In this insightful video, Angelica Choo Quan walks viewers through how Copilot in Power BI can streamline the report-building process and help users overcome common design challenges. From enabling Copilot to generating full report pages with just a few clicks, Angelica demonstrates how this AI-powered assistant can be a game-changer for Power BI users.
Getting Started with Copilot
- Ensure Copilot is enabled in your Fabric tenant settings.
- Access Copilot from the ribbon in Power BI Desktop.
- Designate the workspace where Copilot will be active.
Data Model Overview
The demo uses the Adventure Works dataset, featuring relationships between:
- FactInternetSales
- DimProduct
- DimCustomer
- DimDate
- SalesTerritory
Using Copilot to Build Report Pages
Angelica explores Copilot’s ability to suggest and generate report pages. Key features include:
- Suggested Content: Copilot offers page ideas like Customer Demographics, Sales Performance, and Product Analysis.
- Auto-Generated Visuals: Copilot creates visuals such as cards, line charts, and slicers based on selected themes.
- Editable Layouts: Users can modify visuals, remove irrelevant charts, and rearrange elements for better clarity.
Example: Customer Demographics Page
- Includes visuals like average yearly income and customer count.
- Features slicers for marital status and gender.
- Some visuals, like the pie chart, may need refinement or removal.
Example: Sales Performance Page
- Displays total sales, order quantity, and discount amounts.
- Includes a calendar year slicer with multi-select and “select all” options.
- Users can fine-tune visuals by adjusting fields, legends, and layout spacing.
Asking Questions with Copilot
Copilot also supports natural language queries. For example:
- “What are the top 10 products by sales amount and region?”
- Copilot returns a visual with filters and a summary of how the result was generated.
- Users can add the visual to a report page and further customize it.
Final Thoughts
While Copilot isn’t perfect, it provides a strong starting point for report creation. It helps users move past design paralysis and focus on refining insights. Angelica encourages viewers to explore Copilot’s capabilities and share how it has improved their Power BI experience.
Don't forget to check out the Pragmatic Works' on-demand learning platform for more insightful content and training sessions on Copilot and other Microsoft applications. Be sure to subscribe to the Pragmatic Works YouTube channel to stay up-to-date on the latest tips and tricks.