Microsoft Copilot & Power BI: AI-Driven Data Analysis and Reporting

This two-day program introduces participants to the integration of Microsoft Copilot capabilities with Power BI to enhance data analysis, visualization, and reporting productivity. The course focuses on how Artificial Intelligence assists users in generating insights, building reports faster, interpreting datasets, and improving decision-making through natural language interaction.

Participants will learn how Copilot transforms traditional Power BI workflows by automating report creation, generating DAX suggestions, summarizing insights, and enabling conversational analytics. Through hands-on exercises, learners will explore practical business scenarios using AI-assisted analytics techniques.

Course objectives.

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

  • Understand the role of Microsoft Copilot within Power BI. 
  • Prepare and model data for analysis. 
  • Use Copilot to generate reports and visualizations. 
  • Apply AI-assisted insights and data exploration techniques. 
  • Create interactive dashboards for business reporting. 
  • Improve productivity using natural language analytics.

 

Prerequisites

  • Basic Microsoft Excel knowledge 
  • Basic understanding of data tables and reports 
  • No programming or DAX experience required 

Target audience.

  • Business Analysts 
  • Data Analysts 
  • Managers and Decision Makers 
  • Finance and Operations Professionals 
  • IT Professionals 
  • Reporting and BI Users 
  • Anyone using Power BI for analytics and reporting 

Course outlines.

Module 1: Introduction to Power BI & AI Analytics
  • Overview of Business Intelligence concepts 
  • Power BI ecosystem overview 
  • Introduction to Microsoft Copilot 
  • AI-assisted analytics workflow 
  • Traditional BI vs AI-driven BI 


Activity: Exploring Power BI interface

Module 2: Getting Data into Power BI
  • Connecting to data sources 
  • Import vs DirectQuery concepts 
  • Data loading best practices 
  • Data preview and transformation overview 


Hands-on Exercise: Importing business datasets

Module 3: Data Transformation with Power Query
  • Power Query interface
  • Cleaning and shaping data
  • Removing errors and duplicates
  • Data type management
  • Creating calculated columns


Workshop: Preparing analysis-ready datasets

Module 4: Data Modeling Fundamentals
  • Understanding relationships
  • Star schema concepts
  • Creating model relationships
  • Measures vs columns
  • Introduction to DAX concepts


Hands-on Exercise: Building a data model

Module 5: Creating Visualizations
  • Visualization best practices
  • Tables, charts, cards, and KPIs
  • Filtering and slicers
  • Formatting visuals professionally


Activity: Creating first business report

Module 6: Introduction to Copilot in Power BI
  • What Copilot can and cannot do 
  • Licensing and environment requirements 
  • Prompting concepts for analytics 
  • Natural language querying 


Demo: Asking questions using Copilot

Module 7: AI-Assisted Report Creation
  • Generating report pages using Copilot 
  • AI-generated visuals 
  • Creating summaries automatically 
  • Refining outputs with prompts 


Hands-on Exercise: AI-generated dashboard

Module 8: Copilot for DAX & Data Insights
  • Generating DAX formulas with Copilot
  • Understanding suggested measures
  • Quick measures vs AI-generated logic
  • Validating AI outputs


Workshop: Building analytical measures

Module 9: AI Insights & Data Storytelling
  • Automated insight generation
  • Narrative summaries
  • Trend detection
  • Turning analytics into business stories


Activity: Executive summary creation

Module 10: Publishing & Collaboration
  • Publishing reports to Power BI Service
  • Sharing dashboards securely
  • Workspace collaboration
  • Data refresh concepts
  • Governance considerations
Module 11: Responsible AI & Best Practices
  • Data privacy considerations
  • AI limitations and hallucinations
  • Verification strategies
  • Organizational adoption guidelines

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