Business intelligence platforms have made it easy for anyone to connect to data and publish a chart, and that ease is the source of the governance problem. Without agreed definitions, different teams report different revenue figures. Without access control, sensitive staff, customer or beneficiary records reach people who should not see them. Without lineage, nobody can say which report breaks when a source system changes.

This advanced programme treats governance as an enabler rather than a brake. Participants design the operating model first: ownership of data and reports, the approval path from development to production, and the standards for naming, documentation and certification. They then implement controls in Power BI and Tableau, working through workspace and site structure, permission models, row-level security, data classification and sharing restrictions.

The remaining sessions address compliance and assurance, including privacy requirements, data quality rules, change control, monitoring of usage and refreshes, and the evidence that auditors expect. Participants work in a lab environment with sample data, build a governance checklist and leave with a policy outline, a security matrix and a monitoring plan for their own BI estate.

After completing the programme, participants will be able to:

• Design a BI governance operating model with clear roles, standards and approval paths.
• Configure workspaces, projects and permissions in Power BI and Tableau.
• Implement row-level security and manage sensitive data with classification labels.
• Establish certified datasets, shared metrics and a business glossary.
• Trace data lineage and assess the impact of source changes.
• Control report promotion with development, testing and production stages.
• Monitor usage, refresh health and data quality, and respond to incidents.
• Prepare audit evidence and privacy documentation for BI environments.

The programme is aimed at those who build, manage, secure or audit analytics platforms, including:

• BI managers and lead report developers
• Data governance and data quality managers
• Power BI and Tableau administrators
• Heads of analytics and centre of excellence members
• Information security and data protection officers
• Internal auditors and compliance officers
• Finance and performance reporting managers
• Data architects and data engineers supporting BI teams

Participants take away:

• A BI governance policy outline with roles and responsibilities.
• A security and access matrix for workspaces, sites and datasets.
• A certification checklist for datasets and reports.
• A deployment and change control process for dashboards.
• A usage and refresh monitoring plan with alert rules.
• An audit evidence pack list for analytics controls.

Participants learn on the platforms themselves:

• Guided labs in Power BI Service and Tableau using training data
• Design workshops for roles, standards and approval workflows
• Breach scenarios that test security settings and response plans
• Mock audit review of a sample BI environment
• Peer comparison of governance models from different organisations

Participants who attend all sessions and complete the lab work receive the CPD-accredited Certificate of Completion of Vision Reach Global Consultancy. It records advanced training in BI governance, not vendor certification for either platform.