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Mastering Power BI with AI: Build Smarter Reports, Dynamic Dashboards & Automated Insights (2-Day Workshop, Satisfaction Guaranteed)
High-Performance Analytics for the Modern Executive
In the age of AI, the ability to build static reports is no longer enough. Professionals must now leverage artificial intelligence to accelerate data cleaning, automate complex calculations, and uncover hidden trends instantly.
This two-day practical workshop transforms how you use AI and interact with Microsoft Power BI. You will move beyond basic charts to master AI-driven workflows that allow you to build business-ready dashboards with unprecedented speed and accuracy.
Course Requirement: Learners are required to bring a Wi-Fi-enabled laptop with Power BI Desktop (free) installed.
In the age of AI, the ability to build static reports is no longer enough. Professionals must now leverage artificial intelligence to accelerate data cleaning, automate complex calculations, and uncover hidden trends instantly.
This two-day practical workshop transforms how you use AI and interact with Microsoft Power BI. You will move beyond basic charts to master AI-driven workflows that allow you to build business-ready dashboards with unprecedented speed and accuracy.
Course Requirement: Learners are required to bring a Wi-Fi-enabled laptop with Power BI Desktop (free) installed.
Objective
- Leverage AI for Data Prep: Use AI and AI-driven Power Query features to clean and transform messy datasets automatically.
- Build Advanced Data Models: Link multiple disparate files into a cohesive, high-performance data model.
- Implement Smarter Visuals: Deploy AI visuals like Key Influencers, Decomposition Trees, and Q&A to provide instant insights.
- Automate DAX with AI: Use Generative AI tools to write and troubleshoot complex DAX measures and calculated columns.
- Deliver Business Value: Create end-to-end, executive-level dashboards that are immediately applicable to the workplace.
Outline
Day 1: Advanced Foundations & AI-Driven Transformation
Module 1: The AI and AI-Enhanced Power BI Ecosystem
Module 2: AI-Powered Data Wrangling
Module 3: Intelligent Data Modeling
Day 2: Analytics, Visualizations & Automated Insights
Module 4: DAX Mastery with AI Assistance
Module 5: Smarter Visuals & Narrative Dashboards
Module 6: Case Studies & Final Implementation
Module 1: The AI and AI-Enhanced Power BI Ecosystem
- Introducing
- various AI for our Analytics work
- Overview of Power BI Desktop vs. Service in the context of AI.
- Setting up your environment for AI integration.
- Understanding the value proposition of "Smarter Reporting".
Module 2: AI-Powered Data Wrangling
- Importing data from Excel and SQL sources.
- "Column by Example": Using AI to teach Power BI your data patterns.
- Advanced data cleaning techniques for "dirty" business datasets.
Module 3: Intelligent Data Modeling
- Linking multiple files and establishing correct relationships.
- Introduction to the Star Schema and its importance for speed.
- Using AI to suggest and create initial data relationships.
Day 2: Analytics, Visualizations & Automated Insights
Module 4: DAX Mastery with AI Assistance
- Creating essential Business KPIs (Year-to-Date, Growth %, Moving Averages).
- Utilizing Generative AI to write and debug complex DAX formulas.
- Building "Quick Measures" for rapid report development.
Module 5: Smarter Visuals & Narrative Dashboards
- Deploying AI Visuals: Key Influencers, Smart Narratives, and Q&A.
- Best practices for dashboard design and storytelling.
- Formatting dashboards for executive-level clarity.
Module 6: Case Studies & Final Implementation
- Practical Session: Building a Sales or Financial dashboard from scratch.
- Reviewing key takeaways and AI prompting for Power BI.
- Troubleshooting and applying skills to personal workplace datasets.
Methodology
- Short, focused concept briefings.
- Step-by-step guided demonstrations and hands-on exercises.
- Utilization of real-world business datasets for practical relevance.
- Continuous application and peer review.
Testimonials
"The training was very hands-on and practical. I now feel confident using Excel & Power BI to generate reports for my team." - Sarah T., HR Manager
"Excellent introduction to Excel & Power BI reporting. The instructor made everything easy to understand, even for someone with little experience." - John P., Finance Assistant
“Bernard is a very patient teacher; he was happy to repeat his explanations or simplify his explanations should he be required to”
“Able to share detailed examples during the class”
Average of >4.9 stars out of 5 stars
Bernard Peh demonstrated strong knowledge of the subject and explained complex concepts in a clear, accessible manner. He encouraged participation, responded thoughtfully to questions, and shared practical perspectives from real business scenarios, which made the session engaging and relevant.
