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icassiem's avatar
icassiem
Post Prodigy
2 months ago
Solved

AI Copilot Narratives

Good day, 

I got approval for an F2 sunscription 🙂 , and i want to embed the copilot summaries/naarratives and i see i new release it is dynamic and it auto updates

1. Can i do in depth summaraies per visual and it updates as used and is this also auto refresh for dynamic? (link please)

2. Can i do in depth analyses of the full page selections with the smart visual and is this also auto refresh for dynamic? (link please)

3. Can i publish Q&A RAG Chatbot like for Consulting team in page for consulting users to ask questions (link please)?

4. Can i setup perfomance essay analyses for team to select client and writes essay based on the dataset/slicer filtered half year, annual or qtr and and is this also auto refresh for dynamic? (link please)?

 

Please Help

Regards

Need Help
  • Parchitect's avatar
    Parchitect
    2 months ago
    Hi  , 
    Yes, you are on the right track, but I would separate the options a bit.

     

    1. Visual summaries
    For per-visual summaries, you do not normally build this as a “right-click hyperlink” type experience. The main options are: 
    - Use the Copilot pane to summarize report content / visuals.
    - Use the Narrative visual with Copilot if you want a narrative visual placed directly on the report canvas.

     

    The Narrative visual with Copilot can summarize selected visuals, pages, or report context, and you can use prompts to control the type of summary. 
    Reference: https://learn.microsoft.com/en-us/power-bi/create-reports/copilot-create-narrative

     

    2. Page narrative with slicers
    Yes, for a page-level narrative, use the Narrative visual with Copilot on the report page.
    Typical setup:
    - Add slicers, for example Client, Quarter, Half Year, Year.
    - Add the visuals that represent the performance analysis.
    - Add the Narrative visual with Copilot.
    - Prompt it to summarize the selected client/period/page.

     

    The narrative is grounded in the report canvas, so clearly named visuals, fields, axes, and measures are important. Microsoft notes that the Narrative visual pulls information from what is on the report canvas, not directly from the full underlying semantic model. 
    Reference: https://learn.microsoft.com/en-us/power-bi/create-reports/copilot-create-narrative

     

    Microsoft also announced “AI Narrative auto refresh” in the March 2026 Power BI update, so that is the feature to validate if you want the narrative to refresh dynamically as slicers/filter context changes. 
    Reference: https://community.fabric.microsoft.com/t5/Power-BI-Updates-Blog/Power-BI-March-2026-Feature-Summary/ba-p/5173928

     

    3. RAG / chatbot
    I agree with your thinking: I would not start with a full RAG/chatbot implementation immediately on F2 unless you have a clear use case and usage pattern.

     

    4. Performance essay / extended narrative
    Yes, this is a good use case for the Narrative visual with Copilot.
    Example setup:
    - Page slicers: Client, Year, Quarter, Half Year
    - Report visuals: revenue, margin, volume, variance, forecast, trend
    - Narrative visual prompt:
    • “Write an executive performance analysis for the selected client and selected period. Include revenue movement, margin movement, major drivers, risks, outliers, comparison to previous period, and suggested follow-up actions. Structure the response as an executive summary with bullet points and a conclusion.”

    The prompt/instruction is part of the narrative visual setup, so you can design the narrative once and reuse it as users change slicers. I would test the exact refresh behavior in your tenant because AI Narrative auto refresh is a newer feature and may depend on rollout/settings.

     

    5. Enabling Copilot

    At a high level, your admin needs to check these:
    - You need a paid Fabric capacity. F2 or higher is supported for Fabric Copilot Capacity; trial SKUs are not supported.
    - The Fabric/Power BI admin must enable Copilot tenant settings.
    - The workspace must be assigned to a supported Copilot-enabled capacity.
    - If your region requires it, the admin may need to enable cross-geo data processing for Azure OpenAI.
    - Users must have the required Power BI/Fabric permissions and licenses for the content.

     

    References:
    https://learn.microsoft.com/en-us/fabric/fundamentals/copilot-enable-fabric
    https://learn.microsoft.com/en-us/power-bi/create-reports/copilot-enable-power-bi
    https://learn.microsoft.com/en-us/fabric/enterprise/fabric-copilot-capacity

     

    My suggested rollout for you on F2:
    1. Start with Narrative visual with Copilot on one report page.
    2. Test slicer-driven client/period summaries.
    3. Validate AI Narrative auto refresh behavior.
    4. Monitor capacity usage.
    5. Only then test Fabric Data Agent for a more advanced conversational/RAG-style experience.

