ISO 29993 logo
Power BI

Power BI for Management and Decision Making

Data model, DAX and visuals designed to support executive decisions.

A practical programme for building dashboards leadership actually uses: a solid data model, the right indicators, AI support for writing DAX, and secure publishing.

In person or live online16 hoursOpen enrolment and in companyUp to 25 participants per classApriori certificate
Book my spot Request a corporate proposal
Duration
16 hours
Modality
Hybrid
Format
Individual and Corporate
Level
Intermediate
Who this training is for

For people who need reliable information to decide.

For those who need to turn scattered data into reliable management information, with dashboards that answer leadership's questions rather than simply producing attractive charts.

Applicable to
  • Managers and department directors
  • Controllers and planning and control teams
  • Business and data analysts
  • Finance and reporting leads
  • Commercial and operational teams with targets to track
The problem it solves

Power BI is often used as a chart generator, connected directly to loose files with no data model behind it.

The result is attractive but unreliable dashboards: numbers that do not reconcile, duplicated metrics and reports nobody uses to decide.

The programme covers the full path, from Power Query preparation to modelling, DAX and executive visualisation, ending with publishing, security and maintenance good practice.

Prerequisites

Intermediate Excel.

Skills developed
Importing and preparing data in Power Query
Dimensional modelling
Relationships and cardinality
Calendar table and filter context
DAX applied to management with AI
Defining management indicators
Executive dashboard design
Publishing and sharing in the Power BI Service
Row-level security and governance
Programme

Training programme

01

Importing and Power Query

Connecting to the company's data sources and preparing clean, refreshable tables.

02

Modelling and relationships

Building a dimensional model that keeps numbers coherent across the whole report.

03

Essential DAX

Measures, filter context and the calendar table for reliable time analysis.

04

DAX applied with AI

Using AI assistants to speed up and validate the writing of management measures.

05

Executive visualisation

Designing pages that answer decision questions, not just display charts.

06

Publishing, RLS and good practice

Publishing, controlling access by profile and keeping the report alive over time.

Practical, hands-on methodology

From the first module to the last, the class builds a complete executive dashboard together from real data.

Each participant leaves with the finished file, the measures explained and a clear method to repeat the process in other areas of the company.

Tools and resources
Power BI DesktopPower BI Service
What happens in the room
  • Building a dashboard from scratch
  • Real or anonymised company data
  • Modelling good practice explained in context
  • AI support for writing and validating DAX
  • Critical review of the page design
  • Publishing and access configuration
Certification

Apriori certificate of attendance

Trainer

Carlos Araújo

Expected outcomes

What the company gains.

Coherent, reliable management indicators
Dashboards genuinely used in decision making
Less time between data close and analysis
Team autonomy to create new reports
Access controlled by user profile
A shared reporting standard across the organisation
Deliverables

What is included in the programme.

  • Delivery of the programme, in person or live online
  • Support material and exercise databases
  • The dashboard file built during the programme
  • A library of commented DAX measures
  • Apriori certificate of attendance
  • Post-training executive report when contracted as a corporate programme

Turn data into management decisions.

Book your place or request an in company proposal with a dashboard built on your company's own indicators.

Book my placeRequest a corporate proposal