AI · DBC-31

Visualization in Power BI and AI

Visualization in Power BI and AI is a course in using Power BI's AI visuals, such as Key Influencers, the decomposition tree and anomaly detection, to explain what drives the numbers, then extending reports with Python and scikit-learn for clustering and prediction. It suits data analysts, BI developers and data scientists who already build reports in Power BI.

Updated
From 6,750 THB / person 7,500 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

A good dashboard does more than show what sales were. It should help answer why the numbers changed, which customers are about to leave and which points are unusual enough to need attention now. Power BI has built-in AI visuals that answer these questions without code, and when the questions get harder you can extend the same report with Python and machine learning. Many users, however, do not know which features work with the licence they already have, or how to read AI results without misinterpreting them.

This course is built around Power BI Desktop. Day one goes deep into the AI visuals that need no Fabric capacity, namely Key Influencers, the decomposition tree, anomaly detection, forecasting and smart narrative, with the statistics needed to read them correctly, and explains the conditions for Copilot and the retirement of Q&A. Day two brings Python into Power Query and Python visuals, using pandas and scikit-learn to cluster customers, detect anomalies and build predictive models, then shows the results in a dashboard. It ends with a workshop that analyses customer data from start to finish. (2 days, 6 hours per day, 12 hours in total, Intermediate level.)

What you’ll gain

  • Understand the AI features in Power BI in 2026 and the licensing conditions for each
  • Use Key Influencers and the decomposition tree to find drivers and root causes of change
  • Detect anomalies and forecast trends with anomaly detection and forecasting
  • Summarise reports in text with smart narrative and read AI output critically
  • Set up Python to work with Power BI Desktop and use Python scripts in Power Query
  • Use scikit-learn for clustering, anomaly detection, classification and regression, and show the results in reports
  • Plan refresh and understand the limits of Python-based reports when publishing to the Power BI Service

Who this course is for

  • Data analysts and BI developers who already use Power BI and want deeper analysis
  • Data scientists who want to present machine learning results in Power BI
  • Digital marketers and sales teams who need to segment customers and find what drives sales
  • Anyone who has completed a Power BI foundation course and wants to move into AI

Prerequisites

  • Experience building reports in Power BI Desktop, an understanding of data models and basic DAX measures
  • Confident Excel skills and basic statistics, such as averages and data distribution
  • No Python programming is required, but you should be ready to read and edit short code samples
  • A Windows laptop that can run Power BI Desktop and Python, with permission to install software

Curriculum

Course Details

This course is the 2026 edition of Visualization in Power BI and AI. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs. Intermediate level. Day one goes deep into the Power BI AI visuals that need no Fabric capacity. Day two uses Python, pandas and scikit-learn inside Power BI for clustering, anomaly detection and predictive models, then shows the results in a dashboard. The course focuses on analysis with AI visuals and machine learning; it does not cover Power BI fundamentals or AI agents such as Claude Code, which have their own courses at the institute. Learners take home the Power BI files, Python scripts and sample datasets for every lab.

Day 1 AI Visuals in Power BI

Section 1: The AI Landscape in Power BI in 2026

  • How AI visuals, Copilot and Python in Power BI differ
  • Which features work in Desktop and with Pro, and which need Fabric capacity
  • Microsoft retires Q&A in December 2026, and what to use instead
  • Prepare the data model for AI visuals: data types, field names and a date table

Section 2: Lab: Key Influencers

  • What goes into Analyze and Explain by, for both categorical and numeric targets
  • Read Key Influencers and Top segments correctly
  • Correlation is not causation, and the limits when data is scarce
  • Lab: find what drives low customer satisfaction scores

Section 3: Lab: The Decomposition Tree

  • Drill through several dimensions to find the root cause
  • How high-value and low-value AI splits work
  • Lock levels and format the tree so executives can read it
  • Lab: trace why sales fell in the latest quarter

Section 4: Lab: Anomaly Detection and Forecasting

  • Turn on Find anomalies in a line chart and tune its sensitivity
  • Read the possible explanations Power BI offers for each anomaly
  • Forecasting in the Analytics pane: forecast length, seasonality and confidence interval
  • The limits of built-in forecasting, and when to use an external model
  • Lab: spot unusual daily sales and forecast the next three months

