Copilot for Power BI: Your Ultimate Copilot Guide

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- [Adam And Carly] Yooo! - What's up, I'm Adam. - And I'm Carly. - And Carly's gonna show us the magic of Copilot inside of Microsoft Fabric, but more specifically, from a Power BI perspective. For the folks watching, like what do you do at Microsoft? - So I'm a Program Manager, and I split my time between Copilot and metrics things. But today, specifically, I'm gonna talk about how everyone within Power BI can use Copilot. So how you can use it for Modeling, for Report Creation, and then how you can use it in the Consumption Mode as well. - Awesome, all right. Well, enough of all this talking. You know, how we like to do it here in Guy in a Cube. Let's do what? Let's head over to Carly's machine. - All right, so you can see here, I am already in my Modeling View, and you may have noticed, looks a little bit fancier here. So I have my Model Explorer up in this new build. So you can see I have my tables here, and I have my model over here. Here I have all my Measures co-located here. So one thing that we have done here is just given Copilot the ability to write measure descriptions for you. So I'm just gonna click on, let's say this measure right here, Product Sales Top 3. And I'm gonna go ahead and click create with Copilot in this description area. And Copilot is actually just gonna go ahead and write this description for me. The Product Sales Top 3 measure calculates the net sales for the top three products. If a product is not in the top three, measure return zero. Okay, I know my model pretty well. That's looking really accurate, so I'm gonna go ahead and just keep that. So this is really good. It's gonna make the report creator's life a lot easier. This is just a really good documentation task. One thing that I'll say is I can neither confirm nor deny that the next do is bulk measure descriptions for all of this at one time. So this is looking really good, but now I wanna go and do some more tweaking, and I wanna write some DAX for my model here. - [Adam] Oh. - [Carly] I'm a little bit better at SQL myself, but I wanna get into DAX, so I'm gonna- - We like SQL also. That's fine. - We don't discriminate here. We like SQL, we like DAX, we like it all. So I'm gonna have Copilot help me learn a little bit about DAX. So I have my editor here. The first thing that I see in my DAX Query View with Copilot is it gives me a nice little query here as an example. And if I don't exactly know what's going on here, I can just say run, and it plops a table down so I can have that as an example to just look at. - [Adam] That's beautiful DAX, by the way. - Kudos to our engineering team and to our design team who made this look super, super simple when it is in fact not very simple as we all know. And if I still don't exactly know 100% what's going on here, I can actually just go ahead and highlight some of this, open up my little Copilot button up here, and just type in natural language a question to this query. And this is just gonna explain in natural language what's going on. So I can open that up. And this is telling me exactly what this function is doing. Okay, this is using a lot of words to just say this is returning, you know, the top end amount of rows here for this specific table. This is pretty, pretty cool. So now let's say I'm feeling a little bit more confident, a little bit more comfortable. I'm gonna start my own query on a new tab here. - [Adam] All right. - [Carly] So I'm gonna click my little Copilot button, and I'm gonna say show me the return rate per store for the latest month. And it's gonna turn my natural language question into some beautiful docs. - [Adam] It's magic. - We like to call this auto-magically on the Power. - [Adam] Auto-Magic, all right, we'll take that. - [Carly] So I'm gonna say keep 'cause this looks pretty good to me. And then I'm gonna and run this. And right down here it has returned me a nice table that did exactly what I asked for. - [Adam] Excellent. - [Carly] So I'm gonna go one step further, and I'm gonna say, actually, I want to know what month this is actually talking about. So I'm gonna go ahead and highlight my query up here and invoke my little Copilot button again. And I'm gonna say, include what month this is. And this is gonna do something very cool. - [Adam] Wait, that's doing a diff right there in the DAX. - [Carly] Which is pretty cool. So this is showing me what's different, what's the same. And I can go ahead and, you know, edit it in here or I can say keep. I'm gonna say keep because- - [Adam] All right. - [Carly] So I'm gonna go ahead and say run that, and then right down here it says opp, this is happening in June, so- - [Adam] All right. - [Carly] It's looking pretty cool. - [Adam] I love it. - So the last thing that I'm gonna show here is a way to get even more familiar with DAX with the help of Copilot. So one thing I can do, tell me about common DAX options. And this is gonna return just the most common DAX functions. And I can read up on these, maybe learn a little bit about the difference between Sum and SumX. And I can say show more. And here I have just kind of a nice yes. Wow is right. This is just a really, really powerful tool. So it will write you DAX queries. It will explain DAX queries. It will explain DAX topics. It's just, it's really, really nice. So next, let's imagine that I have done all of this beautiful modeling. My semantic model looks like it's in really, really good shape. So I go