Copilot & PowerBI

[ArchStanton]

My organisation has started discussing the possiblity of introducing Copilot into our MI reporting which I currently preside over.

My datamodel is connected to a live Dynamics365 Case Management System that is enormous in size, to complicate matters, it has had many dozens of add-ons added to it over the years and so it doesn't resemble anything like it was when it came out of the box.

I recently saw a video posted in PowerBI Weekly newsletter where a PowerBI User used Claude AI to analyse his data model and among many things, identify ineffeciencies within it. However, my organisation is wedded to Microsoft and therefore Copilot so I'm not sure if these Claude AI capabilities can be replicated in Copilot?

I have been asked to find out how Copilot works with PowerBI and what the key functions of Copilot would be if implemented.

Our data is very sensitive and so any AI would have security & data confidentiality embedded within the architecture.
Thanks

[v-nmadadi-msft · Accepted solution]

Hi  @ArchStanton  ,
Thanks for reaching out to the Microsoft Fabric Community forum. 

Copilot in Power BI, it can certainly help report authors and business users interact with semantic models more efficiently by generating report pages, creating visualizations, summarizing insights, answering natural language questions, and helping users explore data without needing deep DAX or Power BI expertise. Copilot can also assist with understanding and working with semantic models, making it easier to discover data and build reports.

However, it's important to distinguish this from the type of model analysis you've seen demonstrated with Claude. Copilot's primary focus today is on data exploration, report creation, insight generation, and semantic model interaction, rather than performing a deep architectural review of a Power BI model to identify inefficiencies, optimization opportunities, or modeling issues in the same way a specialized AI-assisted model review might.

For your Dynamics 365 scenario, the most immediate benefits of Copilot would likely be:

• Helping users ask natural language questions about the data.
• Accelerating report and visualization creation.
• Generating summaries and insights from reports.
• Assisting analysts in understanding and exploring complex semantic models.

So, while Copilot may not currently replace a dedicated model-review exercise focused on identifying inefficiencies in a large, heavily customized Dynamics 365 model, it can provide significant value in report authoring, data exploration, and self-service analytics while operating within Microsoft's security and governance framework.

Reference: Copilot for Power BI overview - Power BI | Microsoft Learn

I hope this information helps. Please do let us know if you have any further queries.
Thank you

[ArchStanton]

Thank you for your detailed response, this is sufficient for me to feedback to the organisation.

[v-nmadadi-msft]

Hi @ArchStanton ,
Glad to know it was helpful. Please continue using fabric community forum for your further assistance.

Regards