Turn business data into clear answers and better decisions.
Data Analysis & Visualisation for Business Users trains people to start from the decision, clean data repeatably with Power Query, reconcile totals, calculate correctly with PivotTables, XLOOKUP and SUMIFS, choose honest charts, build clear dashboards and recommend action. Built on the QUEST Model with a realistic dataset full of planted problems.
- Clean a dataset with 412 duplicates and inconsistent categories
- Find where a margin drop is really concentrated
- Spot the average-of-averages error (37.1% vs 35.0%)
- Build a dashboard that passes the five-second test
Data Analysis & Visualisation for Business Users (Excel / Power BI) Trainer Toolkit by Bodhih Training — built on programmes delivered to 2,000+ companies since 2008.
The workshop is on the calendar. The material isn’t.
Messy data
Manual cleaning nobody can repeat.
Wrong numbers
Averages of averages and broken lookups.
Report overload
40 pages and no answer.
Picture the evening before your programme.
Participants write an analysis brief, clean and reconcile the Brookfield dataset, explore with PivotTables, build correct calculations, fix misleading charts, build a dashboard, write a one-page recommendation and complete a capstone on a second dataset.
What you will deliver
A complete design, sequenced and timed — so every session has a purpose and every activity lands.
- Framework
- The QUEST Model
- Tools
- Excel (Microsoft 365); optional Power BI
- Running case
- Brookfield Garden Centres (fictional)
Start With the Business Question
Decision-first analysis, defining metrics, who needs what, avoiding data fishing.
Getting and Cleaning the Data
Tables vs reports, Power Query basics, duplicates, blanks, types, consistent categories, documenting steps.
Exploring and Summarising
PivotTables, aggregations, averages vs medians, distributions, outliers, segments.
Formulas and Measures That Matter
XLOOKUP, SUMIFS, COUNTIFS, IF, dates, percentages and growth, weighted vs simple averages, intro to DAX measures.
Choosing the Right Chart
Comparison, trend, composition, distribution, relationship; avoiding misleading charts.
Building a Clear Dashboard
Layout, hierarchy, KPIs, slicers and filters, Power BI basics, accessibility.
Telling the Story and Recommending Action
So-what, context and comparison, honest uncertainty, one-page summary, refreshing and improving reports.
Capstone: From Data to Decision
Analyse a dataset and present a recommendation.
Everything for the room. Nothing left to build.
Unlocks the moment you pay. Until then, here is exactly what you will be downloading.
To deliver
- Facilitator Guide with worked examples and formulas
- Slide Deck (33 slides) + simple backup deck
- Virtual Delivery Guide
For participants
- Workbook with 8 artefacts and the Brookfield data dictionary
- Pre-Work
- Role-Play Pack — 8 scenarios + 12 challenge cards
- Case Studies — 7 cases with analysis
- Quick Reference Cards
To measure
- Assessment Instruments (30 MCQs + 6 T/F with rationales)
- Feedback Form
- Certificate
To design & sell
- Training Design Document
- Marketing Toolkit
What your participants will be able to do
Designed for business users and analysts; team leaders and managers and finance, HR, sales and operations.
- Frame analysis around decisions
- Clean data repeatably
- Reconcile totals
- Calculate correctly
- Choose honest charts
- Build clear dashboards
- Recommend action with caveats
Walk in with data. Walk out with proof.
Trainers who measure before and after design sharper sessions — and get rebooked. AssessAll, our sister assessment platform, has assessments that sit naturally alongside this programme.
Walk in knowing where every participant starts.
Pair Data Analysis & Visualisation for Business Users (Excel / Power BI) with an AssessAll assessment. Participants take it before the workshop, so you can tune the emphasis to the room; they retake it afterwards, so you can show the client what actually moved. Better-targeted sessions, and evidence that wins the next booking.
- Business Intelligence Dashboard Design Work Sample for Analysts and Management Information TeamsView assessment ↗
- Advanced Data Interpretation & Trend AnalysisView assessment ↗
- Data Analysis in Python Assessment with Executed Scripts for Analysts and EngineersView assessment ↗
Nothing quite fits? Create your own assessment on AssessAll, or ask the AssessAll team to build one around this programme’s objectives for you.
That is the design work already done for you — research, session plans, slides, activities and assessments. Spend it facilitating, selling your next programme, or simply switching off.
The honest comparison
| Building it yourself | This toolkit | |
|---|---|---|
| Focus | Excel features | Decision-first method with checks |
| Data | Clean examples | Realistic data with planted problems |
| Output | Charts | Recommendations |
Made for people who stand at the front of the room
Monthly reporting
From 40 pages to one decision-ready page.
