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TDWI Exam Preparation for CBIP
Module 1
An Overview of CBIP
Topic Page
CBIP Specialties 1-2
1-1
An Overview of CBIP TDWI Exam Preparation for CBIP
CBIP Specialties
Overview of Specialties
Business Analytics
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Business Analytics Leadership & Data Analysis & Data Integration Administration &
Management Design Technology
CBIP Specialties
Overview of Specialties
FIVE CORE The field of business intelligence logically segments into five core
DISCIPLINES disciplines:
CBIP Specialties
Leadership and Management
Focus
Integrating people, process, and technology to deliver business value
Impact
A key success factor for business intelligence and data warehousing programs
and projects
Body of Knowledge
• Process knowledge including development methodologies
• Program and project management
• Organization management and team-building skills
• Business concepts including BPM, CRM, SCM, etc.
• Understanding of BI concepts and applications
CBIP Specialties
Leadership and Management
THE SPECIALTY Leadership and Management is a key success factor for BI programs and
projects, with strong focus on effectively integrating people, processes,
and technology to deliver business value. The field requires depth of
process knowledge including development methodology, program
management, and project management as well as organizational and
team-building skills. An understanding of business topics such as
Business Performance Management (BPM), Customer Relationship
Management (CRM), and Supply Chain Management (SCM) is also
needed. High-level technical understanding of BI applications and data
warehousing concepts is also part of the Leadership and Management
body of knowledge.
TYPICAL JOB Roles that require this knowledge include program manager, project
ROLES manager, and business intelligence architect.
CBIP Specialties
Business Analytics
Focus
Effective use of data and information to drive positive
business actions and business outcomes
Impact
Fundamental to achieving value from BI … Completes the BI value chain,
connecting information to knowledge, knowledge to actions, and actions
to outcomes
Body of Knowledge
• Concepts of business performance management
• Concepts of business measurement - retrospective and predictive analytics
• Definition and delivery of business measures and metrics
• Data visualization
• Business analytics technologies - OLAP, dashboards, scorecards, etc.
CBIP Specialties
Business Analytics
THE SPECIALTY Business Analytics focuses on effective use of data and information to
drive positive business actions. The body of knowledge for this area
includes both business and technical topics including concepts of
performance management, definition and delivery of business metrics,
data visualization, and deployment and use of technology solutions such
as OLAP, dashboards, scorecards, analytic applications, and data mining.
TYPICAL JOB Business intelligence roles that demand business analytics knowledge and
ROLES skills include business sponsor, business subject expert, knowledge
worker, data steward, business requirements analyst, and developer of
business analytics systems. Roles with broad scope of responsibility such
as business intelligence architect, metadata administrator, quality
administrator, and customer service personnel also benefit from a solid
foundation in business analytics.
CBIP Specialties
Data Analysis and Design
Focus
Understanding business needs for data and information
and translating those needs to the necessary data structures
Impact
Establishes the foundation for delivery of BI applications which depend upon data
structures that are adaptable, extensible, and sustainable
Body of Knowledge
• Business requirements analysis – especially information needs
• Analysis, design, and specification of business metrics
• Data modeling – both relational and dimensional
• Data integration and data management practices
• Data warehousing concepts and architectures
CBIP Specialties
Data Analysis and Design
THE SPECIALTY Data Analysis and Design provides the foundation for delivery of BI
applications. Analysis concentrates on understanding business needs for
data and information. Design focuses on translating business information
needs into data structures that are adaptable, extensible, and sustainable.
Core skills include information needs analysis, specification of business
metrics, and data modeling. Solid understanding of data warehousing
concepts, architectures, and processes is also essential.
TYPICAL JOB Common roles in this area include data steward, information architect,
ROLES data modeler, source data analyst, and database developer. A few roles
that are broad in scope—business intelligence architect, metadata
administrator, and quality administrator also benefit from this body of
knowledge.
CBIP Specialties
Data Integration
Focus
The processes to acquire data from disparate sources,
consolidate into a enterprise data resource, and ensure data quality
Impact
Fundamental to data warehousing and a vital process to provide a rich and robust
data resource for delivery of BI applications
Body of Knowledge
• Source data analysis and qualification
• Data profiling
• Source-to-target mapping of data
• Data transformation and data cleansing
• ETL development, processes, and technologies
CBIP Specialties
Data Integration
THE SPECIALTY Data Integration is fundamental to data warehousing and is a vital process
for a rich and robust data resource to deliver BI solutions. Integration
includes all of the activities necessary to acquire data from sources, and to
transform and cleanse the data. The body of knowledge includes concepts
and skills for source data analysis and source qualification, data profiling,
source/target mapping, data cleansing and transformation, and ETL
development.
