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- About Us
A highly interactive training course on
Executive Dashboarding and Reporting with Power BI
Training course overview
In today’s data-driven business landscape, executives and leaders are required to make fast, high-stakes decisions with confidence. However, raw data alone isn’t enough to guide these choices. Turning complex information into actionable insights demands advanced tools and effective data visualization techniques. Microsoft Power BI has emerged as a leading solution for converting data into clear, actionable intelligence, helping leaders gain a comprehensive view of organizational performance and quickly identify key trends.
This Executive Dashboarding and Reporting with Power BI training course is specifically designed for executives, managers, and professionals responsible for high-level decision-making. Through this training, participants will acquire the skills to build powerful, real-time dashboards and dynamic reports that inform strategy, fuel growth, and enable data-driven decision-making.
What are the goals?
By the end of this training course, participants will be able to:
- Equip participants with the skills to create executive-level dashboards and reports
- Teach best practices for data visualization to support strategic decision-making
- Enable users to connect, transform, and model data for insightful reporting
- Develop the ability to customize and optimize dashboards for real-time insights
- Foster understanding of Power BI’s capabilities in organizational analytics
Who is this training course for?
This training course is suitable to a wide range of professionals but will greatly benefit:
- Business leaders, executives, and managers looking to harness data for strategic decisions
- Professionals responsible for data analytics, reporting, and performance management
- Individuals interested in learning advanced reporting techniques to enhance organizational insights
How will this training course be presented?
This training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes an interactive mixture of lecture-led learning & group discussions.
Course Outline
Day One: Introduction to Power BI for Executives
- Introduction to Power BI: Overview and Capabilities
- Connecting Power BI to various data sources (Excel, SQL, cloud sources)
- Key concepts in data loading, cleansing, and transformation
- Essential features of Power BI for executive use
- Hands-on: Setting up and connecting Power BI to organizational data
Day Two: Data Modeling and Preparation for Reporting
- Understanding data models and relationships for effective reporting
- Data preparation and transformation techniques (Power Query Editor)
- Calculated fields, measures, and using DAX (Data Analysis Expressions)
- Organizing data for executive dashboards
- Hands-on: Creating data models and preparing datasets for reporting
Day Three: Designing Executive Dashboards and Visualizations
- Principles of effective dashboard design for executives
- Choosing the right visuals for executive insights (KPIs, charts, trends)
- Using interactive features: Filters, slicers, and drill-downs
- Customizing visuals and layout for high-impact dashboards
- Hands-on: Designing and building an executive dashboard
Day Four: Advanced Reporting Techniques and Real-Time Data
- Real-time data integration for up-to-date executive insights
- Advanced Power BI features for in-depth analysis (e.g., Power BI Service, Dataflows)
- Best practices for using Power BI Service to share and distribute reports
- Exploring Power BI Mobile for on-the-go dashboard access
- Hands-on: Creating a real-time, interactive dashboard for executives
Day Five: Optimizing and Publishing Dashboards for Executives
- Optimizing dashboards for performance and user experience
- Customizing reports for executive presentations and key insights
- Publishing and sharing dashboards securely within the organization
- Case study and real-world examples of executive dashboards
- Final Hands-on Project: Developing and presenting a custom executive dashboard
The certificate
- Coventry Academy Certificate of Attendance will be provided to delegates who attend and complete the course
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