Business Intelligence and Data Visualisation
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Course details

Business Intelligence and Data Visualisation

Data Management and Business Intelligence 0 live dates
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Seminar content

What you will learn

Why Attend

Business intelligence enables organizations to convert operational data into meaningful information for planning, performance management, and decision-making. The value of BI depends on more than producing charts; it requires reliable data, well-defined KPIs, appropriate analytical models, and visualisations that clearly communicate what is happening across the business.

This Business Intelligence and Data Visualisation course develops practical skills for collecting, preparing, analysing, and presenting business data. Participants will learn how to structure data for analysis, build performance measures, create interactive dashboards, identify trends and exceptions, and communicate findings to managers and stakeholders. The programme incorporates practical workflows using Power BI, Power Query, DAX, SQL, Excel, and established data visualisation techniques.

Professional Problems This Course Is Designed to Solve

  1. Fragmented and unreliable business data — combining information from spreadsheets, databases, and operational systems into usable analytical datasets.
  2. Poorly defined KPIs — translating business objectives into measurable indicators with clear definitions, ownership, targets, and calculation logic.
  3. Weak data models — preventing inaccurate reporting caused by incorrect relationships, inconsistent dimensions, and poorly structured datasets.
  4. Overloaded dashboards — replacing confusing charts and excessive metrics with focused visualisations designed around actual management decisions.
  5. Slow reporting processes — reducing repetitive manual reporting through reusable queries, data models, refresh workflows, and self-service BI.
  6. Insights without action — moving beyond descriptive reporting to identify drivers, exceptions, trends, and business implications.
  7. Governance and trust issues — improving data quality, security, metric consistency, lineage, and responsible access to business information.

Course Methodology

The course uses practical demonstrations, instructor-led exercises, business datasets, analytical workshops, dashboard development activities, and case studies. Participants progress through the complete business intelligence workflow, from defining business questions and preparing data to developing analytical models, creating dashboards, and presenting actionable insights.

Course Objectives

By the end of this course, participants will be able to:

  • Understand the role of business intelligence in organizational decision-making
  • Translate business questions into analytical requirements and measurable KPIs
  • Prepare, clean, transform, and integrate data from multiple sources
  • Build structured data models for business intelligence reporting
  • Create business calculations and performance measures using DAX
  • Design interactive Power BI dashboards and management reports
  • Apply data visualisation principles to communicate information clearly
  • Analyze trends, variances, exceptions, and business performance drivers
  • Present analytical findings through effective data storytelling
  • Apply data quality, security, and governance principles to BI solutions

Target Audience

This course is suitable for:

  • Business intelligence analysts
  • Data analysts and reporting specialists
  • Business analysts
  • MIS and performance reporting professionals
  • Finance and management accounting professionals
  • Planning and strategy professionals
  • Operations and commercial analysts
  • Managers responsible for dashboards, KPIs, and business performance

Target Competencies

Participants will develop competencies in:

  • Business intelligence analysis
  • Data preparation and transformation
  • Data modelling
  • KPI development
  • Power BI reporting
  • DAX calculations
  • Data visualisation
  • Dashboard design
  • Business performance analysis
  • Data storytelling and decision support

Benefits

Why attend this seminar

  • Build current, practical knowledge in data management and business intelligence.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 13 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for data management and business intelligence.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Business Intelligence and Data Visualisation.

Seminar details

Detailed outline

Day 1: Business Intelligence, Data Analysis and KPI Frameworks

  • Understanding business intelligence and its role in performance management
  • Mapping the BI process from business data to management decisions
  • Translating business questions into analytical and reporting requirements
  • Defining measures, dimensions, KPIs, targets, and performance thresholds
  • Distinguishing descriptive, diagnostic, predictive, and prescriptive analytics
  • Developing KPI frameworks for finance, sales, operations, and customer performance

Day 2: Data Preparation, Power Query and Data Modelling

  • Connecting to Excel, CSV, databases, and structured business data sources
  • Cleaning and transforming datasets using Power Query
  • Combining, merging, appending, grouping, and reshaping business data
  • Applying SQL queries for filtering, joining, aggregating, and preparing analytical data
  • Designing fact tables and dimension tables using star schema principles
  • Building relationships, hierarchies, date tables, and structured analytical models

Day 3: Power BI Analytics, DAX and Interactive Reporting

  • Creating business measures and calculated metrics using DAX
  • Measuring revenue, cost, profitability, growth, productivity, and operational performance
  • Performing actual versus budget, target, variance, and period-over-period analysis
  • Building interactive Power BI reports with slicers, filters, drill-down, and drill-through
  • Analyzing performance by customer, product, region, channel, and time period
  • Practical case study: Investigating performance problems and identifying their underlying drivers

Day 4: Data Visualisation and Executive Dashboard Design

  • Selecting effective charts for comparison, trends, distribution, relationships, and performance
  • Designing executive dashboards around business questions and management priorities
  • Applying visual hierarchy, layout, labeling, scale, and information design principles
  • Using KPI cards, charts, matrices, conditional formatting, and interactive visual elements
  • Identifying misleading visualisations, unnecessary complexity, and dashboard information overload
  • Practical workshop: Building a management dashboard that communicates performance and exceptions clearly

Day 5: Business Intelligence Governance, Data Storytelling and Decision Support

  • Establishing data quality controls for accurate and consistent BI reporting
  • Validating dashboard measures and reconciling results with source data
  • Managing report access, permissions, and row-level security in BI environments
  • Improving data model performance, maintainability, and reporting efficiency
  • Using data storytelling to communicate findings, business impact, and recommended actions
  • Capstone exercise: Developing and presenting an end-to-end Business Intelligence and Data Visualisation solution

Dates and locations

Available seminar dates

50% DISCOUNT FOR GROUPS
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Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Business Intelligence and Data Visualisation.
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within data management and business intelligence and related functions.
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Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@informatech.uk or through our contact form. Our team will respond promptly.

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