TYPICAL JOB Data integration skills are essential in roles such as data steward, data
ROLES acquisition architect, source data analyst, and ETL developer. These skills
are valuable in broader roles such as business intelligence architect,
metadata administrator, and quality administrator.
CBIP Specialties
Administration and Technology
Focus
Managing the infrastructure for data warehousing and
business intelligence systems
Impact
Ensures continuous operation BI and data warehousing systems and availability
of essential business information
Body of Knowledge
• Technology architecture, planning, and configuration
• System and network administration
• Database administration
• Capacity planning and growth management
• Security and access administration
CBIP Specialties
Administration and Technology
THE SPECIALTY Administration and Technology covers those areas related to managing
the infrastructure and ensuring continuous operation of data warehousing
and BI solutions. Technology architecture, technology planning and
configuration, system and network administration, capacity planning,
growth management, database administration, system and network
administration, and access and security administration are essential skills
in this area.
TYPICAL JOB These skills are demanded for the roles of technical architect, technology
ROLES specialist, data warehouse systems administrator, and warehouse database
administrator, metadata administrator, and quality administrator. This
body of knowledge is valuable for those with business intelligence
customer service, support, and training responsibilities.
CBIP Specialties
Job Roles and Specialties
CBIP Specialties
Job Roles and Specialties
BI ROLES The job roles for effective business intelligence typically divide into six
categories:
• Business Roles
• Management Roles
• Architecture Roles
• Requirements Analysis Roles
• Design and Construction Roles
• Infrastructure Roles
Levels of Certification
Certificates vs. Meaningful Credentials
Levels of Certification
Certificates vs. Meaningful Credentials
KINDS OF The word “certified” has unfortunately been abused by some to become
CERTIFICATION synonymous with “certificate.” One well-known consulting group, for
example, suggests that you “become a certified metadata professional” by
attending a two-day class. It takes little reflection to realize that this
program doesn’t offer knowledge and skill certification, but a simple
certificate of attendance. The value of certification is proportional to the
amount of time and effort required to achieve that certification. Three
kinds of professional certificates/certification are common:
• Attendance-based certificates documenting attendance of a class.
• Education-based certification documenting immersion in a body of
study and completion of a planned learning process.
• Examination-based certification documenting demonstrated skills
and knowledge through formal testing.
Each level from attendance-based to examination-based is increasingly
demanding to achieve, with a corresponding increase of individual and
organizational value.
Levels of Certification
Practitioner and Mastery Certification
knowledge skill
P R A C T I T I O N ER MASTERY
What does it take to
become certified? demonstrated demonstrated
ability to assume ability to lead a
leadership role BI team in projects
for BI projects & programs in
in area of specialty areas,
Can be achieved by education alone
Three exams at 50%+ correct specialization and to mentor
others in practice
of the specialty
Requires both depth of knowledge & substantial experience
Three exams at 70%+ correct
Levels of Certification
Practitioner and Mastery Certification
PRACTITIONER Achieving the Practitioner Level requires passing of three exams within a
LEVEL particular specialty with a score of 50% or above. This credential is
awarded to those business intelligence professionals who demonstrate the
ability to assume leadership responsibilities in their area of specialization
at both project and program levels.
MASTERY LEVEL Achieving the Mastery Level requires passing of three exams within a
particular specialty with a score 70% or above. This credential is the
highest level of CBIP achievement, and is awarded to professionals who
demonstrate both the ability to effectively lead a team at the project and
program levels, and the skills to mentor others.
RE-TESTING The CBIP exams may be retaken after a one month waiting period.
During the waiting period the exam performance profile can be reviewed
and additional time spent in preparation.
CBIP Specialties
Administration
& Technology
Leadership
Integration
Business
Analytics
Design
Data
Core Exam
Management Exam
1
TDWI and ICCP will collaborate to create an exam specific to Data Integration. Once that exam is proven it
will replace the Systems Development Exam for this specialty.
2
Either the Systems Security Exam or the Database Administration Exam may be used to satisfy the third
exam requirement for the Administration and Technology specialty. TDWI and ICCP will collaborate to create
a Systems Administration Exam. Once that exam is proven it will replace both of the current exam choices
for this specialty.
CBIP APPLICATION Every CBIP applicant must complete a CBIP application form. The
application form is available for download on the CBIP Web site
(www.cbipro.com) and may be submitted to TDWI at any time. It is
reviewed for completeness and kept on file until the examination time. An
application must be completed before taking the exams.
TAKE EXAMS The table on the facing page illustrates the exams that are required for
each CBIP specialty. Every specialty requires three exams – the IT Core
Exam, the Data Warehousing Exam, and one exam unique to the
specialty. The self-inventory completed earlier will prove helpful in
choosing those specialties and exams where you have the highest
probability of success.
