Executive Master in Strategic Finance and Business Leadership

Data Visualization and Dashboards    

Course ID:   260511 0101 966Proj

Course Dates :          11/05/2026             Course Duration :   5   Studying Day/s   Course Location: London,   United Kingdom

Language:  Bilingual

Course Category:  Professional and CPD Training Programs

Course Subcategories:

Business Analytics & Insight Business Decision Making Performance Management Professional Practice & Standards Strategic Management

Course Certified By:  Projacs Academy & LondonUni - Executive Management Training

* Professional Training and CPD Programs
Leading to:
Executive Diploma Certificate
Leading to:
Executive Mini Masters Certificate
Leading to
Executive Masters Certificate

Certification Will Be Issued:  From London, United Kingdom


Course Fees: 

VAT varies by course location and participant nationality.

Date has passed please contact us Sales@e-s-hub.com

Introduction

This five-day course teaches how to design, build, and maintain data visualizations and dashboards that drive better decisions. You will practice translating business questions into metrics, choosing effective visuals, and assembling interactive dashboards in common BI tools. The curriculum covers performance, usability, and governance so outputs remain reliable and reusable.

Objectives

1. Translate business questions into clear dashboard requirements and measurable KPIs.
2. Choose chart types, visual encodings, and layouts that make the right insight obvious.
3. Build interactive, filterable dashboards using Power BI or Tableau (hands-on exercises).
4. Improve dashboard performance and maintainability through better data models, calculations, and asset organization.
5. Run user testing, incorporate feedback, and document governance and versioning practices for ongoing use.

Who Should Attend

1. Business analysts responsible for reporting and KPI tracking.
2. Data or BI analysts who prepare dashboards for stakeholders.
3. Reporting/BI developers who build and maintain dashboards in production.
4. Product managers who rely on metrics to guide product decisions.
5. FP&A and finance professionals who produce financial and operational reports.

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Course Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.

Week 1

Day 1 – Foundations of Data Visualisation and Dashboards

1. Principles of Data Visualisation
- Purpose of business visualisation
- Turning data into insights
- Characteristics of effective dashboards

2. Defining Business Requirements
- Translating business questions into analytics requirements
- Identifying key performance indicators (KPIs)
- Understanding stakeholder information needs

3. Dashboard Planning
- Selecting dashboard objectives
- Identifying required data sources
- Designing dashboard structure and layout

Day 2 – Visual Design and Chart Selection

1. Choosing the Right Visual
- Bar, line, pie, and scatter charts
- Tables and scorecards
- Heat maps and geographic maps

2. Visual Design Best Practices
- Colour and visual hierarchy
- Labelling and annotations
- Avoiding misleading visualisations

3. Dashboard Layout
- Organising dashboard components
- Supporting fast decision-making
- Improving user experience

Day 3 – Building Interactive Dashboards

1. Introduction to BI Tools
- Power BI interface
- Tableau interface
- Connecting to business data

2. Interactive Dashboard Features
- Filters and slicers
- Drill-down and drill-through
- Cross-filtering and user interaction

3. Creating Dashboard Calculations
- Calculated fields
- Business measures
- KPI indicators

Day 4 – Dashboard Performance and Governance

1. Data Model Optimisation
- Structuring efficient data models
- Managing relationships
- Improving dashboard performance

2. Dashboard Maintenance
- Updating data sources
- Managing reusable assets
- Version control practices

3. Dashboard Governance
- Data quality standards
- Security and user permissions
- Documentation and governance procedures

Day 5 – Practical Dashboard Development Workshop

1. Dashboard Design Exercise
- Defining business requirements
- Selecting KPIs and visualisations
- Building an interactive dashboard

2. Dashboard Validation
- Conducting user testing
- Gathering stakeholder feedback
- Refining dashboard usability

3. Implementation Planning
- Preparing dashboard deployment
- Establishing maintenance procedures
- Course review, feedback and implementation planning

Executive Master in Strategic Finance and Business Leadership

Course Information

Introduction

This five-day course teaches how to design, build, and maintain data visualizations and dashboards that drive better decisions. You will practice translating business questions into metrics, choosing effective visuals, and assembling interactive dashboards in common BI tools. The curriculum covers performance, usability, and governance so outputs remain reliable and reusable.

Objectives

1. Translate business questions into clear dashboard requirements and measurable KPIs.
2. Choose chart types, visual encodings, and layouts that make the right insight obvious.
3. Build interactive, filterable dashboards using Power BI or Tableau (hands-on exercises).
4. Improve dashboard performance and maintainability through better data models, calculations, and asset organization.
5. Run user testing, incorporate feedback, and document governance and versioning practices for ongoing use.

Who Should Attend?

1. Business analysts responsible for reporting and KPI tracking.
2. Data or BI analysts who prepare dashboards for stakeholders.
3. Reporting/BI developers who build and maintain dashboards in production.
4. Product managers who rely on metrics to guide product decisions.
5. FP&A and finance professionals who produce financial and operational reports.

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.

Course Outlines

Week 1
Day 1 – Foundations of Data Visualisation and Dashboards

1. Principles of Data Visualisation
- Purpose of business visualisation
- Turning data into insights
- Characteristics of effective dashboards

2. Defining Business Requirements
- Translating business questions into analytics requirements
- Identifying key performance indicators (KPIs)
- Understanding stakeholder information needs

3. Dashboard Planning
- Selecting dashboard objectives
- Identifying required data sources
- Designing dashboard structure and layout

Day 2 – Visual Design and Chart Selection

1. Choosing the Right Visual
- Bar, line, pie, and scatter charts
- Tables and scorecards
- Heat maps and geographic maps

2. Visual Design Best Practices
- Colour and visual hierarchy
- Labelling and annotations
- Avoiding misleading visualisations

3. Dashboard Layout
- Organising dashboard components
- Supporting fast decision-making
- Improving user experience

Day 3 – Building Interactive Dashboards

1. Introduction to BI Tools
- Power BI interface
- Tableau interface
- Connecting to business data

2. Interactive Dashboard Features
- Filters and slicers
- Drill-down and drill-through
- Cross-filtering and user interaction

3. Creating Dashboard Calculations
- Calculated fields
- Business measures
- KPI indicators

Day 4 – Dashboard Performance and Governance

1. Data Model Optimisation
- Structuring efficient data models
- Managing relationships
- Improving dashboard performance

2. Dashboard Maintenance
- Updating data sources
- Managing reusable assets
- Version control practices

3. Dashboard Governance
- Data quality standards
- Security and user permissions
- Documentation and governance procedures

Day 5 – Practical Dashboard Development Workshop

1. Dashboard Design Exercise
- Defining business requirements
- Selecting KPIs and visualisations
- Building an interactive dashboard

2. Dashboard Validation
- Conducting user testing
- Gathering stakeholder feedback
- Refining dashboard usability

3. Implementation Planning
- Preparing dashboard deployment
- Establishing maintenance procedures
- Course review, feedback and implementation planning