Copilot in Power BI: faster insight into your reports

More and more organizations are using Power BI to visualize data and create reports. But what if you open a report that you didn't build yourself? Or if you need a new overview quickly, without knowing exactly how the model works? That often takes time and explanation.

With Copilot in Power BI, that's a lot easier. Copilot not only helps to summarize reports but also helps to identify trends and can create new report pages and visualization itself. This way, users get answers faster and developers are supported in their work.

What is Copilot in Power BI?

Copilot is in several places in Power BI:

• Standalone Copilot: A central environment where you can search and summarize all reports and models (if you have access to them) in the organization. Handy to quickly find what information is already available.
• Copilot in the Power BI Service: Ask questions about your report, have a summary made or generate new visualizations.
• Copilot in Power BI Desktop: For developers, Copilot is a tool for building reports, explaining DAX, or generating new pages.

In this way, Copilot connects with both end users who want quick insight and developers who want to work more efficiently.

How does that work in practice?

Suppose you receive a report about the quarterly results. Normally, you have to click through the visuals to understand exactly what it says. With Copilot, you can simply ask, "What stands out in this report?" or "Give me the top trends from the last three months."

Within a few seconds you have a summary that gets to the core. And if you need an extra visual, just ask for it in text. Copilot generates the visualization and adds it to the report

What does Copilot help with?

Copilot offers features that have immediate value for organizations:

• Summarize reports and visuals so the key points are immediately clear.
• Create new visuals based on prompts, even if they wouldn't normally be in the report, but are now relevant.
• Support analysis without the need for users to have technical knowledge; questions in plain language are sufficient.
• Explain and generate DAX formulas.

What does this mean for organizations?

For organizations, this means that decisions are made faster, because the right information is available faster. More employees can work independently with data, without needing a specialist every time. And development teams save time because standard work is supported by Copilot.

Conditions for success

Copilot only works well if the basics are right. A clear data structure and unambiguous definitions are needed to get reliable answers. Copilot speeds up the process, but it doesn't replace good design of reports and models.

How does Wortell support?

At Wortell, we help organizations to use Power BI and Copilot in such a way that it really delivers value. This starts with a solid data model and data strategy and continues with guidance in adoption and training. In this way, Copilot becomes not only a handy addition, but a tool that strengthens decisions and makes an impact.