I Built a Full Power BI Report Using AI (Without Opening Power BI) | Claude Code Tutorial
753 segments
What if I told you that you can build
the entire Power BI report that to four
pages or five pages with all the DAX
measures, visuals, data modeling,
everything inside the Power BI Desktop
without going inside Power BI Desktop.
And that too in not more than 5 minutes.
So, that's what is the power of AI right
now. I'm not going into detail if it is
great, if it is not. I'll show you
practically and you can decide yourself
if it is going to grow or not. So, this
is what has been the output. So, I can
see one data set if you see over here. I
have dimension outage and then we have
one of the data set.
So, you can see it created four pages.
One one is the overview, then we have
time analysis, then we have
outlier analysis. You can see some of
the errors and then we have impact
intelligence and again you can see one
of the error over here.
So, this is not complete of course and
you would say that this is not good
looking and this might not be impactful
for the end user, right? But, what else
you can expect? This is just in 2
minutes, right? And then you can improve
by using better context and you can
provide more information about what
exactly you need, the color coding, all
the brand colors and everything. So,
it's up to us how we can improvise, but
this is great to start with, right? Like
2 minutes and you are good to go with
the basic visuals and all the measures
have been created here by itself. Right?
So, this is the video where I'll explain
you step by step how to use Cloud Code.
First of all, so how we can create the
skills in Cloud Code, how the Cloud Code
will utilize the skills to create this
kind of report. So, let's get started.
All right. So, before we deep dive in
Cloud Code, let me explain you the
architecture of how the data is flowing
so that you understand from the top
level how the things are going on and
how the Power BI Desktop reporting is
done automatically. So, first of all, we
have Power BI
Desktop file. So, if you see over here,
so this is Power BI Desktop file. It is
running locally, you can see. Right?
Now, it should have a semantic model in
memory. So, once you have all the data
fed in, all the tables inside, now we
have Power BI Desktop, right? Now, you
will connect this to
Cloud Code. How you can connect to Cloud
Code? Through MCP server. So, once you
have connected MCP server to Cloud Code,
it will as an interface. So, just think
about this as an API and if you don't
know how to connect MCP server to Cloud
Code, I have a video explaining how to
create this so you can see on the top
right corner. So, you will see how to
create the connection. So, let's assume
you have already connected the
connection MCP server inside Cloud Code.
So, now my Desktop file is able to do
communication with Cloud Code. Right?
Now, if I mention that hey, can you
connect to the Power BI Desktop file, it
will connect, right?
Now, we will create some of the skills
inside Cloud Code such as Power BI
scaffolding, Power BI connect, Power BI
data modeling, Power BI reporting, Power
BI beautify. For example, so Power BI
data modeling, what it does? It
understands how to create star schema.
For example, it understands if we have
five or 10 tables, how to connect them,
all the relationships, all the DAX
calculations, everything from the
modeling perspective. So, this skill
will be useful there.
For example, Power BI connect, it will
connect through to the Desktop and this
is how we can utilize these skills and
ultimately it will create a PBIP file.
So, if you have not worked on PBIP file,
it is highly suggested that you
understand what is PBIP and then
it will it is more like
disks format. It comes as a folder and
you can easily connect PBIP to your
Power BI Desktop file. Right? So, this
is more about development side. For
example, if you're working with GitHub
and you want to track the version
controlling and you want to do all sort
of things. If there are multiple people
working on the same project, then
definitely PBIP is the way you have to
do. I have one more
um
document on this, anatomy of PBIP. So,
I'll show you this as well after this
diagram so that you understand how it's
done.
So, ultimately once you have created
these skills and you mentioned that hey,
using these skills, can you create a
PBIP project or file for this particular
data set? So, it writes all these JSON
and other files and then creates this
folder. Once this folder is created,
then I will utilize one of the file in
PBIP which is the
report name PBIP and I will open the
Power BI Desktop file and then from
there I will open this PBIP and then
final report is ready. So, this is how
the data will flow in, right? Let me go
to anatomy of Power BI just quickly. So,
this is my report, right? Under this
folder,
I will have my report.report. So, this
is
what user will see. This These are all
visuals.
