Business Analyst
You work at Level 1 — AI Assistant: human-directed, instant response. Ask Athena anything in plain language and get an answer in seconds, grounded entirely in your own data — no dashboard navigation, no query writing. Every answer traces back to the figures behind it, so you can act on what you read straight away. And when the data you need is not on the platform yet, Quick Connect lets you bring it in yourself, without waiting for anyone to model it first.
Autonomy stays low by design at this level: Athena responds, you decide. Your value lies in turning those instant answers into reports and storyboards the business trusts — the report that answers the right question, the storyboard a stakeholder genuinely reads, the scheduled board that lands on time, every time.
The surfaces you will spend the most time in:
- Quick Connect and AI Assistant for getting data in and asking it things
- Data Explorer for building reports
- Storyboards for packaging and sharing what you find
Prerequisites
Confirm the following are in place before starting the learning sequence:
| Requirement | Detail |
|---|---|
| ConverSight account | Provisioned with the Data Admin role. Confirm this under Settings → Profile before Step 1. |
| Workspace URL | The web address of your organization's ConverSight workspace (for example, https://<yourorg>.conversight.ai). Confirm this with your administrator if it is not already bookmarked. |
| Login credentials | Either SSO through your organization's identity provider, or a ConverSight username and password. Multi-factor authentication may be required depending on workspace settings. |
| Internet connection | A stable connection throughout — ConverSight runs in the browser. |
| Supported browser | A current version of Chrome, Edge, Firefox, or Safari is recommended. |
Learning Objective
By completing this course, you will learn how to:
- Access the ConverSight platform securely as a Business Analyst and confirm your role and permissions.
- Bring your own data into the platform through Quick Connect, without depending on anyone else to set it up.
- Ask Athena questions in plain language and read the answers correctly, including when to trust them and when not to.
- Build and refine reports in Data Explorer using aggregations, filters, and advanced query patterns.
- Create calculated columns and apply conditional formatting to surface what matters in the data.
- Build, share, and schedule storyboards that stakeholders actually open and use.
Learning Sequence
Five steps. Each pairs a how-to to Read, the work to Do, and a check to Verify before you move on.
Step 1 of 5
Sign In and Orient
Sign in
AI Assistant, Data Explorer, and Storyboards all show enabled in the navigation rail.
Snag: If Quick Connect is not visible under Data Studio, ask an org owner to confirm your access.
At a Glance
| Certification | Hours | Knowledge Check | Practicum | Pass Mark |
|---|---|---|---|---|
| Business Analyst | ~5.5 | 90 min | 7 days | 70 / 100 combined |
Coverage
Eight competencies, weighted across the knowledge check (40%) and the practicum (60%):
| # | Competency | Knowledge | Practicum |
|---|---|---|---|
| 1 | Quick Connect: upload, validation judgment, dataset setup | 6% | 8% |
| 2 | Athena questioning and subject-area selection | 7% | 6% |
| 3 | Thread context, story generation, favorites | 3% | 3% |
| 4 | Explorer report construction: columns, aggregations, filters | 6% | 8% |
| 5 | Advanced patterns: Trending, Top/Bottom, Period Analysis | 6% | 9% |
| 6 | Calculated columns in CS Table and Pivot | 5% | 10% |
| 7 | Conditional formatting and color rules | 1% | 5% |
| 8 | Storyboard build, operation, sharing, scheduling, row-level security literacy | 6% | 11% |