Overview
This session shows business professionals how to use Claude to plan, build, and troubleshoot Power BI reports and dashboards more efficiently, without needing a deep technical background.
It begins with an overview of where AI genuinely fits into the Power BI workflow, helping participants understand which parts of the process Claude can meaningfully speed up.
From there, the session covers using Claude to plan reports and data models before building anything in Power BI itself, reducing wasted rework later on. Participants then practice writing and troubleshooting DAX formulas with Claude's assistance, a task that traditionally requires specialist technical knowledge. The session closes with hands-on, practical business workflows building a real dashboard from start to finish using AI support at each stage so participants leave with direct experience, not just theory. This session is intentionally designed for business professionals, not data analysts, so the pace and examples stay accessible throughout.
Why should you Attend
Most business teams rely on a handful of analysts to build every Power BI report and dashboard, creating bottlenecks and delays across the organisation. If your business professionals can't build or adjust reports themselves, every small change means another request in someone else's queue. This session changes that: participants learn how to use Claude to plan, build, and troubleshoot Power BI work themselves, even without a deep technical background.
Without this training, your organisation stays dependent on a small group of specialists for routine reporting needs that business teams could easily handle on their own with the right AI support. This is a practical, hands-on session designed specifically for business users, not data analysts.
Areas Covered in the Session
- Where AI genuinely fits into the Power BI workflow
- Using Claude to plan reports and data models before building
- Writing DAX formulas with AI assistance
- Troubleshooting DAX errors faster using Claude
- Practical AI workflows suited to non-analyst business users
- Building a dashboard from start to finish with AI support
- Reducing manual errors in everyday dashboard building
- Hands-on practice with real business scenarios
- Common mistakes to avoid when using AI for Power BI
- Where to still rely on core Power BI skills versus AI assistance
Who Will Benefit
- Business Analysts
- Finance & Accounting Professionals
- Administrative & Operations Staff
- HR Professionals
- Project Managers
- Sales & Marketing Professionals
- Anyone who uses Excel or Power BI regularly for reporting
Speaker Profile
Ritu Arora has trained more than 60,000 people in over 2500 corporations over the past 20 years. This extensive experience has allowed her to develop a deep understanding of the diverse needs of learners. Additionally, she has 11 years of corporate training experience at the Abu Dhabi National Oil Company, where she had the opportunity to conduct training in various international settings. As an expert in Microsoft Office, Ritu Arora has provided training on essential software programs such as Microsoft Office Specialist Excel and Microsoft Office Specialist PowerPoint. Her expertise has been further strengthened by her authorship of the books “Advance Excel Guide” and “Mastering Advanced Excel with ChatGPT Integration”, which provides comprehensive and practical guidance to users of all levels. Ritu Arora is associated with the Confederation of Indian Industry (CII), where she is involved in their programs “Excelerate with Excel” and “Empower with PowerPoint Skills.” Additionally, she has partnered with Sumitomo Mitsui Banking Corporation to provide “Advance Excel and PowerPoint” training to their employees.
Instructor
Ritu Arora
