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Power BI + Claude AI: Smarter, Faster Analytics

Published by O'Reilly Media, Inc.

Intermediate content levelIntermediate

Use AI to eliminate repetitive work in Power BI

What you’ll learn and how you can apply it

  • Reduce manual and repetitive work in Power BI using AI
  • Generate and refine DAX measures using AI
  • Debug and improve Power BI calculations with AI assistance
  • Automate dataset documentation and model explanations
  • Apply prompting techniques to common Power BI tasks

Course description

AI is changing the way data professionals work, and Power BI developers are no exception. In this hands-on course with Nicolás Lagreste Zucchini and Florencia Hourcouripé, you’ll learn how to use Claude as an AI copilot to reduce repetitive work and accelerate your Power BI development process. Instead of starting from scratch every time, you’ll use natural language to generate DAX, debug calculations, and understand your data model more efficiently.

Through demo-driven examples based on real scenarios, you’ll see how AI can help you move faster across common tasks without relying on manual, copy-and-paste workflows. By the end of the session, you’ll have a practical approach to integrating AI into your daily work and significantly improving your productivity as a Power BI developer.

This live event is for you because...

  • You build reports or dashboards in Power BI.
  • You regularly write DAX and work with data models.
  • You spend time on repetitive tasks like debugging, rewriting logic, or documenting.
  • You want to work faster and reduce manual effort using AI.

Prerequisites

  • Power BI Desktop installed and up-to-date on a Windows machine
  • A free claude.ai account (a step-by-step guide will be sent to registrants)
  • Intermediate experience with Power BI Desktop (building reports, creating measures, and working in Power Query)
  • Basic familiarity with DAX syntax (calculated columns and measures)

Recommended preparation:

Recommended follow-up:

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Reducing manual work in Power BI (35 minutes)

  • Presentation: Where time is lost in Power BI (DAX, debugging, documentation); how AI can reduce repetitive work
  • Group discussion: Which tasks feel most repetitive in your workflow?
  • Demonstration: Using Claude to understand a dataset
  • Q&A

Writing DAX without starting from scratch (65 minutes)

  • Presentation: Prompting techniques for DAX generation
  • Demonstration: Generating measures from business questions; rewriting and simplifying existing DAX
  • Hands-on exercise: Create a measure using AI
  • Q&A
  • Break

Debugging faster with AI (55 minutes)

  • Presentation: Common issues in Power BI (context, wrong results)
  • Demonstration: Fixing incorrect measures; filtering context using AI
  • Group discussion: When to trust AI and when to validate results
  • Q&A
  • Break

Automating documentation and model understanding (40 minutes)

  • Demonstration: Generating dataset documentation; explaining relationships and tables automatically; creating business-friendly descriptions
  • Hands-on exercise: Document a small model
  • Q&A

Building an AI-assisted workflow (30 minutes)

  • Presentation: Moving from manual work to AI-assisted workflows
  • Demonstration: Reusable prompts for daily tasks; creating a personal prompt library
  • Hands-on exercise: Improve a real prompt
  • Q&A

Wrap-up and Q&A (15 minutes)

Your Instructors

  • Maria Florencia Hourcouripé

    María Florencia Hourcouripe is a Microsoft Power BI consultant and trainer, with a Master’s in Business Intelligence and Technological Innovation from EAE Barcelona. As co-founder of Analytic Mood, she helps businesses implement and optimize Power BI solutions, working with companies across industries such as energy, fashion, publishing, real estate, pharmaceuticals, and hospitality. Some of the organizations she has collaborated with include Repsol, Louis Vuitton, Grupo Planeta, and Servihabitat. She is also a speaker at Microsoft technical events and an instructor at O’Reilly, where she teaches Power BI courses at various levels.

  • Nicolás Lagreste Zucchini

    Nicolás Lagreste Zucchini is a Microsoft Power BI consultant and trainer, with specialized studies in Big Data and Business Intelligence, earning a certification from MIT, along with multiple Microsoft MCSA: BI Reporting credentials. As co-founder of Analytic Mood, he helps businesses in pharmaceuticals, entertainment, construction, fashion, and services implement and optimize Power BI solutions. He has worked with major organizations such as O'Reilly, NTT Data, LaLiga Tech, Mapfre, Repsol, and Grupo Planeta. An active member of the Power BI community, he has also spoken at industry events like the Power BI Summit.

Skills covered

  • Power BI
  • Scikit-learn
  • Machine Learning
  • Data Analysis Expressions (DAX)