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Business Intelligence using Power BI and Tableau E- Learning

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Certification in Business Intelligence using Power BI and Tableau E- Learning

We generate vast amounts of data every day and use it to make informed decisions. To make this data truly useful, we must learn how to interpret and apply it effectively. Raw data holds little value unless we can visualise, understand, and act on it. That’s where powerful tools like Power BI and Tableau play a vital role. These tools automate dashboards, reduce manual reporting, and enable faster, smarter decision making. In mastering them, professionals not only gain a competitive edge but also become key drivers of business performance.

Whether analysing financials, tracking marketing efforts, studying workforce trends, or streamlining supply chains, Power BI and Tableau offer the flexibility to support diverse industries. This Power BI training online helps professionals gain in-demand skills. The Tableau for data analysis helps professionals gain in-demand skills.

LearninGT by Grant Thornton Bharat offers a Certificate in Business Intelligence using Power BI and Tableau to help participants apply these tools in managing data across various business functions. Participants engage with immersive case studies in - finance, marketing, human resources and supply chain, where they learn to connect, clean, and transform raw data, and design optimised, interactive dashboards that deliver actionable insights.

programmeme objectives

  • To learn how to transform data using Power BI and Tableau across various business functions.
  • To use Power Query and Data Analysis Expressions (DAX) formulas to connect, clean and transform data.
  • To create interactive dashboards and reports using visuals like key performance indicators (KPI) cards, decomposition trees, maps and charts.
  • To publish and share reports and dashboards securely within their organisation.
  • To apply AI-powered features in Power BI and Tableau to enhance data interpretation.

Who should attend?

  • Entrepreneurs
  • Business analysts
  • Business intelligence professionals
  • Project managers
  • Functional heads

