Faculty of Engineering

Power BI for Business Processes with AI - Lima Campus

Module 1: Introduction to BI and Power BI with AI
  • Introduction to Business Intelligence and Power BI. Workflow.
  • Use of AI (ChatGPT/Gemini) to explain basic concepts.
  • View of the Power BI Desktop console environment.
  • Ribbon for Reports, Tasks, and Tools.
  • Views or canvas (Report view, data view, and model view).
  • Work Pages, Visualizations Pane, and Data Fields Pane.
Module 2: AI-Assisted Data Structure, Cleaning, and Transformation
  • Obtaining data: Common sources and methods for establishing external connections.
  • Load data from Excel/CSV and various sources.
  • Use of AI for suggested data cleaning.
  • Data transformation with Power Query: data types, custom columns, error removal.
  • Advanced Power Query: File Consolidation and Bulk Transformation.
  • Editing fields, data formats, and sorting.
Module 3: Data Modeling and Integration with AI
  • Model view and analytical model design (relating tables).
  • Basic modeling: relationships between tables and introduction to manual and AI-powered DAX.
  • Configure relationships between tables (Cardinality: One to One, one to many, etc.).
  • Modeling techniques (primary keys and foreign keys).
  • Intermediate data modeling: complex relationships, structured data hierarchies, and initial optimization.
  • Properties in Model View: rename tables, edit and delete relationships.
Module 4: AI-Assisted DAX Language
  • Using basic DAX functions of aggregation and iteration.
  • DAX Intermediate: CALCULATE, FILTER, ALL, RELATED.
  • Using ChatGPT/Gemini to generate measurements.
  • Time intelligence: YTD, MTD, period comparisons.
  • AI as an assistant: DAX code optimization with AI.
Module 5: Creating AI-Powered Dashboards and Advanced Reports
  • Report View: Insertion and linking of visual objects with model data.
  • Basic visualizations: tables, matrices, bar charts, lines, and cards.
  • Advanced visualizations: KPIs, maps, Tornado charts, page navigation.
  • Field segmenters and visual object filters (Advanced, Basic, Top N).
  • Conditional formatting (creation of traffic lights).
  • Automatic generation of executive summaries using AI.
Module 6: Developing Business Projects with AI and Publishing
  • Analysis of the database of a business project (relational-transactional).
  • Project modeling, creation of ongoing visual reports, and linking.
  • Publishing in Power BI Service.
  • Secure publishing and sharing.
  • Integration of reports with PowerPoint and Web.