PowerBi chatbot in Copilot Studio

[LB_Team]

Hi everyone,

I'm exploring the idea of building a chatbot using Copilot Studio (formerly Power Virtual Agents) that can answer natural language questions based on a Power BI dataset for example:

• “What are this month's sales?”

• “Who are the top 5 customers?”

• “Compare last month vs this month revenue.”
  My dataset is published in Power BI service.
  Can anyone guide me to build one such chatbot step by step? 

[v-hashadapu]

Hi @LB_Team , Hope you are doing well. Kindly let us know if the issue has been resolved or if further assistance is needed. Your input could be helpful to others in the community.

[v-hashadapu]

Hi @LB_Team , Hope you're doing okay! May we know if it worked for you, or are you still experiencing difficulties? Let us know — your feedback can really help others in the same situation.

[v-hashadapu]

Hi @LB_Team , 

hope you are doing great. May we know if your issue is solved or if you are still experiencing difficulties. Please share the details as it will help the community, especially others with similar issues.

[BhavinVyas3003]

• Publish your Power BI dataset to a Premium or PPU workspace.
• Go to Copilot Studio > Create a Copilot.
• In your bot, go to Plugins > Enable Power BI plugin > Connect to your dataset.
• Create topics with trigger phrases (e.g., "This month's sales").
• Add Power BI plugin in topic to run natural language queries.
• Test and publish the bot to Teams or Web.

[LB_Team]

okay i got a plugin like
run a query against dataset I gave my workspace, dataset but in query what should I give? beacause i dont want to query for a specific visual or measure in my dashboard . I wanted to be dynamic like any a question I ask wrt to the dashboard I made i must get the answer from the chatbot.

[LB_Team]

There is no special plugin to powerbi
i can find only Refresh a dataset in powerbi Plugin

[v-hashadapu]

Hi @LB_Team , Thank you for reaching out to the Microsoft Community Forum.

Publish your dataset to a Pro or Premium workspace in the Power BI service and make sure your dataset contains correct field names, clean measures and proper date table. Once published, open the report and check the Copilot pane to verify that natural language querying is enabled, this step allows Copilot and external tools like chatbots to interpret questions based on your semantic model.

Next, go to Microsoft Copilot Studio and create your chatbot. You can define topics or intents like show sales this month or compare revenue over time. To access your Power BI data, you can either use Copilot’s built-in understanding of your published dataset or create a Power Automate flow that queries the dataset using the Power BI REST API and returns results back to the bot. Once set up, test the chatbot with real questions to make sure it returns the right answers.

Official Microsoft Copilot Studio documentation - Microsoft Copilot Studio | Microsoft Learn

How to Create a Chatbot | Microsoft Copilot

Use Copilot with Power BI reports and semantic models - Power BI | Microsoft Learn

Ask Copilot for data from your model - Power BI | Microsoft Learn

Mastering Data Analytics with Copilot: Power BI Integration (Part 2) | Microsoft Learn

[LB_Team]

the links provided below are wrt to copilot but not PVA (Copilot studio)

[v-hashadapu]

Hi @LB_Team , Thank you for reaching out to the Microsoft Community Forum.

Thank you for clarifying. You’re right, the links I shared earlier were about the Power BI Copilot experience within reports, not Copilot Studio specifically.

Since you’re using Copilot Studio and want your chatbot to answer questions like “Who are the top 5 customers?” I suggest using the Run a query against Power BI dataset plugin in Copilot Studio, which you’ve already found. This plugin requires a DAX query rather than natural language. To make this dynamic, you can set up your flow to interpret natural language input, convert it to a DAX query and send it to the plugin via Power Automate.

Although Copilot Studio doesn’t yet fully support free-form questions for Power BI, this approach allows for dynamic interaction with your dataset.