Co-Pilot for Power BI Desktop (Developers) and Power BI Service (End Users)

Co-Pilot  is an AI-powered assistant integrated into Microsoft products, including Power BI, to enhance user experience by enabling natural language interactions. In Power BI, Co-Pilot simplifies data exploration, report creation, and visualization development, making the process more intuitive and efficient. By leveraging AI, it helps users generate insights, automate repetitive tasks, and build reports with minimal effort.

• Co-Pilot For Power BI Service (End Users)

  
  

  1.  Summarize a Report Page in the Co-Pilot Pane.

  2. Ask a question about this report.

  3. Create Reports in the Power BI Service with Co-Pilot.

  4. Write Co-Pilot Prompts for Creating Report Pages in Power BI.

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1. Summarize a report page in the Copilot pane

Co-Pilot in Power BI Service allows users to quickly generate summaries of report pages. By analyzing the data and visuals on the page, Co-Pilot provides key insights, trends, and notable observations in natural language. This helps end users quickly understand the overall story behind the data without manually analyzing each visual.

Step 1:

If Co-Pilot is enabled, you will see a Co-Pilot symbol in the workspace. Click on it, and a new window will pop up on the right side of your screen. In this pane, you can enter natural language prompts to generate summaries.

Give me an executive summary of this page.Co-Pilot will analyze the report page and provide a concise summary, highlighting key trends, insights, and observations based on the available data.

2. Ask a question about this report.

With Power BI Co-Pilot, users can interact with reports in a dynamic way by asking questions about the data. This feature leverages natural language processing (NLP), enabling end users to type or speak queries in plain language, such as "What were the top sales regions for last year?" or "How did the profits change compared to the previous quarter?" Co-Pilot then processes the question, interprets the context, and returns relevant insights directly on the report.

This functionality empowers business users without requiring them to have deep technical skills or knowledge of the underlying data model. The AI can automatically generate visuals or provide detailed breakdowns of data, making it easier to uncover insights and take action. Whether it's a simple metric comparison or more complex data trends, Co-Pilot simplifies the process of querying data, offering a more intuitive experience within Power BI.

3. Create reports in the Power BI service with Copilot.

Co-Pilot in Power BI Service acts as an intelligent assistant that helps end users create reports directly in the service. Instead of manually building complex reports, users can simply input prompts or interact with Co-Pilot to generate visually appealing reports on the fly. This can include choosing the right visualizations, structuring data, and even creating advanced measures or filters. The AI simplifies the report creation process by suggesting optimal designs and layouts based on your dataset and the kind of insights you wish to highlight. Whether you're an experienced user or a beginner, Co-Pilot can streamline the reporting process, making it accessible for all levels of Power BI users.

While Power BI Co-Pilot offers a revolutionary way to generate reports using natural language, there are some limitations and drawbacks that users should be aware of:

1. Limited Customization Capabilities

While Co-Pilot helps in quick report generation, it may not always meet specific design preferences or advanced formatting needs. Users might have to manually fine-tune colors, labels, filters, and interactions to align with business requirements.

2. Not Always the Best Choice for Advanced Analytics

Co-Pilot is great for basic visualizations but might struggle with advanced analytics like forecasting, trend analysis, or custom DAX measures. Users still need manual intervention to apply complex business logic.

4. Write Copilot prompts for creating report pages in Power BI.

Writing prompts for Co-Pilot to generate report pages involves specifying the exact information you want to display. By leveraging natural language processing, Power BI Co-Pilot can interpret your prompts and translate them into meaningful actions within the report. You can ask Co-Pilot to generate charts, graphs, tables, or KPIs, and even customize the layout according to your needs. This feature enhances productivity, as you don't have to manually figure out how to visualize data; instead, Co-Pilot does it based on your verbal requests. For example, you can ask Co-Pilot to "Create a bar chart comparing sales across regions for the last quarter," and it will instantly generate the relevant visual.

Co-Pilot For Power BI Desktop (Developers)

Power BI Co-Pilot enhances the Power BI Desktop experience by assisting developers with DAX queries, semantic model descriptions, data exploration, and automated narratives. This AI-powered assistant helps streamline report development, making it easier for developers to build and document reports efficiently

* Power BI Desktop (Developers)

1. Write DAX Queries

2. Add description for semantic model measures

3. Ask Copilot questions about data in model4. Create a narrative with Copilot for Power BI.

1. DAX Query

Co-Pilot allows developers to generate and refine DAX queries by simply describing what they need in natural language. Instead of manually writing complex formulas, developers can prompt Co-Pilot.

2. Add description for semantic model measures

With Co-Pilot, developers can automatically generate measure descriptions to improve documentation and clarity. This is particularly useful for collaborative projects, where multiple developers work on the same Power BI model.

3. Create reports in Power BI Desktop with Copilot 

Co-Pilot can automatically generate a textual narrative based on the insights from a report. Instead of manually crafting summaries, developers can use AI-generated narratives to:

4. Create a narrative with Copilot for Power BI

Co-Pilot can automatically generate a textual narrative based on the insights from a report. Instead of manually crafting summaries, developers can use AI-generated narratives to:

Add-On Copilot

1. Open a Power BI report and select Copilot in the ribbon. The Copilot pane appears and prompts you to select a workspace.

2. Select the workspace you’d like to associate this report with for Copilot use. Only workspaces that support Copilot appear.

3. Use the Settings gear in the bottom-right corner of Power BI to switch the associated workspace or check which workspace your report is associated with.

   

   
   

4. This opens the Options window, where you can navigate to the Copilot (preview) settings to see which workspace you’re currently working with and select a new workspace.