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Learn how to use Artificial Intelligence together with Power BI to accelerate analysis and visualization.
Days
Hours
Minutes
Seconds
AI Assisted Data Storytelling in Power BI
Transform Sales Data into Business Insights & Powerful Visual Stories
4.6 ⭐⭐⭐⭐ (831 rating) 2,037 Professionals
Created By :
Muhammad Kashif
Sarting : November 24, 2026
Language : English
Language : English
Course Overview
Why Join This Online Program?
This online program is a hands-on training designed for Business and Finance Professionals who want to turn sales data into clear business insights using Power BI and Artificial Intelligence (AI).
The course is based on a practical sales case study that reflects real reporting, dashboarding, and analysis challenges faced by business teams.
Participants will learn how to transform raw sales data into executive-level dashboards, meaningful visual stories, and management-ready insights.
Using Power BI, DAX, SVG, Claude Code, and AI-assisted workflows, you will learn practical techniques to speed up visual development and improve business reporting.
What Participants Will Learn
2
Use Power BI and chart selection principles to choose the right visuals for comparison, trends, ranking, and contribution analysis.
3
Learn the essential language of Power BI: basic DAX measures for Sales, Budget, Growth, and performance storytelling.
4
Develop the most relevant skills in dashboard design, visual hierarchy, layout, and executive-level reporting for business users.
5
Apply Data Storytelling Principles to explain what happened, why it happened, and what management should do next.
6
Save time by using AI-assisted workflows, SVG-based storytelling visuals, and reusable SKILL.md instructions in Claude Code.
7
Build 12 practical projects and impress stakeholders with a professional AI-Assisted Executive Sales Dashboard.
18 Hours of Live Interactive Training
- 09 live sessions (2 hours each) delivered online
- Hands-on learning with practical sales-focused use cases
- Step-by-step training from Power BI basics to AI-assisted storytelling
Recordings of
All Sessions
- Access to session recordings for revision and self-practice
- Review concepts anytime at your own pace
- Revisit demonstrations on visualization, storytelling, and AI workflows
Develop In-Demand Power BI, Storytelling & AI Skills
Build practical skills through trainer-led live sessions in:
- Power BI Fundamentals
- Basic DAX for Visualization
- Chart Selection Principles
- Dashboard Design Principles
- Data Storytelling
- SVG Visuals in Power BI
- AI-Assisted Visualization
- SKILL.md Development in Claude Code
12 Practical Projects & Executive Sales Dashboard
Hands-on project work throughout the course includes:
- Sales KPI Cards
- Sales Trend Analysis
- Product & Customer Ranking
- Contribution & Pareto Analysis
- Dashboard Layout Design
- Storytelling-Based Visuals
- SVG KPI Indicators
- AI-Assisted Basic Charts
- Custom Visual Skill Development
- AI-Assisted Storytelling Visuals
- Sales Variance Analysis
- Final Executive Sales Dashboard
Mentoring of Participants at the End of the Course
- At the end of the course, participants receive short 1-to-1 mentoring guidance
- Discuss how to apply course concepts in their own reporting environment
- Get direction on converting business requirements into Power BI storytelling dashboards
Un-Sure Abour Registration
Key Learning Areas for Business Professionals
AI-Assisted Data Storytelling in Power BI
Problems you face
- Choosing the wrong charts makes business performance difficult to interpret.
- Sales reports contain too many visuals without clearly highlighting important trends and variances.
Learning Outcomes
- Apply chart selection principles for comparisons, trends, rankings, contributions, and variances.
- Develop professional Power BI charts and DAX-generated SVG visuals to highlight sales performance.
Problems you face
- Dashboards are overcrowded with KPIs, charts, and unnecessary information.
- Management struggles to identify the most important business signals.
Learning Outcomes
- Apply visual hierarchy, professional layouts, meaningful colors, and dashboard design principles.
- Develop a one-screen Executive Sales Dashboard that communicates performance clearly.
Problems you face
- Reports present sales numbers without explaining why performance changed.
- Business review meetings focus on figures rather than performance drivers and decisions.
Learning Outcomes
- Apply “What Happened → How Much → Why → What Next” to communicate meaningful insights.
- Combine numbers, visuals, annotations, and dynamic commentary to explain sales drivers and management actions.
Problems you face
- Developing and formatting advanced Power BI visualizations manually takes considerable time.
