How do you teach others to use BI tools?

1 Assess the needs and skills of your learners

Before you start teaching, you need to understand who your learners are, what they want to achieve with BI tools, and what their current level of knowledge and experience is. This will help you tailor your content, pace, and delivery method to suit their needs and goals. You can use surveys, interviews, or tests to gather this information, or simply ask them directly.

2 Choose the right BI tool and data source

Depending on your learners' needs and skills, you may want to choose a BI tool that is easy to use, has a friendly interface, and offers a variety of features and functions. You may also want to select a data source that is relevant, reliable, and accessible for your learners. For example, you can use a sample database, a public dataset, or a real-world scenario from your own organization.

3 Explain the concepts and benefits of BI

Before you dive into the technical aspects of using a BI tool, you need to explain the basic concepts and benefits of BI to your learners. You need to show them how BI can help them answer business questions, solve problems, and improve performance. You can use examples, stories, or case studies to illustrate how BI works and what value it can provide.

4 Demonstrate how to use the BI tool

Once you have established the context and purpose of BI, you can show your learners how to use the BI tool. You can use a step-by-step approach, where you walk them through the process of connecting to a data source, selecting and transforming data, creating and customizing charts and dashboards, and applying filters and calculations. You can also use a screen-sharing tool or a video recording to demonstrate the features and functions of the BI tool.