Data Analysis, Reporting & BI with Codex

Advanced BI methodology using Codex to embed AI into data analysis and reporting workflows. Covers Codex’s role, prompt engineering, organizing an analytical workspace, and human review rules to produce reproducible analyses.

Shows how to integrate Codex into a professional BI workflow: test data ingestion, best practices and embedding Codex into analytic steps.

Details prompt engineering for data analysis: prompting examples, hands-on prompt writing and prompt comparison to stabilize outputs.

Covers structuring an analytical workspace: recommended architecture and a practical build exercise to organize analyses.

Specifies human review rules: why human oversight matters, hands-on SQL review of Codex output and critical review checkpoints to ensure result quality.

Advanced CSV and SQL profiling techniques using DuckDB and Codex. Includes CSV ingestion, automated data quality assertions, Codex-assisted SQL profiling, and reading/optimizing EXPLAIN plans to strengthen BI analytics.

Covers CSV ingestion with DuckDB and SQL to prepare analytic datasets, including test data examples and BI use cases.

Explains setting up automated data quality assertions: framework overview and a hands-on build of quality tests.

Demonstrates Codex-assisted SQL profiling: advanced profiling patterns and practical exercises to deepen data insights.

Addresses reading EXPLAIN plans and query optimization, paired with a lab for profiling and quality assessment.

BI modeling approach and data mart construction with Codex: star schema design, building fact and dimension tables, data mart validation, and documentation and lineage of transformations.

Describes star schema design assisted by Codex, using test datasets to guide dimensional modeling decisions.

Advises on building operational fact and dimension tables and includes a hands-on session to implement them.

Presents data mart validation methods with a practical exercise to evaluate consistency and correctness.

Emphasizes documentation and lineage practices: traceability methods and a lab for building the star schema and data mart.

Using Excel for BI supported by Codex: CSV consolidation with Power Query, Power Pivot data modeling, DAX and building auditable dashboards. Includes practical exercises for each step.

Demonstrates using Power Query to consolidate CSVs and prepare datasets for Excel-based BI.

Explains building a Power Pivot data model and includes a hands-on session to structure the model.

Covers using DAX in Excel with practical exercises to create meaningful measures and calculations.

Addresses designing auditable Excel dashboards: best practices and a lab focused on Excel BI and DAX measures.

Deepen Power BI skills by building a robust semantic model and mastering advanced DAX. This module covers loading test datasets, filter context and time intelligence, performance analysis and semantic model documentation to support optimized reporting.

Build a Power BI semantic model from test datasets, focusing on relationships and modeling best practices.

Advanced DAX: explore filter context and time-intelligence functions, with hands-on exercises to apply concepts.

Use Performance Analyzer to diagnose and optimize queries and visuals in Power BI.

Create clear documentation of the semantic model to support maintenance and future handovers.

Design executive reports and BI storytelling focused on decision-making. This module addresses decision framing, building KPI trees, report design and using Codex to craft executive summaries and construct clear dashboards.

Establish decision framing and prepare test datasets to align analyses with business objectives.

Build a KPI tree and structured diagnostics to identify relevant metrics and their breakdowns.

Apply report design principles to prioritize information and improve executive readability.

Produce an executive summary with Codex to translate findings into actionable messages and guide dashboard design.

Automate, test and deploy Power BI solutions while ensuring quality and governance. The module covers BI testing and non-regression, generated documentation and review, Power BI/Fabric deployment scenarios and governance of the Codex agent for automation.

Implement BI tests and non-regression checks using test datasets to monitor indicator stability.

Generate and review technical and functional documentation of the model to support audits and changes.

Understand deployment steps and best practices for Power BI/Fabric through practical deployment scenarios.

Define governance and monitoring rules for the Codex agent used in report automation workflows.

Complete a final project articulating diagnosis, KPIs, dashboard and executive delivery. The module provides a project brief, data loading, KPI production, dashboard construction and preparation of an executive delivery accompanied by a prompt log of the work.

Receive the project brief and load test datasets to build the solution from concrete data.

Perform diagnosis and produce the KPIs needed for monitoring, with guided hands-on work.

Build the final dashboard and report applying the design and usability principles covered earlier.

Prepare the executive delivery and keep a prompt log summarizing interactions and methodological choices made during the project.