My report.semantic model, this is all
data,
tables, DAX, everything. .gitignore, you
can ignore for now, but this is more of
Git configuration. So, if you're working
on GitHub, you're connecting. So, for
all those things, so this is the file
required. My report.pbip, this is like a
connector. Simple, you can expect this
as a shortcut key and then just connect
this and it will redirect to which
semantic model it is taking and all
those things. Right? So, this is root
project folder and under these we have
multiple projects and
folders and files and this is how the
PBIP is created and there is a huge big
document to understand what exactly it
is and I can share this as well with
you.
All right. So, coming back to this
diagram, so now we have understood how
the data is flowing. Now, the first step
is to understand this aspect, Cloud
Code. To understand what is Cloud Code
first of all and secondly, how to create
these skills. So, once we are able to
understand Cloud Code, once we are able
to create the skills, then we would be
easily able to utilize the Cloud Code to
say hey, can you create complete Power
BI reporting using these skills and then
it will give me PBIP file and then I can
utilize that to show in Power BI Desktop
file. Easy. So, now the next step is to
understand Cloud Code and creating some
skills.
All right. So, first of all, quickly
let's understand the Cloud Code
interface. So, first of all, we will see
what are the options in Cloud. So, if
you see on the top center, there are
three options, chat, co-work and code.
I've already explained this before. Chat
is most like a normal conversation that
you do with ChatGPT as well. Co-work is
more like a system where you can work on
your pipelines. If you want to clean
your Desktop, for example, you give the
exposure to the folders and then it can
access the folder. You can ask anything
to do and it will do in those particular
folders. Code is mostly about how you
can utilize your natural language
into coding. So, how to convert that.
For example, you are just typing in
English and then it will give you a
beautiful code to create some websites
or applications, all those things. So,
this is what code is used for. So, this
is what we are using today, code. Right?
So, if you're toggled over here, you can
just easily toggle switch towards code.
Right? So, if you see on the left hand
side,
there is a new session. So, if you want
to create a new session, you can search
in your historic sessions, what is the
scheduled ones, dispatch.
This is important customize where you
will see all the skills, all the
connectors and everything and this is
the
historical chats that you're doing with
the
Cloud. Right? Currently,
this has been updated to this version. I
just need to relaunch. I've not done it
so far. And this is where you can go to
the settings. So, if you click here, go
to settings and then you can see your
account system, billing, usage,
capabilities, all those things. Right?
So, I'll just go back. Now,
first step is to create a skill, right?
For that, I'll just go to customize,
right? I'll just click on customize and
then we have two options, skills and
connectors. So, I just need to click on
skills,
right? And then it will show me all the
skills that I've already created inside
Cloud. It will show under my skills
section and there are few of the
examples that you can utilize. Right?
So, there are three ways to add your
skill inside the customize capabilities.
So, first of all, you have to click here
on this plus icon. So, once you click
here, there are three options. One is
create with Cloud. So, easy. Just it
will redirect to Cloud conversation. You
will just text and I want to create
a skill that will help me to
write a Python code, for example, blah
blah blah. So, you'll just mention
explain it explicitly what exactly that
skill is used to do.
That is one way.
Second is write skill instructions. So,
if I click here, it will ask you what is
your skill name, then describe that and
give some instructions. So, this is an
example. It says weekly status report.
So, description is generate weekly
status report from recent work. Use when
asked for updates or progress summaries.
Instruction is summarize my recent work
in three sections, wins, blockers and
next steps. Keep the tone professional,
but not stiff. Right? So, this is how
you can create skills. Third option
is uploading a skill.
So, this is how I did. So, I started
with a create with Cloud.
Right? So, it will redirect me to this
option. Now, make sure that it is a
Sonnet 4.6.
Right? And then over here, you don't
need to work on anything else. Auto
accept edits is fine. Right? So, now
here you will type in I want
to create a skill.
This skill
should be able to help me
with Python scripting.
You are an
Python expert. You can mention the book
or other references so that it refers to
that and then create this and all those
things. So, once you're done, it will
give you skills.md file, that is skills
.md file.
So, MD means
markdown. So, this is one of the
file format and it is straightforward.
It is a text format. So, if I go back to
customize and go to skills and click on
plus. So, once you create, it will give
you MD and you can upload from here as
well. So, once I click on this
and you will see over here this is
skill.md under Power BI scaffold. I'll
go back here. So, these are some of the
skills which I created. So, if I go to
data modeling skill.md, this is what I
have already added over here.
