Create Reports in Power BI Desktop with Copilot

IMG
Instructor
Allen Evitts
July 09, 2026 (Thursday)
08:00 AM PDT | 11:00 AM EDT
Duration: 60 Minutes
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Overview

This session shows participants how to use Copilot inside the Power BI report-building workflow while maintaining control over quality and meaning. Participants will learn how to prepare data for better AI assistance, write useful report prompts, evaluate generated visuals, and revise outputs into business-ready pages. The focus is not AI magic. The focus is disciplined report acceleration.

Why you should Attend

AI can create report pages quickly, but speed without validation can turn a dashboard mistake into a confident-looking business error

Areas Covered in the Session

  • Where Copilot appears in the Power BI Desktop report workflow
  • Licensing, workspace, and tenant considerations that affect Copilot availability
  • Preparing tables, fields, descriptions, and models so Copilot has better context
  • Prompting Copilot for report pages, visuals, summaries, and refinements
  • Reviewing AI-generated visuals for accuracy, relevance, and misleading design
  • Improving report pages after Copilot produces a starting point
  • Governance habits: validation, privacy, data sensitivity, and human accountability

Who Will Benefit

  • Power BI Report Authors
  • BI Analysts
  • Excel Power Users
  • Analytics Managers
  • Operations Analysts
  • Project Reporting Leads

Speaker Profile

Allen Evitts is a seasoned project management professional with extensive experience in the field. With a career span of over two decades, Allen has successfully led numerous projects across various industries, including technology, healthcare, and construction. Allen's expertise lies in both traditional and Agile project management methodologies, making them a versatile and knowledgeable instructor. Allen has a proven track record of delivering projects on time, within budget, and to the satisfaction of stakeholders. Their ability to organize, communicate, and lead teams has earned them recognition as a top project management consultant. Allen's approach to project management is rooted in practical, real-world experience, ensuring that participants in their webinars gain valuable insights and actionable skills.

In addition to their professional experience, Allen is a certified Project Management Professional (PMP) and holds certifications in Agile methodologies, including Scrum Master, and in Cybersecurity. Allen is also an active member of the Project Management Institute (PMI).

Allen's passion for teaching and mentoring has led them to develop and deliver comprehensive training programs that empower project professionals to excel in their roles. Their engaging and interactive teaching style ensures that participants not only learn the essential skills but also feel confident in applying them to their projects. Join Allen Evitts in the webinar "Organize, Communicate, Lead: Essential Skills for Project Professionals" to enhance your project management skills and lead your projects to success!