Forum Discussion
Tips for rolling out Copilot in Power BI
Hello,
We are in the process of rolling out Copilot in Power BI to a group of business users who have never used Copilot or tools like ChatGPT before. I would appreciate any lessons learned or tips to help make the rollout smooth and effective
Hi vanusha ,
Please see the below link for co-pilot requirement / pre-requisite.
https://learn.microsoft.com/en-us/power-bi/create-reports/copilot-introduction
Ensure the data with quality and user friendly naming convention for copilot to work effectively.
These are couple of important scenarios where we can utilize copilot.
1. Filling up description for any dax measure using copilot.
2. Give a narration for a dax, and copilot would generate the dax formula
3. Ask an explaination of existinf dax formula
4.Give summarization of report
5.Ask questions about data in the model from copilot
If this post helps, please accept this as a solution. Appreciate your kudos.
Thanks,
Pallavi
You're welcome! It sounds like you have a solid plan in place with self-paced training and open office workshops—those are excellent strategies to drive adoption.
During the hands-on workshops, provide users with real-world scenarios or challenges to solve using Copilot. Gamify the experience by giving small prizes for creative or efficient solutions.
Role-Based Exercises: Tailor exercises to specific roles (e.g., finance, HR, sales) so participants can see how Copilot directly relates to their daily tasks.Pair confident users with those who might need extra help during workshops.
User Spotlights: Let users who adopt Copilot quickly share their favorite tips or examples during follow-up workshops or office hours.
8 Replies
- pallavi_r
Super User
Hi vanusha ,
Please see the below link for co-pilot requirement / pre-requisite.
https://learn.microsoft.com/en-us/power-bi/create-reports/copilot-introduction
Ensure the data with quality and user friendly naming convention for copilot to work effectively.
These are couple of important scenarios where we can utilize copilot.
1. Filling up description for any dax measure using copilot.
2. Give a narration for a dax, and copilot would generate the dax formula
3. Ask an explaination of existinf dax formula
4.Give summarization of report
5.Ask questions about data in the model from copilot
If this post helps, please accept this as a solution. Appreciate your kudos.
Thanks,
Pallavi
- rajendraongole1
Hi vanusha - Rolling out Copilot in Power BI to business users who are new to AI-driven tools like ChatGPT can be an exciting opportunity to enhance their analytics capabilities.
Purpose and Benefits: Explain what Copilot is, why it’s being introduced, and how it will make their work easier (e.g., generating insights, automating repetitive tasks, or exploring data).
Scope: Clarify what Copilot can and cannot do to set realistic expectations.
2. Provide Hands-On Training
Interactive Demos: Showcase real-world use cases relevant to their work, such as generating visuals, summarizing data insights, or creating DAX measures.
Workshops: Organize short, practical sessions where users can try Copilot on their own data.
Scenario-Based Practice: Teach them to phrase queries effectively (e.g., “Explain sales trends for the last quarter”).
3. Create Supporting Materials
Quick Reference Guides: Provide simple guides on how to interact with Copilot (e.g., examples of prompts or common questions to ask).
FAQs: Anticipate questions or concerns, such as data privacy, accuracy of insights, or limitations of Copilot.
Cheat Sheets: Include sample prompts for common tasks like summarizing data, creating visuals, or generating calculations.Use real datasets to validate Copilot’s responses in your specific environment.
Manage Expectations: Reinforce that Copilot assists with insights but doesn’t replace human judgment.We do have self-paced training modules and we are also going to facilitate hands-on workshops in open office setup for more adoption. Thanks for the FAQs
- rajendraongole1
You're welcome! It sounds like you have a solid plan in place with self-paced training and open office workshops—those are excellent strategies to drive adoption.
During the hands-on workshops, provide users with real-world scenarios or challenges to solve using Copilot. Gamify the experience by giving small prizes for creative or efficient solutions.
Role-Based Exercises: Tailor exercises to specific roles (e.g., finance, HR, sales) so participants can see how Copilot directly relates to their daily tasks.Pair confident users with those who might need extra help during workshops.
User Spotlights: Let users who adopt Copilot quickly share their favorite tips or examples during follow-up workshops or office hours.
v-nmadadi-msftCommunity Support
Hi vanusha
May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.
Thank you.
- v-nmadadi-msft
Hi vanusha ,
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you. - v-nmadadi-msft
Hi vanusha ,
As we haven’t heard back from you, we wanted to kindly follow up to check if the solution provided by the community members for the issue worked. If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.
Thanks and regards - querixa
Helper IV
That's a great initiative, and starting with a focused group is smart. From my experience, the key is to anchor the training in specific, common business questions they already have, rather than just showcasing features. This helps users immediately see the practical value.
I've also worked on embedding similar conversational AI directly into Power BI reports to lower the adoption barrier, as users can get answers without switching contexts or needing separate licenses. If you're curious about an alternative approach that works inside existing dashboards, you might find this quick demo interesting:
https://www.youtube.com/watch?v=JPscIa7SNZw
Good luck with your rollout, starting with clear use cases will make all the difference.
