Global

Power BI and data visualisation for business users

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 10 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
45 min
Lessons
6 lessons
Frequency
When a team moves to dashboard reporting
Last reviewed
21 Oct 2026
Building clear visuals and dashboards: grey areas
What would you do?

A colleague's dashboard shows monthly sales as a pie with twelve slices

Try it: this is one of 19 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 45 minutes
  • Process, scenario, sorting activity, flashcards and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 11 slides
  • Quiz, poll, scale, open-ended slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 187.0Achieve ≥ 80% on the final assessmentnoneWhole course
SO 187.1Name the parts of the workspace and connect to a data source the organisation approves + your infoBest practice; organisation's data policyWhole course
SO 187.2Clean data in a repeatable step and link tables through key columnsBest practiceWhole course
SO 187.3Explain what a measure is and read a basic DAX measureBest practiceWhole course
SO 187.4Choose a visual that fits the question and build a dashboard that states one messageBest practiceWhole course
SO 187.5Share a report within the organisation's rules and check that the data is fresh + your infoOrganisation's sharing ruleWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 10 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 45 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why dashboards matter: the Power BI workspace and data sources

3 pages

9 min
Before you beginNoteList
An invented storyTextImage
The parts of the workspaceTabsSorting activityKey factQuiz
2

Cleaning data in Power Query, and relationships in the data model

3 pages

9 min
Clean it once, repeat it every timeProcess
Spot the problemFlashcards
Linking tablesTimelineTextMatching quiz
3

Measures and basic DAX: from question to number

3 pages

9 min
What a measure isAccordion
Read these measuresTableText
Order the stepsSorting activityChecklistQuiz
4

Building clear visuals and dashboards: grey areas

3 pages

9 min
ScenarioScenario
ScenarioScenario
ScenarioScenarioFlashcardsMatching quiz
5

Sharing, refresh and who to ask

2 pages

6 min
Share safelyProcessYour infoNote
Who to askProcessYour infoYour infoYour infoYour infoMulti-select quiz
6

Final assessment

1 page

3 min
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

11 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda
PollHow do you use dashboards and reports today?
ContentFrom data to dashboard in five steps: source, clean, model, report, share
QuizWhich visual best shows a trend over months? (A line chart ✔)
QuizWhat does DAX stand for? (Data Analysis Expressions ✔)
QuizOn Monday the dashboard still shows last week's numbers. First check? (When the data was last refreshed ✔)
Content · customiseCustomise: our workspace {{BI_WORKSPACE_LINK}}, approved sources {{APPROVED_DATA_SOURCES}}, sharing rule {{REPORT_SHARING_RULE}}
ScaleHow confident are you choosing a visual that fits the question?
Open-endedOne report I would like to make clearer
Q&AAsk the trainer anything
Content · customiseClosing {{DATA_OWNER_CONTACT}}, {{IT_HELPDESK_CONTACT}}, {{COURSE_URL}}, {{SURVEY_1_URL}}, {{SURVEY_2_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. How many dashboards or reports have you built or reworked since the course? multiple choice
  6. Which visual did you change, and why? short text
  7. How confident are you reading a basic measure? 1-5 scale
  8. I would question a number on a dashboard without worrying how it looks. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the data owner and the approved data sources? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

10 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Office suite in use{{OFFICE_SUITE_IN_USE}}
  • Bi workspace link{{BI_WORKSPACE_LINK}}
  • Approved data sources{{APPROVED_DATA_SOURCES}}
  • Report sharing rule{{REPORT_SHARING_RULE}}
  • Data owner contact{{DATA_OWNER_CONTACT}}
  • It helpdesk contact{{IT_HELPDESK_CONTACT}}
Show all 10 fields
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Course URL{{COURSE_URL}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}

FAQ

Common questions

Can I run power BI and data visualisation for business users training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

When a team moves to dashboard reporting, at onboarding for analyst and manager roles, or before a reporting cycle.

Who needs this training?

Analysts and managers who build or read dashboards; run by L&D with BI and finance leads.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck