Managers drown in spreadsheets yet still struggle to answer simple questions about sales, spending, service delivery or programme results. Business intelligence tools close that gap by joining data from different sources and presenting it in dashboards that update themselves. Learning two market-standard tools gives you flexibility whichever platform your employer or client prefers.
Over five practical days you start with the basics: what makes a good metric, how data is structured, and how to import from Excel, CSV files, databases and web sources. You then clean and shape data with Power Query, build star-schema models and relationships, write DAX measures in Power BI, and create calculated fields and level of detail expressions in Tableau. Visual design sessions cover chart selection, colour, layout, filters, drill-through and storytelling. The final day covers publishing, scheduled refresh, row-level security and sharing with colleagues. It suits analysts, monitoring and evaluation officers, finance and sales staff, researchers, planners and managers who need to report on data without a programming background. Classroom, online and in-house formats are available, with a CPD-accredited certificate. Afterwards you can deliver a working dashboard for your own department.
Organisations collect more data than ever, from accounting systems, surveys, field apps and websites, but the value arrives only when decision makers can see and trust it. Static monthly reports built by hand are slow and prone to error. Self-service business intelligence tools let analysts build interactive dashboards once and refresh them with new data automatically.
The Fundamentals of Dashboards & BI (Power BI, Tableau) Training Course introduces the full workflow in both tools. Participants learn how to define the questions a dashboard must answer, prepare and combine data, model it correctly, and visualise it so the message is obvious at a glance. Parallel demonstrations in the two products show where they overlap and where they differ, so participants can move between them with confidence.
Every session is a hands-on lab using sample sales, finance and programme datasets. By the end of the week, each participant has built a multi-page dashboard, documented its definitions and tested it with a peer, leaving them ready to start a reporting project at work. Take-home files allow continued practice once the sessions end.
By the end of the course, participants will be able to:
Participants leave the course with:
This is a lab-based course in which most time is spent at the keyboard:
Day 1: Business Intelligence Foundations
Day 2: Preparing and Shaping Data
Day 3: Data Modelling and Calculations
Day 4: Visualisation and Dashboard Design
Day 5: Sharing, Security and Delivery
No programming background is needed. The course suits people who report on or use data in their roles, including:
Participants who attend all sessions and complete the dashboard project are awarded a CPD-accredited Certificate of Completion by Vision Reach Global Consultancy.
Upcoming cohorts
CPD-Accredited
Official invoice & confirmation letter provided
Team discount for 3+ seats
Need help with this booking?
Our training team can help with group pricing, invoicing, or picking the right schedule.
Everything you need to know about this course before you register.
By the end of the Fundamentals of Dashboards & BI (Power BI, Tableau) programme, you'll be able to define business questions, metrics and audiences before building a dashboard, import and combine data from spreadsheets, files and databases, clean and transform data using power query and tableau prep concepts, and build relational data models and calculated measures using dax and tableau calculations. The full breakdown of topics is covered session by session in the Course Outline tab above.
No programming background is needed. The course suits people who report on or use data in their roles, including: Business and data analysts moving beyond Excel, Monitoring, evaluation and research officers, Finance, budgeting and management accountants, Sales, marketing and operations managers, Programme and project managers who report to donors, Public sector planners and statisticians, Human resource analysts, and IT staff supporting reporting teams.
Fundamentals of 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.
Fundamentals of 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 Fundamentals of Dashboards & BI (Power BI, Tableau) starts October 12, 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 Fundamentals of 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.
Fundamentals of Dashboards & BI (Power BI, Tableau) Training Course is pitched at beginner 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 Fundamentals of 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 — Fundamentals of 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.
Related Training
Swipe to see more courses →