Illustrative exampleRegional operations dashboard team
Situation: Analysts build operational reports from spreadsheets and database extracts.
Scope: Power Query, modelling, DAX, visual design and scheduled refresh concepts.
Engagement: Four-module workshop series plus report clinic.
Measurement: Practical exercise quality, capstone review and adoption of agreed modelling checks.
Dependencies: Approved datasets, licences and reliable source definitions.
Illustrative exampleEnterprise contributor pathway
Situation: A business is expanding self-service Power BI across several departments.
Scope: Foundation user, report author and advanced developer pathways with governance modules.
Engagement: Phased academy and train-the-trainer support.
Measurement: Completion, practical assessment, report review findings and support trends.
Dependencies: Defined workspace standards, ownership and internal facilitators.
Illustrative exampleExecutive dashboard literacy
Situation: Managers consume dashboards but need better understanding of filters, definitions and limitations.
Scope: Dashboard interpretation, questioning measures, drill-through, data quality and responsible use.
Engagement: Short executive workshops.
Measurement: Scenario-based knowledge checks and feedback.
Dependencies: Representative dashboards and agreed business definitions.