Executive Dashboarding
and Reporting with Power BI

In today’s data-driven business landscape, executives and leaders are tasked with making fast, confident decisions. However, raw data alone isn’t enough. To make informed choices, complex information must be transformed into clear, actionable insights through powerful tools and effective visualization techniques. Microsoft Power BI has become one of the leading platforms for converting data into meaningful intelligence, helping leaders gain a comprehensive view of organizational performance and quickly spot trends.

The Executive Dashboarding and Reporting with Power BI training course is tailored for executives, managers, and decision-makers who need to make high-impact decisions. In this course, participants will learn how to build real-time dashboards and dynamic reports that provide valuable insights, guide strategy, drive business growth, and support data-driven decision-making.

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

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

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.

• 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

• 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

• 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

• 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

• 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

Anderson Certificate of Completion will be provided to delegates who attend and complete the course