The Power of Copilot for Power BI: A Comprehensive Overview

Introduction

Welcome, data enthusiasts! 🚀 In this article, we’ll delve into the revolutionary world of Copilot for Power BI, an innovative tool that taps into the potential of generative AI to elevate your data analytics game.

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Getting Started with Copilot

Before we embark on this exciting journey, let’s ensure you’re all set to leverage Copilot.

Microsoft Fabric has a new tenant setting group, Copilot and Azure OpenAI Service (preview), with the following two settings:

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•Firstly, We need to Enable the “User can use a preview of Copilot and other features powered by Azure OpenAI” tenant switch before using it. 

•Outside US or France? Copilot is disabled unless admin enables data processing outside the region in Fabric Admin

Remember, Copilot is exclusive to paid SKUs (F64 or higher, or P1 or higher), and its availability can be tailored by your Fabric tenant admin.

Once you enable all the settings, Copilot will be available within your services account

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Feature Overview: Copilot Capabilities

Copilot for Report Creation

Once Copilot is at your service, open the Copilot pane and let it work its magic. Request a report page or a summary, and Copilot swiftly generates a starting point for your report. It’s your dynamic assistant for crafting insightful reports with minimal effort.

Sample Prompt: “Create a page to analyse the sales amount, revenue, and profit margin of different products, categories, and subcategories over time and across regions.”

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Dynamic Narrative Visuals

Copilot’s narrative visual feature is a game-changer. It offers a text summary of your report’s data, adapting in real-time to slicers, filters, and data refreshes. It’s the perfect tool for conveying complex information in an easily digestible format.

Sample Prompt: “Generate a summary focused on tourism in India.”

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Q&A Synonym Generation

Enhance your Q&A experience by letting Copilot generate synonyms. By expanding the system’s vocabulary, Copilot ensures accurate responses to user queries, improving the overall efficiency of your data exploration.

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Copilot Requirements

To fully utilize Copilot, ensure that your Power BI service has Copilot enabled at the tenant level. Your workspace should be running on F64 or Premium capacity, and having read or write access to that workspace is crucial. Note that Copilot may be subject to throttling on limited GPU capacity.

Considerations and Best Practices

Before you dive in, consider a few key points. Your customer data sent to Azure OAI for summaries is stored for 30 days, so review the Supplemental Terms of Use for Microsoft Azure Previews for details. Validate generated reports, update your data model for optimal alignment with Copilot, and exercise caution with AI-generated content.

Conclusion

In conclusion, Copilot for Power BI is a dynamic tool that utilizes generative AI to streamline report creation and enhance the Q&A experience. By embracing Copilot’s capabilities, businesses can save time, generate insightful reports, and improve data accessibility for end-users. Configure it right, and adhere to best practices, and Copilot will become a valuable asset in your Power BI toolkit. 

Happy analyzing! 📊✨

Addend Analytics is a Microsoft Gold Partner based in Mumbai, India, and a branch office in the U.S.

Addend has successfully implemented 100+ Microsoft Power BI and Business Central projects for 100+ clients across sectors like Financial Services, Banking, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, Switzerland, and Australia.

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