From 72a06284a376756104dd8b7217ce882046c4d62d Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Fri, 10 Jul 2026 12:58:20 +0000 Subject: [PATCH] docs: add business user training outcomes checklist --- docs.json | 6 ++ training/business-user-outcomes.mdx | 126 ++++++++++++++++++++++++++++ 2 files changed, 132 insertions(+) create mode 100644 training/business-user-outcomes.mdx diff --git a/docs.json b/docs.json index 9466bd40..c4e03e2b 100644 --- a/docs.json +++ b/docs.json @@ -130,6 +130,12 @@ } ] }, + { + "group": "Training", + "pages": [ + "training/business-user-outcomes" + ] + }, { "group": "Build with AI", "pages": [ diff --git a/training/business-user-outcomes.mdx b/training/business-user-outcomes.mdx new file mode 100644 index 00000000..23da294f --- /dev/null +++ b/training/business-user-outcomes.mdx @@ -0,0 +1,126 @@ +--- +title: "Business user training outcomes" +description: "A checklist of skills and outcomes a business user should be able to demonstrate after completing Lightdash BI training." +sidebarTitle: "Business user outcomes" +--- + +Use this checklist to confirm that a business user has the skills they need to explore data, build charts and dashboards, and share insights in Lightdash. Each section maps to a training module and links to the relevant docs. + + + Ask trainees to tick each outcome only after they've done it themselves in a real project — not just watched a demo. + + +## Prerequisites + +Before starting training, the user should have: + +- An active Lightdash account with access to at least one project +- Viewer or Interactive Viewer permissions (or higher) on that project +- A short list of business questions they want to answer with data + +## 1. Navigate Lightdash + +By the end of this module the user can: + +- [ ] Log in and identify the homepage, navbar, and their user menu +- [ ] Return to the homepage by clicking the Lightdash icon +- [ ] Browse saved charts, dashboards, and Spaces from the `Browse` menu +- [ ] Open the global search with `Cmd + K` / `Ctrl + K` and find a chart, dashboard, table, or field by name +- [ ] Apply search filters to narrow results by content type or date + +Reference: [Exploring your content](/get-started/exploring-data/exploring-your-content) + +## 2. Understand metrics and dimensions + +By the end of this module the user can: + +- [ ] Explain the difference between a **dimension** and a **metric** in their own words +- [ ] Give a business example of each from their own data +- [ ] Recognise metric and dimension icons in the sidebar of an explore +- [ ] Read a field's description and formatting to understand what it measures + +Reference: [Intro to metrics and dimensions](/get-started/exploring-data/intro-metrics-dimensions) + +## 3. Query data from a table + +By the end of this module the user can: + +- [ ] Open an explore from the `Tables` menu +- [ ] Select dimensions and metrics to build a results table +- [ ] Apply filters to limit the data returned +- [ ] Sort and pivot results +- [ ] Add a custom metric on the fly (e.g. count distinct, average) +- [ ] Add a table calculation (e.g. percent of total, running total) +- [ ] Download results as CSV or Excel + +Reference: [Querying from tables](/get-started/exploring-data/using-explores) + +## 4. Build and configure charts + +By the end of this module the user can: + +- [ ] Switch between chart types (bar, line, big value, table, pie) +- [ ] Choose the correct chart type for a given question +- [ ] Configure axes, series, formatting, and reference lines +- [ ] Save a chart into an appropriate Space with a clear name and description + +References: [Chart types overview](/references/chart-types/overview) · [Configuring charts](/guides/configure-charts) · [Formatting your fields](/guides/formatting-your-fields) + +## 5. Build a dashboard + +By the end of this module the user can: + +- [ ] Plan a dashboard around a specific audience and question +- [ ] Create a new dashboard and add saved charts to it +- [ ] Add markdown tiles for context and headings +- [ ] Arrange and resize tiles for readability +- [ ] Add dashboard-level filters and temporary filters +- [ ] Save the dashboard into the right Space + +References: [Planning your dashboard](/best-practice/planning-your-dashboard) · [Creating dashboards](/get-started/exploring-data/dashboards) + +## 6. Explore dashboards interactively + +By the end of this module the user can: + +- [ ] Apply and clear dashboard filters +- [ ] Use date zoom to change the time granularity +- [ ] Drill into a chart from a dashboard tile +- [ ] View underlying data behind a chart value +- [ ] Comment on a chart or dashboard to ask a question + +References: [Exploring dashboards](/get-started/exploring-data/interactive-dashboards) · [Date zoom](/guides/date-zoom) + +## 7. Share insights with the team + +By the end of this module the user can: + +- [ ] Share a chart or dashboard link with a teammate +- [ ] Export a chart as an image or CSV +- [ ] Set up a scheduled delivery to Slack or email +- [ ] Create an alert on a metric threshold +- [ ] Recognise verified content and know when to trust it + +References: [Sharing insights](/get-started/exploring-data/sharing-insights) · [Scheduled deliveries](/guides/how-to-create-scheduled-deliveries) · [Alerts](/guides/how-to-create-alerts) · [Verified content](/guides/verified-content) + +## 8. Use the metrics catalog + +By the end of this module the user can: + +- [ ] Open the metrics catalog and browse available metrics +- [ ] Read a metric's definition, owner, and description +- [ ] Find charts and dashboards that use a given metric +- [ ] Explore a metric directly from the catalog + +Reference: [Metrics catalog](/guides/metrics-catalog) + +## Sign-off + +Once every box above is ticked, the trainee is ready to work independently as a Lightdash business user. Recommended next steps: + + + + + + +