Live Online Digital Transformation in Dashboards & BI (Power BI, Tableau) Training Course
Live online, instructor-led · next cohort Oct 26, 2026 · from USD 800
Monthly reports that take days to assemble, conflicting versions of the same number and managers who cannot explore the data themselves are signs that reporting has not kept pace with the business. Modern business intelligence tools replace manual spreadsheets with refreshed, interactive views that people actually use. This five-day, laptop-based programme shows analysts and managers how to build and introduce them.
You connect to Excel, CSV files, databases and cloud sources, clean data in Power Query, and design star-schema models with relationships. In Power BI you write DAX measures, time intelligence and calculated columns, then publish to the service with row-level security and scheduled refresh. In Tableau you build calculated fields, level-of-detail expressions, parameters and interactive dashboards. Design sessions cover choosing visuals, layout, colour and storytelling, while governance sessions look at certified datasets, naming, access and adoption. It suits data and MIS analysts, finance and planning officers, monitoring and evaluation staff, programme and operations managers and IT teams supporting reporting. Classroom, online and in-house formats are available. Participants finish with a working dashboard built on their own kind of data and a rollout plan. A CPD-accredited certificate is awarded on completion.
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
- Oct 26, 2026, Nov 23, 2026, Dec 21, 2026
- Certificate
- Certificate of Completion
- What you need
- A computer with a reliable internet connection, a webcam and a headset
About this course
Decision makers expect to see current performance at a glance and to drill into the reasons behind it. Organisations that still rely on emailed spreadsheets spend scarce analyst time on copying and reconciling figures, and they discover errors only after reports have been circulated. A move to a business intelligence platform is as much a change in working practice as a software purchase.
The Digital Transformation in Dashboards & BI (Power BI, Tableau) Training Course therefore teaches tools and practice together. Participants learn how to identify the questions a dashboard should answer, define indicators and prepare source data. They build dependable data models, create calculations in DAX and Tableau, and develop pages that load quickly and read cleanly on desktop and mobile. The later sessions focus on sharing: workspaces and permissions, refresh schedules, row-level security, version control and the habits that keep a report library trustworthy.
Everything is taught on the keyboard. Delegates use supplied sales, finance, programme and HR data sets, compare how the same problem is solved in each product, and complete a dashboard project accompanied by a short change plan for introducing BI in their own department.
Training Objectives
Upon completion, participants will be able to:
- Translate management questions into indicators, data requirements and dashboard designs.
- Import, clean and shape data from multiple sources using Power Query and Tableau Prep concepts.
- Design relational and star-schema data models for reliable analysis.
- Write DAX measures and Tableau calculations, including time intelligence and level-of-detail logic.
- Build interactive visuals, filters, drill-through and parameters.
- Apply visual design and storytelling principles to improve comprehension.
- Publish reports with security, scheduled refresh and appropriate access control.
- Plan an adoption roadmap with governance and user support.
What you'll learn
Key Takeaways
Participants will leave with:
- A completed interactive dashboard in Power BI and a comparable view in Tableau.
- A reusable data model pattern for sales, finance or programme data.
- A library of DAX measures and Tableau calculations to adapt.
- A dashboard design checklist covering layout, colour and accessibility.
- A security and refresh configuration guide.
- A BI adoption plan for their organisation.
Training Methodology
The programme is delivered as a laboratory, with delegates at their own machines throughout. It features:
- Step-by-step demonstrations followed immediately by guided practice
- Supplied data sets drawn from sales, finance, programme and HR contexts
- Side-by-side exercises in Power BI and Tableau
- Dashboard critique sessions where peers review design choices
- A capstone project completed with trainer coaching
Day 1: From Spreadsheets to Business Intelligence
- The BI landscape and how Power BI and Tableau compare
- Defining decisions, questions and key performance indicators
- Interface tour and first report in Power BI
- Connecting to Excel, CSV and databases
- Introduction to data types and the model view
- Planning a dashboard on paper before building
Day 2: Data Preparation and Modelling
- Cleaning and transforming data in Power Query
- Merging, appending, unpivoting and parameterising queries
- Fact and dimension tables and the star schema
- Relationships, cardinality and filter direction
- Date tables and hierarchies
- Exercise: modelling a multi-table sales data set
Day 3: DAX and Analytical Calculations
- Measures versus calculated columns
- CALCULATE, filter context and row context
- Time intelligence: year to date, prior period and growth
- Ranking, percent of total and conditional logic
- Performance tuning and measure organisation
- Exercise: building a financial performance measure set
Day 4: Tableau and Visual Design
- Connecting, dimensions, measures and the Tableau canvas
- Calculated fields, level-of-detail expressions and table calculations
- Parameters, sets, actions and dashboard interactivity
- Choosing visuals for comparison, trend, distribution and geography
- Layout, colour, accessibility and storytelling
- Exercise: rebuilding the day 3 analysis in Tableau
Day 5: Publishing, Governance and Adoption
- Power BI Service workspaces, apps and sharing
- Row-level security and data protection
- Gateways, scheduled refresh and monitoring
- Tableau Server and Cloud publishing options
- Governance: certified datasets, naming and documentation
- Adoption roadmap, training and user support
The course is suited to people who prepare, analyse or consume management information, including:
- Data analysts and MIS officers
- Finance, budgeting and planning analysts
- Monitoring, evaluation and research officers
- Business intelligence and reporting developers
- Operations, sales and supply chain managers
- HR analytics practitioners
- IT staff supporting reporting platforms
- Heads of department moving off spreadsheet reporting
A CPD-accredited Certificate of Completion from Vision Reach Global Consultancy is awarded to each participant who attends the sessions and completes the dashboard project.
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Frequently Asked Questions About Live Online Digital Transformation in Dashboards & BI (Power BI, Tableau) Training Course
Everything you need to know about this course before you register.
By the end of the Digital Transformation in Dashboards & BI (Power BI, Tableau) programme, you'll be able to translate management questions into indicators, data requirements and dashboard designs, import, clean and shape data from multiple sources using power query and tableau prep concepts, design relational and star-schema data models for reliable analysis, and write dax measures and tableau calculations, including time intelligence and level-of-detail logic. The full breakdown of topics is covered session by session in the Course Outline tab above.
The course is suited to people who prepare, analyse or consume management information, including: Data analysts and MIS officers, Finance, budgeting and planning analysts, Monitoring, evaluation and research officers, Business intelligence and reporting developers, Operations, sales and supply chain managers, HR analytics practitioners, IT staff supporting reporting platforms, and Heads of department moving off spreadsheet reporting.
Digital Transformation 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.
Digital Transformation 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 Digital Transformation in Dashboards & BI (Power BI, Tableau) starts October 26, 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 Digital Transformation 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.
Digital Transformation 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 Digital Transformation 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 — Digital Transformation 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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