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BERKELEY SCHOOL OF BUSINESS, ARTS & SCIENCES

Creating Dashboards with Excel & Power BI

This comprehensive training program is designed to equip participants with the essential skills required to build powerful and interactive dashboards using two of the most popular tools in data analysis—Microsoft Excel and Power BI. The course caters to beginners and intermediate learners looking to enhance their data visualization and reporting abilities.

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Overview

This comprehensive training program is designed to equip participants with the essential skills required to build powerful and interactive dashboards using two of the most popular tools in data analysis—Microsoft Excel and Power BI. The course caters to beginners and intermediate learners looking to enhance their data visualization and reporting abilities.

 

This course is designed to be highly interactive from start to finish. At every step, participants will clearly understand the purpose behind each activity and how they can apply their new knowledge and skills when they return to the workplace. The course kicks off by ensuring that all participants are familiar with and can effectively use the most important foundational concepts and techniques in both Microsoft Excel and Microsoft Power BI for desktop.

 

To get the most out of this course, participants should arrive with Excel 2024 or Office 365 fully installed and with a mindset ready to actively engage in discussions. They should be prepared to contribute examples and suggestions to enrich the learning experience. The materials and case studies used are up-to-date, including advanced tools like the Regular Expression function, Python for Excel, and more. Prior to the course, participants will receive detailed instructions on how to set up Excel, download and install Power BI, and any other necessary resources. This course is not only interactive but also intensive. Despite being just two days long, we aim to achieve a great deal in that time, ensuring that participants leave with valuable skills and insights.

Offered by

Berkeley School of Business, Arts & Sciences

What are the Objectives?

‣ Understand the importance of dashboards in business decision-making.

‣ Create dynamic, interactive dashboards using Excel.

‣ Design professional dashboards in Power BI with advanced visualization features.            

‣ Learn how to connect, manipulate, and visualize data from different sources.

‣ Master techniques for automating data refreshes and reports.

‣ Explore real-world use cases and examples to apply their learning.

What is the eligibility?
  • Basic understanding of Microsoft Excel.
  • No prior experience with Power BI is required, though familiarity with Excel will be beneficial.
Who can do?
anyone who is interested to learn about following concepts can pursue Creating Dashboards with Excel & Power BI:
Introduction to Dashboards, Building Dashboards in Excel, Introduction to Power BI, Advanced Power BI Features, Real-World Dashboard Projects, Reviewing Excel and Pivot Tables, Critical Excel Functions, Business Intelligence begins with Power BI for the Desktop, More Advanced Business Intelligence, Design Principles, Display Principles, Interactive Controls, Analysing The Data, Automating Your Dashboard, Putting It All Together.
individuals with the following designations:
Financial Accountants, Management Accountants, Corporate Financiers, Investment Bankers, Financial Controllers, Sales and Marketing Staff, Auditors, Finance staff, Commercial Bankers, Business Analysists, Financial Analysts, Statisticians, Production Managers, Professors and other Teachers, Professionals in any data-driven role, Individuals looking to improve their skills in data visualization, reporting, and decision-making, Excel users who want to learn how to take their skills to the next level with Power BI.

Course structure

The 2-day Creating Dashboards with Excel & Power BI training program is designed to teach participants how to efficiently create interactive, dynamic dashboards using both Excel and Power BI for comprehensive data analysis and business intelligence.

Day 1:

On Day 1 of the training, participants will start by mastering key Excel techniques, including the use of Excel Tables and Pivot Tables, to manage and analyze data efficiently. They will also explore essential Excel functions such as IF statements, SUMIFS, VLOOKUP, and dynamic array functions like UNIQUE, FILTER, and XLOOKUP. The day will then transition into Power BI for the Desktop, where delegates will learn how to import data from various sources like Excel, CSV files, and databases, and begin creating basic visualizations. The training will also cover advanced data manipulation techniques using Power Query, including data cleaning, unpivoting, and combining tables. Participants will be introduced to Power Pivot for building data models and creating relationships, as well as design principles inspired by experts like Edward Tufte and Stephen Few. The goal of Day 1 is to equip delegates with the foundational skills in both Excel and Power BI to set the stage for creating impactful business intelligence dashboards.

Day 2:

On Day 2 of the training, participants will dive deeper into advanced dashboard design techniques, starting with Display Principles such as creating effective charts for time series, smoothing data, and using sparklines for trends. They’ll also explore advanced chart types like target vs. variance charts, frequency distribution, and performance against target ranges. The session will include creating dynamic controls using form elements such as checkboxes, combo boxes, and scroll bars, as well as using dynamic named ranges for charts. The course will then cover advanced data analysis using Pivot Charts, Slicers, and Power Pivot. Participants will also learn how to automate their dashboards by linking to data sources through Power Query, Power Pivot, and Power BI, ensuring automatic updates and refreshes. Finally, the day will focus on selecting the most appropriate visualizations for various data types, including column, line, pie, scatter, and heatmaps, and will teach participants how to apply array formulas and rank values with Pivot Tables. By the end of Day 2, delegates will have the tools to create highly interactive, automated, and insightful dashboards.

Lecture plan

Session 1: Lectures (6 Hours)

Session 2: Lectures (6 Hours)

Learning Methodology

Berkeley offers expertly developed learning materials tailored to meet participants' needs, ensuring comprehensive coverage of the syllabus and optimal exam preparation.

