A crowded dashboard with twenty colourful charts and no clear question is worse than no dashboard, because people stop trusting it. Reports that load slowly, disagree with finance figures or hide the key indicator are abandoned within weeks.
This five-day programme shows analysts how to build dashboards that managers open daily. You connect to spreadsheets, databases and cloud sources, clean data with Power Query and Tableau Prep, and shape a star-schema model with relationships, hierarchies and date tables. You then write DAX measures and Tableau calculated fields, level-of-detail expressions and parameters, and choose the right chart for comparisons, trends, distributions and targets. Design sessions cover layout, colour, accessibility, mobile views and storytelling, while delivery sessions deal with refresh schedules, performance tuning, workspaces, row-level security and version control. Labs use sales, finance, HR and programme monitoring data sets. Data analysts, MIS and M&E officers, finance and planning staff, report developers and managers who commission dashboards will benefit, whether they use one tool or both. Afterwards you can take a business question to a published, secured and documented dashboard. Classroom, online and in-house formats, finishing with a CPD-accredited certificate.
Organisations collect more data than ever, but decisions are still delayed by manual spreadsheets, conflicting numbers and reports that nobody has time to read. Business intelligence tools promise a single source of truth, yet the quality of the result depends far more on modelling discipline and design judgement than on knowing where the buttons are.
The Best Practices in Dashboards & BI (Power BI, Tableau) Training Course teaches both the technical build and the thinking behind it. Participants begin by translating a business question into indicators, data requirements and a user story. They then prepare and model data, comparing how Power BI and Tableau handle connections, relationships, calculations and refresh. The design block covers visual perception, chart choice, interactivity, filters and drill-through, and common errors such as truncated axes, overloaded colour palettes and unlabelled metrics. The final sessions address publishing, governance, security, usage monitoring and an approach to maintaining dashboards over time.
The course is lab-based. Each participant builds a complete dashboard in the tool most relevant to their job, rebuilds key views in the second tool for comparison, and leaves with design checklists, a reusable data model pattern and a documented sample report.
By the end of the course, participants will be able to:
Participants complete the course with:
The programme is almost entirely hands-on, built around building and critiquing real dashboards:
Day 1: Dashboard Purpose, KPIs and Data Preparation
Day 2: Data Modelling Foundations
Day 3: Calculations and Analytical Techniques
Day 4: Visual Design and Storytelling
Day 5: Performance, Security and Governance
The training suits those who build, commission or maintain reports and dashboards, including:
A CPD-accredited Certificate of Completion from Vision Reach Global Consultancy is awarded to participants who attend the sessions and submit their finished dashboard exercise. It is a training record and not a vendor certification from Microsoft or Tableau.
Upcoming cohorts
CPD-Accredited
Official invoice & confirmation letter provided
Team discount for 3+ seats
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Everything you need to know about this course before you register.
By the end of the Best Practices in Dashboards & BI (Power BI, Tableau) programme, you'll be able to translate a business question into kpis, data requirements and a dashboard specification, connect to and transform data using power query and tableau prep or desktop, build a star-schema data model with correct relationships and a date table, and write dax measures and tableau calculations, including level-of-detail expressions. The full breakdown of topics is covered session by session in the Course Outline tab above.
The training suits those who build, commission or maintain reports and dashboards, including: Data and business intelligence analysts, Monitoring, evaluation and MIS officers, Finance, budgeting and planning analysts, HR analytics and operations reporting staff, Report developers moving from Excel to BI tools, Programme and project managers who rely on performance dashboards, Researchers and statisticians presenting data to non-technical readers, and IT staff supporting self-service analytics.
Best Practices in 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.
Best Practices in 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 Best Practices in Dashboards & BI (Power BI, Tableau) starts November 2, 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 Best Practices in 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.
Best Practices in 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 Best Practices in 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 — Best Practices in 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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