Overview
Build smarter, more insightful Power BI dashboards with AI doing the heavy lifting. This practical session shows you how to combine Power BI with AI tools like Microsoft Copilot, ChatGPT, Claude, and others to turn raw data into clear, interactive dashboards - faster and with less technical effort.
You'll learn how to prep your data, choose the right visuals, write the formulas behind the scenes, and add the interactivity that makes a dashboard genuinely useful. Instead of getting stuck in menus and syntax, you'll describe what you want and let AI help you build it. Ideal for anyone who needs to present data clearly to leadership, clients, or teams. Some basic Power BI familiarity is helpful.
Areas Covered in the Session
- What makes an effective dashboard: focus, clarity, and the right KPIs
- How AI tools assist with Power BI (Copilot, ChatGPT, Claude, and others)
- Preparing, cleaning, and shaping your data for a dashboard
- Using AI to identify the metrics that matter most
- Getting AI recommendations on the best visuals for your data
- Building charts, cards, and visuals quickly with AI help
- Writing DAX measures and calculations with plain-English prompts
- Explaining and troubleshooting existing DAX with AI
- Designing a clean, organized dashboard layout
- Adding interactivity: slicers, filters, and drill-downs
- Creating plain-language narrative summaries of your data
- Highlighting trends, outliers, and key drivers automatically
- Refreshing dashboards as new data arrives
- Prompting tips for accurate, reliable results
- Checking AI output for errors before you publish
- Sharing and presenting dashboards to your audience
- Real-world examples: sales, finance, HR, and operations
- A faster end-to-end dashboard-building workflow
Who Will Benefit
- Business Owners
- CEO's / CFO's / CTO's
- Managers of all levels
- Anybody who uses Excel or PowerBI on a regular basis, and want to be more efficient and productive
- Administrators
- Salespeople
- Trainers
- Bankers
- Office Workers
- Data Managers
Speaker Profile
Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 45,000 businesspeople in on-line webinars, public seminars, and on-site training sessions. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and a trainer on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, ChatGPT, PowerBi, and CoPilot, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access and another book on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
Instructor
Tom Fragale
