Power BI for Management Dashboards

Course Overview

Management dashboards enable leaders to monitor performance, identify trends, detect problems, and make informed decisions using timely and reliable information. Microsoft Power BI provides an integrated environment for connecting data, building analytical models, creating interactive visualizations, and distributing insights across an organization.

This practical program equips participants with the skills required to develop professional management dashboards in Power BI. Participants will learn how to prepare data, create relationships and calculations, define meaningful KPIs, design interactive reports, and publish secure dashboards that support strategic and operational decision-making.

What You Will Learn

By the end of the program, participants will be able to:

Understand Power BI components and the dashboard development process.
Translate management requirements into KPIs and reporting specifications.
Connect Power BI to different organizational data sources.
Clean, transform, and combine data using Power Query.
Build accurate and efficient data models.
Create calculated columns, measures, and KPIs using DAX.
Design interactive and executive-level dashboards.
Apply filters, drill-downs, tooltips, and navigation controls.
Publish, share, secure, and refresh Power BI reports.
Develop a complete management dashboard for a business function.

Who Should Attend

This program is designed for:

Executives, managers, and department heads.
Business intelligence and data analysts.
Finance, accounting, and performance management teams.
Sales and marketing professionals.
Operations, procurement, and supply chain teams.
Human resources and project management professionals.
Digital transformation and information technology teams.
Employees responsible for dashboards, KPIs, or management reporting.

Course Curriculum

Module 1: Management Reporting and Power BI Fundamentals

Understanding Power BI Desktop, Power BI Service, and the reporting workflow.
Identifying management information needs and dashboard audiences.
Translating strategic and operational objectives into measurable KPIs.
Planning dashboard structure, reporting levels, and data requirements.

Module 2: Data Connection and Transformation

Connecting to spreadsheets, databases, files, and other business data sources.
Cleaning, filtering, formatting, and transforming data using Power Query.
Combining datasets through merging, appending, and grouping operations.
Creating repeatable preparation steps and validating data quality.

Module 3: Data Modeling and DAX Calculations

Designing relationships between fact tables, dimensions, and date tables.
Applying data modeling principles to improve accuracy and performance.
Creating calculated columns, measures, and time-based calculations using DAX.
Developing targets, variances, growth rates, ratios, and performance indicators.

Module 4: Dashboard Design and Interactive Analysis

Selecting effective visualizations for trends, comparisons, and performance monitoring.
Designing executive summaries, scorecards, detail pages, and analytical views.
Adding slicers, filters, drill-throughs, tooltips, bookmarks, and navigation.
Applying professional layout, accessibility, consistency, and data storytelling principles.

Module 5: Publishing, Security, and Dashboard Governance

Publishing reports and organizing dashboards within Power BI workspaces.
Configuring sharing, permissions, row-level security, and controlled access.
Scheduling data refreshes and monitoring data reliability and report performance.
Developing and presenting an interactive management dashboard project.

Ready to Take the Next Step?

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Course Details

Course Fee

upon Request

Course Duration

5 Training Days – 25 Training Hours

Delivery Method

Live Online Training, In-Person Training

Training Language

English and Arabic are Available

Course Level

All Levels