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!
