Explore and investigate the Q&A functionality in Power BI !!

[anjanikumar]

Explore below points on my report, please suggest the steps about below points.

1  Is there a limitation of a need to use Co-pilot is explored

2  Business glossary/terminology customized function explored

3  Explore if there’s a way to limit the data set that the Q&A function is pulling data from

[v-venuppu]

Hi @anjanikumar ,

Thank you for reaching out to Microsoft Fabric Community.

Thank you @burakkaragoz for the prompt response.

You can go through the below reference where you can find screenshots as well as attached PBIX.

Solved: Q& A Settings issue - Microsoft Fabric Community

If this post helps, then please consider Accepting as solution to help the other members find it more quickly.

Thank you.

[burakkaragoz]

Hi @anjanikumar ,

Great set of questions regarding Power BI’s Q&A functionality! Here’s how you can investigate and address each of your points:

---

1. Limitation or need to use Copilot with Q&A

• The standard Q&A feature in Power BI allows users to ask natural language questions, but there are some limitations (e.g., handling complex queries, custom logic, or understanding advanced business terms).
• Power BI Copilot (AI-enhanced) can provide more advanced explanations and insights, but may require specific licensing (Fabric or PPU) and tenant enablement.
• How to test:
  • Use the Q&A visual in your report and try both simple and complex questions.
  • Note any limitations (e.g., when Q&A cannot interpret a question or requires synonyms).
  • Compare with Copilot (if available) to see if it handles those cases better.

---

2. Business glossary/terminology customization

• Power BI allows customization of the Q&A experience using the “Teach Q&A” feature:
  • You can define synonyms for tables, columns, and values to match your business terminology.
  • This effectively creates a business glossary, making Q&A more user-friendly.
• How to set up:
  • Go to the Q&A visual > “Teach Q&A” > add questions and map them to relevant fields.
  • In Power BI Desktop, you can also manage synonyms in the Model view > “Synonyms” pane.

---

3. Limiting the dataset for Q&A

• By default, Q&A queries all visible tables in your model.
• To limit the scope:
  • Hide tables/fields in your model (Right-click in Model view > Hide in report view).
  • Only visible fields/tables will be accessible to Q&A.
  • You can also limit data using Row-Level Security (RLS) if you want user-specific filtering.
• Power BI doesn’t support direct filtering of the Q&A visual itself, but model visibility and security are effective strategies.

---

Summary of steps:

• Explore Q&A with and without Copilot for your use case.
• Customize the business glossary using “Teach Q&A” and synonyms.
• Limit data exposure by hiding tables/fields and/or using Row-Level Security.

Let me know if you need step-by-step screenshots or further details on any of these points!

[anjanikumar]

Hi @burakkaragoz 

Thank you so much !!

Please send me step-by-step screenshots.