DATA ANALYTICS WITH POWER BI IN THE OIL & GAS INDUSTRY FOR MANAGERS

Turn Complex Oil & Gas Data into Clear Insights with Power BI

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Course Introduction

This hands-on course is designed for oil and gas industry managers who want to leverage Power BI to analyze, visualize, and share operational data effectively. Participants will learn how to build dynamic dashboards, uncover hidden patterns, and make data-driven decisions across upstream and downstream activities. The course uses real-world datasets and scenarios relevant to exploration, production, safety, and asset management.

Course Objectives

By the end of this training, participants will be able to:

  • Understand core concepts of business intelligence and Power BI architecture

  • Connect, clean, and transform oil & gas datasets using Power Query

  • Create interactive dashboards and data visualizations tailored for field and executive use

  • Use DAX (Data Analysis Expressions) to build custom KPIs and performance metrics

  • Publish, share, and manage reports securely within an organization

Key Benefits of Attending

Power BI is rapidly becoming a standard tool in operational and strategic reporting. This course gives non-technical managers the confidence and skills to use it effectively—boosting data literacy, operational visibility, and cross-functional communication.

Intended Audience

  • Exploration & Production Managers

  • Maintenance & Operations Managers

  • HSE, Quality, and Compliance Leaders

  • Asset Managers and Business Analysts

  • Decision-makers seeking to automate and improve reporting

Individual Benefits

  • Learn to create and interpret dashboards without needing coding knowledge

  • Gain valuable insight into operational bottlenecks and cost-saving opportunities

  • Elevate your decision-making with dynamic, self-service analytics

  • Collaborate more effectively with technical and IT teams

Organization Benefits

  • Standardize reporting across units using a powerful visualization platform

  • Reduce delays and errors from manual data processing

  • Improve performance tracking, downtime response, and HSE compliance

  • Increase stakeholder trust through transparent and data-backed reporting

Instructional Methdology

  • Practical labs with oil & gas-specific datasets

  • Live dashboard-building exercises and role-based use cases

  • Peer-to-peer learning, quizzes, and report presentation sessions

  • Templates and KPI libraries specific to production, safety, and logistics

Course Outline

DETAILED 5-DAY COURSE OUTLINE (CUSTOMIZABLE)

Training Hours: 7:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee Breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00


Day 1: Introduction to Business Intelligence and Power BI

Module 1: Overview of BI in Oil & Gas Decision-Making (07:30 – 09:30)
Module 2: Power BI Architecture – Components & Workflow (09:45 – 11:15)
Module 3: Connecting to Operational Data Sources (Excel, CSV, SQL, SharePoint) (11:30 – 01:00)
Module 4: Exploring the Power BI Interface & Dashboard Gallery (02:00 – 03:30)


Day 2: Data Modeling and Transformation

Module 1: Using Power Query Editor for Data Cleaning (07:30 – 09:30)
Module 2: Combining and Shaping Data from Multiple Sources (09:45 – 11:15)
Module 3: Introduction to Data Models, Relationships, and Hierarchies (11:30 – 01:00)
Module 4: Lab: Transforming Well Production and Maintenance Data (02:00 – 03:30)


Day 3: Visualizations and Dashboard Design

Module 1: Creating Charts, Tables, Cards, and Maps (07:30 – 09:30)
Module 2: Designing Custom Dashboards for Operations and Safety (09:45 – 11:15)
Module 3: Applying Filters, Slicers, and Drillthroughs (11:30 – 01:00)
Module 4: Hands-On Workshop: HSE & Downtime Reporting Dashboard (02:00 – 03:30)


Day 4: DAX and Advanced KPIs

Module 1: Introduction to DAX – Calculated Columns & Measures (07:30 – 09:30)
Module 2: Building Custom Metrics (MTBF, TRIR, Asset Availability, etc.) (09:45 – 11:15)
Module 3: Using Time Intelligence – YTD, Rolling Averages, Forecasts (11:30 – 01:00)
Module 4: Lab: KPI Scorecard for Field Performance (02:00 – 03:30)


Day 5: Sharing Reports and Driving Action

Module 1: Publishing Dashboards to Power BI Service (Cloud) (07:30 – 09:30)
Module 2: Managing Access, Row-Level Security, and Report Scheduling (09:45 – 11:15)
Module 3: Embedding Reports into Presentations & Field Reports (11:30 – 01:00)
Module 4: Final Group Presentations: Operations & Strategy Dashboards (02:00 – 03:30)

Certification

Participants will be awarded a Certificate in Data Analytics with Power BI in the Oil & Gas Industry for Managers upon successful completion of hands-on labs, dashboard projects, and participation throughout the course.

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