Mastering Power BI with AI: Smarter Reports, Dashboards & Automated Insights (2 day)

High-Performance Analytics for the Modern Executive

In the age of AI, the ability to build static reports is no longer enough. Professionals must now leverage artificial intelligence to accelerate data cleaning, automate complex calculations, and uncover hidden trends instantly.

This two-day practical workshop transforms how you use AI and interact with Microsoft Power BI. You will move beyond basic charts to master AI-driven workflows that allow you to build business-ready dashboards with unprecedented speed and accuracy.

Course Requirement: Learners are required to bring a Wi-Fi-enabled laptop with Power BI Desktop (free) installed.

Course Objectives
  • Leverage AI for Data Prep: Use AI and AI-driven Power Query features to clean and transform messy datasets automatically.
  • Build Advanced Data Models: Link multiple disparate files into a cohesive, high-performance data model.
  • Implement Smarter Visuals: Deploy AI visuals like Key Influencers, Decomposition Trees, and Q&A to provide instant insights.
  • Automate DAX with AI: Use Generative AI tools to write and troubleshoot complex DAX measures and calculated columns.
  • Deliver Business Value: Create end-to-end, executive-level dashboards that are immediately applicable to the workplace.
Course Outline

Day 1: Advanced Foundations & AI-Driven Transformation

  • Module 1: The AI and AI-Enhanced Power BI Ecosystem
    • Introducing various AI for our Analytics work
    • Overview of Power BI Desktop vs. Service in the context of AI.
    • Setting up your environment for AI integration.
    • Understanding the value proposition of “Smarter Reporting”.
  • Module 2: AI-Powered Data Wrangling
    • Importing data from Excel and SQL sources.
    • “Column by Example”: Using AI to teach Power BI your data patterns.
    • Advanced data cleaning techniques for “dirty” business datasets.
  • Module 3: Intelligent Data Modeling
    • Linking multiple files and establishing correct relationships.
    • Introduction to the Star Schema and its importance for speed.
    • Using AI to suggest and create initial data relationships.

Day 2: Analytics, Visualizations & Automated Insights

  • Module 4: DAX Mastery with AI Assistance
    • Creating essential Business KPIs (Year-to-Date, Growth %, Moving Averages).
    • Utilizing Generative AI to write and debug complex DAX formulas.
    • Building “Quick Measures” for rapid report development.
  • Module 5: Smarter Visuals & Narrative Dashboards
    • Deploying AI Visuals: Key Influencers, Smart Narratives, and Q&A.
    • Best practices for dashboard design and storytelling.
    • Formatting dashboards for executive-level clarity.
  • Module 6: Case Studies & Final Implementation
    • Practical Session: Building a Sales or Financial dashboard from scratch.
    • Reviewing key takeaways and AI prompting for Power BI.
    • Troubleshooting and applying skills to personal workplace datasets.
Who is it for

This two-day workshop is designed for professionals who want to go beyond basic reporting and leverage AI to build faster, smarter, and more impactful Power BI dashboards. It is especially suited for:

  • Business analysts and data analysts looking to enhance their reporting capabilities with AI-driven insights and automation
  • Managers and executives who rely on dashboards for decision-making and want clearer, faster access to actionable insights
  • Finance, sales, and operations professionals working with data regularly and aiming to improve reporting accuracy and efficiency
  • Professionals already using Microsoft Power BI who want to unlock advanced features and AI capabilities
  • Data-savvy professionals and Excel users transitioning into more advanced analytics and dashboarding tools
  • Consultants and reporting specialists who need to deliver high-quality, client-ready dashboards quickly
  • Anyone responsible for business reporting who wants to automate data preparation, calculations, and insight generation
Training Methodology
  • Short, focused concept briefings.
  • Step-by-step guided demonstrations and hands-on exercises.
  • Utilization of real-world business datasets for practical relevance.
  • Continuous application and peer review.
Testimonials

The training was very hands-on and practical. I now feel confident using Excel & Power BI to generate reports for my team.” – Sarah T., HR Manager

Excellent introduction to Excel & Power BI reporting. The instructor made everything easy to understand, even for someone with little experience.” – John P., Finance Assistant

Bernard is a very patient teacher; he was happy to repeat his explanations or simplify his explanations should he be required to

Bernard Peh demonstrated strong knowledge of the subject and explained complex concepts in a clear, accessible manner. He encouraged participation, responded thoughtfully to questions, and shared practical perspectives from real business scenarios, which made the session engaging and relevant.

Bernard selected apps that are user friendly and easy for trainees to try use which greatly enable learning and continued adoption

The 2-day Executive Masterclass on Microsoft Power BI by Bernard Peh was very well structured and engaging. The course was well-paced and covered many essential Power BI concepts that are highly relevant for business use. Bernard explained the topics clearly and provided practical insights that made the learning process smooth and effective. The course notes are also very comprehensive and will be useful for future reference and revision.

I gained the practical Power BI skills I needed and left feeling confident about using data visualisation in my daily work. The course gave me knowledge I could apply right away to make better business decisions.

Course maintained an excellent pace that kept us focused without feeling rushed. Comprehensive notes were particularly valuable and will serve as a useful reference moving forward.

Bernard Peh’s 2-day masterclass was well-structured and clearly presented, making Power BI concepts easy to grasp for executives. His engaging delivery style encouraged good interaction and thoughtful questions throughout the sessions.

Master Trainer

A person with short dark hair wearing a dark blazer and light shirt is smiling and posing with their right arm crossed over their chest against a plain light background.

Bernard Peh – Data Scientist / A.I Engineer / Principal Trainer [ACLP]

Bernard Peh is a Master Trainer, Curriculum Author, and Hedge Fund Manager with over 20 years of concurrent experience in Finance and Data Science. He specialises in AI, Data Analytics, Power BI, and workplace automation, helping organisations translate AI capabilities into tangible business value.

Formerly a Financial Services Director for 15 years, Bernard brings real-world industry experience into the classroom, including financial analytics and hedge fund strategies.

He is ACLP certified and delivers WSQ, IBF, and SkillsFuture-funded programmes. Known for his engaging teaching style, Bernard consistently receives top learner ratings for simplifying complex concepts and delivering highly practical, business-relevant training.

Bernard has trained extensively across Singapore’s leading institutions and corporates, including NTUC LearningHub, Singtel, and CapitaLand.