📊 Masterclass in Data Visualization: Advanced BI Custom Dashboards Design and Development

Module 1: Foundations and Strategy of BI Custom Dashboards

ü  The Role of Dashboards in Organizational Strategy

ü  Differences Between Operational, Tactical, and Strategic Dashboards

ü  Choosing the Right BI Toolset (Overview of Tableau, Power BI, etc.)

ü  The Dashboard Development Life Cycle

ü  Establishing a Dashboard Governance Framework

ü  Practical Session: Defining the Audience and Purpose for a Sample Dashboard

Module 2: Requirements Gathering and KPI Definition

ü  Interview Techniques for Stakeholder Needs Assessment

ü  Translating Business Questions into Measurable Metrics

ü  Defining and Documenting Key Performance Indicators (KPIs)

ü  Identifying Data Sources and Data Gaps

ü  Creating Wireframes and Mockups for BI custom dashboards

ü  Practical Session: Drafting a Requirements Document and Wireframe for a Departmental Dashboard

Module 3: Data Preparation and Modelling for Dashboard Efficiency

ü  Data Cleaning, Transformation, and ETL/ELT Processes

ü  Relational Data Modelling (Star and Snowflake Schemas)

ü  Creating Calculated Fields and Custom Measures

ü  Handling Date, Time, and Geospatial Data

ü  Optimizing Data Models for speed and scale

ü  Practical Session: Hands-on Data Model Building and Transformation (in selected BI tool)

Module 4: Principles of Data Visualization and Chart Selection

ü  Cognitive Load and Perception in Visualization

ü  Choosing the Right Chart Type (Bar, Line, Scatter, Heatmap)

ü  Effective Use of Colour and Typography

ü  Visualizing Distribution, Relationship, and Comparison

ü  Avoiding Misleading Visualizations

ü  Practical Session: Critiquing and Redesigning Poorly Visualized Charts

Module 5: Designing High-Impact BI Custom Dashboards Layouts

ü  The F-Pattern and Z-Pattern for information placement

ü  Dashboard Layout and Grouping Strategies

ü  Designing for Different Devices (Desktop, Mobile, Tablet)

ü  Implementing Filters and Parameters

ü  Using Text and Annotations Effectively

ü  Practical Session: Designing and Implementing a Multi-Screen Dashboard Layout

Module 6: Advanced Interactivity and Drill-Through Functionality

ü  Creating Action Filters and Interactive Legends

ü  Developing Drill-Down and Drill-Through Paths

ü  Using Conditional Formatting and Alerts

ü  Embedding External Content and URLs

ü  Implementing User Input Controls

ü  Practical Session: Adding Advanced Interactivity Features to the Project Dashboard

Module 7: Performance Optimization and Data Refresh Strategies

ü  Indexing and Database Optimization Tips

ü  Optimizing Calculations and Formulas

ü  Managing Data Extracts vs. Live Connections

ü  Scheduling and Monitoring Data Refresh Cycles

ü  Techniques for Fast-Loading Dashboards

ü  Practical Session: Identifying and Resolving Performance Bottlenecks in a Dashboard

Module 8: Security, Access Control, and Data Governance

ü  Implementing Row-Level Security (RLS)

ü  User Authentication and Authorization

ü  Managing Data Permissions and Sharing Settings

ü  Versioning Control and Deployment Procedures

ü  Compliance and Regulatory Considerations

ü  Practical Session: Configuring Role-Based Access Control on a Sample Dashboard

Module 9: Data Storytelling and Presenting Dashboard Insights

ü  Structuring a Narrative Around Data

ü  Highlighting Key Findings and Anomalies

ü  Using Annotations and Explanatory Text

ü  Tailoring the Story to the Audience (Executive vs. Analyst)

ü  Actionable Recommendations based on dashboard data

ü  Practical Session: Presenting the Final Project Dashboard with a Strategic Narrative

Module 10: Deployment, Maintenance, and User Adoption Strategies

ü  Best Practices for Deployment and Rollout

ü  Creating User Documentation and Training Materials

ü  Monitoring Usage and Gathering User Feedback

ü  Dashboard Maintenance and Technical Support

ü  Strategies for Driving BI Custom Dashboards Adoption

ü  Practical Session: Developing a User Training Guide and Adoption Plan

👩‍🏫 About Our Trainers

Our trainers are certified Business Intelligence Consultants and Lead Data Engineers with an average of 15 years of experience in data visualization and strategic reporting across F500 companies. They specialize in developing enterprise-level BI custom dashboards using major platforms (e.g., Tableau, Power BI, Qlik). Their expertise ensures the training is highly technical, deeply practical, and focused on current industry best practices in data governance and performance optimization.

✅ Quality Statement

We guarantee the delivery of premium, skill-focused education. This course content is continuously updated to reflect the latest features and methodologies in BI custom dashboards design and development. The project-based approach, supported by expert guidance, ensures that every participant leaves with a demonstrable portfolio and the advanced skills required to build high-performance, strategic dashboards.

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254737296202

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
2. Invoice: We can send a bill directly to you or your company.
3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
2. Participants may cancel attendance 14 days or more prior to the training commencement date.
3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor-Made Courses

We understand that every organization has unique challenges and opportunities as well as unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives.

We can customize this Course to focus on your industry, specific risk profile, or internal stakeholder dynamics. Contact us to discuss how we can create a bespoke training program that maximizes value and impact for your team. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

Accommodation and Airport Pick-up

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202