Many organisations have dashboards that nobody trusts: numbers that disagree with the finance report, filters that break, or screens crowded with charts and no clear message. Operational excellence depends on a small set of dependable measures that managers can read in seconds and act on. Five days build that capability.
You work in both Power BI and Tableau, starting with connecting to Excel, SQL databases and cloud sources, then cleaning and shaping data in Power Query and Tableau Prep. Modelling sessions cover star schemas, relationships, calculated columns, DAX measures, time intelligence, Tableau level of detail expressions and table calculations. Design sessions teach KPI selection, chart choice, layout, colour, drill-through and mobile views, followed by publishing to Power BI Service and Tableau Server or Cloud, row-level security, refresh schedules and usage monitoring. Practical datasets come from supply chain, finance, customer service and human resources operations. The course is intended for operations and performance managers, business and data analysts, finance and planning staff, monitoring teams, IT reporting specialists and supervisors who inherit management reports. It can be taken in the classroom, online or in-house, and ends with a CPD-accredited certificate. You leave able to build and maintain a dashboard colleagues rely on.
Data volumes inside organisations have grown faster than the ability to interpret them. Spreadsheets emailed between teams, manual monthly reports and inconsistent definitions of basic measures slow decisions and breed disagreement. Business intelligence tools such as Power BI and Tableau promise a single, current view, but they only deliver it when the underlying model, calculations and design are done properly.
This programme teaches both platforms side by side so participants understand the concepts that sit behind each tool and can work in whichever their employer has chosen. It begins with questions rather than charts: which decisions does the dashboard support, who uses it and what thresholds trigger action. Participants then connect to data, prepare it, build a sound model and write the measures that define each KPI once and consistently.
The later part of the course concentrates on usability and operation. Participants apply design principles to remove clutter, add interactivity that helps rather than distracts, test with real users and publish to a shared workspace with appropriate security. Governance topics include certified datasets, naming conventions, version control and documentation. Every session is a guided build, so that participants end the week with working dashboards, a documented data model and a rollout plan.
By the end of the course, participants will be able to:
Participants leave with:
Learning happens at the keyboard, with explanation kept short and tied to the next build step:
Day 1: Requirements, KPIs and Data Connections
Day 2: Data Preparation and Modelling
Day 3: Calculations and Analytics
Day 4: Visual Design and Interactivity
Day 5: Publishing, Security and Governance
The course is suited to people who build, own or rely on performance reporting, including:
Participants who complete all five days and submit their finished dashboards receive a CPD-accredited Certificate of Completion from Vision Reach Global Consultancy. It confirms the training and is not a Microsoft or Tableau vendor credential.
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 Operational Excellence in Dashboards & BI (Power BI, Tableau) programme, you'll be able to translate management questions into kpis, definitions and dashboard requirements, connect to and transform data from excel, databases and cloud sources using power query and tableau prep, design star-schema data models with correct relationships and granularity, and write dax measures, time intelligence and tableau lod and table calculations. The full breakdown of topics is covered session by session in the Course Outline tab above.
The course is suited to people who build, own or rely on performance reporting, including: Operations and performance managers, Business and data analysts, Finance, budgeting and planning officers, Monitoring and evaluation officers who report programme results, Supply chain and logistics analysts, HR analytics and customer service reporting staff, IT and MIS officers supporting business units, and Supervisors and team leaders who manage with data.
Operational Excellence 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.
Operational Excellence 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 Operational Excellence 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 Operational Excellence 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.
Operational Excellence 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 Operational Excellence 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 — Operational Excellence 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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