Programme coverage

  • Part 1 – Power BI
    • Introduction to Power BI
    • Power BI intro
    • Architecture of Power BI
    • Power BI application overview
    • Dashboards and reporting
  • Case study 1 – Supply chain department
    1. Problem statement
    2. Data connection and loading
    3. Data preparation and transformation
    4. Cleaning data with power query
    5. Data model optimisation
    6. Data cleaning
    7. Create calculated columns and DAX formulas
    8. Sales report
      1. KPI card measures
      2. Clustered column chart
      3. Area chart
      4. Tree map chart
      5. Decomposition tree
    9. Delivery report
      1. Donut chart, stacked column chart
      2. Q&A visual in Power BI
      3. Stacked column chart
      4. Slicers
    10. Customer analysis
      1. Pie chart, stacked bar chart, key influencer chart, line chart
      2. Publishing and sharing
      3. Creating dashboards
      4. Embed Power BI dashboards in other applications
    11. Customer analysis
      1. Pie chart, stacked bar chart, key influencer chart, line chart
      2. Publishing and sharing
      3. Creating dashboards
      4. Embed Power BI dashboards in other applications
  • Case study 2 – Finance department
    • Introduction to Finance case study
      1. Data connection and loading
      2. Data preparation and transformation
      3. Data modelling and relationships
        1. Constructing data model and establishing relationships
        2. Integrate multiple tables and organising data model
        3. Creating DAX formulas
    • Revenue and income insights
      1. Table with conditional formatting
        1. Slicer
        2. Waterfall chart
        3. Bar and column chart
        4. Stacked column chart
      2. Accounts receivable dashboard
        1. Customers by the highest overdue payment
        2. Total receivables per aging group
    • Aging analysis matrix
      1. KPI card measures
    • Sales performance dashboard
      1. KPI cards
      2. Line and stacked column chart
      3. Table, waterfall chart, stacked bar chart
    • Sales analysis region
      1. Map, donut chart, stacked bar chart, line chart
    • Product analysis
      1. Bar chart, tree map, ribbon chart, scatter chart
      2. Security implementation
      3. Publishing and sharing
  • Case study 3 – Marketing department
    1. Data connection and loading
    2. Data preparation and transformation
    3. Data cleaning and transformation
    4. Creating DAX formulas
    5. Marketing campaign analysis
    6. Waterfall chart, donut chart, pie chart, clustered column chart
    7. KPI charts
    8. Campaign performance
    9. Line and clustered column chart, scatter chart, decomposition tree, sunburst chart
    10. Power automate integration for workflow automation
    11. Flow to send a message, flow to update an Excel sheet
    12. KPIs leadership role
  • Case study 3 – Human resource
    1. Problem statement on Human Resource
    2. Data connection and loading
    3. Data preparation and transformation
      1. Cleaning data with Power query
      2. Data model and calculated columns
      3. Creating DAX formulas
    4. Workforce distribution analysis
      1. Tree map, stacked bar chart, sunburst chart, pie chart
      2. KPI chart measures
        1. Drill through report
    5. Employee demographics dashboard
      1. Filled map, donut chart, line and clustered column chart, bar chart
      2. KPI card measures
      3. Use of bookmarks
    6. Attrition trends & salary drivers
      1. Area chart, stacked column chart
      2. Key influencers
      3. Smart narratives
        1. Security implementation
        2. Publishing and sharing
        3. KPIs leadership role
  • Part 2 – Tableau
    1. Introduction to Tableau
    2. Architecture of Tableau
    3. Tableau application overview
    4. Dashboards & reporting
  • Case study 1 – Finance department
    1. Introduction to Finance case study
    2. Data connection and loading
    3. Understanding the data
    4. Income data preparation using Tableau prep
    5. Data preparation and transformation
    6. Revenue and income insights
      1. Table with conditional formatting
      2. Bar or column charts
      3. Stacked column chart
      4. Creating the revenue insights dashboard
    7. Sales performance dashboard
      1. KPI cards
      2. Line and stacked column chart
      3. Waterfall chart
      4. Creating the sales performance dashboard
    8. Sales analysis region
      1. Visuals – Map, pie chart, stacked bar chart, line chart
      2. Creating the sales analysis dashboard
    9. Product analysis
      1. Bar chart, tree map, bump chart, scatter chart
      2. Creating the product analysis dashboard
        1. Publishing and sharing
  • Case study 2 – Marketing department
    1. Introduction to marketing
    2. Data preparation, cleaning and transformation
      1. Understanding the dataset
      2. Data cleaning with Tableau prep
      3. Importing cleaned data to Tableau desktop
      4. Create calculated fields and aggregations
    3. Marketing campaign analysis
      1. Gantt bar, tree map, pie chart
      2. Clustered column chart
      3. KPI cards
      4. Creating marketing campaign analysis dashboard
      5. Exporting to PDF, Power Point
    4. Campaign performance
      1. Line and clustered chart and AI explain data feature
      2. Scatter chart, bar chart, sunburst chart
      3. Creating campaign performance dashboard
      4. Using device designer for mobile layouts
        1. Create a story and publish to cloud
        2. KPIs leadership role
  • Case study 2 – Human resource department
    1. Introduction to HR case study
    2. Data connection and loading
    3. Data preparation and transformation
    4. Workforce distribution analysis
      1. Tree map, stacked bar chart, packed bubble chart, pie chart
      2. KPI cards
      3. Workforce distribution analysis dashboard
        1. Drill through report
        2. Employee demographics dashboard
          1. Filled map, heat map, line and clustered column chart, bar chart
          2. KPI cards for What-if analysis
    5. Employee demographics dashboard
      1. Highlights in Tableau
      2. URL actions in Tableau
        1. Attrition trends and salary drivers
        2. Area chart, side-by-side bars, box and whisker plot, histogram
        3. Tool tip visualisation
        4. Attrition trends and salary driver’s dashboard
        5. Row-level security
        6. Publishing and sharing
        7. KPIs leadership roles
  • Case study 3 – Supply chain department
    1. Introduction to Supply Chain
    2. Data connection and loading
    3. Data preparation and transformation
      1. Data cleaning with Tableau prep
      2. Performance optimisation
      3. Create calculated fields and aggregations
    4. Sales report
      1. KPI card measures
      2. Stacked bar chart, area chart, tree map chart
        1. Calendar heatmap daily profit pattern
        2. Sales report dashboard
          1. Delivery report
            1. Pie chart delivery status breakdown
            2. Stacked column chart, symbol map, stacked column chart
          2. Delivery report dashboard
          3. Customer analysis
            1. Pie chart, stacked bar chart, Sankey diagram, line chart with what-if analysis
              1. Customer analysis dashboard
              2. Publishing and sharing
  • Introduction to Tableau Pulse
    1. Introduction and demo
    2. Embed Tableau dashboards in other applications
    3. KPIs leadership roles

programme Deliverables

  • 25 hours of learning content
  • Extensive course material and case studies
  • Quizzes and assessments
  • Access to Grant Thornton Bharat LMS for one year
  • Query resolution from an expert within 24 hours
  • Certificate of completion post final assessment

Fees and schedule

Fees

Programmeme fees: INR 15,000 plus taxes

Cancellation and refund policy

  • 50% refund for cancellations up to five days before the start date
  • No refunds for cancellations within five days of the start or no-shows
  • Cancellations must emailed; participants may join future batches at no extra cost upon early request