Training 3: Build Dashboards That Drive Decisions – Data Visualization with Power BI and Excel
Subtitle: Transform Raw Data into Strategic Visual Tools
Duration: 3 Days | Place: Somerset Central Salcedo Makati
I. COURSE OVERVIEW
This hands-on course teaches participants how to manage, model, and visualize data using Excel and Power BI. Learn how to create interactive dashboards that highlight trends, track KPIs, and inform decisions in real time.
II. COURSE OBJECTIVES
Participants will:
Structure and clean raw data for reporting
Use Power Query for data transformation
Create data models using relationships and calculated measures
Visualize trends using charts, slicers, maps, and tables
Design interactive dashboards in Power BI and Excel
Apply principles of effective dashboard storytelling
III. TARGET PARTICIPANTS
Analysts and reporting officers
HR, Finance, Operations, and M&E staff
Anyone building recurring reports or dashboards
Professionals who want to automate and simplify data visuals
IV. WHY ATTEND
If you prepare reports manually or struggle to explain your data visually, this training will help you:
Eliminate repetitive Excel work
Create executive dashboards in minutes
Present key trends clearly and interactively
Add immediate value to decision-making processes
V. COURSE OUTLINE
Topic
Registration and Pre-Test
Module 1: Data Preparation in Excel
Module 2: Power BI Overview
Module 3: Power Query Fundamentals
Module 4: Data Modeling Basics
Module 5: Creating Visualizations
Module 6: Dashboard Layout Design
Module 7: Advanced Features
Module 8: Peer Review & Final Dashboards
Synthesis and Commitments
Key Activities
Skills check
Cleaning, structuring, formatting
Navigation, connections, imports
Transforming, unpivoting, merging data
Relationships, calculated columns/measures
Charts, maps, filters, performance indicators
Interactivity, drill-through, storytelling flow
Tooltips, bookmarks, user-friendly navigation
Feedback and revision
Post-test, dashboard action plan
VI. VALUE-ADDED FEATURES
Dashboard templates and layout guides
Sample KPI visuals by department
Power BI publishing tips
Workbook with formulas and visuals