AI for BI & Reporting

A practical course for BI teams: natural-language querying, AI-assisted dashboards, and automated report narratives. Learners ship a dashboard with a generated narrative layer they can defend.

What this course covers

The course runs across 10 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

Introduction to AI-Powered BI & Reporting — Understand how natural-language queries and automated narratives transform traditional BI workflows and set expectations for the course project.
Ensuring Data Quality for AI Processing — Evaluate and clean datasets to ensure compatibility with AI semantic models, addressing anomalies and structural issues before querying.
Executing Natural-Language Queries (NLQ) — Learn to query databases using conversational language, translating business questions into precise data visualizations.
Resolving Ambiguity in Natural-Language Searches — Practice refining queries when AI returns unexpected results or misinterprets business logic and terminology.
AI-Assisted Dashboard Building — Use AI recommendations to generate layout structures, select optimal chart types, and construct a functional dashboard draft.
Customizing and Refining AI Dashboard Elements — Manually adjust and fine-tune AI-generated visualizations to align with business requirements and reporting standards.
Configuring Automated Report Narratives — Set up dynamic, natural-language narrative layers that automatically summarize dashboard insights and key performance indicators.
Fact-Checking and Validating AI-Generated Narratives — Audit automated summaries for hallucinations, data discrepancy, and tone, ensuring the narrative matches underlying dashboard data.
Scenario: Defending Your AI-Generated Dashboard — Navigate critical business stakeholder questions and defend the accuracy, logic, and narrative layer of your completed dashboard.
Final Deployment and Insights Delivery — Publish the AI-enhanced dashboard and establish a workflow for monitoring ongoing data quality and narrative accuracy.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick.

Who it is for

BI analysts, reporting teams. The material is pitched at intermediate level, and takes roughly 120 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Function: Data & Analytics track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including branching scenario, guided lab exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a lab assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

See how this training works for the whole function on AI training for Data & Analytics.

Also in this track

AI for Data & Analytics — Analysts and data teams learn to use AI to query, analyze, and explain data while validating quality. The course covers natural language to SQL and code, analysis and visualization, RAG over data, and quality and validation. Participants finish able to deliver faster insights they can stand behind.
AI for Data Science — A course for data scientists on using AI through the modeling workflow: exploration, features, experiments, and documentation. The emphasis is speed without sacrificing statistical rigor.
AI for Data Analysis: Essentials — Learners will be able to use AI for everyday analysis: formulas, cleanup, and takeaways. The course covers asking for a formula and testing it on a few rows, cleaning a messy column with clear instructions, and writing the two-line takeaway under every table. They leave analyzing faster while spot-checking every number by hand.
BI & Reporting with AI Pathway — Build dashboards, charts, and recurring reports faster with AI.

Frequently asked questions

How long does this course take?

It runs roughly 120 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

How is it assigned to a team?

An administrator assigns it from the Vero dashboard to one person, a team, a department or the whole company, and sees progress and results per person and per skill.

Can we customise it with our own documents and terminology?

Yes. Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Course code FUN-BI.