Many dashboards are built, admired for a month and then abandoned because they answer the wrong questions or draw on figures nobody trusts. Successful business intelligence starts with a clear decision to support, clean data and a design that fits how managers actually work. Five days cover that whole path, from requirement to rollout.
You gather requirements, define KPIs and metrics, and plan data sources, refresh and ownership. Technical sessions cover connecting and transforming data with Power Query and Tableau Prep, star schema modelling, relationships, calculated fields, DAX measures, level-of-detail expressions, filters, drill-through and row-level security. Design sessions apply visual best practice, chart selection and accessibility, followed by publishing to Power BI Service and Tableau Server or Cloud, scheduled refresh, governance, adoption and user training. Data analysts, monitoring and evaluation officers, finance and operations managers, programme staff, IT teams and MIS officers in government, NGOs, banks and private firms will benefit. Delivery is classroom, online or in-house with a computer for each participant. Afterwards you can plan a BI project, build a tested dashboard from raw data and put it in front of users with a support plan.
Organisations collect large volumes of data in spreadsheets, accounting systems, survey platforms and operational databases, yet leaders still wait days for a consolidated report. Self-service business intelligence tools promise faster answers, but they also make it easy to produce misleading visuals from badly prepared data. A deliberate approach to planning and implementation determines whether a dashboard becomes a daily management tool or an unused file.
The Planning and Implementation of Dashboards and BI course is built around the life of a reporting project. Participants first define the audience, decisions and indicators, then assess data sources and design a model that is fast and consistent. They build the same dashboard in Power BI and Tableau, which shows how each product approaches transformation, calculation, interactivity and publishing, and helps them judge which suits their environment.
Each day combines short demonstrations with lab time on the participant's own computer. Sample datasets from finance, sales, human resources and programme monitoring are provided, and participants end the week with a finished, documented dashboard and a rollout plan covering security, refresh, training and ongoing support.
By the end of the course, participants will be able to:
By the end of the week, participants will have:
Participants spend most of their time at the keyboard. The approach includes:
Day 1: Planning a BI Project
Day 2: Data Preparation and Modelling
Day 3: Calculations and Analysis in Power BI
Day 4: Building in Tableau and Visual Design
Day 5: Implementation, Governance and Adoption
The course is aimed at people who build, commission or manage reporting, including:
Successful completion of the labs and attendance of every session earns a CPD-accredited Certificate of Completion from Vision Reach Global Consultancy. It certifies training attended and is separate from any vendor exam.
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 Planning and Implementation of Dashboards & BI (Power BI, Tableau) programme, you'll be able to translate management questions into measurable kpis and dashboard requirements, plan data sources, refresh schedules, ownership and quality checks, clean and shape data using power query and tableau prep, and design a star schema data model with correct relationships. The full breakdown of topics is covered session by session in the Course Outline tab above.
The course is aimed at people who build, commission or manage reporting, including: Data and business intelligence analysts, Monitoring, evaluation and learning officers, Finance, planning and budget analysts, MIS and IT officers supporting reporting systems, Operations, sales and supply chain managers, Programme managers in NGOs and development agencies, Government statisticians and performance units, and Excel power users moving to a BI platform.
Planning and Implementation 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.
Planning and Implementation 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 Planning and Implementation of 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 Planning and Implementation 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.
Planning and Implementation of 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 Planning and Implementation 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 — Planning and Implementation 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.
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