Tips for rolling out Copilot in Power BI

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.

vanusha