Live Online Applied Dashboards & BI (Power BI, Tableau) Training Course
Live online, instructor-led · next cohort Nov 16, 2026 · from USD 800
Managers are surrounded by spreadsheets and exports, yet still wait days for a simple answer about sales, spending or programme results. A well-built dashboard replaces that wait with a trusted view that updates itself. Five hands-on days teach participants to work with both leading tools. You connect to Excel, CSV, SQL databases and cloud sources, clean data with Power Query and Tableau Prep, and shape tables into star-schema models with relationships.
Labs then cover DAX measures and time intelligence in Power BI, level-of-detail and table calculations in Tableau, chart choice, colour and layout, filters, drill-through, parameters and mobile views. Later sessions address KPI definition, storytelling with data, publishing to Power BI Service and Tableau Server or Cloud, row-level security, refresh schedules and governance. Analysts, finance and planning officers, monitoring and evaluation staff, programme managers, sales and operations managers and ICT officers who support reporting will benefit. Delivery is classroom, online or in-house, with a CPD-accredited certificate for completed labs. Afterwards you can deliver a decision-ready dashboard from raw data, document its measures and decide which tool suits each reporting need.
At a Glance
How Live Online Training Works
Live online training, led by a trainer in real time, for participants anywhere.
More about live online training →- Format
- Live online, instructor-led
- Duration
- Mon - Fri (5 Days)
- Fee
- USD 800 (KES 80,000)
- Next start dates
- Nov 16, 2026, Dec 14, 2026, Jan 11, 2027
- Certificate
- Certificate of Completion
- What you need
- A computer with a reliable internet connection, a webcam and a headset
About this course
Organisations in every sector now collect far more data than they use. Finance teams reconcile figures by hand, donors expect live results frameworks and executives want a single page that shows performance against target. Power BI and Tableau have become the standard tools for this work, but many users learn them informally and produce cluttered pages that mislead or slow down.
This course teaches a disciplined workflow that applies equally to both products. Participants start with a business question and a list of indicators, then prepare and model the data so that calculations are reliable. They build measures, choose visuals that fit the message, arrange layouts that guide the eye and add interactivity that helps users explore without breaking the report.
Later sessions deal with life after the build: publishing, sharing, permissions, scheduled refresh, performance tuning and documentation so someone else can maintain the work. Each day is dominated by lab time on provided sample datasets covering sales, budgets, human resources and programme monitoring. Participants complete a capstone dashboard in the tool of their choice and receive facilitator feedback on design and accuracy.
Training Objectives
After the course, participants will be able to:
- Translate a reporting need into questions, indicators and a dashboard specification.
- Import, clean and transform data using Power Query and Tableau data preparation features.
- Design a star-schema data model with correct relationships and granularity.
- Create calculated measures with DAX and Tableau calculations, including time comparisons.
- Select and format visuals that communicate clearly and avoid common design mistakes.
- Add interactivity through slicers, filters, parameters, drill-through and actions.
- Publish, secure and refresh dashboards and document them for maintenance.
What you'll learn
Key Takeaways
Participants finish with:
- A working dashboard built from sample or their own data.
- A reusable data model layout and naming convention.
- A library of DAX measures and Tableau calculations for common KPIs.
- A design checklist for clear, accessible visuals.
- A publishing and refresh plan for their organisation.
- A short comparison guide for choosing between the two tools.