A CBIP credential is valid for a period of three years from the issue date
and must be renewed prior to expiration and during each subsequent 3
year period. Various types of professional development may be used to
satisfy the renewal requirements: self-study, retaking exams, taking
continuing education courses within your specialty area, and participating
in education programs by designing or teaching courses. Full or partial
renewal credit can be earned by adding additional specialties to a CBIP
certificate. Credit may also be earned by submitting questions for
possible inclusion in CBIP related material.
PAY FEES There is a fee associated with every exam that is taken. Fee payment is
required at the time of examination unless other payment arrangements
have been agreed upon prior to the exam session. Additionally, there is an
annual recertification fee. Fees are not printed here because occasional
price changes would make this book inaccurate.
Examination Services
CBIP PROGRAM TDWI is responsible for all aspects of CBIP program administration from
ADMINISTRATION providing preparatory education, through examination, to issuing of
certificates and verification of CBIP status. Examination services and
issuing of certificates require services of the ICCP. TDWI works directly
with ICCP. You – the customer – work directly with TDWI. From an
examinee perspective, ICCP services are “in the background.”
MANAGES THE TDWI is responsible for all aspects of CBIP program management from
CBIP PROGRAM conception through customer service and support. TDWI works
cooperatively with ICCP to provide examination opportunities and to
continuously update and improve the exams.
THE ROLE OF ICCP The CBIP program uses the ICCP’s examination services to support some
of the principles of CBIP described in this module. External examination
services support the CBIP program’s need for:
LOGO USAGE Once you certify, you will receive the logo usage guidelines along with a
GUIDELINES variety of logo designs and formats. Adhering to the guidelines helps
maintain the integrity of your certification and ensures that credentials are
not misrepresented.
FOR THE Consulting groups and other organizations who certify a significant
ORGANIZATION number of people may be able to use CBIP logos in marketing collateral
and on web sites. Using the CBIP logos in this way requires that a sample
be submitted to TDWI for approval. Usage guidelines for the logos are
provided upon request.
Module 2
About the Exams
Topic Page
Exam Description 2-2
2-1
An Overview of CBIP TDWI Exam Preparation for CBIP
Exam Description
Body of Knowledge Based
Core Exam:
Information Technology Skills
Organizational and Professional Skills
Strategic Organizational Systems Development
Management Exam:
General Management & Organizational Concepts
Project Management
Information Systems Management
Exam Description
Body of Knowledge Based
DEFINITION Each of the exams in the CBIP program is based upon a specific Body of
Knowledge (BOK) that includes concepts, principles, processes,
applications, and best practices used in each of the areas. Using the BOK,
a three tier outline was created to provide a detailed and standardized
structure for the Body of Knowledge.
USING THE BODY A detailed outline for each exam is available in the CBIP Examinations
OF KNOWLEDGE Guide, which will be provided to you.
1) check off those items where you have sufficient knowledge and
experience
2) highlight those items or groups of items where you don't have the
depth of understanding to apply your knowledge and experience
3) use research tools such as the internet or industry publications to
expand your knowledge
4) use resources such as others in IT to discuss concepts and principles
and their application
LEVELS OF Each of the questions in the exam tests against different levels of
KNOWLEDGE knowledge and ability to apply that knowledge:
Testing Techniques
Exam Strategy
YOUR
STYLE
TIME QUESTIONS
(90 min) (110 total)
changing answers?
skipping questions?
keeping notes?
Testing Techniques
Exam Strategy
MANAGING YOUR Each exam contains 110 questions and you are 90 minutes to complete it.
TIME While taking the exam you will find the number of unanswered questions
in the bottom right hand corner.
Included in each exam are 10 questions which are being used for
evaluation purposes. These questions will not be identified so if you
encounter any oddly questions assume they are part of the evaluation set
and move on with your testing. Don't waste time worrying about
individual questions.
EXAM FORMAT The exams use straight line testing which means that each question is
completely independent of the others, and incorrectly answering a
question does not affect which upcoming questions are displayed.
YOUR STYLE OF If you are out of practice taking exams, you should consider these
TESTING strategies which have proved to be effective for others.
Skipping questions: When you are testing, the check mark in the top
center of your screen will not turn red until you have answered each of
the questions. Once you run out of time, the check mark will turn red
whether or not you have answered all the questions.
Keeping notes: You will be provided with several pieces of blank paper
for note taking.
Going back if you have time: You will receive a 5 minute and a 15
minute warning so you can allocate time to review the questions if you so
wish.
Testing Techniques
Question Strategy
Testing Techniques
Question Strategy
NEGATIVES These types of questions contain 'No', 'Not', and 'Except', and require a
different thought process. Pay particular attention to each of the potential
answers and remember that you are looking for true statements.
