THE ONGOING DATA REVOLUTION with Power BI CoPilot

The Ongoing Data Revolution with Power BI CoPilot

Power BI’s CoPilot, is a tool that has revolutionized data reporting through NLP and dynamic report generation. Through its intuitive conversational interface, users can gain actionable insights without the need of complex language querying.
It provides seamless integration with Microsoft Fabric, helping derive insights through advanced AI capabilities and present in a manner that resonates with the end-user. It also provides a unified data ecosystem for various data sources and analytics tools within the organization.
Through its self-service analytics, anyone from tech BI(business intelligence) users to non-tech BI (business intelligence) users, can make use of this tool, thereby indulging in the democratization of data.
It is an intelligent analytics tool that gives suggestions for the creation of new reports with proper use of charts and graphs, with real-time data exploration modeling.
As for business decision support, it helps with a quick access to information and report generation tools for making “on-demand” reports. Users get agile and confident responses to their questions asked to make informed decisions, in real-time. Businesses can leverage this, along with predictive analysis and forecasting to react to market changes, consumer behavior, and operational efficiency metrics, to gain a competitive advantage while future-proofing their business.

SO, WHAT CAN COPILOT GENERATE ?

A summary of the underlying semantic model

You can summarize a power semantic model with copilot. This summary can help you gain a better understanding of data in your semantic model, identify important insights, and improve your data exploration experience. Ultimately, this can help you build more meaningful reports.

A summary of your report in the copilot pane

Even if you don’t have edit permission for a report, with copilot, you can generate a summary of a report page in the copilot pain. You have the flexibility to refine or guide the summary by customizing prompts such as “ summarize this page using bullet points” or “ provide a summary of sales on this page.” You can also pose specific questions about the visualize data on a report page and receive a tailored response. This response includes references to visuals, adding you understanding the specific data sources contributing to each part of the answer or summary within the report.

A summary visual on the report itself

In Power BI desktop, and Power service, you can use copilot for Power BI to quickly create an ad about a report page with just a few clicks. This narrative can summarize the entire report, specific pages, or even specific visuals that you select.

Suggest content for a report

Co-pilot can help you get started on a new report by suggesting topics based on your data. When you select this option directly in the chat, copilot evaluates the data and provides a report outline which suggests pages that you can explore and choose to create for you.

Create a report page

Copilot for power BI can help you create a report page by identifying the tables, fields, measures, and the charts for your data. If you give copilot a high-level prompt that is specific to your data, it can generate a report page that you can then customize and modify, using the existing editing tools.

Narrative Storytelling

With CoPilot, one can generate text summaries for visuals, helping in automated report generation, and deriving actionable insights. The summary updates as the data refreshes.

Generating DAX queries

Whether you want to create formulas or filter data based on specific criteria , no DAX query is required to be generated from the users end, as Copilot can write a DAX query itself. For example, you can type in a prompt to describe what DAX query you would like it to generate, and select send or press enter. To run what is returned, select keep it to add it to the query tab, then select run or press F5 to see the results of the DAX query.

How to implement its use?

For a company to benefit from its capabilities, an administrator must activate Copilot in the Microsoft Fabric service. Significantly, the familiarization version of Copilot in Microsoft Fabric is being rolled out in stages so that all customers with a paid Fabric service (F64 and above) or Power BI Premium (P1 and above) can access it. When implemented in the tenant, this feature will become available automatically as a new setting in the MS Fabric administration portal. When Copilot billing begins in Fabric environments, the use of Copilot can be counted against existing Fabric or Power BI Premium capacity.

Using PROMPTING to best utilize CoPilot

The key to making the most of Copilot in Power BI and Microsoft Fabric is to correctly create prompts, i.e. texts that serve as a command or instruction to the system. In the context of interaction with artificial intelligence, prompts play an essential role as they determine how AI will analyze the requests it receives. This critical element directly influences the responses’ relevance, adapting them to the user’s expectations. Some of the example prompts include:

“Create a report that allows for a detailed analysis of the dynamics of sales, revenue and profit margins from different products, categories and sub-categories, taking into account the variability over time and the differences that exist between different regions.”
"Develop an analysis to identify and compare the customer segments’ characteristics, behaviors and preferences, using demographic, geographic and transactional data.”
“Create a table of contents for the report, including a brief description of each page.”

BEST PRACTICES WHILE GIVING PROMPTS TO UTILIZE MICROSOFT COPILOT

Ensuring accuracy: To cross-check the data and insights given by Copilot using your source data to maintain the accuracy of the reports that are generated.

‍Maintaining Relevance: Model your queries to highlight the most relevant data for the objective of the report. Specific, targeted questions will yield more useful results.

‍Clarifying Reports: Achieve clarity in the reports by asking Copilot to highlight key findings and summarize data insights understandably.

‍Iterative Refinement: Make use of the insights/ feedback generated from the previous reports to refine subsequent queries and requests to Copilot.

SO, WHAT CAN COPILOT GENERATE ?

How to implement its use?

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