Introduction

In today's fast-paced business environment, timely access to critical insights, regardless of location, is no longer a luxury but a strategic imperative, making Interactive BI Dashboards and Mobile Reporting essential for empowering decision-makers with real-time, actionable intelligence at their fingertips. Static reports often fall short in a dynamic landscape; interactive dashboards allow users to explore data, drill down into details, and uncover hidden trends, while mobile reporting extends this capability to smartphones and tablets, ensuring that vital business performance indicators are accessible on the go, facilitating swift and informed reactions. This training course is meticulously designed to equip business analysts, data analysts, BI developers, managers, and executives with cutting-edge knowledge and practical skills in understanding dashboard design principles, mastering the creation of highly interactive visualizations, optimizing reports for mobile consumption, implementing drill-through and drill-down functionalities, leveraging leading BI tools for mobile delivery, and addressing the unique challenges of mobile data security and user experience to unlock profound insights that drive strategic growth and operational efficiency from anywhere. Participants will gain a comprehensive understanding of how to build, deploy, and manage dynamic, mobile-friendly BI solutions that foster a truly data-driven culture across the organization.

Duration

5 days

Target Audience

• Business Analysts
• Data Analysts
• BI Developers
• Reporting Specialists
• Managers and Executives (who consume reports)
• Sales and Marketing Professionals
• IT Professionals supporting BI solutions
• Product Managers
• Consultants
• Anyone needing to visualize and share data effectively on multiple devices

Objectives

• Understand the principles of effective interactive dashboard design.
• Master techniques for creating dynamic and engaging data visualizations.
• Learn to optimize BI reports and dashboards specifically for mobile devices.
• Develop proficiency in implementing drill-down, drill-through, and filter functionalities.
• Understand the unique challenges and best practices for mobile reporting.
• Explore features for data storytelling and guided analytics within dashboards.
• Develop skills in ensuring data security and performance for mobile BI.
• Learn to effectively deploy and manage interactive dashboards and mobile reports.

Course Content

Module 1. Foundations of Interactive Dashboard Design

• Defining Interactive Dashboards: Beyond static reports
• Key Principles of Dashboard Design: Layout, visual hierarchy, user flow
• Understanding the target audience and their information needs
• Choosing the right KPIs for dashboard effectiveness
• Storytelling with data: Guiding users through insights

Module 2. Crafting Interactive Visualizations

• Types of Interactive Charts: Bar, line, pie, scatter plots, maps with drill-down
• Adding Filters and Slicers: Enabling user-driven data exploration
• Implementing Drill-Through and Drill-Down functionalities
• Using Parameters for dynamic calculations and views
• Conditional Formatting for highlighting key insights

Module 3. Introduction to Mobile Reporting

• Why Mobile BI?: Benefits of on-the-go access to insights
• Unique Challenges of Mobile Reporting: Screen size, touch interaction, connectivity
• Designing for different mobile form factors: Smartphones vs. tablets
• Key considerations for mobile dashboard layout and content prioritization
• Overview of leading BI tools' mobile capabilities (e.g., Power BI Mobile, Tableau Mobile)

Module 4. Optimizing Dashboards for Mobile Devices

• Mobile Layout Design: Single-column layouts, vertical scrolling
• Responsive Design Principles: Adapting visuals to screen size
• Using mobile-specific visuals and controls
• Touch-friendly interactions: Larger buttons, clear navigation
• Testing and previewing dashboards on various mobile devices

Module 5. Advanced Interactivity and User Experience

• Bookmarks and Buttons: Creating guided analytics paths
• Custom Navigation: Building intuitive user journeys within dashboards
• Dynamic Titles and Captions: Contextualizing data for users
• Tooltips and Hover Effects: Providing additional detail on demand
• Techniques for reducing clutter and improving readability on small screens

Module 6. Data Performance and Security for Mobile BI

• Optimizing Data Models for Mobile Performance: Efficient queries, aggregated data
• Caching Strategies: Improving load times on mobile devices
• Data Security on Mobile: Authentication, authorization, device security
• Offline Access Considerations: When and how to enable it
• Best practices for securing sensitive business data on mobile devices

Module 7. Deployment and Management of Mobile Reports

• Publishing and Sharing Dashboards: Different sharing options for mobile users
• Subscription and Alerts: Delivering proactive insights to mobile devices
• Embedding BI Content into Mobile Applications (conceptual)
• Monitoring Mobile BI Usage and Performance
• Strategies for user adoption and training for mobile reporting

Module 8. Real-World Mobile BI Case Studies and Future Trends

• Case Studies: Examples of successful mobile BI implementations across industries
• Designing a Mobile Sales Dashboard: On-the-go performance tracking
• Building a Mobile Operations Dashboard: Real-time monitoring for logistics/field teams
• Future of Mobile BI: Voice commands, AI-powered insights on mobile, augmented reality
• Continuous improvement and user feedback for evolving mobile BI solutions.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 7 working days before commencement of the training.