Power BI With Copilot

Sunday, April 14, 2024

Get Started with Copilot for Power BI and Create Reports Faster

Ready to unlock the power of AI in your data analysis? Copilot, a new feature in Power BI Desktop, is here to help you create reports faster and easier. With Copilot's assistance, you can generate report summaries, suggest report content, and even create entire report pages based on your high-level instructions.

What You'll Need to Use Copilot:

  • Access: You'll need write access to a workspace assigned to a paid Power BI capacity (P1 or higher) or a paid Fabric capacity (F64 or higher) with Copilot enabled by your administrator.
  • Power BI Desktop: Ensure you're using the latest version of Power BI Desktop.

Getting Started with Copilot:

  1. Enable Copilot (Admin): Your administrator needs to enable Copilot in Microsoft Fabric and activate the tenant switch.
  2. Open the Copilot Pane: Click the Copilot icon in the ribbon to open the Copilot pane.
  3. Welcome and Workspace Selection: The first time you use Copilot, a dialog will appear prompting you to choose a compatible workspace. Select any workspace assigned to the required capacity.
  4. Start Your Interaction: Once you've selected a workspace, you'll see a welcome card. Click "Get started" to begin using Copilot.

How Copilot Can Help You:

  • Summarize Your Data Model: Gain a clearer understanding of your data with Copilot's summaries of your Power BI semantic model. This can help you identify key insights and streamline your report building process.

  • Suggest Report Content: Stuck on what to include in your report? Copilot can analyze your data and propose relevant topics for you to explore. From the Copilot pane, select "Suggest content for a report" to get started.
  • Create Report Pages: Save time crafting reports from scratch. Provide Copilot with a high-level prompt related to your data, and Copilot will generate a customizable report page with relevant tables, fields, measures, and charts. Here are some examples of prompts you can use:
    • Analyze performance across different shifts based on metrics like good count, reject count, and alarm count.
    • Evaluate production line efficiency and overall equipment effectiveness.
    • Compare costs, materials, and their impact on production for each product

Important Considerations:

  • The Copilot button will always be visible in the ribbon, but functionality requires signing in, admin enabled tenant settings, and workspace access as mentioned earlier.
  • The workspace you select for Copilot usage doesn't have to be the same one where you publish your report.
  • Copilot is currently in preview, and its responses are generated using AI, so always double-check your work for accuracy.
  • There are limitations for creating report pages with certain connection modes like live connect to SSAS and AAS, and real-time streaming in Power BI.

Stay Updated:

Keep an eye out for the latest Copilot enhancements by following the monthly Power BI feature summary blogs.


Embrace AI-powered report creation with Copilot and transform your data analysis workflow!

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