Getting Started with Copilot in Power BI: Enhancing Your Data Journey

Getting Started with Copilot in Power BI: Enhancing Your Data Journey

In today’s fast-paced data-driven world, harnessing the power of advanced tools and technologies is crucial for businesses aiming to stay ahead. Microsoft Power BI, a robust data analytics and visualisation tool, continues to evolve, and its latest addition, Copilot, is a game-changer. Copilot is an AI assistant designed to streamline and enhance your experience with Power BI, making it easier than ever to clean, transform, model, and analyse data.

In this blog, we’ll explore how you can get started with Copilot in Power BI, featuring three key areas of focus: cleaning and transforming data, preparing and enriching models, and analysing and providing insights.


Why AI Assistants Like Copilot are Helpful

AI assistants have become indispensable in modern data analytics due to their ability to automate repetitive tasks, provide intelligent recommendations, and significantly reduce the time required to derive meaningful insights.

Copilot in Power BI leverages AI to assist users at every step of their data journey, ensuring a more efficient and accurate analysis process. By using Copilot, users can focus more on interpreting results and making data-driven decisions, rather than getting bogged down in the intricacies of data preparation and analysis.


Introduction to Copilot in Power BI

Copilot in Power BI acts as your personal data assistant, guiding you through the complexities of data workflows. Whether you’re a novice or an experienced analyst, Copilot helps you by suggesting actions, automating routine tasks, and providing contextual insights.

Let’s delve into how Copilot can assist you in three crucial areas:


1. Cleaning and Transforming Data with Dataflows Gen2

The first step in any data project is to ensure your data is clean and properly formatted. Copilot, integrated with Dataflows Gen2, makes this process seamless. Dataflows Gen2 is a powerful feature in Microsoft Fabric that allows for scalable data transformation and preparation. Dataflow Gen2 is an evolution of the original Dataflows within the Power BI Service and has the familiar feel of Power Query.


Watch the Demo Video: Cleaning and Transforming Data with Copilot

In this video, you’ll see how Copilot can help you:

  • Identify and correct data quality issues.
  • Automatically suggest transformations to standardise and clean your data.
  • Streamline the process of creating and managing dataflows.


2. Preparing and Enriching Your Model in Power BI Desktop

Once your data is clean, the next step is to prepare and enrich your data model. This involves creating relationships between different data tables, defining calculations using DAX (Data Analysis Expressions), and enhancing your model with synonyms for better searchability.


Watch the Demo Video: Preparing and Enriching Your Model with Copilot

In this video, Copilot assists you by:

  • Providing recommendations for DAX calculations and helping you write complex queries.
  • Enhancing your data model with synonyms, making it easier to search and navigate.
  • Suggesting optimal relationships between table/fields based on data patterns.


3. Analysing Data and Providing Insights in Power BI Service

The final step is to analyse your data and generate insights. Copilot in the Power BI service helps you create compelling reports, describe the data in your model, and generate narratives that explain your findings.


Watch the Demo Video: Analysing and Providing Insights with Copilot

In this video, you will learn how Copilot can:

  • Automatically generate visualisations and reports based on your data.
  • Provide descriptive summaries of your data, highlighting key insights.
  • Create narratives that explain trends and patterns, making it easier to present your findings to stakeholders.


Copilot in Power BI is a transformative tool that empowers users to work more efficiently and effectively with their data. By leveraging AI to automate and enhance various aspects of the data workflow, Copilot helps you unlock deeper insights and make better data-driven decisions. Whether you are just getting started with Power BI or looking to take your analytics capabilities to the next level, Copilot is your go-to assistant.

Embrace the future of data analytics with Copilot and experience a new level of productivity and insight. Be sure to watch the demo videos embedded in this blog to see Copilot in action and start your journey towards more intelligent data analytics today.


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