Specialization
Target audience
- Anyone interested in this topic
1 day
New training
AI Training in Financial Reporting
Prerequisites
You must be familiar with the basics of Power BI Desktop (data import, simple measures, visuals) or have completed the “Microsoft Power BI – Level 1” training course .
Objectives
◗ Identify use cases for agent-based AI in a business intelligence context.
◗ Use the MCPs (Model Context Protocol) available for Power BI.
◗ Compare the leading AI tools compatible with Power BI.
◗ Generate visuals, DAX measures, and M queries using AI.
◗ Identify the limitations and best practices for using AI in a financial reporting workflow.
Training program
◗ Agent-Based AI for Business Intelligence: An Overview and Key Challenges
– What is an AI agent? The difference between generative AI, agent-based AI, and traditional automation
– AI use cases in financial BI: report generation, natural language analysis, anomaly detection
– Risks and limitations to be aware of: hallucinations, sensitive data, auditability
✔ UNDERSTAND | Illustration: demonstration of an AI agent modifying a Power BI report based on a natural language prompt
✔ EVALUATE | Quiz: What are the differences between conversational AI and agent-based AI?
◗ Using an MCP for Power BI
– Understanding how the Model Context Protocol (MCP) works
– Identifying the MCPs available for Power BI
– Querying a Power BI model using natural language
✔ APPLY | Hands-on exercise: Connect an AI agent to a Power BI model via MCP and ask financial analysis questions in natural language
✔ EXPERIMENT | Workshop: Generate a complex DAX measure by describing the desired metric to the agent
✔ EVALUATE | Quiz: What is the difference between an MCP and a traditional API?
◗ Comparison of AI Tools Compatible with Power BI
– Security and data privacy requirements
– Available tools: Visual Studio Code, Git, AI tools, etc.
– Connecting an AI tool to a Power BI report
✔ EXPERIMENT | Live workshop: Using an AI tool to generate a DAX measure and modify the semantic model
✔ EVALUATE | Quiz: Which tool should you choose based on your context (budget, sensitive data, skill level)?
◗ Best Practices and Integration into the Financial Workflow
– Configure your Power BI file to make it usable by AI
– Structure your instructions to generate reliable DAX or M code
– Governance framework: How can you automatically generate technical documentation for a Power BI report?
✔ EXPERIMENT | Live workshop: Build a mini AI → Power BI workflow: from business question to validated metric in the report
✔ APPLY | Hands-on exercise: Generate standard documentation for each Power BI report using an AI tool
✔ EVALUATE | Quiz: What precautions should you take before integrating AI into a production report?
Why choose this course?
Generative AI is profoundly transforming the BI field. Power BI is gradually integrating with AI assistants that automate report creation, generate DAX measures, and analyze data using natural language. This workshop allows each participant to test these tools in an accessible environment (without requiring the installation of new software or paid licenses) and to evaluate their real added value for finance
Teaching and assessment methods
Before the training: Submit your expectations via your online portal 15 days before the training begins and complete a self-assessment of your skills.
Teaching Methods: A variety of teaching methods to cater to different learning styles, encourage active participation, and reinforce learning through experimentation and practice.
Educational materials: presentation materials, reference materials (summary sheets, tables, etc.), and other resources available in your account.
During the training: theoretical concepts are alternated with examples drawn from real-life cases. Participants are given the opportunity to engage in role-playing exercises. Numerous practical exercises allow participants to demonstrate their mastery of the skills as the training progresses.
Training monitoring and evaluation: attendance sheet and certificate of completion. Immediate and post-training evaluations conducted using the LearnEval platform.
Price
1 295 € EXCL. TAX
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