Using Power Query, Power BI, ChatGPT and Copilot — no coding required.
Prerecorded course • 40-minute video • Learn at your own pace.
If you’re still cleaning Excel files manually every month, you’re wasting hours on work that should already be automated.
In this course, you’ll take a real messy file and turn it into a clean, automated reporting system with dashboards and AI-generated board commentary.
What you’ll achieve:
Before:
Messy Excel files
Manual clean-ups every month
No trust in the numbers
Reports take hours
After:
Clean, structured data (Power Query)
One-click refresh reporting
Visual dashboards (Power BI)
AI-generated board insights
Identify errors in a messy Excel file using AI
Clean and structure your data with Power Query
Build simple dashboards in Power BI
Create KPIs using Copilot in Excel
Generate board-level commentary using ChatGPT
40-minute prerecorded video walkthrough (messy file → final report)
Messy Excel file to practice on
Second month's messy file — practice the monthly refresh
Clean finished file — compare your work against the final result
Step-by-step Power Query exercise guide (PDF)
Step-by-step Power BI exercise guide (PDF)
Ready-to-use AI prompt pack
AI board report builder framework
Lifetime access
Save 3 hours per month by removing the repetitive steps from your workflows.
AI for Finance and Business trainer
I've trained 100+ finance professionals in AI. The same problem kept coming up. Hours lost every month cleaning the same Excel files. I built this course to fix that once and for all.