Integrating Power BI with Copilot Studio

Integrating Power BI with Microsoft Copilot Studio allows you to enhance your data analytics capabilities by embedding AI-driven agents directly into your Power BI dashboards. This integration facilitates interactive data exploration and provides users with intelligent insights. Below is a comprehensive, step-by-step guide to achieve this integration:

Step 1: Sign in to Microsoft Copilot Studio

1. Navigate to the Microsoft Copilot Studio website.
2. Sign in using your Microsoft account credentials.

Step 2: Create a New Copilot (AI Agent)

1. After signing in, click on the “Create” option in the left navigation pane.
2. Select “New agent” to initiate the creation process.
3. Provide a unique name for your Copilot and a brief description outlining its purpose. For example, “Sales Insights Bot” designed to assist users in exploring sales data.
4. Define the instructions for your Copilot, specifying its goals, tone, and limitations. For instance, instruct it to provide data summaries in a formal tone.
5. Optionally, upload an icon to represent your Copilot by clicking on the agent icon and selecting “Change icon.”
6. Once all details are filled in, click “Create” to generate your Copilot.

Step 3: Add Knowledge Sources to Your Copilot

1. On the Copilot’s Overview page, navigate to the “Knowledge” section and click “Add knowledge.”
2. Choose the type of knowledge source, such as “Public websites” or “Documents.”
3. For public websites, enter the URL from which the Copilot should gather information and click “Add.”
4. For documents, upload relevant files that the Copilot can learn from.
5. Provide a name and description for each knowledge source to keep track of them.
6. Click “Add” to include the knowledge source in your Copilot’s learning base.

Step 4: Configure Generative AI Settings

1. Within your Copilot’s settings, navigate to the “Generative AI” section.
2. Add URLs or documents from which the Copilot should learn, with the option to add up to four websites.
3. Ensure that the “Boost conversational coverage with generative answers” option is enabled to enhance the Copilot’s responsiveness.
4. Click “Save” after making the necessary configurations.

Step 5: Publish Your Copilot

1. After configuring your Copilot, click the “Publish” button to apply and update all settings.
2. Confirm that your Copilot is active and ready for integration.

Step 6: Obtain the Embed Code for Integration

1. In Copilot Studio, go to “Settings” and select “Channels.”
2. Click on “Custom website” to generate the embed code.
3. Copy the provided code snippet, which will be used to embed the Copilot into your Power BI dashboard.

Step 7: Integrate the Copilot into Power BI

1. Open your Power BI workspace and navigate to the dashboard where you want to embed the Copilot.
2. Click on “Edit” to modify the dashboard.
3. Select “Add a tile” and choose the “Web content” option.
4. In the “Embed code” section, paste the embed code you copied from Copilot Studio.
5. Click “Apply” to embed the Copilot into your Power BI dashboard.
6. Adjust the size and position of the embedded Copilot as needed to fit your dashboard layout.

Step 8: Test the Integrated Copilot

1. After embedding, switch to the reading view of your Power BI dashboard.
2. Interact with the Copilot by asking questions or requesting data insights to ensure it functions as intended.
3. Monitor the responses and make any necessary adjustments to the Copilot’s knowledge base or settings to improve performance.

Additional Considerations:

• Data Security and Permissions: Ensure that appropriate authentication and access controls are in place, as Power BI Semantic Models often contain sensitive business data.
• Continuous Improvement: Regularly update the Copilot’s knowledge sources and settings based on user feedback to enhance its effectiveness.
• User Training: Educate end-users on how to interact with the Copilot to maximize the benefits of the integration.

By following these detailed steps, you can successfully integrate Microsoft Copilot Studio’s AI capabilities into your Power BI dashboards, providing users with an enriched data interaction experience.

For a visual walkthrough of using Copilot in Power BI, you might find the following video tutorial helpful:

videoCopilot in Power BI – Beginner to Advanced Guide (Full Course)turn0search2