Microsoft Excel & Power Bi for Data Analytics & AI Dashboards

Introduction

In an era where data is a powerful asset, businesses and organizations must evolve to make informed, data-driven decisions. Power BI, a leading tool in business intelligence, allows users to transform raw data into meaningful insights, helping decision-makers make strategic choices. This Microsoft Power BI: Data Analysis & AI Dashboards training course goes beyond the basics of Power BI, delving into advanced data analytics and the integration of AI tools for enhanced reporting. By understanding Power BI’s robust capabilities for data loading, transformation, and visualization, participants will learn to craft dashboards that provide a clear snapshot of business performance, opportunities, and challenges. This training course emphasizes using AI to derive predictive insights and uncover hidden patterns, equipping professionals with the skills to forecast trends and identify factors influencing business outcomes. Throughout the course, participants will gain hands-on experience with advanced DAX calculations, AI-driven visuals, and automated forecasting techniques to create interactive, real-time dashboards that support critical decision-making. By mastering these skills, attendees will leave with the confidence to drive strategic initiatives within their organizations and foster a culture of data-driven innovation. This course is ideal for business analysts, data professionals, and leaders who are eager to elevate their reporting and leverage data as a core asset in navigating today’s complex business environment.

Objectives

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

• Learn to use Power BI to connect, clean, and transform business data
• Develop skills to create dynamic dashboards and reports for in-depth data analysis
• Understand AI and machine learning capabilities in Power BI
• Utilize advanced data modeling and visualization techniques for effective storytelling
• Gain the ability to apply AI-powered analytics to identify trends, forecasts, and patterns

Training Methodology

This training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes an interactive mixture of lecture-led learning & group discussions.

Who Should Attend?

This training course is suitable to a wide range of professionals but will greatly benefit:

• Business analysts, data professionals, and managers seeking to leverage Power BI and AI for data insights
• Executives and decision-makers looking to enhance their understanding of data-driven dashboards
• Professionals in finance, marketing, sales, and operations aiming to integrate AI-driven analytics into their reporting

Course Outline

Day 1: Fundamentals of Power BI and Data Loading

• Introduction to Power BI interface and functionalities

• Connecting to various data sources (databases, cloud, Excel, etc.)

• Data loading, cleaning, and transformation with Power Query Editor

• Hands-on: Setting up and loading data for analysis

Day 2: Data Modeling and DAX for Data Analysis

• Overview of data modeling in Power BI for efficient reporting

• Introduction to DAX (Data Analysis Expressions) for calculations and custom measures

• Using DAX to create calculated columns, measures, and more complex formulas

• Hands-on: Building a data model and using DAX for data analysis

Day 3: Designing Dashboards for Data Analysis

• Principles of effective data visualization for business insights

• Creating dynamic and interactive dashboards with visuals (charts, KPIs, tables)

• Adding drill-throughs, tooltips, and interactive slicers for user experience

• Best practices in dashboard design for clear and concise data storytelling

• Hands-on: Designing a data analysis dashboard with Power BI visuals

Day 4: Integrating AI and Machine Learning in Power BI

• Overview of AI features in Power BI: Q&A visual, AI visuals, and Cognitive Services

• Using the Key Influencers visual to analyze factors impacting outcomes

• AI-driven clustering and segmentation of data for deeper insights

• Applying forecasting models and time-series analysis

• Hands-on: Creating AI-driven visuals to identify patterns and insights

Day 5: Advanced Reporting and Publishing AI Dashboards

• Integrating Power BI dashboards with Microsoft Teams and SharePoint

• Publishing and sharing dashboards securely in Power BI Service

• Optimizing dashboards for performance and mobile access

• Final hands-on project: Creating an AI-powered dashboard to demonstrate business insights

• Course wrap-up and Q&A