Engineering & data · About 2 hours
AI for BI and Analytics with Microsoft 365
Turn a sample dataset into a checked analysis and a report a stakeholder can understand.
Your practical result
A concise report from a sample dataset, with reconciled metrics, source notes and a validation checklist.
The outline below is built around this result. Final tools and setup instructions will be confirmed with the session details before registration opens.
Who this is for
Analysts and business teams familiar with spreadsheets, basic metrics and reporting.
What you’ll practice
- Turn a stakeholder question into a defined metric and analysis plan.
- Use selected Microsoft tools and AI assistance to draft a report.
- Reconcile totals and explain the limits of the conclusions.
Your two-hour workshop outline
A guided demonstration, a substantial build exercise, and time to check the result. Times are approximate and include discussion.
- 0–10 min
Define the question
Choose one decision a stakeholder needs to make from the sample data.
- 10–30 min
Demonstrate a checked analysis
Follow the path from source data to a metric, chart and written interpretation.
- 30–45 min
Inspect the dataset
Check field meanings, missing values and the metric definition.
- 45–85 min
Build the report
Create a focused analysis and a short stakeholder narrative using the selected lab tools.
- 85–105 min
Reconcile the claims
Compare totals, verify a sample calculation and flag unsupported interpretations.
- 105–120 min
Prepare the handoff
Save the report with source notes and a repeatable validation checklist.
Before you attend
- Basic spreadsheet skills and familiarity with simple business metrics.
- Use the supplied sample data and complete the account/access check before attending.
Tools and access
The exact Microsoft 365 and BI products, tenant permissions and license requirements will be confirmed before enrollment. Microsoft 365 ownership alone does not establish access to every Copilot or BI feature; software licenses are not currently included.
Delivery platform, location or joining instructions will be published with each confirmed session. Use practice material you have permission to share.
Your instructor
Elliott Lamboy
Elliott teaches these Texas AI Consulting workshops. The session is designed around a guided example, your own practice, and a review of the work produced.
Questions before you join
Does my Microsoft subscription include the tools?
That depends on the products selected for the session and your tenant. The access checklist will name the exact requirements before you can enroll.
When is the next session, and what does it cost?
Dates and fees are coming soon. The planned window is Friday, 11 a.m.–1 p.m. America/Chicago. Ask about availability below; an inquiry does not reserve a seat.
What will be confirmed before I register?
The session date, fee, capacity, delivery platform, exact software requirements, and cancellation/refund terms will be available before registration opens. Recording or replay access is not currently promised.
Can my team request a private workshop?
Yes. Choose “A private group workshop” in the inquiry form and describe your goal or group size. Elliott can discuss availability and fit.
Ask about this workshop
Interested in the next date or a session for your team? Tell Elliott what you’re looking for.