AI for Business Analysts: Faster Reporting and Data Cleanup

Overview

Business analysts spend a surprising share of their time on tasks that have very little to do with analysis: cleaning up exports, formatting reports, reconciling files from different systems, and writing the narrative that goes around the numbers. Generative AI tools have matured to the point where they can take on a significant portion of that grunt work, freeing analysts to focus on the work that actually drives decisions.

This session is built specifically for business analysts. We will work through the end-to-end reporting workflow — from raw data export to finished deliverable — and identify where AI delivers the biggest gains. You will see how to use AI to clean and standardize messy data, generate Excel formulas and Power Query steps, build the structure of a report quickly, and draft the executive summary that goes on top.

We will also cover what AI is not yet good at, where analysts still need to apply judgment, and how to build a repeatable workflow so the time savings compound across every report you produce.

Why You Should Attend

If your week revolves around month-end reporting, ad hoc requests, and cleaning data that should have been clean to begin with, this session is for you. The techniques covered can take hours out of a typical reporting cycle and reduce the most tedious parts of the job to a few minutes of conversation with an AI assistant.

More importantly, this session focuses on building durable skills, not one-off tricks. You will learn how to think about AI as a collaborator on analytical work — what to delegate, what to keep, and how to verify what you get back. You will also see how to handle sensitive business data responsibly so that adopting AI does not create new risks.

By the end of the 90 minutes, you will have a concrete plan for cutting reporting time on your next deliverable.

Who Will Benefit

• Business analysts and senior business analysts
• Financial analysts and FP&A professionals
• Operations and supply chain analysts
• Marketing and sales analysts
• Reporting analysts and BI specialists
• Data analysts working with business stakeholders
• Analytics managers and team leads
• Anyone responsible for recurring business reporting

Areas Covered in the Session

• Mapping the analyst workflow — where AI helps most and least
• Cleaning messy exports: dates, text, blanks, and inconsistent categories
• Reconciling data across systems and files
• Generating Excel formulas and Power Query steps with AI
• Building report structure and templates quickly
• Drafting executive summaries and report narratives
• Creating consistent charts and tables for recurring reports
• Handling sensitive business data responsibly
• Verifying AI output before it reaches a stakeholder
• Building a personal analyst workflow that compounds across projects.