Programme overview
2 Days
Applied learning
Hands-on
Power BI redesign exercise
Decision-focused
Insights over metrics 
Executive-ready
Management communication 

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What will you learn    

01 

Start with the business question 

Define the audience, decision and message before designing a dashboard. 

 

02 

Choose the right visual 

Select visuals that match the analytical question and communicate comparisons, trends and distributions clearly. 

   

03 

Create visual hierarchy 

Use layout, whitespace, colour and emphasis to guide attention and reduce clutter. 

 

04 

Design decision-focused dashboards 

Structure Power BI reports around management questions, meaningful KPIs and logical information flow. 

   

05 

Turn analysis into a narrative 

Explain trends, drivers, exceptions, implications and recommended actions as a coherent data story. 

 

06 

Communicate with executives 

Build management-ready dashboards and commentary that support clear, confident decision-making. 

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Who should attend?

Who should attend?    

  • Business analysts 
  • Finance and FP&A professionals 
  • Reporting and MIS teams 
  • Data and BI professionals 
  • Managers and team leaders 
  • Strategy and transformation teams 
  • Marketing and commercial analysts 
  • HR and people analytics professionals 
  • Operations and performance-management teams 
  • Professionals responsible for dashboards, management reporting or executive presentations 
  • Power BI users who want to improve the quality and impact of their reporting 
Pre-requisites
  • Basic familiarity with Power BI recommended
  • Participants should be able to open, navigate and interact with Power BI reports
  • Basic understanding of charts and business KPIs useful
  • Advanced DAX or data-modelling knowledge not required
  • Access to Power BI Desktop recommended
  • Laptop required for hands-on exercises
Delivery format
  • Hybrid – face-to-face + live stream
  • Two consecutive weekend days
  • Instructor-led demonstrations
  • Hands-on Power BI exercises
  • Dashboard redesign activities
  • Individual and group work
  • Business reporting scenarios
  • Data-storytelling practice
  • Management-presentation exercises
  • Practical dashboard critique sessions

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Programme structure

Explore the eight modules designed to build practical capability in data storytelling, visual design, Power BI dashboard development, executive reporting and decision-focused communication.

Module 1: From Data Reporting to Data Storytelling

What you'll explore:

  • Understanding the difference between data, information and insight
  • Defining the business question before building a report
  • Identifying the intended audience and decision
  • Understanding what makes a data story effective
  • Recognising common reporting and dashboard-design mistakes
Module 2: Choosing the Right Visual

What you'll explore:

  • Matching chart types to analytical questions
  • Comparing categories effectively
  • Showing trends over time
  • Displaying composition and distribution
  • Avoiding misleading or unnecessary visuals
Module 3: Visual Hierarchy, Layout & Attention

What you'll explore:

  • Designing dashboards around visual priorities
  • Using size and position intentionally
  • Reducing unnecessary clutter
  • Applying whitespace effectively
  • Guiding the audience toward the most important information
Module 4: Using Colour & Emphasis Effectively

What you'll explore:

  • Using colour to communicate meaning
  • Applying consistent business-reporting conventions
  • Highlighting exceptions and priorities
  • Avoiding excessive and decorative colour
  • Designing accessible and readable reports
Module 5: Designing Decision-Focused Power BI Dashboards

What you'll explore:

  • Structuring dashboards around management questions
  • Selecting meaningful KPIs
  • Balancing summary and supporting detail
  • Designing drill-down and interaction intentionally
  • Creating a logical information flow across the report
Module 6: Turning Analysis into a Business Narrative

What you'll explore:

  • Identifying the key message behind the data
  • Distinguishing findings from implications
  • Explaining trends, drivers and exceptions
  • Structuring a beginning, middle and end to the data story
  • Connecting insights to recommendations and actions
Module 7: Executive Reporting & Management Communication

What you'll explore:

  • Designing dashboards for senior stakeholders
  • Prioritising information for executive consumption
  • Writing concise management commentary
  • Presenting performance, risks and opportunities clearly
  • Moving from dashboard display to decision-oriented communication
Module 8: Dashboard Redesign Workshop & Personal Action Plan

What you'll explore:

  • Critiquing an existing dashboard
  • Identifying design and storytelling weaknesses

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PRACTICAL TOOLS & RESOURCES 

You will walk away with 

Practical tools and templates to help you design clearer dashboards, communicate insights effectively and apply data-storytelling principles in the workplace. 

 

Personal dashboard-improvement action plan 

A practical action plan to apply dashboard-design and data-storytelling principles directly to your workplace reporting. 

01

Power BI Storytelling Checklist 

02

Dashboard Design Canvas 

03

Audience and decision-purpose template 

04

Visual-selection guide 

05

Executive-dashboard layout templates 

06

KPI storytelling framework 

07

Dashboard critique checklist 

08

Colour and visual-hierarchy guidelines 

09

Before-and-after dashboard examples 

10

Management narrative templates 

11

Data-story structure framework 

12

Power BI dashboard quality scorecard 

13

Digital reference materials for continued workplace application 

14

Personal dashboard-improvement plan  

Practical resources you can keep using beyond the programme to improve dashboard quality, data storytelling and management reporting. 

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Looking to upskill your teams?
PwC Academy Certificate of Completion
CERTIFICATE OF COMPLETION
Get recognised for your learning
Complete the course and earn a PwC Academy Certificate of Completion to showcase your professional development.
 
A tangible recognition of your commitment to continued professional development.

Schedule

Programme details to be announced soon; watch this space.

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