- Many professionals are unfamiliar with how AI tools can accelerate visual and dashboard development.
Learning Outcomes
- Use Claude Code, MCP, Power BI development tools, and AI-assisted prompting to accelerate visualization development.
- Create reusable SKILL.md files for specific visuals and develop AI-assisted storytelling dashboards while validating business results.
Learning Map Road
Learning Roadmap
Learning Journey to AI-Assisted Data Storytelling in Power BI
A step-by-step
roadmap for
Business and
Finance
Professionals
roadmap for
Business and
Finance
Professionals
Stage 8 – AI-Assisted
Executive Sales Dashboard
Final Destination
- Integrate Sales KPIs, trends, and driver analysis
- Build a complete one-screen Executive Sales Dashboard
- Present evidence-based management recommendations
Stage 7 – Custom
SKILL.md & AI Storytelling
- Develop reusable SKILL.md instructions for specific visuals
- Build an AI-assisted Sales Variance Waterfall
- Create storytelling visuals with dynamic commentary
Stage 6 – AI-Assisted
Power BI Development
- Configure Claude Code, MCP, and Power BI development tools
- Use prompt engineering for Power BI visuals
- Generate, refine, and validate AI-assisted outputs
Stage 5 – Advanced SVG
Storytelling Visuals
- Create DAX-generated KPI indicators and variance visuals
- Use bullet charts, progress bars, and conditional emphasis
- Highlight important business signals visually
Stage 4 – Data
Storytelling Principles
- Apply What Happened → How Much → Why → What Next
- Highlight sales trends, variances, and business drivers
- Communicate clear and actionable insights
Stage 3 – Chart Selection
& Dashboard Design
- Choose the right visuals for trends, ranking, and contribution
- Apply layout, visual hierarchy, and meaningful colors
- Design a one-screen Sales Performance Dashboard
Stage 2 – DAX &
Sales Visualization
- Build Sales, Budget, LY, YTD, and Growth KPIs
- Create KPI cards, bar charts, and line charts
- Understand basic DAX measures for reporting
Stage 1 – Power BI
Fundamentals
- Understand Power BI Desktop interface and workflow
- Load prepared Sales Data and create basic visuals
- Use filters, slicers, and simple report navigation
Follow the stages from 1 to 8 to build your AI-assisted Power BI storytelling skills.
KAIZEN ANALYTIC · PROFESSIONAL TRAINING PROGRAM
AI-Assisted Data Storytelling in Power BI
Explore the complete course curriculum, from Power BI fundamentals to AI-assisted executive dashboards.
04 Modules12 Lessons12 Practical Projects
MODULE 01
POWER BI & VISUALIZATION FUNDAMENTALS
03 Lessons01Power BI Fundamentals
Learning objectiveUnderstand the foundation of Power BI reporting.
- Power BI Desktop interface and report-building workflow.
- Load prepared sales data; understand tables, relationships and basic modeling.
- Understand report, data and model views and the visualization/formatting interface.
- Build sales charts, filters, slicers and basic report navigation.
PRACTICAL PROJECT 01
Basic Interactive Sales Performance Report
02DAX & Basic Visualization
Learning objectiveDevelop essential sales measures and basic visualizations.
- DAX introduction; measures versus calculated columns.
- Core functions: SUM, CALCULATE and DIVIDE.
- Sales Actual, Budget, Last Year, YTD and Growth %.
- KPI cards, bar/column charts, line charts and filter context.
PRACTICAL PROJECT 02
Sales Actual vs Budget vs Last Year KPI Cards
03Chart Selection Guidelines
Learning objectiveChoose the most useful chart for each business question.
- Comparison: bar and column charts; trends: line and area charts.
- Rankings: Top N horizontal bars.
- Mix and contribution: treemap, stacked bars and Pareto.
- Variance comparisons; misleading scales and common design mistakes.
PRACTICAL PROJECT 03
Sales Analysis Page with Effective Chart Selection
MODULE 02
DASHBOARD DESIGN & DATA STORYTELLING
03 Lessons04Dashboard Design Principles
Learning objectiveDesign professional dashboards for management review.
- Visual hierarchy and positioning of critical KPIs.
- Alignment, consistency, spacing and white space.
- Color selection, 60–30–10 principle and purposeful red/green/neutral colors.
- One Screen = One Dashboard and readability for executives.
