Full Programme
Everything covered in this programme, so you can confirm it's the right fit before you complete your registration above.
Business intelligence tools have put analytics in the hands of thousands of non-specialist users. That democratisation brings speed, but also a new category of operational risk: figures that do not reconcile to the ledger, definitions that differ between departments, reports published to the wrong audience and models that break quietly when a source system changes. Auditors and boards are beginning to ask who owns each dashboard and what evidence supports its accuracy.
This course applies risk management thinking to Power BI and Tableau environments. Participants start by mapping the end-to-end reporting chain and rating the likelihood and impact of failure at each point. They then study controls in depth: source and pipeline validation, data modelling checks, testing of measures and calculated fields, visual design that avoids misinterpretation, performance and refresh monitoring, and security through roles, row-level filters and sharing rules. A further block addresses governance, including metric definitions, ownership, documentation, version control, certification of datasets, retention of reports and regulatory expectations on personal data.
The approach is hands-on. Participants inspect deliberately flawed Power BI and Tableau workbooks, find the errors, apply fixes and record the controls in a risk register. They finish by preparing an assurance plan for a dashboard that matters in their own organisation.
On completion, participants will be able to:
The training will benefit people who build, own, rely on or review dashboards, including:
Participants leave with:
Participants work directly in the tools rather than watching slides. The approach includes:
Participants who attend all sessions and complete the lab exercises are issued a CPD-accredited Certificate of Completion by Vision Reach Global Consultancy.