Executive Dashboarding And Reporting With Power BI
Course Overview
Course Objectives
By the end of this training course, participants will be able to:
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Develop the skills to create executive-level dashboards and analytical reports.
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Apply best practices in data visualization to support strategic decision-making.
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Connect, transform, and model diverse data sources for insightful reporting.
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Customize and optimize dashboards for real-time performance monitoring.
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Leverage Power BI’s advanced features to enhance organizational analytics.
Course Audience
This training course is ideal for professionals who aim to harness data for better business decisions, including:
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Business Leaders, Executives, and Managers
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Strategy and Performance Management Professionals
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Data Analysts, BI Specialists, and Reporting Officers
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Professionals responsible for monitoring KPIs and operational performance
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Individuals seeking to enhance their skills in Power BI and executive reporting
Course Methodology
This course applies a practical and interactive learning approach, combining instructor-led presentations, guided demonstrations, real-world case studies, and collaborative exercises. Participants will engage in hands-on sessions using Power BI to build live dashboards and reports, supported by group discussions to reinforce conceptual understanding.The methodology ensures participants can immediately apply their learning to real organizational data and reporting needs.
Course Outline
Day 1: Introduction to Power BI for Executives
- Overview of Power BI: Capabilities and benefits for executive decision-making
- Connecting Power BI to multiple data sources (Excel, SQL, cloud-based services)
- Key concepts in data loading, cleansing, and transformation
- Exploring Power BI’s key features for organizational analytics
- Hands-on: Setting up Power BI and connecting to live organizational data
Day 2: Data Modeling and Preparation for Reporting
- Understanding relational data models and schema design
- Data preparation and transformation using Power Query Editor
- Creating calculated fields, measures, and DAX formulas
- Organizing data efficiently for executive dashboards
- Hands-on: Building and optimizing data models for performance reporting
Day 3: Designing Executive Dashboards and Visualizations
- Core principles of executive dashboard design and layout
- Selecting the right visuals for insights (KPIs, trends, scorecards, comparisons)
- Utilizing interactive features: filters, slicers, bookmarks, and drill-downs
- Customizing visuals for clarity, storytelling, and executive appeal
- Hands-on: Designing and building a complete executive dashboard
Day 4: Advanced Reporting Techniques and Real-Time Insights
- Integrating real-time data for live executive dashboards
- Using advanced Power BI features: Dataflows, Power BI Service, and Gateways
- Implementing advanced analytics with AI visuals and forecasting tools
- Sharing and distributing reports securely across departments
- Exploring Power BI Mobile for executives on the go
- Hands-on: Creating and publishing an interactive, real-time dashboard
Day 5: Optimizing and Publishing Dashboards for Executives
- Best practices for dashboard performance, usability, and security
- Customizing dashboards for executive presentations and insights
- Publishing, sharing, and maintaining dashboards within Power BI Service
- Case study: Real-world executive dashboards and lessons learned
- Final Project: Develop and present a fully customized executive dashboard
Certificates