ahead and I publish the semantic model, and now I wanna step into the role of (words twinkling) report creator. I wish I had a different hat. - [Adam] So dramatic. - Yes. So here we are. Let's say this is that semantic model that I was just working on, and I published it to the service. And let's say I'm kind of a beginner creator. One of the best things that Copilot can do is explain to me what exactly is in this model and help me know where to start. So I have this little button here that says Explore. And for those who are maybe not familiar exactly with what Explore is, this is a feature that we just recently released. This is in preview. If you're not set or committed to doing a full report creation, but you still wanna explore what's in the model, you can do things here like drag a couple different things here where you wanna put a filter on here. Let's see, I think I have some revenue in here. I can drag this here. I can change the visual type and just kind of really quickly just do some lightweight explorations if I'm not committed yet to building and publishing a report, but I just need to get a quick answer. The way Copilot can help me is maybe I don't know exactly what's in my data set yet or what's in my semantic model yet, and I need to get an overview. I have this little button up here that says data overview. I can go ahead and just click that, and with Copilot, get a really quick natural language overview of what is in my semantic model. And what's funny is when I was actually picking the semantic model to do this demo, I used this to click through a bunch of the demos that I like commonly do. And I was like, which one should I use for this? Anyway, back to our scenario. I'm like, yes, this is the one that I need. I start exploring my data, but this visual's not really doing what I want it to. I think I need a little bit more help. So I'm gonna abandon my exploration here. I'm not gonna save this, and I'm actually gonna just open this in a blank report. And right off the bat, I'm just gonna click my Copilot button up here. And immediately the Copilot pane is gonna open, and I'm gonna say suggest content for this report. - So this Copilot is the one that came out first, and like this is the one I'm familiar with. - So you're a fan is what I'm hearing? - Yeah, yeah, yeah, yeah. - What this is gonna do is take a look at what's in your semantic model, and it's gonna generate essentially an outline for your report that says, hey, based on your semantic model, here are some pages that we think is gonna be the most useful for you as a creator to build for a consumer to view. These are the insights that are gonna be the most useful to glean. So you can take a look through these. You can expand all these and kind of read through them. It gives you a title, and it tells you kind of what the content is gonna be for that page. Let's take a look at this first one. Sales performance analysis. Create a page to analyze the performance of sales by region, product, and industry. I know from my model creation that region actually is better as territory in this model, I believe. But otherwise this is looking pretty good. So I'm gonna go ahead and see how this does if I just click create. So boom, just like that, in, what was that, like five seconds? I have an entire report page created here that's honestly really beautiful. And you don't wanna know how much time this would've taken me to create on my own. - Way better than what I would've created, that's for sure. - [Carly] And I can just keep going down the line and doing this. Like revenue forecasting and goals, that sounds really interesting. Let's create that page and see what it does. And I can keep doing this for all these pages. And boom, look how fast that was. That was like whitening speed. And this is a really, really amazing starting point, especially when I might not know exactly where to start with my semantic model. And this next thing that I'll show, it's called the Narrative Visual. And so this allows a creator to actually place a Copilot visual on the page, and it will offer the consumers a permanent summary essentially once you publish the report. Let's go to our sales performance analysis page here. And then I have this visual right here called our Narrative Visual. This is one that I was just talking about. - [Adam] Yep. - [Carly] And let's go ahead and click Copilot. This is also in Public Preview. So here I have some standard prompts that I can do. I can give an executive summary, answer likely questions from leadership, give a bolded list of insights. But let's just go ahead and see what it looks like when I just summarize the data. And what this is doing is taking everything that's on the current page and scanning it, and it's just gonna create a summary of what's going on. And then when I publish this, like I said, this will be available to all of the consumers of my report. - If you're slicing and dicing on the report, it'll regenerate as well. - That's right. I can say when I'm slicing and dicing, there'll be a banner there that says, I wanna refresh this and have it regenerate. - Nice. - And if I really like the summary, I can leave it there and make sure that that's what's, you know, always gonna be there. So one of the things that's really great here is this gives me references. So when I click on this, it's showing me exactly what visual on my report this is coming from. And it's showing you, hey, we didn't just pull this information from the ether. This is rooted in your data. This