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Prerequisites & Environment Setup

Mission Readiness

Prepare your workstation for this workshop.

The Platform Agnostic Approach

At ISU, we value intuition over syntax. While we recommend professional tools like Excel, PowerBI, and VS Code, Google Sheets is a fully supported alternative for every module in this workshop. Choose the tool that best fits your hardware and comfort level.

⚠️ The Big Picture: AI Is Killing SaaS

While the tools below (Excel, Power BI, Tableau, R, Python) remain industry standards, you should be aware of a seismic shift happening in the software industry right now. SaaS (Software as a Service) is facing an existential threat from Agentic AI.

The traditional SaaS model depends on recurring licensing fees: $20/month for Power BI Pro, $75/month for Tableau Creator, enterprise tiers running into thousands per seat. Organizations are increasingly questioning whether these costs are justified when an AI agent can replicate the same dashboards, models, and visualizations on demand, using open-source libraries like Chart.js, Plotly, and D3.js, deployed for free on GitHub Pages.

This is not speculation. Major SaaS companies are seeing declining growth, increased churn, and pressure to integrate AI features just to justify their price tags. The trend is clear: the analyst of the future does not pay $900/year for a dashboard tool. Instead, they prompt an agentic AI to build a custom, interactive, deployable dashboard in minutes, tailored exactly to their dataset, with no vendor lock-in.

This workshop teaches you both paths. Learn the legacy tools (they still dominate the enterprise today), but pay close attention to the Chart.js + AI workflow. That is the trajectory the industry is on.

1. Core Analysis Tools

Choose your path for the foundational modules (Modules 1-3).

Excel Logo

Microsoft Excel

The industry standard for rapid modeling.

Get Excel →
Google Sheets Logo

Google Sheets

Web-based, collaborative, and zero-install.

Open Sheets →

2. Data Visualization & BI

Used primarily in Module 2 for market intelligence dashboards.

3. Advanced Computation (Python & R)

Used in Modules 4 and 5 for big data and statistical risk modeling.

Python Logo
Python Setup:
  1. Install Python 3.10+
  2. Install VS Code
  3. Install the Python Extension in VS Code

R Logo
R Setup:
  1. Install R Core
  2. Install RStudio Desktop

Prerequisite Checklist

Proceed to Module 1: The Foundation