Right? So, these are all MD files.
Now, whenever I go to code
as for example, I go to new session. I
mention
slash and then I mention Power BI
connect.
So, it will show me. So, it says it
connects to a Power BI semantic model
either a local Power BI desktop instance
or a fabric workspace model. Supports
fuzzy name matching with confirmation.
So, this is in project. Right? So, this
is helpful. So, now I can easily write
connect to
the Power BI desktop instance and then
it will connect and then we can connect
go ahead on
creating the reports. Right? So, now
that you know how to create the skills.
Right? So, that was the most important
part creating a right useful skills. So,
this will take some time and there are
some of the documentation. I'll just
show you after this on Anthropic's
website. There are some tutorials. So,
let's go there. All right. So, now in
order to understand where the tutorials
are, you have to go to this URL
cloud.com resources tutorials. Once
you're under tutorials, you will see
all the options. So, you can filter out
which category you're looking for, which
features are you looking for, which
product you're working on. So, I'm
working on cloud code. I can filter on
cloud code and see what are the options
and then straight away I could have
selected skills because I'm looking for
skills. But in cloud code you will see
troubleshooting skills is an option,
sharing skills is an option. There are
so many other ways. Like creating your
first skill as well. So, let me click
here.
And it will redirect to how to create
your first skill.
Okay. So, this is a video and then you
can easily watch and see how it's done.
But uh
if you go here on teaching and creating
the new skill, it will give you a lot of
information and it is very easy. If I
toggle to what are skills, it will just
say that whatever you are doing and if
it is repeated and you don't want to
repeat whatever you're writing as a
prompt, then create a skill and then
utilize again and again instead of
typing because we are moving towards
that space where where your prompt
should be smaller instead of, you know,
giving lots of information. It should be
more crisp and short.
Right? So, this is how you can create
your skill. So, as it has been saying,
save the skill that cloud creates in
settings, go to capabilities and inside
that it is skills. Now, it has been
changed from capabilities to customize
as I have shown you. Right? So, once you
have created the skill and you will see
and also this is important the skill
directory and this is how it's done. So,
first of all, it will give you
my skill name and then inside this
directory you directory you will have
skill.md that is your markdown file and
there would be some more optional files
such as scripts. Inside scripts you will
have a Python script and then you will
also have a reference markdown file as
well as the assets. So, these are the
optional files and this will enhance
your skill capabilities. So, in case for
example, I want to create a data
modeling skill and if you add some
references such as data modeling
concepts, star schema concepts and go to
Kimball uh
uh PDF and attach that as well. It will
have more context. It will have more
understanding on what exactly you're
looking for. Right? So, this is how you
can enhance the skill and this will
work like a charm. All right. So, enough
talking. Now, let's go straight into
cloud code and work with the prompt to
see if we are able to create the report.
So, I'll just go to new session. Right?
From scratch and let me change the
folder.
First of all, inside this, let me create
a new folder
as a new project
Power BI
demo
for YouTube.
All right. So, this is my folder.
And now one option is I can attach all
the skills over here, but I already have
that. So, let's see if it works.
So, first of all, I'll ask it to
connect to the Power BI desktop file
named
dashboard of
It is
cloud one.
Let's see if it works. I trust this.
So, it takes time. It sees if there is
an option if there is a desktop file
open. For this to work, your Power BI
desktop file should be opened.
So, it says since you mentioned Power BI
desktop file, I'll connect locally. Let
me check for running instances. Now, it
found it. Right? This is great.
So, now it found the Power BI desktop
file. Now, we can work on the reports.
Perfect.
Would you like me to sync the live model
into PBIP semantic model folder?
Uh not yet. Uh now
yes, you can do that.
I want
you to create four-page
Power BI
reporting
for this data set. Ask me questions
to get the
best possible
KPIs and relevant information.
All right. So, let's see what happens.
I'll also fast forward in between if it
takes a lot of time because it generally
does. So, because it's doing everything.
It It is checking all the skills. So,
I'll say allow all
for this session because it happens
because
works on
the data modeling, it works on
reporting, it works on so many things
internally. Right? Because this is what
you actually do and it takes you a
couple of days for example to create
these four reports or four five pages.
So, this is what it's doing in five
minutes. So, definitely it will
you know, time and it will ask me for
all the
uh access things. All right. So, now it
has given me some questions. It says, I
now have a clear picture of your model.
