Business Intelligence Tools: Power BI and Tableau

Information Technology and Digital Systems October 25, 2025
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Introduction

This hands-on course provides comprehensive training in two leading business intelligence tools: Power BI and Tableau. Participants will learn to create interactive dashboards, develop advanced visualizations, and build robust reporting solutions using both platforms. The program covers data preparation, visualization design, dashboard development, and deployment strategies for enterprise BI solutions. Through practical exercises and real-world scenarios, attendees will develop the skills to leverage these powerful tools for effective data analysis and business storytelling.

Objectives

Key learning objectives for this course include:

  • Master data visualization principles and best practices
  • Develop interactive dashboards in both Power BI and Tableau
  • Implement data preparation and transformation processes
  • Create advanced calculations and analytics
  • Design effective reports for different user audiences
  • Implement security and governance for BI solutions
  • Optimize performance of reports and dashboards
  • Develop deployment and distribution strategies
  • Compare and contrast Power BI and Tableau capabilities

Target Audience

  • Business Intelligence Developers
  • Data Analysts
  • Business Analysts
  • Report Developers
  • IT Professionals
  • Data Scientists
  • Managers needing reporting skills
  • Financial Analysts

Methodology

  • Hands-on tool exercises and labs
  • Dashboard development projects
  • Case studies of BI implementations
  • Data visualization critique sessions
  • Performance optimization workshops
  • Tool comparison discussions
  • Individual portfolio development

Personal Impact

  • Enhanced data visualization and dashboard design skills
  • Improved data analysis and interpretation abilities
  • Stronger technical proficiency in leading BI tools
  • Increased confidence in BI solution development
  • Better business storytelling with data
  • Professional growth in BI and analytics career

Organizational Impact

  • Improved data-driven decision making
  • Enhanced self-service BI capabilities
  • Reduced reporting development time
  • Better insights from business data
  • Increased user adoption of BI tools
  • Stronger competitive intelligence

Course Outline

BI Fundamentals

Tool Overview
  • Power BI vs. Tableau comparison
  • BI tool architecture and components
  • Data visualization best practices
  • BI project lifecycle
Data Preparation
  • Data source connections
  • Data transformation techniques
  • Data modeling concepts
  • Data quality considerations

Power BI Core Skills

Data Modeling
  • Power Query for data transformation
  • Data model relationships
  • DAX formula language basics
  • Calculated columns and measures
Visualization Development
  • Basic chart types and usage
  • Interactive report design
  • Report formatting and themes
  • Bookmarks and selection controls

Power BI Advanced Features

Advanced DAX
  • Time intelligence functions
  • Advanced filter contexts
  • Calculation groups
  • Performance optimization
Enterprise Features
  • Power BI Service administration
  • Data gateway configuration
  • Row-level security
  • Power BI Premium features

Tableau Core Skills

Data Connection
  • Tableau data connection options
  • Data blending and relationships
  • Extract vs. live connections
  • Data preparation in Tableau
Visualization Basics
  • Tableau interface and workspace
  • Basic chart creation
  • Filters and parameters
  • Dashboard layout and design

Tableau Advanced Features

Advanced Analytics
  • Tableau calculations (LOD expressions)
  • Advanced chart types
  • Statistical analysis features
  • Mapping and spatial analysis
Enterprise Deployment
  • Tableau Server administration
  • User management and security
  • Content migration
  • Performance monitoring

Dashboard Design

Design Principles
  • Visual design best practices
  • Color theory and accessibility
  • User experience considerations
  • Mobile dashboard design
Interactive Features
  • Drill-down and hierarchy navigation
  • Tooltip customization
  • Action filters and highlights
  • Story points and narration

Implementation Strategy

Tool Selection
  • When to use Power BI vs. Tableau
  • Cost-benefit analysis
  • Integration with existing systems
  • Future roadmap considerations
Best Practices
  • Development standards
  • Version control and documentation
  • User training and support
  • Center of Excellence establishment

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