Note
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Access to this page requires authorization. You can try changing directories.
Note
Authoring of AI instructions and AI data schema is available only in Power BI Desktop, and for Verified answers it's available in both Power BI Desktop and the Power BI service. Consumption of these features is available everywhere Copilot exists.
Before you begin, you need to complete the following prerequisites and download the sample Power BI Desktop file required for this end-to-end tutorial.
Prerequisites
To use Copilot in Power BI Desktop, you need admin, member, or contributor access to at least a single workspace that is assigned to a paid Fabric capacity (F2 or higher), Power BI Premium capacity (P1 or higher) that has Copilot enabled, or assigned to a Fabric Copilot capacity.
Important
This tutorial includes preview features.
Note
The Copilot button in Desktop always appears in the ribbon. To be able to use Copilot, you must be signed in and have access to a workspace that is in Premium or Fabric capacity, or assigned to a Fabric Copilot capacity.
When you use Copilot in Power BI Desktop for the first time, you’re asked to pick a Copilot compatible workspace when you select the Copilot button in the ribbon. The workspace you select doesn’t need to be the same as the workspace where you plan to publish your report. If you're assigned access to a Fabric Copilot capacity, you aren't asked to select a workspace.
Learn more using Copilot in Power BI Desktop the first time or Fabric Copilot capacity.
Settings
To confirm that the following preview features are enabled for this tutorial in Power BI Desktop, select File > Options and settings > Options > Preview features. Then, ensure the boxes next to each of the listed preview features are checked if they're currently disabled.
- Prep data for AI
To ensure that the necessary settings are available for this tutorial in the Power BI service, begin by requesting that a tenant administrator or capacity administrator verify the appropriate settings are enabled. A tenant admin should select the settings (gear) icon at the top of portal and, in the side pane that appears, navigate to the Admin portal under the Governance and insights section. From there, they should select Tenant settings and carefully review the following list to confirm that each relevant feature is enabled.
- Users can use Copilot and other features powered by Azure OpenAI
- Users can access a standalone, cross-item Power BI Copilot experience (preview)
Download the sample
The documents provided in this tutorial, including the .pbix file and related data, are offered "as-is." The examples are for illustration purposes only and are fictitious. No real association is intended or inferred. Microsoft makes no warranties, express or implied, with respect to the information provided herein.
By selecting any of the following links to download the .pbix files, you agree to the terms of use.
To download the sample file from the GitHub repo for Power BI Desktop, you can either:
- Download the file automatically
- Visit the Sample reports folder, select the
Revenue Opportunities.pbixfile, and save it to your computer.