Copilot for Power BI service

Microsoft, as a brand constantly pursuing innovation, aims to incorporate advanced and useful artificial intelligence features in a simple, safe and responsible way into everyday products. On this occasion, the company has once again improved its solutions. From Windows 11 as the place for the best AI experience at work, school and at home, to Microsoft 365 - the world's most recognizable productivity-friendly suite, Bing and Edge - innovative search engines and browsers, to Power BI - a system that supports agile data analysis. So let's take a closer look at the capabilities of Microsoft Copilot.

Microsoft Copilot – what is it?

Without a doubt, we can say that a new era of artificial intelligence has arrived, which is completely changing the way we view and use technology.

With the ability to combine chat interfaces and large language models, we can issue commands in natural language, and the technology is intelligent enough to respond to the requests it receives, create what it is asked to do or take other appropriate action. Sound promising? Definitely yes. In this context, it is worth learning more about the capabilities of Microsoft Copilot.

Microsoft Copilot is an innovative tool that is revolutionizing companies’ approach to automating business processes and adapting to rapidly changing market conditions.

Leveraging the advanced technology created by OpenAI and the powerful GPT-4 language model, Microsoft has launched an intelligent solution capable of instantaneously generating programming code, creating corporate content or documents, and significantly streamlining business processes, resulting in increased business success.

Microsoft Copilot includes a number of applications, such as Microsoft Power Automation, Microsoft Viva Copilot, Microsoft Dynamics 365 Copilot or Microsoft Azure Business Optimization and Power BI. Each of these platforms offers unique features, enabling companies to optimize their business processes.

The main advantage of Microsoft Copilot is the versatility of the service. Companies can customize tools to meet their individual needs by selecting the appropriate service package. This flexibility makes problem solving intuitive and the whole process more efficient, thus supporting the stable development of the organization.

Copilot for Power BI service

As of January 2024, the Copilot feature for Microsoft Fabric Public Preview is available in the Power BI service. In order for the company to start using it, the administrator must enable the Copilot solution in the Microsoft Fabric service. It helps harness the transformative power of generative artificial intelligence to extract potential from data as efficiently as possible.

Copilot can be used in several different ways in the Power BI service. The main and most obvious one is to open the Copilot panel and ask Copilot to create a report page or page summary.

Copilot can also create a narrative visualization that summarizes a page or an entire report.


In addition, Copilot can generate synonyms for questions and answers to make it easier for report recipients to find what they are looking for in a report.

Other practical examples of using Copilot in Microsoft Power BI include:

  • Create a report outline with suggested pages:

Copilot can prepare a summary of the dataset and an outline of suggested report pages. Although the result of the work may not be perfect and not exactly what the user expected, but having a starting point, you can make modifications according to your preferences.

  • Visuals for each site:

With Copilot, you can create visualizations that generate a textual summary of the data presented in the canvass of the report. This visual form includes suggested prompts and space to customize the summary to meet specific needs, while offering an easy-to-read, useful guide for the end user. Importantly, the summary can update according to fragmenters and filters and as the data is refreshed.

Sample prompts for report pages

Before going on to discuss examples, it is worthwhile to know what a prompt is in practice.

The word has come into increasing use recently in the context of interaction with artificial intelligence systems. Prompt is a text that serves as a command or instruction to the system. It can take the form of a question, a request to perform a specific action, or a request to analyze a specific set of data.

Prompts are crucial in communicating with artificial intelligence, as they determine how AI will interpret the requests directed to it, which ultimately translates into the compliance of the response with the user’s expectations.

Here are some examples of prompts that work well in Copilot for Power BI:

  • Sales results by product

“Create a page to analyze the sales volume, revenue and profit margin of various products, categories and subcategories over time and across regions.”

  • Segmentation and customer loyalty

“Create a site to identify and compare the characteristics, behaviors and preferences of different customer segments based on demographic, geographic and transactional data.”

  • Effectiveness of promotion and return on investment

“Create a page to evaluate the impact and return on investment of various promotions on sales, revenue, and customer acquisition and retention.”

  • Inventory and supply chain management

“Create a page to monitor and optimize inventory levels, safety stock and costs for various products and product lines based on demand, lead time and production costs.”

  • Creating a table of contents

“Create a table of contents for this report that includes a brief description of each page.”

Copilot implementation in Power BI service – entrust this sentence to specialists

With Copilot and other generative artificial intelligence capabilities, the Microsoft Fabric service offers a new way to transform and analyze data, generate detailed information, and create visualizations and reports in a Power BI environment.

Before your company starts taking full advantage of Copilot in Microsoft Power BI, you may have questions about how it works, how business data security is ensured and privacy requirements are respected, and how to use generative artificial intelligence responsibly.

You don’t have to find the answers to all these questions yourself. EBIS specialists will be happy to guide you step-by-step through the key steps of implementing a data analysis system. Many years of experience backed by knowledge becomes a guarantee for the success of the entire project – from the analysis of your business needs, to the selection of analytical solutions, system implementation, development, maintenance and user training.