Copilot in Power BI tutorial introduction

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.

This article introduces you to how Copilot in Power BI supports enterprise developers, self-service users, and business users and provides information on integration points and the different experiences designed for creating and consuming content using Copilot.

This tutorial provides practical hands-on experience, guiding users through a scenario from semantic model development to obtaining insights using Copilot for Power BI. It aims to build a foundational understanding of Copilot, including various methods to prepare semantic models for AI, ways to make data discoverable, and how to examine Copilot results to obtain new insights.

Important

This tutorial includes preview features.

This tutorial doesn't cover all features and functionalities exhaustively but serves as a guide to understand the capabilities and user experience of Copilot for Power BI.

Copilot for Power BI end-to-end scenario

Here's a summary of the integrations and scenario this tutorial introduces.

For developers, the focus is on ensuring your semantic model is AI-ready by simplifying your schema, creating verified answers, and providing AI instructions. You test the setup and publish your release, enabling AI-prepared content that’s optimized for user interaction.

For business users, the focus is on exploring and understanding data through natural language. You learn how to ask questions, interpret answers, dig deeper into insights, and summarize your findings.

Sample data

The sample data in this tutorial explores a software company's sales channel. Sales managers monitor their direct and partner sales channels by tracking opportunities and revenue by region, deal size, and channel.

Next step

Get started