AI in Excel and Power BI

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Vikram Varma

Speaker: Vikram Varma

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Software Webinar Image
Date
13 May, 2026 (Wednesday)
Time
10:00 AM PDT | 01:00 PM EDT
Duration
60 Minutes

Overview

In 2026, AI has become the core operating layer of Microsoft Excel and Power BI through Copilot, which serves as a real-time partner for generating complex formulas and DAX measures from simple natural language descriptions.

Excel users leverage AI for automated data cleaning and deep trend analysis, while Power BI’s Natural Language Q&A allows stakeholders to build entire report pages and interactive visuals simply by asking a question.

Advanced features like Anomaly Detection automatically monitor time-series data to flag unexpected spikes or dips, and Smart Narratives provide instant, text-based summaries that translate dense charts into clear, executive-ready stories.

These tools significantly reduce the "drudge work" of data preparation, allowing business analysts to spend less time debugging code and more time on high-level strategic interpretation. Ultimately, this integration democratizes advanced data science, turning raw datasets into compelling intelligence that is accessible to every level of the organization.

Area Covered

The Copilot Revolution: Natural Language to DAX & Formulas Mastering the art of "prompting" your spreadsheet. We will cover how to use Copilot to generate complex measures and nested Excel formulas from plain English, solving the problem of "syntax frustration" and reducing development time for custom KPIs.
  AI-Driven Data Cleaning in Power Query Using "Column from Examples" and AI insights to automate the transformation of messy, unstructured data. This area solves the massive overhead of manual data preparation, allowing analysts to spend 80% less time on cleaning and more time on interpretation.
  Natural Language Data Exploration (Q&A Visual) Setting up the Q&A Visual so non-technical stakeholders can ask questions like "Which region had the highest HR expense last quarter?" This empowers self-service BI and reduces the constant "ad-hoc request" load on the data team.
  Automated Executive Summaries with Smart Narratives Implementing Smart Narrative visuals that use generative AI to write dynamic, text-based summaries of your reports. This solves the problem of "data blindness" by instantly translating complex charts into clear, boardroom-ready bullet points.
  Proactive Trend Analysis via Anomaly Detection Configuring automated alerts that use machine learning to flag and explain unexpected spikes or dips in your time-series data. This shifts your business from "reactive" reporting to "proactive" intervention before small issues become crises.
  Statistical Driver Analysis with Key Influencers Using the Key Influencers AI visual to determine exactly what factors (e.g., tenure, department, or location) are driving your primary metrics. This provides a scientific basis for business decisions rather than relying on "gut feeling."
  Predictive Forecasting and Trend Projection Leveraging built-in AI forecasting in Power BI and Python in Excel to visualize future outcomes based on historical patterns. This allows teams to create more accurate budgets and revenue projections with a single click.
  The "AI-Human" Partnership: Verification and Strategy A critical closing session on the ethics and accuracy of AI. We will discuss how to audit AI-generated code and why the analyst’s role is shifting from "Calculating Data" to "Governing Insights," ensuring your career remains future-proof.

Why Should You Attend

In the rapidly evolving landscape of 2026, the primary reason to attend this webinar is to secure a definitive competitive advantage by transitioning from manual data processing to AI-driven orchestration.While traditional spreadsheet skills are now baseline requirements, true professional relevance today depends on AI-fluency—specifically the ability to leverage Copilot and automated insights to manage massive datasets with unprecedented speed and accuracy.

By mastering these tools, you move beyond the "drudge work" of manual formula building and into the high-value realm of predictive analytics and strategic storytelling, which are the top skills demanded by global employers.
Attending this session ensures you are not left behind as the industry shifts toward automated DAX generation and Smart Narratives, allowing you to produce executive-ready insights in minutes rather than hours.
Ultimately, this training is your roadmap to becoming an indispensable asset in a job market that no longer rewards just "knowing" the data, but instead prizes the ability to "command" it through advanced AI integration.

Who Will Benefit?

  • Financial Analysts / FP&A Managers:    Automating tedious variance analysis and using Anomaly Detection to find budget leaks instantly.
  • HR Analytics / People Leads:    Using Key Influencers to identify why employees leave or how to optimize hiring.
  • Supply Chain & Logistics Analysts:    Managing massive datasets with AI-powered Power Query to clean data in seconds.
  • Business Intelligence (BI) Developers:    Using Copilot to write complex DAX measures and design report layouts 10x faster.
  • Sales Operations Managers:    Setting up Natural Language Q&A so sales teams can "ask" the data for their own answers.
  • Marketing Data Specialists:    Using Smart Narratives to automatically write text summaries of campaign performance for the CMO.
  • Project Management Office (PMO):    Using AI to summarize project health and risks into executive status reports without manual typing.
  • Audit & Compliance Officers:    Leveraging AI for automated data reconciliation and flagging outliers across thousands of entries.

 

Speaker

Vickram is a certified trainer with over 15 years of experience in Excel, Power BI, Business Analytics, and Economics. He specializes in transforming complex data into clear, actionable insights that help organizations make smarter decisions and drive sustainable growth.

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