PRACTICAL PROJECT 04
Professional One-Screen Sales Dashboard
05Data Storytelling Principles
Learning objectiveTurn sales metrics into meaningful, actionable stories.
- Reporting vs analysis vs storytelling.
- What Happened → How Much → Why → What Next.
- Business signals, variance magnitude and drivers by product, customer and region.
- Narrative titles, annotations and fact-based recommendations.
PRACTICAL PROJECT 05
Sales Performance Story Explaining YoY Growth
06SVG Visuals for Data Storytelling
Learning objectiveCreate targeted, advanced visual emphasis using DAX-generated SVG.
- SVG fundamentals and how SVG image measures work in Power BI.
- Dynamic KPI indicators and conditional colors.
- Progress bars, budget achievement, bullet-style visuals and variance bars.
- Technical limitations, formatting and validation.
PRACTICAL PROJECT 06
SVG Sales KPI and Variance Indicators
MODULE 03
AI-ASSISTED POWER BI VISUALIZATION DEVELOPMENT
03 Lessons07AI-Assisted Power BI Environment
Learning objectiveConfigure a safe, working AI-assisted report-development environment.
- Claude Code introduction, prerequisites, Git and installation.
- Power BI MCP servers, CLI and supported report-authoring tools.
- Connecting development tools to Power BI Desktop.
- Permissions, security boundaries, connection checks and functional tests.
PRACTICAL PROJECT 07
Configured and Verified AI-Assisted Power BI Environment
08AI-Assisted Basic Visualization
Learning objectiveGenerate and refine Power BI visuals from structured instructions.
- Prompt engineering for visualization tasks.
- Business requirements, measures and chart specifications.
- Providing semantic model context to AI tools.
- Generate, format, refine and validate basic sales charts.
PRACTICAL PROJECT 08
AI-Assisted Sales Trend and Ranking Report
09Developing Custom SKILL.md for Claude Code
Learning objectiveCreate a reusable skill for a defined Power BI visualization.
- Claude Code skill architecture and SKILL.md fundamentals.
- Input requirements, styling rules and development constraints.
- Sales Variance Waterfall specification and skill implementation.
- Invoke, test, validate and improve the reusable skill.
PRACTICAL PROJECT 09
Reusable Sales Variance Waterfall SKILL.md
MODULE 04
AI-ASSISTED STORYTELLING & EXECUTIVE DASHBOARDS
03 Lessons10AI-Assisted Data Storytelling Visuals
Learning objectiveDevelop visual explanations of sales performance and business drivers.
- Sales growth, customer/product contribution and Pareto analysis.
- Highlighting underperforming products, regions and exceptions.
- Dynamic narrative titles and commentary.
- Review and validate AI-assisted interpretations.
PRACTICAL PROJECT 10
Sales Storytelling Page with Pareto and Dynamic Commentary
11AI-Assisted Executive Sales Dashboard Development
Learning objectiveIntegrate visuals into one management-ready dashboard.
- Define executive KPIs and management reporting objectives.
- AI-assisted layout and page construction.
- Actual, Budget, LY, YTD and Growth measures; trends and segments.
- SVG indicators, variance drivers, narrative insights and navigation.
- Visual consistency and report performance checks.
PRACTICAL PROJECT 11
AI-Assisted Executive Sales Dashboard
12Capstone Project & Business Presentation
Learning objectivePresent reconciled sales insights and evidence-based actions.
- Complete and review the dashboard.
- Reconcile source figures and validate AI-created DAX/commentary.
- Identify important sales signals and explain drivers.
- Present management insights, qualifications and recommended actions.
