Data Storytelling with AI – Power BI, DAX and VBA in Data Narration and Report Automation

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Insight-led storytelling - You will turn raw data into a clear business story, so you can show faster what truly matters in the analysis and what decisions should follow from the evidence you present.

Dashboards that guide viewers - You will design Power BI pages and interactions that lead your audience step by step, instead of leaving them alone with too many charts and a report layout that lacks direction.

AI for comments and measures - You will use Copilot to speed up KPI descriptions, trend summaries and first drafts of measures, then learn how to review and refine them so they fit the real business context.

A clear report structure - You will master a report flow from KPI to trend, data source and recommendation, making your analyses easier to follow, more convincing and more useful for decision-makers.

Automated Excel commentary - You will build Excel reports supported by VBA that generate charts and narrative comments based on conditions, cutting the time you spend preparing recurring analyses by hand.

Reports and slides in one flow - You will learn how to connect Power BI, Excel and VBA into one reporting workflow, so you can produce a dashboard, commentary and presentation or PDF without constant manual copying.

Stronger slides and delivery - You will learn how to create slides and visual layouts that carry the story on their own, while also using Copilot to draft slide descriptions and concise speaking notes.

Interactive analysis path - You will use bookmarks, drill-through and tooltips to let viewers move from a headline result to its cause and supporting detail without losing the meaning of the overall analysis.

Training programme

1. Fundamentals of Data Storytelling – from data to a coherent business story

context, narrative and conclusions,
Conclusion → Evidence → Visualization model,
identifying the main conclusion,
selecting data for the narrative,
organizing the argumentation,
Copilot in Excel and PowerPoint.

2. Power BI – designing narrative dashboards leading the recipient through the data

layout of report pages,
information hierarchy,
Bookmarks,
Selection Pane,
Drill-through,
Tooltips,
Copilot for measures and KPI descriptions.

3. KPIs as the starting point of the narrative, source data as the analytical background

selection of key KPIs,
trend analysis,
identification of deviations,
moving to detailed data,
analysis of the causes of changes,
formulating recommendations,
summaries with Copilot.

4. Excel and VBA – automation of narration and business reporting

narrative reports in Excel,
automatic charts,
IF and CASE conditions,
generation of text comments,
automatic formatting,
creating slides with VBA,
Copilot for formulas and comments.

5. Integration of Power BI, Excel and VBA in one reporting process

data export from Power BI,
data preparation in Excel,
Power BI → Excel → VBA,
automatic comments,
slide generation,
creation of PDF reports,
Copilot for headers and interpretation.

6. Visual communication and narrative layout design

the viewer's line of sight,
visual hierarchy,
highlighting key information,
proportions and balance,
limiting data overload,
exploratory and narrative dashboard,
Copilot in PowerPoint.

7. Building conclusions and recommendations based on data

facts and interpretations,
formulating conclusions,
building recommendations,
analysis of consequences,
courses of action,
AI-supported recommendations,
verification of AI suggestions.

8. Practical workshops – preparation of a complete data-based story

analysis of sample data,
selection of KPIs,
building the narrative axis,
preparation of the dashboard,
automation of the report,
use of Copilot,
preparation of slides,
final recommendations.

What are the prerequisites for participating in the training?

Basic Excel skills - You should be comfortable working in Excel with tables, filtering, sorting and basic formulas, so you can focus on automation and storytelling instead of software basics.

Basic Power BI knowledge - You should know the Power BI interface and be able to build simple visuals and report pages on your own, because the course develops narrative design rather than starting from zero.

Understanding of data analysis - You should understand concepts such as KPI, trend, data source and conclusion, so you can build analysis-based narratives and interpret AI-generated outputs with confidence.

Readiness for VBA and AI work - You do not need advanced programming skills, but you should be ready to work with simple conditional logic, macros and AI prompts, because they are a core part of the exercises.