Overview
This session shows participants how to use Claude to plan, structure, and refine Power BI dashboards, turning raw data into decision-ready visuals more efficiently.
It begins with dashboard planning using Claude to think through the right structure and layout before opening Power BI at all, which reduces costly rework later in the process. The session then covers AI-assisted DAX writing, showing participants how to draft and refine DAX measures with Claude's help rather than starting from a blank formula bar.
Participants also practice refining visuals and layout based on Claude's input, learning how to iterate toward a clean, professional dashboard faster than manual trial and error allows. The session closes with a full hands-on dashboard build, applying everything covered to a real business scenario from start to finish. By the end, participants leave with a practical, repeatable workflow for building Power BI dashboards with AI assistance at every stage, not just a list of tips they've seen demonstrated.
Why should you Attend
Poorly planned dashboards waste hours of rework wrong layouts, incorrect DAX measures, and confusing visuals that have to be rebuilt from scratch. If your team is still building Power BI dashboards the old way, they are spending far more time than necessary getting from raw data to a decision-ready report.
This session shows participants how to use Claude to plan dashboards properly before building, write DAX measures with AI assistance, and refine visuals faster than manual trial and error. Without this training, teams keep repeating the same slow, error-prone dashboard-building process instead of adopting a faster, AI-assisted workflow. This is a hands-on session built around a real dashboard build, not just a theoretical walkthrough.
Areas Covered in the Session
- Planning dashboard structure with Claude before building
- Writing DAX measures with AI assistance
- Refining and troubleshooting DAX formulas faster
- Improving visuals and layout based on Claude's input
- Turning raw data into decision-ready visuals more efficiently
- Reducing manual errors and rework in dashboard building
- Hands-on dashboard build from start to finish
- Practical, reusable prompts for everyday Power BI work
- Common mistakes to avoid when using AI for dashboards
- Where to still rely on core Power BI skills versus AI assistance
Who Will Benefit
- Power BI Users
- Business Analysts
- Finance & Reporting Teams
- Operations Professionals
- Project Managers
- Sales & Marketing Professionals
- Anyone who builds or reviews dashboards regularly
Speaker Profile
Ritu Arora has trained more than 60,000 people in over 2500 corporations over the past 20 years. This extensive experience has allowed her to develop a deep understanding of the diverse needs of learners. Additionally, she has 11 years of corporate training experience at the Abu Dhabi National Oil Company, where she had the opportunity to conduct training in various international settings. As an expert in Microsoft Office, Ritu Arora has provided training on essential software programs such as Microsoft Office Specialist Excel and Microsoft Office Specialist PowerPoint. Her expertise has been further strengthened by her authorship of the books “Advance Excel Guide” and “Mastering Advanced Excel with ChatGPT Integration”, which provides comprehensive and practical guidance to users of all levels. Ritu Arora is associated with the Confederation of Indian Industry (CII), where she is involved in their programs “Excelerate with Excel” and “Empower with PowerPoint Skills.” Additionally, she has partnered with Sumitomo Mitsui Banking Corporation to provide “Advance Excel and PowerPoint” training to their employees.
Instructor
Ritu Arora
