Reporting and Business Intelligence (BI) tools
Your data needs to inform your stakeholders' decisions. Structure your analyses and presentations to make indicators understandable and variances visible. Strengthen your independence in producing information that supports business management.
- Duration
- 3 days 21 hours
- Code
- DATA005FR Code
Presentation
In a world where decisions must be fast and accurate, yours deserve more than static Excel spreadsheets. In 3 days, move to Power BI and multiply the value of your data by 10 to manage marketing and business activities in real time. Every exercise mirrors your real-world cases, so you leave with dashboards ready to use the next day.
The programme guides you through BI foundations and visual architecture for live data transformation. You will then explore advanced modelling and master DAX, the core of BI intelligence, through practical challenges. The course concludes with modules on dashboard design thinking and data storytelling, teaching you to communicate with impact.
By the end of the programme, you will be able to turn any data source into actionable insights, secure your platform and present results with impact: key capabilities for making fast, accurate decisions ahead of the competition. You will also have a ready-to-use governance plan to sustain your deliverables and support change effectively within your teams.
Objectives
- build relevant queries and design interactive dashboards tailored to business requirements;
- secure, configure and administer a BI platform from end to end;
- design and optimise complex DAX formulas to enrich your analyses;
- structure a clear data narrative and present insights persuasively;
- automate the generation and distribution of Power BI reports;
- use forecasting and forward-looking analysis techniques to anticipate trends and add decision-making value.
Program
Module 1: understand the data visualisation revolution
- The 4 dimensions of visual intelligence:
- interactive exploration;
- automated storytelling;
- real-time operation and responsiveness;
- collaborative intelligence.
Demo
- Transform a static Excel report into an interactive dashboard with drill-down options.
Module 2: explore Power BI architecture and its ecosystem
- The 5 layers of BI architecture:
- data sources;
- ingestion;
- transformation;
- modelling;
- visualisation;
- distribution.
Practical exercise
- Design a complete BI architecture for a department.
Module 3: master data modelling
- The 7 principles of modelling excellence:
- star schema architecture;
- time management;
- optimal relationships and cardinalities;
- memory and performance optimisation;
- Row-Level Security (RLS);
- documentation;
- governance.
Practical exercise (challenge)
- Build a unified data model for marketing analysis.
Module 4: apply DAX for BI intelligence
- The 6 families of essential DAX functions:
- aggregation;
- time intelligence;
- context analysis;
- conditional logic;
- predictive and statistical calculations;
- performance optimisation.
Practical exercise (DAX challenge)
- Create DAX measures for an executive dashboard.
Module 5: design dashboards (Design Thinking and UX)
- The 8 principles of visual excellence:
- intelligent visual hierarchy
- business colour palette (MTN)
- visualisation types by purpose;
- intuitive interactivity;
- multi-device responsive design;
- sequential storytelling;
- accessibility and inclusion;
- performance and speed.
Practical exercise (challenge)
- Transform an Excel report into a revolutionary visual experience.
Module 6: communicate through data storytelling
- The 6 acts of data storytelling:
- capture attention;
- set the scene;
- build tension;
- reveal the key insight;
- propose action;
- mobilise.
- The 4 advanced narrative techniques:
- analytical suspense;
- dramatic contrast;
- geographical journeys;
- data personification
Practical exercise (scenario)
- Present an executive strategy to the board of directors.
Module 7: automate and govern Business Intelligence
- BI production architecture.
- The automated production pipeline.
- Governance and security.
Audience
This course is intended for:
- Marketing and sales professionals who need to turn data into decision-making insights.
- Product managers, marketing managers and marketing analysts whose strategic decisions are data-driven.
- Research analysts, management accountants, data analysts and business consultants with initial Excel/Power BI experience who want to develop their BI skills.
Prerequisites
This course has no formal technical prerequisites, but confidence using office productivity tools is recommended.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
- Practical exercises
- Case study
Course highlights
- Immediate transformation: convert static Excel reports into interactive Power BI dashboards, multiplying your insights by 10.
- DAX and storytelling in action: solve real-world cases and tell your data story professionally using advanced formulas and tailored narrative techniques.
- End-to-end BI: manage the entire lifecycle, from data collection to automated governance, including modelling and report distribution.
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.
Session alerts
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