     

10 Replies

  • Parchitect's avatar
    Parchitect
    Solution Sage
    2 months ago
    Congrats on getting the F2 capacity 🙌.

    I will try to find the links to the information as you wanted.

    A few important points first:
    - Copilot/Fabric AI features require the tenant/admin settings to be enabled.
    - The capacity must be a paid capacity. Trial SKUs are not supported.
    - Fabric Copilot Capacity is supported from F2/P1 and above, but F2 is the smallest SKU, so you should monitor CU usage closely if many users will generate narratives or ask AI questions.

     

    For your questions:
    1. In-depth summaries per visual
    Yes. You can use the Narrative visual with Copilot and scope the narrative to selected visuals, a page, or the full report context. You can also use custom prompts to guide the style and depth of the summary.

     

    Microsoft also announced AI Narrative auto refresh in the March 2026 Power BI update, so this is the feature to look at if you want the narrative to update more dynamically with slicer/filter changes.

     

    2. Full-page analysis based on current page selections
    Yes. You can use either:
    - Narrative visual with Copilot for page/report summaries
    - Copilot pane to summarize the current report/page and ask follow-up questions
    Copilot summaries are grounded in the report visuals and report context.

     

    3. Q&A / RAG-style chatbot for consulting users
    For an in-report chatbot experience, I would be careful with the Q&A visual . Microsoft has announced that Power BI Q&A experiences are being deprecated and will be retired in December 2026.
    A better recommendation, look at Fabric Data Agent. Fabric Data Agent lets users ask natural language questions over supported Fabric data sources such as Lakehouse, Warehouse, semantic model, KQL database, mirrored database, etc.
    Just note that Fabric Data Agent consumption is billed through capacity usage. The AI part is measured in tokens, and generated queries are billed through the relevant query engine as well.

     

    4. Performance essay / written analysis based on selected client and period
    Yes, this is a good use case for the Narrative visual with Copilot.
    You can put Client and Period slicers on the page, then use a custom prompt such as:
    “Write an executive performance summary for the selected client and selected period. Include key movements, risks, outliers, and suggested follow-up actions.”
    The output should follow the current report/page context, and with the AI Narrative auto-refresh capability you should test whether it updates as expected in your tenant/report setup.

     

    Short summary:
    - Visual/page/report summaries: yes, use Narrative visual with Copilot.
    - Full-page analysis: yes, use Narrative visual or Copilot pane.
    - In-page chatbot: you can use Q&A visual for native in-report Q&A but not recommended.
    - In-page chatbot: You can use Q&A but not recommended rather do governed conversational AI/RAG-style experience: use Fabric Data Agent.
    - F2 works for enabling these features, but monitor capacity usage carefully because AI interactions consume CU.

     

    🔍Parchitect
    Solutions Architect · Microsoft Fabric Specialist

    đź’ˇHelpful? Kudos are appreciated.
    ✔️Solved? Mark as Solution so others can find it faster.

    • icassiem's avatar
      icassiem
      Post Prodigy
      2 months ago

      Parchitect Thank You very much

      1. So am i correct in saying for summaries, i right click on visual select summary and select copilot?

      2. For page narratives, usie smart visual or another visual that gives a full narrative of a clinet and timefrma slicersbased on the visuals a page summary and it updatres as sclicer changes?

      3. Rather steer clear from this for now (RAG), as i only just got the F2 and hoping to push F4 on 1yr reservation for better AI performance

      4. Ok i follow, i place a smart narrative full page with for tabs qtr, year, hafl year then in smart narrative pane ask it perferoemance question based on no visuals on page but maybe date and client and will give essay narrative, how do i force an extended essay like then that ask is the intruction saved for that smart visual?

       

      Any steps please on how to enable copilot in my azure, powerb & fabric enviornment please?

      do you have links for points 1,2 & 3 on how examples please?

       

      Thank You, much appreciated Parchitect 

      Please help

      • Parchitect's avatar
        Parchitect
        Solution Sage
        2 months ago
        Hi  , 
        Yes, you are on the right track, but I would separate the options a bit.

