is there an AI source to help me walk through a Power BI document I am trying to set up.

Sammie Bucci 0 Reputation points
2026-03-06T17:49:31.1666667+00:00

is there an AI source to help me walk through a Power BI document I am trying to set up. I am struggling with setting up filters, (i think that is what power bi calls them )

Microsoft Copilot | Other

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  1. AI answer

    2026-03-06T17:49:53.5533333+00:00

    Yes. Copilot in Power BI is the built-in AI assistant that can help when setting up a report, including understanding and working with filters.

    Here is how to use it to get help while building the report:

    1. Open the report (or .pbix file) in Power BI Desktop or the Power BI service.
    2. Select the Copilot button:
      • In Power BI Desktop, it appears in the ribbon.
      • In the Power BI service, it appears on the action bar on the right-hand side.
    3. In the Copilot pane, use the built-in prompts under Understand the data, such as What is this report page about? to get a summary of the page and visuals. This helps confirm that filters and slicers are behaving as expected.
    4. Ask Copilot questions in natural language, for example:
      • “Explain how this page is being filtered.”
      • “What fields are used to filter this visual?”
      • “Help me explore data by region and product with filters.”

    To get more out of Copilot as the report is designed:

    • Ensure the semantic model is prepared for AI (simplified schema, clear field names, and AI instructions). AI instructions let model authors describe business terms and analysis expectations so Copilot can give more relevant guidance when questions are asked about filters and other logic.
    • Use Copilot’s “dig deeper” and “write a summary” style prompts (available in the Copilot pane) to see how different filters affect the insights and to validate that the report behaves as intended.

    If Copilot is not available:

    • In Desktop, confirm that the required preview features and Copilot settings are enabled and that the report is in or associated with a workspace that has a compatible Fabric or Premium capacity.

    References:

    AI-generated content may be incorrect. Read our transparency notes for more information.

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