Tag: Power BI Content

Copilot, Fabric Capacity, Microsoft Fabric, Power BI

Use Copilot in Power BI Desktop to Create Measures from Numeric Columns

I have been thinking about a mechanism to generate measures from numeric columns on Power BI data models. Of course, we can use Tabular Editor, but it requires some scripting, which is all right. However, the more advanced our requirements get, the more complex the C# script. In real-world development scenarios, it does not make sense to blindly create measures for all numeric columns, such as the key columns used to define relationships between tables, making C# scripting a bit more complex.

In this blog and accompanying YouTube video, I explain using Copilot within Power BI Desktop to create measures from numeric columns. This feature represents a significant advancement in Power BI’s capabilities as of April 2024, enabling data analysts and BI professionals to streamline parts of their data analysis tasks.

Prerequisites

As explained in a previous post here, we first need to enable Copilot on the Fabric Portal. Please note that Copilot in Power BI Desktop requires either Power BI Premium Capacity or AT LEAST an F64 Fabric Capacity. Unfortunately, Copilot is NOT available on PPU, Embedded capacities, Fabric capacities smaller than F64 and Fabric Trial (FT) capacities.

We also need to have the latest version of Power BI Desktop installed on our machine. With that, let’s begin.

YouTube Video

Here is the video on YouTube where I explain the same thing in less than 5 min. But if you are after more details, continue reading.

Introduction to Power BI and Copilot

As Power BI evolves, it incorporates more sophisticated AI-driven capabilities that simplify various aspects of data analytics. The integration of Copilot in Power BI Desktop enhances user interaction with data in many ways. Our focus on this blog is specifically using Copilot to create simple yet crucial measures based on numeric columns that previously required manual effort.

Use Copilot for Measure Creation

Using Copilot is straightforward and demonstrates impressive intelligence in its operational logic. The following steps explain how to do so:

Continue reading “Use Copilot in Power BI Desktop to Create Measures from Numeric Columns” →
Dataflows, Power BI, Power BI Service, Power Query

Endorsement in Power BI, Part 2, How to Endorse?

Endorsement in Power BI, Part 2, How to Endorse?

In the previous post I explained the basic concepts around endorsement in Power BI. We discussed that users’ ability to collaborate in creating and sharing artifacts is one of the key aspects of users’ experience in Power BI. But it would be hard, if not impossible, to identify the quality of the artifact without a mechanism to identify the artifact’s quality in large organisations. Endorsement is the answer to this challenge. We discussed the following in the previous post:

In this post, I explain the following:

How do Power BI administrators enable certification and grant rights to security groups?

In the previous post, we discussed that a Power BI administrator must enable certification and grant sufficient rights to the security groups. Therefore, all members of the specified security group are authorised to certify the artifacts. If you are a Power BI administrator, follow these steps to do so:

  1. After logging into Power BI Service, click the Settings button
  2. Click Admin Portal
  3. From the Tenant settings, scroll down to find the Export and sharing settings
  4. Find and expand the Certification setting
  5. Enable certification
  6. Put the certification process documentation URL (if any)
  7. It is not recommended to enable this feature for the entire organisation. So, select the Specific security groups option
  8. Type the security group name and select it from the list
  9. Click the Apply button

The following image shows the above steps:

Enabling certification from the Admin Portal in Power BI Service
Enabling certification from the Admin Portal in Power BI Service

It may take up to 15 minutes for the changes to go through. After that, all the members of the specified security can certify the artifacts. In the next section, we see how to certify the supported artifacts.

Note

Everyone who has “write” permission on the Workspace containing the artifact can promote it. Therefore, the users or security groups with one of the Admin, Member, or Contributor roles in the Workspace can promote the artifacts.

However, one should not promote the artifacts just because he/she can. The organisations usually have a promotion process to follow, but the boundaries around promoting are often much more relaxed than certifying it.

Continue reading “Endorsement in Power BI, Part 2, How to Endorse?” →
Dataflows, Power BI, Power BI Service, Power Query

Endorsement in Power BI, Part 1, The Basics

Content Endorsement in Power BI, Part 1, The Basics

As you may already know, Power BI is not a report-authoring tool only. Indeed, it is much more than that. Power BI is an all-around data platform supporting many aspects you’d expect from such a platform. You can ingest the data from various data sources, transform it, model it, visualise and share it with others. Read more about what Power BI is here.

One of the key aspects of users’ experience in Power BI is their ability to collaborate in creating and sharing artifacts, making it an easy-to-use and convenient platform. But the convenience comes with the cost of having a lot of shared artifacts in large organisations raising concerns about the artifact’s quality and trustworthiness. It would be hard, if not impossible, to identify the quality of the artifacts without a mechanism to identify the quality of the artifacts. Endorsement is the answer to this.

In this series of blog posts, I answer the following questions:

But before we start, we need to know what content means in Power BI.

What does Content Mean in Power BI?

Update:
Microsoft lately updated the “Content” terminology, which is slightly different from when I wrote this blog. So I replaced content with artifact that is a more generic term. While the term content is not relevant to the topic anymore, I decided to keep this section explaining what content means in Power BI.

When we use the term Content in the context of Power BI, we refer to the artifacts related to visuals in Power BI Service. We currently have the following artifacts in Power BI:

From those artifacts, the Reports, Dashboards and Apps are Contents.

Continue reading “Endorsement in Power BI, Part 1, The Basics” →