AI Practice Controlling: Management Reporting
Tools – Practical examples – Individual projects
Contents
Self-study phase before training:
Generative AI in controlling
Fundamentals of AI-supported management reporting
- Automated reporting from data models.
- Natural language queries.
- Automated description and comments.
- How does AI support automation and visualization?
- What can't AI do yet in management reporting?
Presentation of relevant tools
- Power BI with integrated AI functionality (CoPilot).
- Tableau + extension through Natural Language Processing (NLP) and Pulse.
- KNIME and GPT.
AI practice
- Generate a simple controlling dashboard with drilldown functions.
- Manual refinement (IBCS compliant, if applicable).
- Generate management comments automatically.
Case study
- Practical application of AI tools in management reporting.
- Creation of a dashboard for analyzing sales figures and identifying potential for optimization.
Hands-on projects
- You will independently develop a simple dashboard based on the data provided.
- Presentation of results and feedback.
Outlook, questions & answers
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
- Increase efficiency:You will learn how AI can help you automate time-consuming manual processes in management reporting.
- Expand your skills:You will build up practical, in-depth knowledge of the use of modern AI tools such as Power BI and Tableau.
- Experience in practice:You will practice using AI tools on realistic case studies and develop your own dashboard.
- Direct applicability:You will take away concrete results and new approaches that you can immediately apply in your everyday work.
Methods
A mix of methods including expert input, presentations, live demos, practical examples, exercises, case studies, and best practices. Highly practical thanks to real-life case studies and the development of your own projects.
Technical requirements:
- Notebook/laptop with Windows 10/11, at least 8 GB RAM.
- Microsoft 365 with Copilot feature enabled (where available).
- Excel version 2309 or later (Python in Excel available in the Insider or Enterprise channel).
- Stable internet connection (at least 10 Mbit/s).
- Microsoft account with OneDrive access.
- Zoom client (for online participation).
- Optional: Second screen for more comfortable working.
- Power BI Desktop.
- Tableau Desktop (trial version sufficient).
- KNIME Analytics Platform (optional).
Tool
Recommended for
controllers, specialists and managers from the field of controlling who want to make their management reporting more efficient and future-oriented by using modern AI tools.
Further recommendations for "AI Practice Controlling: Management Reporting"
Start dates and details
Wednesday, 08.04.2026
09:00 am - 1:00 pm
Thursday, 09.04.2026
09:00 am - 1:00 pm
Friday, 10.04.2026
09:00 am - 1:00 pm
Tuesday, 23.06.2026
09:00 am - 1:00 pm
Wednesday, 24.06.2026
09:00 am - 1:00 pm
Thursday, 25.06.2026
09:00 am - 1:00 pm
Monday, 21.09.2026
09:00 am - 1:00 pm
Tuesday, 22.09.2026
09:00 am - 1:00 pm
Wednesday, 23.09.2026
09:00 am - 1:00 pm
Wednesday, 04.11.2026
09:00 am - 1:00 pm
Thursday, 05.11.2026
09:00 am - 1:00 pm
Friday, 06.11.2026
09:00 am - 1:00 pm
Tuesday, 02.03.2027
09:00 am - 1:00 pm
Wednesday, 03.03.2027
09:00 am - 1:00 pm
Thursday, 04.03.2027
09:00 am - 1:00 pm
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