Course : Create dashboards with Copilot in Power BI
Practical course - 2d
- 14h00 - Ref. IOE
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 | Define a business requirement and prepare a data model that Copilot can use in Power BI |
| Designing decision-oriented dashboards using Copilot and natural language |
| Produce reliable summaries, narratives, and analyses based on the generated data and visuals |
| Ensure the quality, governance, and confidentiality of dashboards created with Copilot |
Intended audience
Business managers, reporting managers, management controllers, analysts, business analysts, performance managers, project managers, BI consultants, Power BI trainers, and advanced Excel users who want to speed up the creation of dashboards using Power BI and Copilot.
Prerequisites
Regular use of Excel or a reporting tool.
Practical details
Teaching methods
A combination of lectures and hands-on exercises.
Course schedule
1 Understanding Copilot in Power BI and Setting Up a Dashboard
- Identify Copilot's role in creating and analyzing Power BI reports.
- Distinguish between a dashboard, a report, a semantic model, and a visualization.
- Define appropriate uses of Copilot for visualizations, summaries, and analyses.
- Clarify the business objectives, target users, and expected decisions.
- Select the key performance indicators and analytical dimensions that are useful for management.
Hands-on work
Analysis of a business need and drafting of a dashboard scope document, including identification of relevant uses for Copilot.
2 Prepare the data and semantic model for Copilot
- Understanding the impact of the semantic model on the quality of the generated responses.
- Identify the tables, relationships, measures, and dimensions needed for reporting.
- Rename the fields and document the metrics using business terminology.
- Reduce ambiguities and prepare data for natural language queries.
- Identify sensitive data and the applicable confidentiality rules.
Hands-on work
Evaluating a Power BI Data Model and Creating a Data Preparation Checklist for Copilot
3 Create dashboard pages with Copilot
- How to structure an effective prompt to generate a Power BI report page.
- Request visuals tailored to management objectives and user profiles.
- Generate summary, analysis, and trend-tracking pages.
- Edit and improve a report based on specific business guidelines.
- Verify that the Copilot proposals align with actual needs.
Hands-on work
Creating an initial dashboard page with Copilot and refining the prompt after analyzing the results.
4 Improving the Readability and Decision-Making Impact of Dashboards
- Apply the essential principles of data visualization in Power BI.
- Prioritize information across the levels of overview, analysis, and operational detail.
- Choose the appropriate visuals for comparisons, trends, alerts, and breakdowns.
- Use Copilot to suggest visual and editorial improvements.
- Ensure the visual consistency and readability of the reports produced
Hands-on work
Redesign of an existing dashboard, including improvements to the visual structure and key messages.
5 Generate summaries and narratives with Copilot
- Create an executive summary based on Power BI visuals and metrics.
- Generate comments on detected trends, discrepancies, and anomalies.
- Distinguish between observed facts, interpretations, and recommendations for action.
- Adjust the level of detail and tone to suit the target audience.
- Verify the figures, assumptions, and wording generated by AI.
Hands-on work
Creation of a narrative summary and business validation of the analyses proposed by Copilot.
6 Building a Power BI Copilot Prompt Library
- Define the structure of a robust and reusable prompt.
- Design prompts for creating, analyzing, and improving reports; write prompts for executive summaries and quality control checks.
- Test, compare, and optimize the responses generated by Copilot.
- Organize a shared library of prompts that have been approved by the teams.
Hands-on work
Creating a library of reusable prompts for Power BI dashboards.
7 Managing and Implementing the Use of Copilot in Reporting
- Define validation rules before publishing a dashboard.
- Manage access rights, confidentiality, and sensitive data.
- Check for errors, inaccuracies, and biases in AI responses.
- Document the indicators, sources, and calculation rules.
- Develop a plan for the phased rollout of Copilot features.
Hands-on work
Development of a Copilot user guide and an operational rollout plan for business teams.
PARTICIPANTS
Business managers, reporting managers, management controllers, analysts, business analysts, performance managers, project managers, BI consultants, Power BI trainers, and advanced Excel users who want to speed up the creation of dashboards using Power BI and Copilot.
PREREQUISITES
Regular use of Excel or a reporting tool.
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.
Business managers, reporting managers, management controllers, analysts, business analysts, performance managers, project managers, BI consultants, Power BI trainers, and advanced Excel users who want to speed up the creation of dashboards using Power BI and Copilot.
PREREQUISITES
Regular use of Excel or a reporting tool.
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.
Dates and locations
Dernières places
Date garantie en présentiel ou à distance
Session garantie
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.