It's a power outages data set with even
details, customer impact, duration,
geographic info, etc. etc. So, now I
need to answer these questions so that
it can be more relevant. So, I'll just
type in uh who is the primary audience?
I will say executive
with the
who needs
high level
as well as
in-depth
understanding
of what's happening.
The most important KPIs
would be
total
outage events
total customers
impacted
average outage
duration.
These are all already there. So, we
don't need to write because it says
common options for this data set. Uh
these will always be there, but if you
need something else, just type in. Just
I'm just mentioning these.
And you can copy paste just in case. And
now
I want
four
page
analysis.
First is
you can say, let's say,
overall
analysis, then
customer-wise
analysis.
I want to get outliers as a page as
well.
Then
time intelligence,
that is
year-on-year and month-on-month
analysis.
Also, I want geographic
analysis. So, I can say I want five
pages.
So, it's all good.
For geographic-related
focus on
both
state as well as LGA.
Let's see.
It also says the file is a PBIX, not a
PBIP. So, there is no PBIP folder to
sync to. I'll skip the Tim Dale export,
that's fine.
It will again take few minutes to
process this and then we would be able
to see the outcome.
And in fact, if you want to make it even
faster, which is like 100 times faster
than this, then I would suggest work on
VS Code and then it integrates with
GitHub. So, that's good for version
controlling. Second, you can
make the changes in the
permissions in VS Code. So, there is a
settings. So, if you just toggle it off,
so it will never ask or toggle it on for
allow and never ask for that particular
session. So, it will not ask you before
editing. So, it works seamlessly. So,
even if you're away from your laptop,
you don't need to always click on allow,
allow, allow and it will work.
All right. So, it asked me one quick
clarification before I start building
for this and this. I need total customer
served.
As I don't this is in do you have fixed
number?
Yes.
I want this
for [snorts]
No, there is no fixed, actually. It is
better to have a what if
parameter would be better.
All right. So, it took us some time. It
took somewhere around 7 minutes. So,
what I did was what if parameter would
be better and then it ran various
commands and then finally, you know, it
gave me, close your current PBIX and
then open the dashboard of Cloud 1.pbip.
So, once I open, hopefully it works. If
not, then we can reiterate and see how
to work around.
All right. So, now we'll open the Cloud
1.pbip file in the desktop. So, I'll
just go straight to Power BI, click on
file, click on open report, browse.
And then I'll click on PBIP file and
then it will load some data and then try
to
create some
uh reports or load the semantic model
and reporting. So, it will give some
errors, I believe, uh like it can't read
semantic model, all those things. So,
this is what we have to fine-tune our
uh skills and improve on how to, you
know, get the development mode even
faster. So, let's see what the error is
and then we can, you know, modify that
as well.
All right. See, this is what it comes
with. Issues were found. Cannot read
this folder, this file, and property
semantic model has not been defined and
schema doesn't allow additional
properties. So, required properties are
missing from the object, this one. So,
artifact line nine, position five. So,
I'll just copy details to Cloud board
and paste in my Cloud. And just straight
away, like without
you know,
putting so much effort on your mind,
just paste and see what Cloud gives you.
And once we get the solution, we can
update our skills. So, that's the best
part. So, it says the error is clear,
the PBIP schema only allows report
entries in artifacts, not semantic
model. So, now it's fixing the file. So,
it is fixing the PBIP schema.
And now it says, try to open it again.
All right. So, I'll close this. I'll
also close this one.
Over here, I'll click on file, click on
open, and click on browse.
And then let's see if I open this and if
it works this time.
So, again, it will load Power BI Desktop
and then it will try to load all the
data, that means all the tables. And if
it works, amazing. Otherwise, we'll
again iterate to get the final solution.
All right. So, now again, it says report
definitions. So, the error changes. So,
previous error was rectified. It says
required artifact is missing in
this PBIR. So, I'll just go back to my
Cloud and paste
and see what it does.
All right. So, once we give this error
again, it gave me the updated version.
So, let me open this file and let's see
if it works this time.
All right. So, it's loading project,
loading data model. And once we are
crossing this step, then it should be
fine. So, let's see if it crosses this
step. Loading data model and then it
says loading queries, so that's good.
