HANDS-ON GENERATIVE BI TRAINING

Get Your Power BI Models Ready for AI

A hands-on workshop that teaches Power BI teams how to turn existing semantic models into a more reliable foundation for Generative BI.

THE CHALLENGE

Accurate Dashboards Don’t Guarantee Accurate AI Answers

Power BI teams have spent years building semantic models that deliver accurate reports and dashboards.

But AI changes the interaction model.

Instead of clicking visuals and filters, business users ask questions in natural language..

AI has to interpret what the user means, choose the right measures, apply the correct date roles, understand model grain, and follow the right analytical rules.

A technically correct semantic model can still produce inaccurate or misleading AI responses.

Why?

Because much of the business knowledge and historical context Power BI professionals carry in their heads isn’t automatically available to the AI.

This workshop teaches your team how to close that gap.

WORKSHOP OVERVIEW

Prepare Your Existing Semantic Models for Generative BI

This full-day, hands-on workshop takes Power BI professionals through a practical process for improving semantic models for AI.

Using a realistic case study, attendees learn how to:

  • Evaluate AI readiness

  • Enrich semantic models with clearer business semantics

  • Simplify the AI data schema

  • Add business context and analytical rules

  • Configure verified answers

  • Test Copilot with realistic business questions

  • Validate, diagnose, refine, and retest

The course focuses on leveraging the Power BI assets your organization already has.

Your existing semantic models are the starting point.

WHAT YOUR TEAM WILL LEARN

Build Models That Give AI Needed Context

Recognize AI-Readiness Issues

Understand why technically correct semantic models can still fail when AI interprets business questions.

Communicate Business Rules

Use AI Instructions to provide business context, metric definitions, date-role rules, analytical guidance, and guardrails.

Enrich Business Semantics

Improve business-friendly names, descriptions, measures, terminology, and date-role clarity.

Configure Verified Answers

Learn when Verified Answers are useful, how to create them, and how they differ from AI Instructions.

Simplify the AI Data Schema

Use Power BI’s Prep data for AI features to choose the tables, columns, and measures AI should work with.

Test and Refine with Copilot

Ask realistic stakeholder questions, develop expected answers, validate Copilot’s responses, diagnose problems, and refine the model.

HANDS-ON LEARNING

Don’t Just Learn the Concepts. Apply Them.

This workshop centers on a realistic Power BI case study.

Attendees work through the process themselves:

Evaluate → Enrich → Simplify → Instruct → Verify → Test → Refine

You’ll begin by establishing a baseline for AI readiness.

Then you’ll progressively improve the semantic model, configure Prep data for AI, add AI Instructions and Verified Answers, and test the results with realistic stakeholder questions.

The goal is not just to understand the concepts.

It’s to leave with a repeatable process your team can apply to your organization’s Power BI semantic models.

WORKSHOP TOPICS

What the Workshop Covers

  • What makes a Power BI semantic model AI-ready

  • Why technically correct models can still fail with AI

  • Enriching models with business-friendly semantics

  • Simplifying the AI data schema with Prep data for AI

  • Adding AI Instructions, business context, and analysis rules

  • Creating and using Verified Answers

  • Testing Copilot with realistic stakeholder questions

  • Validating, diagnosing, refining, and retesting AI responses

  • Understanding current limitations and next steps with Fabric IQ and Fabric Data Agents

WHO SHOULD ATTEND

Built for Power BI and Analytics Professionals

This workshop is designed for professionals who build, manage, analyze, or work with Power BI semantic models, including:

  • Business and data analysts

  • BI and analytics developers

  • Power BI developers

  • BI and analytics managers

  • Data scientists

  • AI engineers

  • Anyone interested in building real-world Generative BI solutions

PREREQUISITES

What Attendees Should Already Know

Attendees should be familiar with:

  • Power BI Desktop

  • Power BI semantic models

  • Star schema concepts

  • DAX

Experience developing and publishing Power BI semantic models is recommended.

No prior experience with Power BI Copilot, Prep data for AI, Microsoft Fabric IQ, or Fabric Data Agents is required

WHAT YOUR TEAM WILL TAKE AWAY

A Practical AI-Readiness Method

By the end of the workshop, attendees should be able to:

  • Explain what makes a semantic model AI-ready

  • Recognize why technically correct models can still fail with AI

  • Enrich models with clearer business semantics

  • Simplify the AI data schema

  • Configure AI Instructions

  • Define business context and analysis rules

  • Create and use Verified Answers

  • Test Copilot with realistic business questions

  • Validate AI responses against expected answers

  • Diagnose whether a problem comes from the model or the AI configuration

  • Refine and retest the model

  • Understand current limitations

  • See how this work connects to Fabric IQ and Fabric Data Agents

HANDS-ON ENVIRONMENT

Technical Requirements

Because this is a hands-on workshop, attendees need access to the required Power BI and Microsoft Fabric environment.

Attendees must have:

  • Access to a Power BI subscription (e.g., the free trial)

  • Access to a paid Microsoft Fabric capacity, F2 or higher

  • Access to a Fabric workspace with appropriate permissions

  • Fabric capacity located in a region that supports Copilot

Detailed setup instructions are provided before the workshop and must be completed in advance.

If your organization restricts software installation, Microsoft Fabric access, or Copilot capabilities, attendees should coordinate with IT or a Fabric administrator before the workshop.

THE BIGGER PICTURE

Power BI Is the Beginning, Not the End

Preparing semantic models for AI is one step in a broader Generative BI journey.

The same focus on explicit business meaning becomes increasingly important as organizations explore:

  • Semantic enrichment

  • Conversational analytics

  • Microsoft Fabric

  • Fabric IQ

  • Ontologies

  • Fabric Data Agents

The workshop ends by connecting the Power BI work your team has completed to those broader Microsoft Generative BI capabilities.