AI-Powered Power BI Dashboard – Hands-On Workshop for Finance Professionals

This is a hands-on Power BI build session designed specifically for finance professionals who have little or no Power BI experience.

You will learn how to take finance data and turn it into a basic, useful Power BI dashboard using AI—without needing to become a Power BI developer or write complex code yourself.

What you will do

During the session, you will build a working Power BI dashboard step by step using a practical finance use case.

You will learn how to:

• Prepare and structure finance data for Power BI
• Create a basic Power BI data model
• Build charts, tables, KPIs and management views
• Use AI to generate DAX formulas and Power BI code
• Use AI to troubleshoot and improve your Power BI calculations
• Ask AI the right questions to create measures and calculations
• Turn a finance reporting requirement into a Power BI dashboard
• Use AI as a Power BI co-pilot, even if you don't know DAX or coding

What you will walk away with

By the end of the hands-on session, you will have:

1. A basic Power BI finance dashboard that you have built yourself.

2. A practical understanding of the Power BI dashboard-building process—from raw data to visualisation.

3. A repeatable AI-assisted approach for building future dashboards.

4. A practical "how-to" playbook showing how to use AI to write DAX formulas, generate calculations, troubleshoot errors and accelerate dashboard development.

Who is this for?

This workshop is designed for:

• CFOs and Finance Directors
• Chartered Accountants
• Financial Controllers
• FP&A professionals
• Management Accountants
• MIS professionals
• Finance Managers and Analysts
• Finance professionals who currently rely heavily on Excel

No prior Power BI or DAX programming knowledge is required.

The objective isn't to turn you into a Power BI developer. It is to show you how a finance professional can use Power BI + AI to build useful dashboards independently.