Training Methodology
This is a lab-based course in which most time is spent at the keyboard. Methods include:
- Instructor demonstrations followed by guided hands-on labs
- Practice datasets for sales, finance, HR and monitoring data
- Parallel builds in Power BI and Tableau to compare approaches
- Peer critique of layouts and visual choices
- A capstone dashboard reviewed by the facilitator
Day 1: Business Intelligence and Data Preparation
- Self-service BI and the analytics workflow
- Defining questions, users and key indicators
- Connecting to Excel, CSV, databases and cloud sources
- Cleaning and reshaping data in Power Query
- Data preparation in Tableau
- Lab: preparing a multi-table dataset
Day 2: Data Modelling and Calculations in Power BI
- Fact and dimension tables and star schema
- Relationships, cardinality and filter direction
- Calculated columns versus measures
- DAX essentials: CALCULATE, filters and iterators
- Time intelligence for year-to-date and prior-period views
- Lab: building a sales and budget model
Day 3: Building Dashboards in Tableau
- Dimensions, measures and the view-building process
- Calculated fields and level-of-detail expressions
- Table calculations and parameters
- Maps, hierarchies and dashboard actions
- Combining sheets into dashboards and stories
- Lab: a programme results dashboard
Day 4: Visual Design and Storytelling
- Choosing the right chart for each question
- Colour, labels, layout and white space
- Reducing clutter and highlighting what matters
- Designing for mobile and print
- Narrative flow, drill-through and bookmarks
- Critique clinic on sample dashboards
Day 5: Publishing, Security and Governance
- Publishing to Power BI Service, Tableau Server and Tableau Cloud
- Workspaces, sharing and app distribution
- Row-level security and user permissions
- Scheduled refresh, gateways and performance tuning
- Documentation, version control and certification of datasets
- Capstone presentations and feedback
The course is relevant to staff who report on performance or support those who do, including:
- Business, data and reporting analysts
- Finance, budgeting and planning officers
- Monitoring, evaluation and learning officers
- Programme and project managers needing live indicators
- Sales, marketing and operations managers
- HR analysts preparing workforce reports
- ICT and database staff supporting self-service reporting
- Researchers and statisticians presenting results to decision makers
Participants who complete the labs and capstone dashboard are issued a CPD-accredited Certificate of Completion by Vision Reach Global Consultancy. The certificate is not a Microsoft or Tableau vendor certification.
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Frequently Asked Questions About Live Online Applied Dashboards & BI (Power BI, Tableau) Training Course
Everything you need to know about this course before you register.
By the end of the Applied Dashboards & BI (Power BI, Tableau) programme, you'll be able to translate a reporting need into questions, indicators and a dashboard specification, import, clean and transform data using power query and tableau data preparation features, design a star-schema data model with correct relationships and granularity, and create calculated measures with dax and tableau calculations, including time comparisons. The full breakdown of topics is covered session by session in the Course Outline tab above.
The course is relevant to staff who report on performance or support those who do, including: Business, data and reporting analysts, Finance, budgeting and planning officers, Monitoring, evaluation and learning officers, Programme and project managers needing live indicators, Sales, marketing and operations managers, HR analysts preparing workforce reports, ICT and database staff supporting self-service reporting, and Researchers and statisticians presenting results to decision makers.
Applied Dashboards & BI (Power BI, Tableau) Training Course typically runs as 5 Days. It's available as in-person classroom, live virtual, and in-house corporate training — every course can also be delivered on-site for your team on dates that suit you.
Applied Dashboards & BI (Power BI, Tableau) Training Course is scheduled in-classroom in Nairobi, Kenya, Mombasa, Kenya, Naivasha, Kenya, and Kisumu, Kenya, and 14 other locations, plus a live interactive virtual classroom you can join from anywhere. Check the schedule panel above for exact upcoming dates and fees in each location.
The next live virtual cohort of Applied Dashboards & BI (Power BI, Tableau) starts November 16, 2026, with new classroom cohorts also running on a rolling basis. Pick a date and location in the schedule panel above, then click "Register for the Course" — it takes a few minutes and your seat is confirmed once payment or a signed purchase order is received.
Yes — delegates who meet the attendance requirement receive a Certificate of Completion for Applied Dashboards & BI (Power BI, Tableau) Training Course from Vision Reach Global Consultancy, issued in the name you register with, so double-check the spelling at checkout.
Applied Dashboards & BI (Power BI, Tableau) Training Course is pitched at intermediate professionals. If you're unsure whether it's the right fit for your current role or background, message our training advisors before you register and they'll help you confirm.
Fees for Applied Dashboards & BI (Power BI, Tableau) Training Course vary by delivery location and format and are shown in real time in the schedule panel above once you pick a date. Register 3 or more delegates on the same course together and a 5% team discount is applied automatically — larger cohorts can request a custom corporate quote.
Yes — Applied Dashboards & BI (Power BI, Tableau) Training Course can be delivered on-site at your offices (or virtually for distributed teams), with case studies and examples tailored to your industry and the specific challenges your team is working through. Switch to the "In-House" tab in the schedule panel above to request a proposal.
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