It's a positive sign for us.
So, once everything is loaded over here,
then we can see, you can see on the
bottom we have four new pages created by
itself. Overview, time analysis, outlier
analysis, impact intelligence. Great.
Again, same at the right-hand side, we
have all the tables which were there.
So, currently you can see visuals are
there, but it's all blank. You can see
it's all blank.
So,
let me hit refresh and let's see if it
works.
All right. So, it says could not find
this path. Let me change.
Or maybe I can just go to data source
settings and change the
path for that.
Over here.
So, I need to have the same path over
here. So, I'll change the source.
And then over here,
I will paste that.
All right. So, it should be fine now.
Click on close and then refresh.
Once we apply this change,
and the same step we can easily update
using Cloud so that it can update your
expression Tim Dale file in your
semantic model so that it remembers the
latest data source. Right. So, this has
been updated. Let me refresh it once
again and let's see if it works.
So, once the data set is loaded and
updated over here, then our visuals
should work.
All right. See, you can see over here
some glitches. You can see these are my
filters which are not really looking
nice, but these are my
data cards which are looking fine. This
is my bar chart. This is my column chart
which is month-wise total outages and
this is again bar chart for total
top 10 LGAs. And then this is cumulative
customer versus outages trend. So, this
is again, I can see. And if I go to time
analysis, again, we have all these
charts. Then if we go to outlier
analysis, some of them are not working.
We can fix them depending on how you
want to do it. And then impact
intelligence is also there. Just one
data card is not working. We can check
that. I mean, we can, you know, improve.
You can,
you know, give the brand colors and you
can change the default background size
and everything. But this is a great,
great advancement. I mean,
I didn't do anything on Power BI Desktop
and itself when I did [snorts] use
Cloud, I just mentioned all the skills
and that too, that's the one-time
effort. Now, you don't need to update or
add the skills again and again. You need
to update whenever you feel something
has improved. Right? But then this is so
important and interesting for all Power
BI developers. So, it's so great. Just
need to type in as a natural language.
Think like a businessman. Think Think
like your CXO that how they want to see
the reports. All you need that is just
type in that, "Hey, I want to do the
analysis of customers, how the stores
are growing, degrowing versus last year.
What is the forecast? What is the demand
for particular SKUs?" So, you just need
to type in and they will create the
Cloud will create the visuals for you.
And then this is a start. I mean,
it doesn't mean that Power BI developers
are gone and anyone who just need to,
you know, type in Cloud and they can
work because it takes a lot of knowledge
about data modeling, about creating
reports. So, whenever there is an issue,
you need to modify. Now,
it's even more important to know DAX and
data modeling because if
randomly Cloud is using a particular DAX
measure which is not
inclined towards performance and it is
giving you performance issues then it's
really hard for a beginner to debug,
right? So you have to be an expert. So I
mean, the doors are opening but
this is a game changer I would say in
terms of developing some reports. So you
can see and now from here you can so
much modify and at least you have a
start of way to go. And I have
cross-checked these values are all
correct. So yeah, that's a great start.
Also, if you need to enhance your
agentic AI to develop Power BI reports,
I would strongly suggest you to utilize
VS Code. So if you go to VS Code,
install Claude and Claude Claude Code
use that.
So once you have installed, also install
GitHub, connect through that and that
will help you and over there you can
just edit the permission that you don't
need uh
the Claude or VS Code to give or ask for
the permission again and again. So once
it's accepted, you do you can go away
and it will work for you behind the
scenes. So that's amazing development
and I would strongly suggest you to
practice this, try this at your end and
then
there would be so many new developments
coming in the next few weeks. So stay
tuned. All the best. Thanks a lot for
watching this video.
Ask follow-up questions or revisit key timestamps.
The video demonstrates how to use Cloud Code to automatically generate Power BI reports without directly interacting with Power BI Desktop. The process involves connecting Power BI Desktop to Cloud Code via an MCP server, creating specific skills within Cloud Code (e.g., data modeling, reporting), and then prompting Cloud Code to generate a PBIP file. The presenter shows a practical example of creating a multi-page Power BI report from a data set in minutes, including addressing errors that arise during the generation and loading process, highlighting the iterative nature of refining the AI-generated output. It also emphasizes the importance of understanding DAX and data modeling for debugging and enhancing these AI-generated reports.
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