FUNDAMENTALS OF POWER BI IN THE OIL & GAS INDUSTRY FOR MANAGERS
Build Your First Dashboards and Make Smart Decisions with Power BI
Course Schedule
| Venue | Fees |
|---|---|
| In-House | ASK FOR THE QUOTATION |
Course Introduction
This beginner-level course introduces managers in the oil and gas industry to the core concepts and applications of Power BI for data analysis and reporting. Participants will learn how to connect data sources, build basic dashboards, and generate visuals to track key operational, safety, and production metrics. The course is ideal for those with no prior experience in data visualization or coding.
Course Objectives
By the end of this training, participants will be able to:
-
Understand what Power BI is and how it supports oil & gas decision-making
-
Import and clean data using Power BI tools
-
Create basic visualizations and dashboards to monitor performance
-
Navigate reports and filter insights by asset, region, or timeframe
-
Use reports to support team reviews, field briefings, and compliance audits
Key Benefits of Attending
This course is perfect for oil & gas professionals who want to build a strong foundation in data reporting. It focuses on simplicity, relevance, and practical application using industry-specific examples and tools.
Intended Audience
-
Field Managers, Supervisors, and Coordinators
-
HSE and Operations Personnel
-
Administrative and Planning Staff
-
Maintenance and Reliability Leads
-
Any professional new to Power BI or business intelligence tools
Individual Benefits
-
Quickly learn to read and create dashboards for daily work
-
Improve visibility into safety, downtime, and asset performance
-
Gain confidence to join digital transformation conversations
-
Prepare to advance into intermediate and advanced Power BI training
Organization Benefits
-
Promote real-time visibility of KPIs and compliance metrics
-
Enable managers to self-serve reports and reduce dependency on IT
-
Support standardization of reporting tools across departments
-
Lay the foundation for more advanced analytics adoption
Instructional Methdology
-
Simple, step-by-step guided labs
-
Oil & gas-specific data scenarios and templates
-
Group work and visual storytelling practice
-
Printable dashboard templates and hands-on assignments
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: Getting Started with Power BI
Module 1: What Is Power BI? Overview for Oil & Gas Managers (07:30 – 09:30)
Module 2: Installing Power BI and Navigating the Interface (09:45 – 11:15)
Module 3: Exploring Oil & Gas Operational Data (11:30 – 01:00)
Module 4: Hands-On: Connecting to Excel & CSV Files (02:00 – 03:30)
Day 2: Cleaning and Shaping Data
Module 1: Basics of Power Query Editor (07:30 – 09:30)
Module 2: Removing Errors, Formatting Fields, and Combining Tables (09:45 – 11:15)
Module 3: Creating Simple Relationships Between Tables (11:30 – 01:00)
Module 4: Lab: Cleaning Equipment Downtime Logs (02:00 – 03:30)
Day 3: Building Your First Dashboards
Module 1: Introduction to Charts, Cards, Maps, and Tables (07:30 – 09:30)
Module 2: Visualizing Safety, Production, and Maintenance KPIs (09:45 – 11:15)
Module 3: Applying Filters and Slicers (11:30 – 01:00)
Module 4: Workshop: Creating a Basic Daily Operations Dashboard (02:00 – 03:30)
Day 4: Sharing Insights & Collaborating
Module 1: Saving Reports and Exporting to PDF/Excel (07:30 – 09:30)
Module 2: Sharing Dashboards with Teams and Executives (09:45 – 11:15)
Module 3: Embedding Reports in Presentations and Emails (11:30 – 01:00)
Module 4: Group Work: Visualizing HSE Trends for Team Briefing (02:00 – 03:30)
Day 5: Review and Real-World Application
Module 1: Dashboard Review: Safety, Downtime, and Asset Utilization (07:30 – 09:30)
Module 2: Managing Updates and Refreshing Data (09:45 – 11:15)
Module 3: Final Review and Dashboard Refinement (11:30 – 01:00)
Module 4: Final Presentations, Feedback & Certification Wrap-Up (02:00 – 03:30)
Certification
Participants will receive the Certificate in Fundamentals of Power BI in the Oil & Gas Industry for Managers upon successful participation and completion of project-based assignments. This certification validates foundational skills in business intelligence using Power BI.