Course Details

M&E with Power BI and Data Visualization Training Course

INTRODUCTION

This essential training course provides comprehensive knowledge and practical skills for leveraging Microsoft Power BI for robust Monitoring & Evaluation (M&E) and creating compelling data visualizations. Recognizing that effective data presentation is crucial for communicating insights, driving accountability, and informing strategic decisions, this program equips participants with a systematic approach to transforming raw M&E data into interactive dashboards and reports. Participants will gain deep insights into data preparation, model building, visualization best practices, and dashboard design, all crucial for enhancing data utilization and demonstrating project impact. This course is ideal for M&E specialists, data analysts, project managers, and anyone responsible for presenting performance data to stakeholders.

DURATION

10 days

TARGET AUDIENCE

This course is specifically designed for professionals involved in M&E, data analysis, and reporting who wish to enhance their skills in data visualization and business intelligence tools, including:

• Monitoring and Evaluation (M&E) Specialists.
• Data Analysts and Data Managers.
• Project and Program Managers.
• Report Developers and Presenters.
• NGO and Development Practitioners.

OBJECTIVES

Upon completion of this course, participants will be able to:

• Understand the principles of effective data visualization for M&E.
• Navigate the Power BI interface and connect to various M&E data sources.
• Transform and model M&E data efficiently within Power BI.
• Design interactive and insightful dashboards and reports for M&E purposes.
• Publish and share Power BI M&E reports securely with stakeholders.

MODULES

Module 1: Foundations of M&E Data Visualization

• Understand the purpose and importance of data visualization in M&E.
• Explore different types of charts and graphs and their appropriate use for M&E data.
• Discuss best practices for designing clear, compelling, and accurate visualizations.
• Examine common pitfalls in M&E data visualization and how to avoid them.
• Learn about the principles of visual storytelling with data.

Module 2: Introduction to Power BI for M&E

• Understand the Power BI ecosystem (Desktop, Service, Mobile).
• Explore the Power BI Desktop interface and its key components.
• Discuss how Power BI fits into the M&E data workflow.
• Learn about licensing options and their implications for M&E teams.
• Examine case studies of Power BI use in M&E.

Module 3: Connecting and Importing M&E Data

• Understand how to connect Power BI to various M&E data sources (e.g., Excel, CSV, databases, online forms).
• Discuss different data import modes (Import vs. DirectQuery).
• Explore techniques for handling common M&E data formats and structures.
• Learn about combining multiple M&E data files into one model.
• Practice importing diverse M&E datasets into Power BI.

Module 4: Data Transformation and Cleaning with Power Query

• Understand the importance of data transformation for M&E analysis.
• Explore the Power Query Editor interface and its functionalities.
• Discuss common data cleaning tasks for M&E data (e.g., handling missing values, changing data types, splitting columns).
• Learn about merging and appending M&E datasets for comprehensive analysis.
• Practice transforming raw M&E data into an analysis-ready format.

Module 5: Data Modeling and Relationships for M&E

• Understand the concept of data modeling and its importance in Power BI.
• Discuss how to create relationships between M&E data tables (e.g., fact and dimension tables).
• Explore relationship types (one-to-many, many-to-many) and cardinality.
• Examine best practices for building an optimized data model for M&E reporting.
• Learn about calculated columns and measures using Data Analysis Expressions (DAX) basics.

Module 6: Designing M&E Dashboards and Reports

• Understand the principles of effective dashboard design for M&E insights.
• Discuss layout, navigation, and user experience considerations in M&E reports.
• Explore a variety of Power BI visualization types for M&E data (e.g., bar charts, line charts, maps, KPIs).
• Examine the use of filters, slicers, and drill-through functionality for interactive reports.
• Practice building multiple pages of an M&E report with different visualizations.

Module 7: Advanced M&E Visualizations and Interactivity

• Learn about advanced Power BI features for dynamic M&E reports.
• Discuss custom visuals and their application in M&E contexts.
• Explore techniques for creating tooltips, bookmarks, and buttons for enhanced interactivity.
• Examine conditional formatting and its use in highlighting key M&E trends.
• Understand how to optimize report performance for large M&E datasets.

Module 8: Publishing, Sharing, and Security in Power BI Service

• Understand the process of publishing M&E reports from Power BI Desktop to Power BI Service.
• Discuss different sharing options for M&E dashboards and reports (e.g., app workspaces, apps).
• Explore Row-Level Security (RLS) for controlling access to sensitive M&E data.
• Examine refreshing M&E data in Power BI Service for up-to-date reporting.
• Learn about collaboration features and best practices for team-based M&E reporting.

CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com