Course : Automate reporting and accelerate decision-making with Power BI and AI
Practical course - 2d
- 14h00 - Ref. QIA
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 | Design a Power BI reporting system focused on performance management and decision-making. |
| Automate refreshes, alerts, and distribution workflows with Power BI and Power Automate. |
| Use AI and Copilot to generate analyses, summaries, and recommendations to support decision-making. |
| Establish data governance, reporting, and AI usage practices tailored to reporting needs. |
Intended audience
Management accountants, reporting managers, business unit managers, performance managers, data analysts, business analysts, finance, sales, and operations departments, transformation project managers, consultants, PMO staff, BI teams, and trainers who want to automate their reporting processes and improve their reliability using Power BI and AI.
Prerequisites
Regular use of Excel or reporting tools. No advanced development skills are required.
Practical details
Teaching methods
The instructor assesses the participant's learning progress throughout the training course using multiple-choice questions, role-playing exercises, hands-on activities, and so on.
Course schedule
1 Diagnosing and Structuring Decision-Oriented Reporting
- Identify the limitations of manual or semi-automated reporting.
- Map data sources, consolidation flows, and validation processes.
- Identify repetitive tasks, data re-entry, and potential sources of error.
- Identify the metrics that are truly useful for decision-making and performance management.
- Distinguish between descriptive, analytical, and decision-making reporting.
Hands-on work
Mapping an existing reporting process and identifying tasks to automate.
2 Design a management model using Power BI
- Organize the data needed for reliable and actionable reporting.
- Understanding the role of the semantic model in Power BI.
- Define dimensions, measures, hierarchies, filters, and business rules.
- Develop performance, trend, variance, and alert metrics.
- Prepare the data for effective use by AI and Copilot.
Hands-on work
Design of a target model for a decision-making dashboard, including a data schema and key metrics.
3 Designing Clear and Actionable Dashboards
- Apply decision-oriented data visualization principles.
- Select visuals that are appropriate for the gaps, trends, and business priorities.
- Prioritize information across the overview, analysis, and details.
- Design pages tailored to executives, managers, and operational teams.
- Organize analytical comments to make them easier to interpret.
Hands-on work
Creating a storyboard for a Power BI report with summary, analysis, and detail pages.
4 Automate refreshes, alerts, and broadcasts
- Configure data refreshes based on the available sources.
- Set up subscriptions and scheduled report deliveries
- Set up alerts for critical metrics.
- Integrate Power BI and Power Automate to trigger automated actions.
- Check the limits related to licenses, access rights, and connectors.
Hands-on work
Creating an alert and notification workflow for a critical metric.
5 Leveraging AI and Copilot to Accelerate Analysis
- Use natural language to query the data based on the available environment.
- Generate insights, summaries, and analysis ideas using AI. Use Copilot to help create and improve reports.
- Prepare data and descriptions to improve the relevance of AI responses. Verify the quality and reliability of the generated analyses.
Hands-on work
Creating a library of analysis and synthesis prompts for Power BI and AI.
6 Produce summaries and recommendations to support decision-making
- Structuring an executive summary based on a dashboard.
- Identify significant discrepancies and their business impacts.
- Formulate explanatory hypotheses and recommendations for action.
- Adjust the level of detail based on the target audience.
- Distinguish between observed facts, interpretations, and recommendations.
Hands-on work
Transforming a simulated dashboard into an AI-enhanced decision memo.
7 Implement augmented decision-making routines
- Establish daily, weekly, or monthly management routines.
- Organize performance reviews using Power BI.
- Link indicators, decisions, and follow-up actions.
- Use AI to prepare questions, summaries, and action plans.
- Measure the effectiveness of the decision-making process and the actions taken.
Hands-on work
Design of an augmented piloting routine with associated indicators, roles, and workflows.
8 Managing Data, Reports, and AI Applications
- Define the roles and responsibilities related to reporting and data.
- Establish rules for quality, confidentiality, and traceability. Secure the data used in AI analyses.
- Monitor for risks of bias, hallucinations, and misinterpretations.
- Develop a Power BI and AI usage policy and a plan for continuous improvement.
Hands-on work
Development of an operational governance framework for enhanced reporting and AI.
PARTICIPANTS
Management accountants, reporting managers, business unit managers, performance managers, data analysts, business analysts, finance, sales, and operations departments, transformation project managers, consultants, PMO staff, BI teams, and trainers who want to automate their reporting processes and improve their reliability using Power BI and AI.
PREREQUISITES
Regular use of Excel or reporting tools. No advanced development skills are required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Management accountants, reporting managers, business unit managers, performance managers, data analysts, business analysts, finance, sales, and operations departments, transformation project managers, consultants, PMO staff, BI teams, and trainers who want to automate their reporting processes and improve their reliability using Power BI and AI.
PREREQUISITES
Regular use of Excel or reporting tools. No advanced development skills are required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
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This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.