Microsoft Copilot for Power BI: Perks And Limitations

Jan 2024 update: Copilot for Power BI (preview) is now available to all customers with Premium/Fabric capacity.

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What is Copilot?

Copilot is an AI-powered tool that can be used across a range of Microsoft products, including (and not limited to): Github, Microsoft 365 (such as Word, Excel, PowerPoint, Teams), Dynamics 365 and Power BI.

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What does Copilot for Power BI do for you?

In a nutshell, it makes it quicker and easier to find what you need from your data.

• Automatically create dashboards, data narratives, and interactive components.
• Create a summary of your dataset and an outline of suggested pages for your report.
• Write DAX formulas (coding language): you don’t need to be an expert.
• Easily make changes to your data model using Copilot’s suggestions.
• Easily create and add visuals to reports.
• Create a complete report (in seconds) using natural language queries or comments. For example, “Show me the sales by region and product category” or “Create a pie chart of customer satisfaction ratings”. You may have already tested these natural language features using the Smart Narrative visual tool or the Auto-create report feature in Power BI. But with Copilot, you can ask enhanced questions such as: “Create a report to show sales by region and top 10 best-selling products”.

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Things to Consider: Limitations of Copilot‍

1. Copilot in Power BI is not a replacement for human intelligence or creativity

Copilot is a tool that can assist you with your data tasks but cannot guarantee the accuracy or quality of the code or insights it generates. You should always review and verify the suggestions from Copilot before using them in your projects. The human brain is required to solve more complex or very specific challenges, especially when working on larger data models with many active, inactive, regular, and limited relationships. Therefore, we need to set our expectations.

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2. Copilot in Power BI is not a substitute for learning or understanding the concepts and languages behind Power BI

Before using Copilot, you should still have a basic knowledge of DAX (coding language), data modelling, and Power BI features. Copilot can help you learn new things or improve your skills by providing examples and explanations for its suggestions, but I strongly suggest you seek credible blogs, watch tutorial videos on YouTube and read books for a baseline understanding. On the latter, here are some resources below you may find helpful:

• Our Beginners Guide to Power BI
• Our Intermediates Guide to Power BI
• Expert Data Modeling with Power BI + my website/blog (Soheil Bakhshi)

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And if you want to stay ahead with Power BI, speak to us about team training options. Virtual and in-person training will keep you fully updated with the latest features, methodologies and tips.