Modern Report Automation & Analytics: Advanced Excel, Power BI & Integrated Business Intelligence Systems
Venue: Lake Naivasha Resort, Naivasha-Kenya
Date: 6th - 11th July 2026
Cost: Kshs. 86,000 / USD 850
CPD points: 10
Overview
Transform your reporting capabilities with this program on modern report automation and analytics, integrating advanced Excel, Power BI, and business intelligence systems. Participants will learn to build automated reporting pipelines that pull data from multiple sources, transform it using Power Query, and create interactive dashboards in Power BI. The curriculum covers advanced Excel techniques, data modeling, DAX, and deployment of BI solutions across the organization. Through hands‑on projects, attendees will develop end‑to‑end skills to deliver timely, accurate, and insightful reports that drive decision‑making. This program is essential for data analysts, BI professionals, and finance teams seeking to modernize their reporting.
Objectives
- Design automated reporting workflows using Excel and Power BI
- Integrate data from multiple sources (databases, APIs, Excel files) with Power Query
- Build robust data models in Power BI with relationships and calculated columns
- Write DAX measures for complex business calculations
- Create interactive dashboards with drill‑down and cross‑filtering
- Publish and share reports via Power BI service
- Set up scheduled data refresh for real‑time insights
- Apply row‑level security to control data access
- Combine Excel and Power BI for comprehensive BI solutions
Target Audience
- Data analysts and business intelligence professionals
- Financial analysts and reporting managers
- Excel power users transitioning to Power BI
- IT professionals supporting BI platforms
- Consultants building client reporting solutions
- Anyone responsible for organizational reporting
Methodology
- Hands‑on labs with Excel and Power BI
- Data transformation exercises with Power Query
- DAX programming workshops
- Dashboard design sessions
- Case study analyses of BI implementations
- Peer review of reporting solutions
- Action planning for report automation
