Organisations now collect data from accounting systems, surveys, field apps, websites and sensors, yet decisions are still made on partial or outdated figures. Business intelligence tools close that gap, but only when the underlying data is clean, the model is sound and the visuals answer real management questions. Poorly built dashboards simply move confusion onto a screen.

The Data and Analytics for Dashboards & BI (Power BI, Tableau) Training Course takes participants from raw files to a published, governed report. The first sessions establish good analytical thinking: defining indicators, choosing grain and understanding relationships between tables. Participants then work through data preparation, modelling and calculation in Power BI, followed by equivalent techniques in Tableau so they can compare strengths and select the right tool. Design principles, storytelling with data and accessibility run throughout. Later sessions address sharing and administration, including workspaces, permissions, refresh schedules and performance tuning.

Learning is by doing. Every concept is practised on sample datasets drawn from sales, finance, programme monitoring and human resources, and participants complete a capstone dashboard that answers a defined set of management questions.

By the end of the course, participants will be able to:

• Define dashboard requirements, indicators and audiences before building.
• Connect to multiple data sources and clean them with Power Query.
• Design a star-schema data model with correct relationships.
• Write DAX measures for totals, ratios, time intelligence and filters.
• Create Tableau worksheets using calculated fields, parameters and level-of-detail expressions.
• Select visuals and layouts that communicate trends, comparisons and exceptions clearly.
• Publish reports with row-level security and scheduled data refresh.
• Compare Power BI and Tableau to select the best fit for a given need.

The course is for people who need to report, analyse and present data, including:

• Business and data analysts
• Monitoring, evaluation and learning officers
• Finance, budget and sales reporting staff
• Operations and supply chain analysts
• HR and administration reporting officers
• Researchers and statisticians moving to visual reporting
• Managers who commission or consume dashboards
• IT staff supporting self-service analytics

Participants will leave having produced:

• A completed multi-page dashboard in Power BI built from a clean data model.
• A set of reusable DAX measures for common business calculations.
• A matching Tableau dashboard with calculations and interactive filters.
• A dashboard design checklist covering layout, colour and accessibility.
• A publishing and security plan for sharing reports with the right people.
• A shortlist of improvement ideas for reporting in their own organisation.

This is a computer-based laboratory course, structured as follows:

• Instructor demonstrations followed by guided practice on each feature
• Sample datasets from finance, sales, programme monitoring and HR
• Paired problem-solving tasks and dashboard critique sessions
• A capstone project built progressively across the week
• Take-home files, notes and a feature comparison guide

At the end of the five days, participants who have attended and completed the lab work receive a CPD-accredited Certificate of Completion issued by Vision Reach Global Consultancy.

Delegates are encouraged to keep their capstone dashboard as a portfolio example.