         

        1. Visual summaries
        For per-visual summaries, you do not normally build this as a “right-click hyperlink” type experience. The main options are: 
        - Use the Copilot pane to summarize report content / visuals.
        - Use the Narrative visual with Copilot if you want a narrative visual placed directly on the report canvas.

         

        The Narrative visual with Copilot can summarize selected visuals, pages, or report context, and you can use prompts to control the type of summary. 
        Reference: https://learn.microsoft.com/en-us/power-bi/create-reports/copilot-create-narrative

         

        2. Page narrative with slicers
        Yes, for a page-level narrative, use the Narrative visual with Copilot on the report page.
        Typical setup:
        - Add slicers, for example Client, Quarter, Half Year, Year.
        - Add the visuals that represent the performance analysis.
        - Add the Narrative visual with Copilot.
        - Prompt it to summarize the selected client/period/page.

         

        The narrative is grounded in the report canvas, so clearly named visuals, fields, axes, and measures are important. Microsoft notes that the Narrative visual pulls information from what is on the report canvas, not directly from the full underlying semantic model. 
        Reference: https://learn.microsoft.com/en-us/power-bi/create-reports/copilot-create-narrative

         

        Microsoft also announced “AI Narrative auto refresh” in the March 2026 Power BI update, so that is the feature to validate if you want the narrative to refresh dynamically as slicers/filter context changes. 
        Reference: https://community.fabric.microsoft.com/t5/Power-BI-Updates-Blog/Power-BI-March-2026-Feature-Summary/ba-p/5173928

         

        3. RAG / chatbot
        I agree with your thinking: I would not start with a full RAG/chatbot implementation immediately on F2 unless you have a clear use case and usage pattern.

         

        4. Performance essay / extended narrative
        Yes, this is a good use case for the Narrative visual with Copilot.
        Example setup:
        - Page slicers: Client, Year, Quarter, Half Year
        - Report visuals: revenue, margin, volume, variance, forecast, trend
        - Narrative visual prompt:
        • “Write an executive performance analysis for the selected client and selected period. Include revenue movement, margin movement, major drivers, risks, outliers, comparison to previous period, and suggested follow-up actions. Structure the response as an executive summary with bullet points and a conclusion.”

        The prompt/instruction is part of the narrative visual setup, so you can design the narrative once and reuse it as users change slicers. I would test the exact refresh behavior in your tenant because AI Narrative auto refresh is a newer feature and may depend on rollout/settings.

         

        5. Enabling Copilot

        At a high level, your admin needs to check these:
        - You need a paid Fabric capacity. F2 or higher is supported for Fabric Copilot Capacity; trial SKUs are not supported.
        - The Fabric/Power BI admin must enable Copilot tenant settings.
        - The workspace must be assigned to a supported Copilot-enabled capacity.
        - If your region requires it, the admin may need to enable cross-geo data processing for Azure OpenAI.
        - Users must have the required Power BI/Fabric permissions and licenses for the content.

         

        References:
        https://learn.microsoft.com/en-us/fabric/fundamentals/copilot-enable-fabric
        https://learn.microsoft.com/en-us/power-bi/create-reports/copilot-enable-power-bi
        https://learn.microsoft.com/en-us/fabric/enterprise/fabric-copilot-capacity

         

        My suggested rollout for you on F2:
        1. Start with Narrative visual with Copilot on one report page.
        2. Test slicer-driven client/period summaries.
        3. Validate AI Narrative auto refresh behavior.
        4. Monitor capacity usage.
        5. Only then test Fabric Data Agent for a more advanced conversational/RAG-style experience.

         

  • Omkar_1712's avatar
    Omkar_1712
    Solution Specialist
    2 months ago

    Hello icassiem,


    Congratulations on getting your F2 capacity!


    Regarding your questions:

    1. Copilot summaries for visuals

      • Yes, Copilot can generate summaries and narratives based on the current state of a visual. These summaries are context-aware and update as the report data or slicer selections change, provided the underlying semantic model is refreshed.

    2. Page-level analysis

      • Yes, Copilot can analyze an entire report page, taking into account the current filters and slicer selections to provide insights and summaries. The output reflects the current report context.

    3. Q&A / RAG chatbot

      • Power BI's Q&A feature allows users to ask natural language questions about a semantic model. However, publishing a fully customized RAG-style chatbot for consulting users typically requires Microsoft Copilot Studio, Azure AI Foundry, or another conversational AI solution integrated with Fabric rather than Power BI alone.

