How to Build a Power BI Report With AI Using The Power BI MCP
I handed Claude a raw file and Microsoft’s new Power BI MCP and asked it to build a full report. Here’s exactly how it works, where it shines, and where it still trips.
Excel & Power BI Skills
Excel and Power BI skills for finance professionals. Power Query, DAX, formulas, dashboards, charts, and the automation techniques that cut manual rework out of a reporting cycle. Some of this predates AI and still earns its place, because a model built on shaky Excel does not get better with a chatbot on top. Step by step, with the file structure and the gotchas included.
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The Easy Guide To Building AI Dashboards
I’ll walk you step-by-step through building AI dashboards including the best tools, prompting, design, refining, and guardrails.
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How I Build All Of My Excel Charts With AI
I’ll share my step-by-step workflow to build all of your Excel charts with AI tools including Claude, Copilot, and ChatGPT.
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Being Good At Excel Might Be Holding You Back
Being good at Excel is no longer enough. Learn how finance automation, AI workflows, and systems thinking future-proof finance careers.
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The Easy Guide To Tableau For Finance
You do not need to know everything about Tableau For Finance to use it well. This guide will get you up to speed fast with the essentials!
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The Easy Way To Write SQL For Finance
SQL for finance doesn’t require you to become technical. I’ll show you the easy way to query data using ChatGPT.
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The Easy Guide To AI In Power Pivot
Over the last year, I’ve been using AI in Power Pivot to build, clean, debug, and document models, and it’s completely changed how I work.
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3 Easy Ways To Use Python In Power BI
This guide is my step-by-step walkthrough of everything I wish I had access to when I first started mixing Python in Power BI.
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The Easy Guide To AI In Power Query
Learn the magic of AI in Power Query from using the advanced editor with ease to writing python scripts in seconds to manage data.
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7 Steps To Getting Started With Agent Mode In Excel
You tell Agent Mode in Excel what to do in natural language, and it executes those steps directly in your workbook on its own.
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