Claude AI for Microsoft Power BI
This training course is a comprehensive deep dive into how Power BI report authors can use Claude AI to become more productive and efficient using the latest AI tools.
Description
Designed for Power BI report authors, this course is a great course to learn how Claude can leverage the Power BI Connector to work with data and visualizations.
Our courses and training environments allow students to realize the value of AI without taking any unnecessary risks regarding security and data.
This course includes preloaded, preconfigured hands-on labs with guided exercises. The safest and easiest way for you to 'dip your toes in' and try out Claude in a real world sandbox environment.
What are Hands-on labs?
Hands-on Labs are a preconfigured, self-contained sandbox environments that can be used safely to practice on and make mistakes whilst at the same time understand the value Claude will bring to your work, life or business.
Not only that, they come with a selection of step-thru exercises that you can perform on the actual technology without the headache of setting up Claude or risking exposing your own data or systems.
Our preconfigured hands-on labs can be provisioned in seconds and then destroyed as soon as your done.
No risks.
A chance to try out Claude and start your AI journey.
Target Audience
Beginners, Business Owners and Founders curious about AI agents – no coding required and no risks taken.
We'll assume basic computer skills.
Course Outline
Module 1 Setting Up Your Workspace
Objectives:
- Opening Claude.ai in Edge
- Loading the sample CSV into Power BI Desktop
- Using the Power BI Connector
- Sending the first context message to Claude
Duration: 30 minutes.
Hands-On Lab: "Setting up Claude and Power BI"
Module 2 Writing Power Query Transformations with Claude
Objectives:
- Using Claude for Data Transformations
- Working with Connections and Datasets (Semantic Models)
- Using Claude to write M expressions
- Creating Calculated Columns
- Working with Date types
- Add the calculated column
Duration: 40 minutes.
Hands-On Lab: "Using Claude for Data Transformations"
Module 3 Writing DAX Measures with Claude
Objectives:
- Introduction to Claude and DAX
- Generate Measures with Claude using DAX Expressions
Duration: 40 minutes.
Hands-On Lab: "Using Claude to generate measures and display in a dashboard"
Module 4 Connectors – Building the Dashboard with Claude
Objectives:
- Creating full visual layout (cards, bar chart, donut, table, slicers)
- Applying conditional formatting
- Generating a plain-English narrative
- Saving the reports.
Duration: 40 minutes.
Hands-On Lab: "Build your Dashboard with Claude"
Module 5 Using Claude as a Debugging Assistant
Objectives:
- Debugging DAX measures and using Claude to diagnose and fix
- Explaining inherited DAX with Claude
- Generating a complete M query pipeline from scratch
Duration: 30 minutes.
Hands-On Lab: "Debugging Power BI with Claude"
Module 6 Prompt Engineering for Better Results
Objectives:
- Four practical techniques: giving context upfront
- Asking for specific output formats
- Iterating in the same conversation
- Using Claude to write better prompts for itself
Duration: 40 minutes.
Hands-On Lab: "Using Claude to write better prompts for Power BI"
Module 7 Summary, Reference, and Challenge
Objectives:
- Full recap table
- Prompt library for insurance broking scenarios
- Tips for getting better results
- Four-task unsupported challenge exercise
Duration: 40 minutes.
Hands-On Lab: "Challenge Exercises - Using Claude to Build a Power BI Dataset and Report"
Module 8 Connectors – Power BI MCP Integration (Claude Desktop + MCP)
Objectives:
- Installing Claude Desktop and MCP
- Connecting Claude live into the open
.pbixfiles - Creating measures directly in the model
- Running live DAX queries
Duration: 40 minutes.
Hands-On Lab: "Claude and MCP"
About our AI training courses...
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All of our courses can be attended as online live instructor-led classes, on-demand self-paced or organized as private training for you and your team.
All of our courses include:
✅ Expert instructors with subject matter expertise. All of our instructors have 'real world' knowledge in the subject they are teaching you in. We will know the answers to your questions.
✅ All of our courses come with hands-on labs self-contained environments. These allow you to 'get your hands dirty'.
✅ Our courses are designed with with real world scenarios, examples and exercises. You will learn best practice and expert tricks and tips to get ahead and become self-suffcient.
✅ So you can listen to the instructor and then try out what you've learnt ('learn by doing') with our hands-on labs!
✅ Because our training is inside our self-contained hands-on lab training environments, everything you do is safe and secure. You will not be using any of your own data and accounts (we use trial accounts and test accounts)
✅ You will have access to your expert trainer and our support helpdesk afterwards for any questions of issues.
✅ You will have access to your hands-on lab environment after the course have been completed so that you can finish off anything that your didn't finish in class.
✅ Over the last 20 years, our courses and training have been attended by 1000's of students from all over over the world. We create courses for Microsoft, Skillsoft and other learning partners worldwide.
Need more than just training?
There are significant risks if AI is not implemented properly in your business.
These risks can be significantly mitigated by attending one of our courses, raising awareness and making the right decisions from the beginning.
If you need further help consider our private 'one-on-one' engagements where we help you discover, setup and train your team.
The risks:
✅ Uncontrolled AI agents and automation leading to errors or unintended outcomes
✅ Security vulnerabilities from improper tool permissions or data access
✅ Lack of governance resulting in inconsistent or non-compliant behaviour
✅ Poor adoption due to inadequate training and change management
✅ Integration failures or scope creep without a clear strategy
✅ Improper AI tech solution selection from lack of awareness in the due-diligence phase
How we can help:
✅ Comprehensive discovery and strategic roadmap to align AI with your business goals
✅ Robust security framework with strict tool permissions, data controls, and audit logging
✅ Enterprise-grade governance and guard rails to ensure safe, reliable agent behaviour
✅ Tailored training and adoption programs so your team confidently uses and manages agents
✅ Ongoing support and monitoring to maintain performance, compliance, and value realisation
Contact us for more options and to book in for a free one-on-one consultation.