Power BI and Fabric Copilot

Description

In this 1 hour e-learning course which uses a Finance dataset (the same I use on the Financial Reporting with Power BI course), I cover how to leverage tools such as Power BI/ Fabric Copilot, and Generative AI tools more broadly, to automate the full end-to-end analytics workflow

This workflow covers everything from requirements gathering to building a medallion lakehouse architecture in Microsoft Fabric, to setting up your data to work with Power BI Copilot and building a vector search index on your income statement results for automatic financial commentary generation.

These technologies are revolutionizing business processes and analytical reasoning in areas such as finance. While Generative AI is often used for creative tasks like summarizing documents or generating content, its real potential lies in finance in automating data-heavy processes. Tasks like data cleaning, preparation, and modeling—often time-consuming and tedious—are critical for transforming raw data from financial and operational systems into actionable insights.

In this course you’ll learn how to shape data, create calculations, and add context, enabling Generative AI to reason over it and deliver automated insights. By combining these tools effectively, you’ll drive meaningful business change through technology.