and creating a line chart.mp4

03:49

43 - Power BI Creating the running sum measures.mp4

05:00

44 - Power BI Finalizing.mp4

07:00

44 - forecast-dashboard-power-bi.zip

8 - How to create the forecast dashboard with your own data

45 - Introduction.mp4

01:35

46 - Tips on how to load your own data into Google Big Query.mp4

02:49

47 - How to modify your data to make the query work recap of other lectures.mp4

02:55

Description

Create a real world sales-/ marketing forecast model and a goal tracking report that works with minimum data history.

What You'll Learn?

How to create a real world sales forecasting dashboard.
Learn how to create a simple forecasting model using rolling averages in Google Big Query SQL.
Get familiar with Google Big Query
Learn advanced techniques in Looker Studio and Power BI to visualize your forecast

Who is this for?

Beginners, intermediates and experts in the field of business intelligence and analytics.

Sales Controller, Data- and Digital-/Marketing-Analysts

What You Need to Know?

Beginner level knowledge in looker studio, creating dashboards, excel is recommended.

No SQL coding experience is needed, i will show you how to use the code without prior knowledge.

To create a Google Cloud Project you need A CREDIT- or DEBIT CARD. You will NOT encounter any charges and be in the FREE Tier of Google Cloud.

More details

Description
In this course you will learn how to create a great sales forecast and goal tracking dashboard.
We will go through everything step by step: Starting with creating a Google Cloud Project (a credit/ debit card is required to create a Project in Google Cloud, but you will not encounter ANYÂ CHARGES when following this course, you will be in the FREEÂ Tier of Google Cloud), Load the data into Google Big Query, creating the model, connecting the data to looker studio or Power BI and creating the dashboard.
The core of this course is the simple forecast model, that we are going to create in Google Big Query using SQL. DonÂ´t worry you donÂ´t have to code SQL to use this model. We will technically write different last xx days rolling averages into the future.
The great thing is, this model will only need a minimum of data history, e.g. 1 month of past data.
Additionally, it can be easily configured to update everyday with the latest data. This makes it really useful in a real-world business case.
Of course, I will show you, how you can set it up using your own data.
(Loading your own data into Google Big Query, if its not there already, depends on your specific use case and is not part of this course.)
With the model sitting in Google Big Query, the results can be easily exported to Looker Studio, Power BI, Tableau or any other visualization tool. In this course we are focusing on looker studio and show you how to recreate the dashboard in Power BI.

Who this course is for:
Beginners, intermediates and experts in the field of business intelligence and analytics.
Sales Controller, Data- and Digital-/Marketing-Analysts

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My name is René van Loock, I am a data analyst specializing in tracking and GDPR compliance. Since 2017, I have been working daily with Looker Studio, Power BI, Google Big Query, SQL, Google Analytics and the like. As a certified data protection officer (TUEV®), I bring together online marketing and data protection and provide business solutions even for tricky questions.

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