Copilot is the virtual assistant designed to guide users in the use of Microsoft 365, Microsoft Viva, Microsoft Power Platform and Microsoft Azure. Within Power BI, Microsoft's generative AI offers valuable support in data analysis to optimize the decision-making processes of companies and professionals. In this article, we look at the requirements to meet to enable Copilot within Power BI Desktop and Power BI Service. We will also take a look at the features that will allow us to save time creating reports and to transform data into insights useful for the growth of our businesses.
Copilot in Power BI exploits the capabilities of generative artificial intelligence to support the creation of dynamic reports, visualizations and summaries useful for decision-making processes. Copilot therefore offers a full support in advanced data analysis, allowing companies and professionals to manage the vast amount of information that revolves around their activities and to quickly identify strengths, weaknesses and areas for improvement in their business strategies.
In addition to generating content, AI guides users in interpreting data by answering questions and suggesting the most useful formulas for obtaining meaningful insights. Thanks to these features and Copilot's conversational chat, Power BI finally becomes accessible even for less experienced users.
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We are responsible for configuring the digital workplace and training users on the use of the new AI in Microsoft 365 applications. You can customize the plan according to your needs, choosing from the following services:
Copilot is available in public preview both within Power BI Desktop and in the Power BI Service. However, before you can work with AI on your data sets, you need to meet certain requirements.
To access Copilot in Power BI Service:
To enable Copilot in Power BI Desktop:
Once these requirements have been met, it will be possible to interact with Copilot from the dedicated conversation window (accessible from the “Copilot” voice in the main interface) or through new commands in the various sections of Power BI, such as the query area or the screen for adding measures.
Obviously, only users with the right licenses can access Copilot functionality in Power BI. You must then ensure that you have the appropriate Power BI licenses.
Copilot offers advanced features, now in public preview, to simplify data analysis in Power BI, making it an activity accessible even to users who are new to the platform. One of the main features concerns the creation of content.
Starting from the information and requests shared in chat, Copilot reprocesses the data sets entered in Power BI for generate a dynamic report in a few seconds (sometimes minutes, if the set is large). Each report consists of a series of pages that the user can decide to modify, regenerate or use immediately to build their analyses.
Still with regard to the creation of content, it is possible to ask the AI to generate visual objects such as bar charts, pie charts, maps, tables and scatter plots to interactively explore the relationships and patterns present in the dataset.
Copilot can also Suggest DAX formulas to manipulate information and gain useful insights.
When building the dataset, users can use the Copilot chat to describe what they would like to obtain from the imported data and then obtain the DAX formula suitable for achieving the objective. Incredible help, which will soon also be available for writing queries.
La Summary of the reports is another important feature that should be mentioned.
You only need read-only permission to generate a summary of an entire report or of the individual visual objects included. To do this, you can use the chat or select a quick prompt such as:
Copilot provides its response, indicating the exact point in the report from which it took the information or on which it relied to draw its conclusions. With new questions, users can then delve into the aspects of their interest, gain new insights, and quickly navigate reports shared by colleagues.
One last feature to highlight concerns the Writing synonyms for Q&A objects.
This is the possibility of configuring a Q&A visual object to improve its understanding of the questions and, consequently, the ability to provide more precise and relevant answers to users. Specifically, Copilot suggests synonyms to add to guide the search for information to a specific field or table of data, based on the words used by users in their questions.
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