Introduction:

The shift to Self-Service BI enables non-technical users to:

–Access, explore, and visualize business data independently
-Reduce dependency on IT and data teams for routine reporting
-Quickly generate insights to support real-time decision-making
-Ensure flexibility while maintaining governance and security

By mastering modern SSBI tools and best practices, participants will be empowered to take control of their data, improve efficiency, and drive data-driven strategies.

Objectives:

By the end of this course, participants will be able to:

1. Understand the Concept and Benefits of SSBI – Learn how SSBI transforms business decision-making.
2. Choose the Right SSBI Tools – Work with Power BI, Tableau, Google Looker, and Excel for BI.
3. Prepare and Clean Data for Analysis – Use data modeling and transformation techniques.
4. Design Interactive Dashboards and Reports – Create compelling visualizations and KPIs.
5. Automate Reports and Data Refreshes – Reduce manual reporting efforts.
6. Implement Data Governance and Security in SSBI – Ensure compliance with GDPR, HIPAA, and company policies.
7. Leverage AI and Predictive Analytics in SSBI – Use AI-powered insights and automated recommendations.

Who Should Attend?

This course is ideal for business users, analysts, and managers who want to take control of their data and reporting, including:

• Business Intelligence Analysts & Data Enthusiasts
• Finance, Sales, and Marketing Professionals
• Operations and Strategy Managers
• HR & Supply Chain Professionals
• IT & Data Teams Supporting Business Users
• Executives and Decision-Makers Seeking Data-Driven Insights

Training Agenda:

Day 1: Foundations of Self-Service BI

• Morning Session:

  • What is Self-Service BI? Key Benefits and Challenges
  • Understanding BI Architecture: Data Sources → ETL → Dashboards
  • Comparing SSBI Tools: Power BI vs. Tableau vs. Google Looker vs. Excel

• Afternoon Session:

  • Hands-on Training: Getting Started with Power BI & Tableau
  • Case Study: How Organizations Successfully Implement SSBI
  • Hands-on Exercise: Connecting to and Exploring Sample Business Data

Day 2: Data Preparation & Transformation in SSBI

• Morning Session:

  • Data Sources in SSBI: Excel, SQL Databases, Cloud, APIs
  • Data Cleaning & Transformation Techniques (ETL)
  • Handling Missing Values, Duplicates, and Outliers

• Afternoon Session:

  • Hands-on Training: Data Modeling and ETL in Power BI & Google Looker
  • Case Study: Optimizing Data for Faster BI Reports
  • Hands-on Exercise: Preparing and Structuring Data for a Dashboard

Day 3: Creating Dashboards and Data Visualizations

• Morning Session:

  • Principles of Effective Data Visualization
  • Choosing the Right Charts: Bar, Line, Pie, Heatmaps, Scatter Plots, etc.
  • Designing Interactive Dashboards: Filters, Drill-Downs, and Tooltips

• Afternoon Session:

  • Hands-on Training: Building a Sales & Performance Dashboard in Power BI
  • Case Study: Best vs. Worst Dashboard Designs in SSBI
  • Hands-on Exercise: Designing a KPI Dashboard for Business Users

Day 4: Automation, AI, and Advanced BI Features

• Morning Session:

  • Automating Reports & Data Refresh: Scheduled Updates & Cloud BI
  • AI-Powered Analytics: Smart Insights, Predictive Trends, and Anomaly Detection
  • Self-Service BI vs. Traditional BI: How to Balance Both

• Afternoon Session:

  • Hands-on Training: Using AI-Powered Features in Power BI & Google Looker
  • Case Study: AI-Powered SSBI in Modern Businesses
  • Hands-on Exercise: Automating a Monthly Financial Report

Day 5: Data Governance, Security & Implementation Strategies

• Morning Session:

  • Data Governance in SSBI: Ensuring Quality, Accuracy, and Compliance
  • Access Control & Security: Who Can See What? Role-Based Access in BI
  • Driving SSBI Adoption: Training, Change Management, and User Engagement

• Afternoon Session:

  • Capstone Project: Building and Presenting a BI Dashboard for a Real-World Scenario
  • Course Wrap-Up, Q&A, and Certification of Completion