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Business intelligence training

Business Intelligence Course

Business intelligence is how organisations turn data into repeatable decisions. Learn the pipeline and build it in Power BI.

  • Hands-on, project-based
  • Trainer feedback on every module
  • Free counselling & demo on request

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Format
Live, instructor-led
Duration
Shared at counselling
Fees
Shared on enquiry
Level
Intermediate

Business Intelligence Course overview

BI is the system around the analysis: trusted data, a shared model, consistent KPI definitions and reports people can open every week. Doing a one-off analysis is analytics; making it repeatable and reliable is business intelligence.

This course follows the full pipeline in Power BI and shows where Excel still fits. For the broader skill set around it, see the Data Analytics course.

Who this course is for

  • Analysts moving into BI developer roles
  • Reporting leads standardising KPIs
  • Managers who sponsor dashboards and want to judge quality

Prerequisites

  • Basic Power BI or strong Excel skills

From data to decision

  1. DataSources
  2. CleaningPower Query
  3. ModelingStar schema
  4. AnalysisDAX
  5. VisualizationDashboards
  6. ReportingService + refresh
  7. DecisionAction

BI topics

KPI definition

Agree what each metric means before building it.

Semantic models

Reusable models with documented measures.

Dashboards and reports

Executive, operational and analytical views.

Refresh and distribution

Scheduled refresh, workspaces, subscriptions.

Governance basics

Naming, certification, row-level security intro.

Excel + BI

Analyse in Excel from a Power BI dataset.

What you will learn

  • Define KPIs and data sources with stakeholders
  • Build a reusable model in Power BI
  • Create role-based reports
  • Schedule refresh and manage a workspace
  • Apply row-level security basics
  • Document the solution

Tools covered

  • Power BI Desktop
  • Power BI Service
  • Power Query
  • DAX
  • Excel

Practical projects

Executive KPI pack. Defined KPIs with a documented model.

Departmental reporting suite. Sales and finance views on a shared model.

BI requirements document. A short brief, KPI dictionary and delivery plan.

Detailed curriculum

The program is taught module by module. Each module ends with a hands-on exercise built on business-style data.

Module 1BI concepts and requirements
  • KPIs, stakeholders, data sources
Module 2Preparation and modeling
  • Power Query, star schema
Module 3Measures and KPIs
  • DAX measure library
Module 4Report and dashboard design
  • Layers: summary, analysis, detail
Module 5Service, refresh and sharing
  • Workspaces, refresh, apps
Module 6Security and governance basics
  • RLS, naming, documentation
Module 7Capstone
  • Deliver a BI solution with documentation

Download Curriculum

Learning methodology

Every concept is taught on a working file. You see the business question first - for example, "which regions missed target last quarter?" - and then build the formula, query or measure that answers it.

Each module closes with an exercise you complete yourself, followed by trainer feedback. Mistakes are part of the process: we cover the errors people actually hit, such as text-formatted numbers, broken lookups and wrong relationship direction.

Training files and practice datasets are provided so you can repeat every exercise after class.

Training format, batches and certification

Format. Instructor-led, practical sessions. Online, classroom and hybrid options are confirmed when you speak to us.

Batches. Upcoming batch dates are shared during counselling so you get current information. Ask for weekday, weekend or fast-track availability.

Certification. You receive a CharterPeak course completion certificate on completing the program and its assessments. This is not a Microsoft certification. If you want to prepare for a Microsoft exam such as PL-300, tell us and we will map the syllabus to the official skills outline.

Your trainers

Trainer names, backgrounds and areas taught are listed on our trainers page. Ask for a short demo class or a call with the trainer before you enrol.

Sample lesson: one KPI, three definitions

Sales, finance and operations each report "revenue" with different cut-off dates. We build a KPI dictionary, fix the definition in a single measure, and show how every report now agrees.

Career applications

  • BI analyst and Power BI developer
  • Reporting lead
  • Analytics roles in finance and operations

Skills help you qualify for these kinds of work. CharterPeak does not guarantee placement, salary or any specific career outcome.

Continue your learning path

Frequently asked questions

What is the difference between BI and data analytics?

Analytics answers specific questions; BI builds the repeatable reporting that answers them continuously. Most roles involve both.

Is Power BI the only BI tool taught?

Yes. Concepts transfer to other tools, but practical work is in Power BI. See Power BI vs Tableau.

Is this for beginners?

It is intermediate. Beginners should begin with the Power BI course or the flagship program.

Does it cover data warehousing?

Only the concepts needed for modeling in Power BI. Full data-warehouse engineering is outside this course.

What is the duration of the Business Intelligence Course?

Duration depends on the batch (weekday, weekend or fast-track). We confirm the schedule and total hours when you speak to us, so you get current information rather than a fixed number on a web page.

Who can join the Business Intelligence Course?

Students, graduates, working professionals and career changers. The prerequisites are listed on this page; if you are unsure, book a free counselling call and we will point you to the right starting course.

Is the training practical?

Yes. Each module is taught on working files with exercises you complete yourself, followed by trainer feedback and project work.

Is the training online or in a classroom?

Delivery options depend on the batch. Ask about current online, offline and hybrid availability when you enquire.

Is certification provided?

You receive a CharterPeak completion certificate after finishing the program and its assessments. It is not a Microsoft certification and we do not promise exam results.

What fees and payment options apply?

Fees depend on the batch and format and are shared on enquiry. See our refund policy before you enrol.

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Ready to start?

Talk to us about your background and goals. We will recommend the right batch and starting point - no pressure.