Training course on Data Visualization with Tableau/Power BI

Module 1: Introduction to Data Visualization

Why visualization matters in decision-making

Principles of effective data storytelling

Comparing Tableau and Power BI: strengths and use cases

Module 2: Getting Started with Tableau and Power BI

Navigating the interfaces

Importing, cleaning, and shaping data

Data connections (Excel, SQL, APIs, cloud sources)

Module 3: Core Visualization Techniques

Tables, bar charts, line charts, scatter plots

Heatmaps, treemaps, and geographic maps

Choosing the right chart for the right message

Module 4: Advanced Visualization Features

Calculated fields and measures

DAX functions in Power BI

Parameters and advanced filters in Tableau

Module 5: Designing Interactive Dashboards

Building executive dashboards step by step

Filters, slicers, and drill-downs

Combining multiple views for comprehensive insights

Module 6: Financial and Economic Applications

Visualizing time series (interest rates, inflation, exchange rates)

Credit risk and portfolio analytics dashboards

Operational and compliance reporting

Module 7: Publishing and Sharing Dashboards

Tableau Server, Tableau Online, and Power BI Service

Dashboard security and access control

Collaboration and embedding dashboards in reports

Module 8: Best Practices in Visualization Design

Data integrity and avoiding misleading visuals

Using color, layout, and typography effectively

Communicating insights to technical and non-technical audiences

Module 9: Advanced Analytics and AI Features

Forecasting and trend analysis in Tableau/Power BI

AI-driven insights and natural language queries

Integrating R/Python for advanced analytics

Module 10: Case Studies in Banking and Finance

Stress testing dashboards for risk management

AML/CFT monitoring dashboards

Central bank reporting and policy dashboards

Module 11: Practical Workshop

Hands-on exercises: building dashboards from raw data

Real-world banking and macroeconomic datasets

Peer review and group presentations

Module 12: Capstone Project

Design and present a complete Tableau or Power BI dashboard

Solve a real-world financial or economic reporting problem

Feedback and discussion for improvement