Section 5: Smart Narrative and Copilot

  • Smart narrative turns data into text that updates with filters
  • Customise the text with dynamic values from measures
  • An overview of Copilot in Power BI: what it does, licensing and admin settings
  • Prepare the model so Copilot answers more accurately, and check figures before use

Section 6: Workshop: A Driver Analysis Dashboard with AI Visuals

  • Design a report page that answers what, why and where things look unusual
  • Combine Key Influencers, the decomposition tree and anomaly detection in one story
  • Write a smart narrative that summarises the key points
  • Present and review the interpretation of results together
Day 2 Python and Machine Learning in Power BI

Section 7: Lab: Setting Up Python for Power BI

  • Install Python and create a virtual environment for Power BI work
  • Install pandas, matplotlib, seaborn and scikit-learn with pip
  • Configure Python scripting in Power BI Desktop options
  • Run Python script in Power Query and the dataset variable
  • Lab: clean data and add columns with pandas

Section 8: Lab: Python Visuals

  • How a Python visual works and how it differs from standard visuals
  • Build scatter plots, heatmaps and pair plots with matplotlib and seaborn
  • Limits on row count, processing time and interactivity
  • Lab: a heatmap of relationships between customer variables

Section 9: Lab: Clustering and Anomaly Detection

  • Prepare features and scale data with StandardScaler
  • Segment customers with KMeans and choose the number of clusters
  • Detect unusual transactions with IsolationForest
  • Return results as new columns and build report pages per segment
  • Lab: RFM customer segmentation combined with KMeans

Section 10: Lab: Classification and Regression

  • Split data into training and test sets with a scikit-learn pipeline
  • Classification to predict customers likely to stop buying
  • Regression to predict sales from several factors
  • Make sense of accuracy, precision, recall and error measures
  • Lab: show a risk score for each customer in the dashboard

Section 11: Workshop: Customer Analysis with AI, and Publishing

  • Combine AI visuals with Python results in one report
  • Publish to the Power BI Service and refresh through a personal gateway
  • Limits of Python scripts in the Service, and options as data grows
  • Present the work and wrap up with a checklist for using AI on company data

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

What is the Key Influencers visual in Power BI and what does it analyse?

Key Influencers is an AI visual in Power BI that finds which factors most affect a value you care about, such as what leads to low satisfaction scores or higher sales. Put the field to analyse in Analyze and the possible factors in Explain by, and the visual ranks the factors and shows how much each one changes the outcome. The Top segments tab shows the groups where that outcome is most likely. The results show association rather than cause and effect, so check them before acting.

How do you set up Python to work in Power BI?

Install Python, create a virtual environment and install pandas, matplotlib and scikit-learn with pip. In Power BI Desktop, open Options, choose Python scripting and point the Python home directory at that environment. Then use Run Python script in Power Query, which passes the table in as the dataset variable, process it, for example by clustering customers, and return the results as new columns. To refresh such a report after publishing to the Power BI Service, you need a personal gateway on a machine with Python installed.

Do I need Copilot or Fabric capacity to take this course?

No. AI visuals such as Key Influencers, the decomposition tree, anomaly detection, forecasting and smart narrative work in the free Power BI Desktop, and Python with scikit-learn is free as well. Copilot in Power BI needs Fabric capacity of F2 or above, or Power BI Premium, enabled by an administrator, so the course covers Copilot as an overview and demonstration and every learner can still complete the labs.

Who is the Visualization in Power BI and AI course for, and what should I know beforehand?

It suits data analysts, BI developers, data scientists and digital marketers who already use Power BI and want deeper analysis with AI. You should have built reports in Power BI Desktop, understand data models, write basic DAX and know basic statistics. You do not need to be a Python programmer, but you should be ready to read and edit short code samples.

What will I be able to do after the Visualization in Power BI and AI course?

You will be able to analyse data with Key Influencers, the decomposition tree, anomaly detection, forecasting and smart narrative and read the results correctly, set up Python in Power BI, use pandas and scikit-learn to cluster customers, detect anomalies and build predictive models, and show the results in a dashboard with a refresh plan for publishing. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the Visualization in Power BI and AI course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as sales or customer data in the same shape your team actually analyses. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.