1 Day | Class based & Online

This course qualifies for 6 hours of CPD Credit

Build confidence using Microsoft 365 Copilot with Power BI to explore data, create reports, generate insights, develop visualisations, and interact with business information using natural language. This practical course introduces AI-powered business intelligence workflows that help users analyse data faster, create compelling reports, understand trends, generate DAX calculations, and communicate insights more effectively across their organisation. Copilot helps both report creators and report consumers work more efficiently with trusted business data.

Content

1. Introduction to Microsoft 365 Copilot with Power BI
   Understand how Microsoft Copilot enhances the Power BI experience, explore the different Copilot experiences available in Power BI, and learn how generative AI supports report creation, data analysis, and business decision-making. Review licensing, capacity, security, and organisational requirements for using Copilot effectively.
2. Prompting for Power BI Tasks
   Learn how to write effective prompts that generate meaningful business insights, ask questions about data using natural language, refine prompts for more accurate results, and apply prompting techniques that improve report analysis and visual generation. Copilot supports prompt-based exploration of reports, semantic models, and business data.
3. Exploring and Analysing Data with Copilot
   Use Copilot to identify trends, patterns, correlations, and anomalies within business data. Learn how to ask analytical questions, interpret AI-generated responses, explore semantic models, and gain faster access to insights that support informed decision-making.
4. Creating Reports and Visualisations
   Leverage Copilot to assist with report development by generating report pages, suggesting visualisations, creating narratives around data, and helping users communicate insights more effectively. Explore how Copilot can transform natural language requests into meaningful report content and visual representations of data.
5. AI-Powered Insights and Narrative Summaries
   Generate report summaries, executive overviews, and data narratives that explain key trends and findings in business language. Learn how to use Copilot-generated summaries to communicate results clearly to stakeholders and support business storytelling.
6. DAX Generation and Measure Development
   Use Copilot to generate, explain, and troubleshoot Data Analysis Expressions (DAX). Learn how Copilot can help create calculations, measures, and business logic while helping users better understand the underlying formulas used in their reports and models.
7. Working with Semantic Models
   Understand the role of semantic models in Power BI and how Copilot uses them to answer questions accurately. Learn best practices for preparing models for AI interactions, improving metadata, and ensuring business users receive reliable and relevant responses from Copilot.
8. Responsible Use, Security and Limitations
   Explore responsible AI principles, data governance considerations, privacy requirements, security controls, and the limitations of AI-generated outputs. Learn validation techniques and best practices for reviewing Copilot-generated reports, measures, and insights before sharing results with stakeholders.

Learning objectives

At the completion of the program Microsoft 365 Copilot for Power BI, participants should be able to:

• Understand how Copilot enhances Power BI reporting, analytics, and data exploration workflows.
• Use natural language prompts to interact with reports, dashboards, and semantic models.
• Analyse business data and identify trends, patterns, and key insights using Copilot assistance.
• Create and enhance reports and visualisations with AI-powered guidance.
• Generate clear business summaries and narrative explanations from report data.
• Create, explain, and troubleshoot DAX calculations using Copilot.
• Apply best practices for semantic model preparation to improve Copilot responses.
• Use Copilot responsibly while understanding its limitations, governance requirements, and security considerations.

Prerequisite: A Microsoft 365 Copilot Premium subscription is required for the full Microsoft 365 Copilot with Power BI experience. Copilot for Power BI requires administrator enablement and access to a supported Power BI/Fabric environment.