Finance and operations
Variance and performance analysis.
Power BI adoption
Method before tools.
18 years in real training rooms, packaged for yours.
Bodhih Training has designed and delivered corporate programmes since 2008 — for first-time managers, sales teams, leadership cohorts and whole organisations. These toolkits are that reach, distilled: the structures, activities and materials that hold up in front of real participants, written so another trainer can pick them up and deliver with confidence.
Three steps from here to the room
- STEP 1
Buy in two minutes
Name, email, pay with UPI, card or netbanking. No account to create.
- STEP 2
Download instantly
Your download page opens at once, and a permanent link lands in your inbox.
- STEP 3
Brand it and deliver
Every file is editable Word or PowerPoint. Add your logo, your examples, and run it.
Help your people get trustworthy answers from data.
Download the complete programme today.
Licensed to the buyer to deliver this programme to their own participants and clients, in person or online, and to adapt and brand the material. Reselling or redistributing the files is not permitted.
The rest of the Bodhih family, when you need it
Make the workshop last beyond the room
A workshop is two days; the behaviour change takes months. Jobulary turns assessment evidence into a focused individual development plan (IDP) — a few quarterly objectives built on real work, re-measured honestly. Give every Data Analysis & Visualisation for Business Users (Excel / Power BI) participant a plan to carry forward.
IDPs are launching soon — the working demo is free to explore now, no sign-up.
Rather have us deliver it?
If you want Data Analysis & Visualisation for Business Users (Excel / Power BI) run for your organisation by Bodhih Training’s own facilitators — in person, live virtual or blended, customised to your context — we deliver it end to end.
solutions@bodhih.com · +91 99000 11601. Building your own facilitation skills? See Bodhih’s Train the Trainer certification.
What buyers say
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Data Analysis & Visualisation for Business Users (Excel / Power BI) toolkit — FAQs
Already bought? Resend my linkWhat Excel version is needed?
Excel for Microsoft 365 or 2021+ for XLOOKUP; INDEX/MATCH alternatives are provided for older versions.
Is Power BI required?
No — Power BI steps are optional; everything can be done in Excel.
How does this differ from DSVC001?
DAVBU001 focuses on doing the analysis correctly; DSVC001 goes deeper on communicating insight.
Can participants use their own data?
Yes, if approved and anonymised; the Brookfield dataset is provided.
Is there a short version?
Yes — a one-day core covers questions, cleaning, exploring, charts and storytelling.
Can it be delivered online?
Yes — with screen sharing and breakout support.
What exactly do I get in the Data Analysis & Visualisation for Business Users (Excel / Power BI) trainer toolkit?
14 editable files: Training Design Document, Facilitator Guide, Slide Deck — Simple Backup, Slide Deck — Main, Virtual Delivery Guide, Participant Workbook, Pre-Work Material, Case Studies, Role-Play Scenario Pack, Quick Reference Cards, Assessment Instruments, Participant Feedback Form, Certificate Template, Marketing Toolkit. Word and PowerPoint formats, so you can add your own branding and examples — and a single ZIP to download everything at once.
How much does the Data Analysis & Visualisation for Business Users (Excel / Power BI) toolkit cost?
₹2,999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How and when do I receive the files?
Immediately. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. The link works from any device without a password.
Can I deliver this programme to my clients and put my own logo on it?
Licensed to the buyer to deliver this programme to their own participants and clients, in person or online, and to adapt and brand the material. Reselling or redistributing the files is not permitted.
How can I measure what participants learn in Data Analysis & Visualisation for Business Users (Excel / Power BI)?
The toolkit includes its own assessment instruments and feedback form. For a scored pre- and post-workshop measure, pair it with an assessment from AssessAll, Bodhih's sister assessment platform — for example Business Intelligence Dashboard Design Work Sample for Analysts and Management Information Teams or Advanced Data Interpretation & Trend Analysis. If nothing fits, you can build your own assessment on AssessAll or ask the AssessAll team to create one for you.
Can Bodhih Training deliver the Data Analysis & Visualisation for Business Users (Excel / Power BI) programme for my organisation?
Yes. Bodhih Training (bodhih.com) can facilitate the programme in person, live virtual or blended, customised to your context. Contact solutions@bodhih.com or +91 99000 11601.
How long is the programme?
1–2 days · in-person or virtual. The facilitator guide shows how to run it as designed, and the virtual delivery guide adapts it for online sessions.