is rooted in your report, so you can trust this. So one of the other things that we can do here is summarize over the entire report. Or if you want, you know, for some reason, some specific visuals to not be included, you can do that as well. So a lot of control here as the author. For example, if I wanted this first page here to answer likely questions from leadership, but for some reason I know my leadership doesn't care this month about the sales pipeline for some reason, then I can create this visual summary here, not taking into account the visuals on that last page. And then when I publish this report, they'll get the questions and answers from just those two pages. And I can click on those, and zooms me to the next page, and see where they came from. - [Adam] That's interesting it can be aware of multiple pages. So it's good for like a summary page also. - One of the kind of main use cases that we see for this visual is people putting it on that main page as kind of an overview page that says, here are the key insights across this entire report. Like here are the key takeaways, and it summarizes every single page on the report. Okay, so let's imagine I have tweaked this report exactly how I want it. I've created all the pages that I want, and I go ahead and I publish it. So now you know what I'm about to do. (words twinkling) I am now a new person. I have published this report into an app, and now I as a consumer have landed on this beautifully created app, all of which is created by Copilot. And I'm clicking through here, and I'm thinking, hmm, I just started here, and I am very overwhelmed by all this information. I wish I just had some kind of tool that could help me get the main insights from this page. Gosh. - [Adam And Carly] Copilot. - Oh my gosh, you're so right! I wish Copilot worked over apps though. Oh wait, it will soon. (both laughing) So here it is. Right now it works over reports. Very soon, in the next couple of weeks, months, it will work over apps as well. So as a consumer, I can come into my report. And I can just say, I wanna just summarize the visuals that are on this page and get insights here. So just click in that button, and boom. Again, lightning fast. Very cool. And again, those visual references are coming with it. So I can click on that and see exactly where this information is coming from. So as I read through this, I'm seeing this last sentence here. It says, the regions with the highest number of opportunities are US South, US West, and US Midwest. And I'm thinking that's kind of all of 'em except for the Northeast. Like what's going on in the Northeast? So let's just double check this and say, what is the region with the lowest opportunity? So you can summarize across your report, you can ask for insights, and you can also ask questions about your data. So it's telling me, yep, this is the opportunity, and it is coming from the Northeast. So let's go down here. So maybe I'll just say something like, tell me insights on this page. And this is very cool because in this Copilot pane, I don't lose the history of what I've been talking back and forth to Copilot about. So when I go to another report, I maintain that history and can go back in the conversation and reference things, which is pretty cool. And now I might wanna say like, can you simplify these insights into bullet points? And it's gonna think about this for a second, and then it should give me some nice clean bullet points. So the last thing that I'll do here, I do have a page down here that focuses on that Northeast region. Again, I maintained that history, so I can scroll up if I need to. So let's see if we can do something for that region. And so for me as a consumer, I'm hoping that this kind of just tells me in this region that I know is not doing well, what are the individual stores that are kind of my high performers and my low performers? And then I can take that information, kind of analyze it against the other reports that I have here and see if there's any insights I can draw with what products are maybe contributing to that and things like that. I think I've demonstrated most of the capabilities here. Feel free to play around with this. This is in public preview now. So please go check this out. The app is not in public review. That is coming soon. And the next query view, Copilot should be coming to public review within the next couple weeks. - Love it. All right, so let us know down in the comments what do you think, first off? Is this like insane, amazing? 'Cause I think it is. Maybe there's something else that you're interested in that maybe is not being covered yet. Go to Ideas.Fabric.Microsoft.com and get it in there as well. Thank you so much for joining us, Carly, and thank you everyone for watching, as always. And we will see you in the next video.
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Channel: Guy in a Cube
Views: 71,776
Rating: undefined out of 5
Keywords: artificial intelligence, build 2023, conversational lanugae, copilot, copilot for power bi, copilot in power bi, copilot in power bi demo, create narrative summaries, dashboard, dax, fabric, genai, generative ai, how to use copilot, microsoft, microsoft copilot, microsoft fabric, microsoft fabric copilot, microsoft fabric power bi, microsoft fabric power bi copilot, openai, power bi, power bi desktop, business intelligence
Id: 0kE3TE34oLM
Channel Id: undefined
Length: 13min 15sec (795 seconds)
Published: Thu Mar 28 2024
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