PRACTICAL PROJECT 12
Final Executive Sales Dashboard Presentation
LIVE ONLINE TRAINING
Cohort 01 – AI Assisted Data Storytelling in Power BI
Evening Live Classes
Tuesday
Wednesday
Thursday
10 Sessions
Including Reserve Day
09:00 – 11:00 PM
Pakistan Standard Time
Live Online
Evening Classes
Training Schedule
November – December 2026
| Session | Date | Day | Class Type | Time (PKT) |
|---|---|---|---|---|
| 01 | 24 Nov 2026 | Tuesday | Evening | 09:00 PM – 11:00 PM |
| 02 | 25 Nov 2026 | Wednesday | Evening | 09:00 PM – 11:00 PM |
| 03 | 26 Nov 2026 | Thursday | Evening | 09:00 PM – 11:00 PM |
| 04 | 01 Dec 2026 | Tuesday | Evening | 09:00 PM – 11:00 PM |
| 05 | 02 Dec 2026 | Wednesday | Evening | 09:00 PM – 11:00 PM |
| 06 | 03 Dec 2026 | Thursday | Evening | 09:00 PM – 11:00 PM |
| 07 | 08 Dec 2026 | Tuesday | Evening | 09:00 PM – 11:00 PM |
| 08 | 09 Dec 2026 | Wednesday | Evening | 09:00 PM – 11:00 PM |
| 09 | 10 Dec 2026 | Thursday | Evening | 09:00 PM – 11:00 PM |
| ★ Reserve Day | ||||
| 10 | 12 Dec 2026 | Saturday | Evening | 09:00 PM – 11:00 PM |
International Start Time of Live Class
View the class start time in your country
🇵🇰
Pakistan
Pakistan Standard Time
9:00 PM
🇬🇧
London, UK
United Kingdom
4:00 PM
🇦🇪
United Arab Emirates
Dubai / Abu Dhabi
8:00 PM
🇺🇸
USA
Washington DC / Eastern Time
11:00 AM
🇸🇦
Saudi Arabia
Riyadh
7:00 PM
🇯🇵
Japan
Tokyo
1:00 AM
Next Day
🇳🇬
Nigeria
Lagos
5:00 PM
🇸🇬
Singapore
Singapore Standard Time
12:00 AM
Next Day
ℹ️
All sessions begin at 9:00 PM Pakistan Standard Time. International times are automatically converted for the selected session date.
Muhammad Kashif
AI-Powered Financial Analysis and BI Expert
View my
LinkedIn
Profile
Profile
Fellow MemberICMA Pakistan
20+Years of
Experience
Experience
InternationalPower BI
Trainer
Trainer
UdemyInstructor
RANKED #1 IN PAKISTAN
#1
BI & DATA VIZ
– PAKISTAN
As on 4th Sep 2026
Muhammad Kashif, a Fellow Member of ICMA Pakistan, is a Finance and Business Intelligence Expert with 20 years of experience in corporate finance and capacity building. He specializes in data wrangling, automation, analytics, visualization, and storytelling, enabling professionals to turn data into strategic insights.
As an International Power BI Trainer, he has conducted live online sessions for 2,100+ participants across 87 countries, engaging professionals from South East Asia, the Middle East, and Europe. He also provides executive coaching to CFOs, strengthening their expertise in analytics and data visualization.
He is also an International Udemy Instructor, with his Power BI Course ‘Advanced Sales Analytics for Decision Making’ enrolled by 19,700+ students from 151 countries.
CORPORATE TRAININGS DELIVERED
Pelmorex Corp
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Nishat Group Hyundai
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Packages Limited
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Nishat Emporium Mall
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Hellmann Worldwide Logistics
UAEOnline
Leejam Sport
KSAOnline
Tilal Group
KSAOnline
Lucky Core Industries
PakistanOnline
Yanbu Cement
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TAM Development
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Air Link Communications
PakistanIn person
HOFT Academy
UAEOnline
20+
Years of
Experience
Experience
87+
Countries
Reached
Reached
2,100+
Live Training
Participants
Participants
19,700+
Udemy
Students
Students
About Trainer
Trusted By Individuals & Organizations
FAQs
1. What if I miss a live session?
We provide recordings of all live sessions for you to view at your convenience.
2. Will a certificate be awarded upon completion?
Yes, an e-certificate will be provided upon successful completion of the course.
3. What technical requirements are necessary to participate in the course?
A stable internet connection, a computer or tablet, and a basic requirement of Power BI Desktop installation.
4. Can I interact with the instructor during live sessions?
Yes, live sessions include interactive Q&A segments for direct engagement with the instructor.
5. Are there any prerequisites for enrolling in the course?
While a basic understanding of business finance and familiarity with Excel is recommended, it is not mandatory.
6. How can I access the course materials?
All course materials, including recordings, slides, and additional resources, will be provided through email to the registered participants.
7. How much time should I dedicate to the course each week?
We recommend dedicating at least 4-6 hours per week to fully engage with the course materials and assignments.
8. Are there hands-on projects or assignments included in the course?
Yes, the course includes practical assignments and projects to help you apply the concepts learned.
9. Can I network with other participants?
Yes, we will create a Special WhatsApp Group for discussion and group activities to connect with fellow learners.