Bernard selected apps that are user friendly and easy for trainees to try use which greatly enable learning and continued adoption
Bernard has alot of knowledge and is willing to share, to encourage and enable learning in a fun and engaging environment
The 2-day Executive Masterclass on Microsoft Power BI by Bernard Peh was very well structured and engaging. The course was well-paced and covered many essential Power BI concepts that are highly relevant for business use. Bernard explained the topics clearly and provided practical insights that made the learning process smooth and effective. The course notes are also very comprehensive and will be useful for future reference and revision.
It has been good. Thank you.
I gained the practical Power BI skills I needed and left feeling confident about using data visualisation in my daily work. The course gave me knowledge I could apply right away to make better business decisions.
Course maintained an excellent pace that kept us focused without feeling rushed. Comprehensive notes were particularly valuable and will serve as a useful reference moving forward.
Bernard Peh's 2-day masterclass was well-structured and clearly presented, making Power BI concepts easy to grasp for executives. His engaging delivery style encouraged good interaction and thoughtful questions throughout the sessions.
"Excellent introduction to Excel & Power BI reporting. The instructor made everything easy to understand, even for someone with little experience." - John P., Finance Assistant
“Bernard is a very patient teacher; he was happy to repeat his explanations or simplify his explanations should he be required to”
“Able to share detailed examples during the class”
Average of >4.9 stars out of 5 stars
Bernard Peh demonstrated strong knowledge of the subject and explained complex concepts in a clear, accessible manner. He encouraged participation, responded thoughtfully to questions, and shared practical perspectives from real business scenarios, which made the session engaging and relevant.
Bernard selected apps that are user friendly and easy for trainees to try use which greatly enable learning and continued adoption
Bernard has alot of knowledge and is willing to share, to encourage and enable learning in a fun and engaging environment
The 2-day Executive Masterclass on Microsoft Power BI by Bernard Peh was very well structured and engaging. The course was well-paced and covered many essential Power BI concepts that are highly relevant for business use. Bernard explained the topics clearly and provided practical insights that made the learning process smooth and effective. The course notes are also very comprehensive and will be useful for future reference and revision.
It has been good. Thank you.
I gained the practical Power BI skills I needed and left feeling confident about using data visualisation in my daily work. The course gave me knowledge I could apply right away to make better business decisions.
Course maintained an excellent pace that kept us focused without feeling rushed. Comprehensive notes were particularly valuable and will serve as a useful reference moving forward.
Bernard Peh's 2-day masterclass was well-structured and clearly presented, making Power BI concepts easy to grasp for executives. His engaging delivery style encouraged good interaction and thoughtful questions throughout the sessions.
Profile of Bernard Peh
Principal Trainer | ACLP Certified | ICF Certified | Data & AI Scientist | Finance & Investment Expert | Senior Fund Manager
Bernard Peh is a Master Trainer, Curriculum Designer, published author, and Hedge Fund Manager with over 25 years of combined experience spanning Data Science and Financial Investments. He specializes in AI, Microsoft 365 Copilot, Power BI, Data Analytics, and workplace automation, helping organizations translate advanced technologies into practical, high-impact business outcomes.
With 15 years of experience as a Financial Services Director across multiple advisory firms, Bernard brings deep real-world industry expertise into his training, particularly in financial analytics, investment strategy, and hedge fund management. He is currently a Senior Partner at BigDataVC, where he co-leads AI- and data-driven investment initiatives powered by predictive analytics.
As an ACLP-certified trainer, Bernard has designed and delivered WSQ, IBF, and SkillsFuture-funded programmes across eight major Accredited Training Organizations (ATOs) in Singapore. Since 2018, he has trained many professionals, earning consistently high learner satisfaction scores for his ability to simplify complex concepts and deliver highly practical, business-relevant learning experiences.
He is also a sought-after keynote speaker and thought leader in Data Science and Investment Strategy, known for bridging the gap between technical analytics and strategic decision-making.
Key Career Highlights
- ACLP-Certified Master Trainer: Developed and delivered WSQ-aligned programmes across 8 leading ATOs in Singapore
- Senior Partner, BigDataVC: Co-leading data-driven investment strategies using AI and predictive analytics
- Financial Services Leader (15 years): Former Director in four leading financial advisory firms in Singapore
- 25+ Years in Data Science & Analytics: Applying advanced analytics to drive business and investment decisions
- Keynote Speaker & Author: Recognized thought leader in Data Science, AI applications, and Investment Strategy
Technical Expertise
- Artificial Intelligence (AI) & Prompt Engineering
- Microsoft 365 Copilot & Power Platform
- Power BI & Data Visualization
- Python, SQL, C / C++
- Microsoft Excel (Advanced)
- Data Science & Predictive Analytics
- Financial Advisory, Investment Strategy & Hedge Fund Management
- Leadership & Business Decision-Making Analytics
