Key Takeaways
- Power BI Copilot can be customized with AI instructions for industry-specific terms.
- The 'Prep Data for AI' and 'Add AI Instructions' features are available in Power BI Desktop and Service.
- Custom instructions help Copilot interpret specialized queries more accurately.
- The process is straightforward and enhances the relevance of AI-driven insights.
- This feature is especially useful for sectors with unique internal terminology.
Enhancing Power BI Copilot with Industry-Specific Instructions
Why Customize AI Instructions in Power BI?
In sectors like banking and logistics, teams often use terms that aren't part of standard business vocabulary. For example, a term like "earnings" might map to a specific internal measure or data field. Without guidance, Copilot may not return the result you actually need. By adding custom AI instructions, you can tell Copilot exactly how to interpret these terms, delivering more relevant answers to your queries.
How to Add AI Instructions in Power BI
To get started, open Power BI Desktop or Power BI Service. There is a button labeled 'Prep Data for AI' — this prepares your dataset for enhanced AI capabilities.
Within Power BI Desktop, locate the button at the top right and select 'Add AI Instructions'. This feature allows you to input specific guidance for Copilot, such as how to interpret certain terms or phrases used within your organization.
Creating and Testing a Custom AI Instruction
In this demonstration, a sample instruction was created to guide Copilot on how to handle the term "earnings." Previously, when Copilot was asked about "earnings," it did not return the specific data field or measure that was needed. By adding a targeted instruction, the term was mapped to the correct intended result.
After saving the instruction, switching to Power BI Service and asking Copilot "show me the earnings" produced the desired outcome — Copilot responded in line with the custom guidance and returned the correct result.
Frequently Asked Questions
Q: Can I add custom instructions for my organization's specific terms?
A: Yes, the 'Add AI Instructions' feature lets you define how Copilot should interpret terms specific to your industry or organization, as demonstrated with the "earnings" example in this tutorial.
Q: Is the 'Add AI Instructions' feature available in both Power BI Desktop and Service?
A: Yes, you can access this feature in both Power BI Desktop and Power BI Service.
Conclusion
Customizing Power BI Copilot with AI instructions empowers you to bridge the gap between your organization's unique language and advanced analytics. By defining how Copilot should interpret specialized terms, you ensure more accurate and relevant insights for your team. Try out the 'Prep Data for AI' and 'Add AI Instructions' features to streamline your Power BI experience.
Super User