Professional training – Business Intelligence and Reporting

KPI Design and Metric Frameworks

KPI Design and Metric Frameworks in 6 focused hours: SMART criteria, Balanced scorecard and OKRs and KPIs – practical, with exercises and templates for your daily work.

Duration
6 hours, one session
Level
Beginner
Format
Online or on-site
Language
German or English
Certificate
Certificate of attendance

Overview

“KPI Design and Metric Frameworks” is a compact live course in the field of Business Intelligence and Reporting. It centres on SMART criteria, Balanced scorecard and OKRs and KPIs – explained with realistic examples and deepened in exercises you can transfer straight to your daily work.

Reports are only as good as their data model and design. Our BI courses show how to connect data from different sources, model it cleanly and turn it into understandable dashboards – with Power BI, Tableau, Qlik, SAP Analytics Cloud, Looker Studio and other tools. KPI Design and Metric Frameworks is a one-day workshop with compact input and plenty of exercises on realistic datasets. You build your own reports, learn proven design patterns and receive templates that help you standardize reporting in your organization.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Focus areas of the course

SMART criteriaBalanced scorecardOKRs and KPIsMetric hierarchiesData definitions and glossaryTraffic-light and target logic

Who is this course for?

  • Controllers and financial analysts
  • BI developers and data analysts
  • Business units responsible for reporting
  • IT administrators and BI owners

What you will be able to do

  • You know the key topics of KPI Design and Metric Frameworks – SMART criteria, Balanced scorecard, OKRs and KPIs, Metric hierarchies, Data definitions and glossary and Traffic-light and target logic – and can apply them in practice.
  • You build meaningful reports and dashboards with KPI Design and Metric Frameworks.
  • You model data so that analyses are correct and performant.
  • You define metrics clearly and traceably.
  • You deploy reports securely and run them in a maintainable way.

Course outline

Module 1 Getting started and data connectivity for KPI Design and Metric Frameworks
  • Where KPI Design and Metric Frameworks fits in the BI landscape
  • Interface and way of working
  • Connecting and refreshing data sources
  • Sample scenario and business questions
Module 2 Focus areas: KPI Design and Metric Frameworks
  • SMART criteria
  • Balanced scorecard
  • OKRs and KPIs
  • Metric hierarchies
  • Data definitions and glossary
  • Traffic-light and target logic
Module 3 Modeling and logic in KPI Design and Metric Frameworks
  • Data model, relationships and granularity
  • Calculations, measures and filter logic
  • Keeping performance and data volume in check
  • Avoiding typical modeling mistakes
Module 4 Visualization and hands-on exercises with KPI Design and Metric Frameworks
  • Choosing suitable chart types
  • Building interactive reports and dashboards
  • Design rules for readability
  • Group review of the results
Module 5 Deployment and operations
  • Publishing and sharing
  • Permissions and data security
  • Refresh schedules and maintenance
  • Standards and templates for your organization
Module 6 Transfer to your daily work
  • Exercise based on a realistic case
  • Typical mistakes and how to avoid them
  • Checklist and templates to take away
  • Open questions, outlook and resources for further learning

Prerequisites

Depending on the level, confident Excel skills are enough. Advanced courses assume the fundamentals of the respective tool. No prior knowledge is required.

Technical requirements

Your own laptop with internet access; software, trial license or access to the training environment is provided in advance.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Tue, 15 December 2026 6 hrs Request
  • Salzburg Tue, 15 December 2026 6 hrs Request
  • Berlin Thu, 10 December 2026 6 hrs Request
  • Augsburg Tue, 15 December 2026 6 hrs Request
  • Hanover Tue, 15 December 2026 6 hrs Request
  • Bremen Mon, 14 December 2026 6 hrs Request
  • Stuttgart Fri, 11 December 2026 6 hrs Request
  • Kaiserslautern Thu, 10 December 2026 6 hrs Request
  • Online Thu, 10 December 2026 6 hrs Request

Frequently asked questions

What prior knowledge do I need for KPI Design and Metric Frameworks?

For beginner courses, confident Excel skills are enough. Advanced courses assume the basics of the respective tool and an understanding of data models. We clarify the right starting point with you in advance and adjust pace and examples to your group.

Can we work with our own data in KPI Design and Metric Frameworks?

Yes, gladly for in-house sessions. We then use your anonymized or approved data sources and metrics. Access and data protection requirements are clarified beforehand. Alternatively we use a realistic sample scenario that covers all exercises.

How much does “KPI Design and Metric Frameworks” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

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