‣ Tailored Material: Guides are designed to cover the entire syllabus, offering full preparation and deep understanding.

‣ In-Depth Content: Unlike superficial outlines, our materials provide fully developed theories and concepts, equipping participants with complete knowledge.

‣ Strategic Study: We help participants prioritize study time by indicating the weight of each topic, allowing efficient focus on crucial areas.

‣ Difficulty Levels: Topics are labeled as "Awareness" or "Proficiency," guiding participants to allocate time based on the required depth of knowledge.

‣ Comprehensive Coverage: Our materials include detailed theory and a glossary of technical terms to clarify complex concepts.

‣ Effective Learning Techniques: Visual aids and memorization techniques ensure long-lasting retention, helping candidates succeed.

Berkeley’s methodologies equip participants with the essential knowledge and tools for both exams and future success.

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Lectures

Our lecture plan integrates structured learning with interactive teaching methods, promoting engagement and collaboration. This approach ensures a comprehensive understanding of concepts, fostering critical thinking and practical application in real-world scenarios.

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Practice Session

Practice sessions offer hands-on experience through guided exercises, enhancing skills and reinforcing knowledge. This practical approach ensures mastery of concepts, promoting confidence and competence in real-world applications.

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Mock Examination

Mock examinations simulate real test conditions, providing valuable practice and assessment. This helps identify strengths and weaknesses, ensuring thorough preparation and boosting confidence for actual exams.

berkeley's performance standards

Evaluates and ensure the quality of the training program and all its deliverables.  This is measured through the following indicators:
‣ Instructors' experience and style in presenting and explaining topics.
‣ Variety and balance of teaching methods (such as discussions, case studies, mock exams and videos) used in the course to ensure retention and to match the learning objectives.
‣ Level of interactivity.
‣ Feedback from program participants
‣ Full compliance with Institute standards and guidelines for preparation and study requirements and methodology.
‣ Progress reports from the training program provider.

Fee Structure

Self-Study Program

AED 5500.00

Ideal for disciplined learners who prefer flexibility

  • Access to Berkeley Study Materials (eBook)
  • Lecture Recording

Live Online Classes

AED 9000.00

Learn from expert instructors in real-time

  • Interactive live sessions
  • Full syllabus coverage and doubt solving
  • Study materials

One-to-One Face-to-Face Coaching

AED 18300.00

Personalized, intensive learning experience

  • Individual attention and customized pace
  • Direct mentorship with an expert trainer
  • Complete study package included
Success Stories

“As a strong advocate for education and human development, I commend Berkeley for its exceptional commitment to empowering future leaders. The institution stands as a symbol of excellence, innovation, and opportunity. Students who walk its halls are nurtured with knowledge, values, and vision—qualities that contribute to building a stronger and more prosperous future for our nation.”- H.H. Shaikh Khalifa Al Hamid

Visit our Alumni

Alumni Benefits

‣ Exclusive Networking Events: Access invitations to industry-leading events and thought-leadership gatherings featuring renowned speakers.


‣ Monthly Updates: Stay informed with a newsletter highlighting the latest research, events, and activities from the school.


‣ LinkedIn Community Access: Join the Executive Education LinkedIn group for networking and professional development opportunities.


‣ Educational Discounts: Enjoy a 20% discount on open-enrollment programs and access to workshops focused on emerging trends.


‣ Global Alumni Network: Connect with a diverse alumni community through the Berkeley School’s online network and engage in country and interest groups.

Is It Worth the Investment?

Completing a course in Excel and Power BI can significantly enhance your earning potential, with salary benefits varying by region due to factors like demand, cost of living, and industry standards.

United States: In major urban centers such as San Francisco, New York, and Seattle, professionals skilled in Power BI can command higher salaries. For example, senior Power BI developers in San Francisco typically earn around $154,000 annually, with those in Seattle and New York earning approximately $150,000 and $146,000, respectively. 

Europe: In Western Europe, particularly in countries like the United Kingdom and Germany, proficiency in Excel and Power BI is highly valued. Professionals with these skills often receive competitive compensation packages, though specific salary figures can vary based on the country and industry.

Middle East: In the Middle East, including regions like Dubai, the demand for data analysis and visualization skills is growing. Professionals with expertise in Excel and Power BI can expect salaries that are competitive within the local market, though exact figures can vary widely depending on the specific country and industry sector.

Asia: In countries like India and China, the demand for data professionals is increasing. While salaries may be lower compared to Western standards, they are often higher than the average for the region, reflecting the specialized skills in Excel and Power BI.

What you earn

You will get a certificate of completion, which is highly reputed and accepted by employers.

Efficient Data Management

Learn techniques to manage and organize large datasets more effectively and accurately.

Automation Skills

Utilize macros and VBA to automate repetitive tasks and streamline workflows.

Enhanced Data Analysis

Master advanced Excel functions and formulas to perform complex data analysis and reporting.

Advanced Visualization

Create sophisticated charts and dashboards to visualize data insights and trends clearly.

Problem-Solving Techniques

Develop advanced problem-solving skills with Excel’s powerful tools for data manipulation and analysis.

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FAQ: Creating Dashboards with Excel & Power BI

contact us for more information or to apply for admission. Seats fill up quickly, so we encourage early registration!

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