    4. Dynamic narrative or essay-style analysis

      • Yes, you can use Copilot to generate narrative summaries based on the selected client, time period (quarter, half-year, annual, etc.), and other slicer filters. As the filter context changes and the underlying data is refreshed, the generated narrative reflects the updated context.

    Overall, an F2 capacity enables many Copilot experiences, but the exact capabilities also depend on your tenant settings, licensing, and whether the specific Copilot feature has been enabled in your environment.


    Best regards,
    Omkar Shinde
    Microsoft Fabric Enthusiast | Power BI Consultant

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    âś… If this resolves your question, please mark it as the Accepted Solution to help others in the community.

    • icassiem's avatar
      icassiem
      Post Prodigy
      2 months ago

      Omkar_1712  Thank You so much

      On Points:

      1. on the visual, right click and add summary and select copilot?

      2. Is the visual smart narrative for page correct?

      3. For these "Microsoft Copilot Studio, Azure AI Foundry" i cant integrate in PowerBI and how is this enabled, is it part of azure to enable and work together in fabirc?

      4. I dont want to conufuse this with Points 1 "summaries" and 2 "page smart narrative", i want to setup like conculting essays perhaps a tab for Half year, Year and even Qtr that gives me a full consutling analysis that takes into account the full Gold dmart, so eahc tab has a slicer select client and outputs? and how does it output is this also a smart visual but how in essay format - sorry im lost, as this is when gold is updated the essay narrative or is it a different visual or ?

       

      New Point:

      6. "but the exact capabilities also depend on your tenant settings, licensing, and whether the specific Copilot feature has been enabled in your environment." i htought this is only Fabric do i need more settings  or configurations when enablement F2, what and how please?

      • v-moharafi-msft's avatar
        v-moharafi-msft
        Community Support
        2 months ago

        Hi icassiem ,

        Thank you for reaching out to the Microsoft Fabric Community, and thanks to Parchitect  and Omkar_1712  for sharing their insights.

        Based on your follow-up questions, it looks like you're comparing a few different Copilot capabilities. Here's how they fit together and where each one is typically used.
        For individual visual explanations, Power BI provides a Copilot visual summary experience for supported visuals. If your goal is to generate executive-style summaries for an entire report page or a collection of visuals, then the Narrative visual with Copilot is the recommended built-in capability

        For your reporting scenario, I'd recommend using the Narrative visual with Copilot. It can summarize an individual visual, selected visuals, or an entire report page, and custom prompts let you tailor the narrative for executive or consulting-style reporting, and custom prompts let you tailor the narrative for executive or consulting-style reporting. The generated summary is displayed directly within the Narrative visual.

        One important point is that the Narrative visual is grounded in the report canvas rather than the entire semantic model. It generates its response from the visuals, measures, and report context available on the page, so including meaningful KPIs, trend charts, and supporting visuals will generally produce more relevant summaries.

        For your use case, you could build a report with Client and Period slicers (Quarter, Half-Year, or Year), supporting KPI and trend visuals, and a Narrative visual configured with a custom prompt. The prompt is saved with the visual, allowing users to change slicers while maintaining a consistent reporting experience.

        If your long-term goal is to let users ask natural language questions across your Fabric data, then Fabric Data Agent would be the better choice. It provides governed conversational experiences over supported Fabric data sources and integrates with services such as Microsoft Copilot Studio, Azure AI Foundry, and Microsoft Teams. Since you're just getting started with an F2 capacity, I'd recommend exploring the built-in Copilot experiences first before moving to a broader conversational AI solution.

        Regarding dynamic updates, Microsoft documentation for the Narrative visual states that users need to refresh the summary visual after updating filters, slicers, or report data to generate an updated summary. Microsoft has also announced AI Narrative Auto Refresh as a newer enhancement, so I would recommend validating the behavior in your own tenant and report configuration before relying on fully automatic narrative regeneration.

        Finally, an F2 capacity is an important prerequisite, but it doesn't automatically enable every Copilot feature. Your administrator should also confirm that Copilot is enabled in the tenant, the workspace is assigned to a supported capacity, users have the required permissions, and any applicable Azure OpenAI regional settings are configured.

        For reference:

        I hope this helps. Please let us know if you have any additional questions

        Best regards,
        Abdul Rafi