ABSOLUTES When a question contains words such as 'every', 'always', 'none', and
'only' it should be carefully reviewed since it means that all parts of the
answer cannot be disputed.
GUESSING There are no penalties for guessing so it is better to take a good guess
than to leave a question blank.
EASY VS Some of the questions are going to be easy but even if this is the case,
DIFFICULT answer each BEFORE you review the possible answers. Don't skim over
any of the answers since some may be more correct than others.
QUESTIONS
Sometimes the question is just easy and quickly answering it will give
you extra time on the more difficult questions.
READING VS There are two strategies for dealing with questions where an immediate
MISREADING answer doesn't seem apparent; the true/false test and parsing the question
and answers.
True/Fast Test: You will be provided with scratch paper so starting with
the first answer write down a 'T' or 'F'. Go through the same process for
each of the answers. Then review the results and pick the best answer
which may or may not appear to be the complete correct one. You need to
pick the best choice amongst the alternatives.
Parsing the question and possible answers: If the answer doesn't seem
obvious try parsing into different phrases.
Exam Demonstration
What to Expect
Exam Demonstration
What to Expect
EXAM CD The software provided on the CD in the back of the CBIP Examinations
Guide is the same software used for the actual exams with two
exceptions. When scoring the exam the correct answer for each question
will not show and the calculator will not work.
LIVE DEMO The instructor will demo one of the sample exams so that you can follow
his/her strategy for answering exams.
Module 3
The Exam Body of Knowledge
Module 4
Exam Practice
Module 5
Getting Ready for Exams
Topic Page
Study Resources 5-2
Study Resources
Courses
EDUCATION
Study Resources
Courses
FILLING THE Individual and stand-alone courses are an effective way to fill knowledge
KNOWLEDGE gaps and to get a quick refresher when your knowledge is somewhat out-
of-date. When you’re comfortable with most of the body of knowledge
GAPS
for an exam, but identify a few specific areas where your knowledge falls
short, then consider taking a class. TDWI offers many courses related to
business intelligence and data warehousing.
Study Activities
Self Study
• books
• newsletters
• websites
• online courses
• memberships
• colleagues & peers
Study Activities
Self-Study
STAYING CURRENT Keeping your knowledge and skills up-to-date is particularly challenging
in business intelligence. Both technology business management concepts
change rapidly. Self study – both concentrated in preparation for exams
and continuous as a key element of professional development – is an
effective way to keep pace with continuous change. Books, websites,
newsletters, member organizations, and many other resources can readily
become part of your continuous learning plan.
The specific reading list varies by exam and the instructor will provide
the relevant list.
Course Location:
5 = Excellent 4 = Good 3 = Average 2 = Fair 1 = Poor (see reverse for criterion descriptions)
Instructor Name:
Course Content 5 4 3 2 1
1. What change(s) in the course would you suggest to improve its value to you?
2. What is the business value of this course? (Why is the topic important to you and your company? How will this course help
you succeed?)
3. How many years of data warehousing and/or business intelligence experience do you have?
4. Other comments:
5. May we quote your comment(s) in our promotions for educational events? a) Yes b) No
Name:
Company:
COURSE EVALUATION FORM
2. Your comments and feedback help our instructors continually improve their courses.
EVALUATION METRICS
Teaching and Presentation Skills. How well does the instructor explain and illustrate difficult concepts? Does the
instructor organize and present information in a logical way that facilitates comprehension? Does the instructor use
exercises, handouts, or audio/visual displays to illustrate or reinforce concepts?
Course Content. Does the content taught by the instructor match the course description? Does the course offer
relevant content at the appropriate level? Does the course material flow logically from topic to topic? Does the course
provide information that is or will be relevant to your job?
Class Management Skills. How well does the instructor handle questions from the audience? Does the instructor
maintain a reasonable pace for the content and stick to the schedule? How well does the instructor deal with
unforeseen problems with A/V, temperature, lighting, and so on?
Course Book and Handouts. Is the course book a valuable reference tool, or merely a set of PowerPoint slides? Does
the instructor jam too much on a single slide? Are the graphics legible? Does the instructor make extensive use of the
Notes section to annotate the slides or provide additional, relevant information?
Objectivity. Does the instructor show a bias toward any product or solution? Is the instructor a credible source of
reliable information about products, trends, and issues? Does the instructor inappropriately sell himself/herself or
company as a potential service provider? Does the instructor collect business cards or conduct raffles during class
time for marketing purposes?
TRAIN YOUR WHOLE TEAM.
Did you find this course valuable? TDWI can bring this
course—and many others—onsite to your workplace.
www.tdwi.org/onsite