Microsoft Cloth: Producing Reviews with Copilot

Microsoft Cloth. In Nov 2023, Microsoft introduced Microsoft Cloth’s basic availability and Public Preview of Copilot in Microsoft Cloth. In a earlier put up, I defined what Copilot means to Energy BI builders, which is legitimate for different Cloth builders similar to knowledge engineers and knowledge scientists as Copilot for Cloth helps with these experiences as properly. However the principle focus of this weblog put up is to debate the necessities, allow Copilot, and use it from a Energy BI improvement viewpoint. So, this weblog won’t focus on different elements of Copilot in Microsoft Cloth. With that, let’s start.

Proper off the bat, Copilot is just accessible on Energy BI Premium capacities or their equal Cloth capacities. So, NO it’s NOT accessible on Energy BI Professional or Premium Per Person or Energy BI Embedded Analytics. So the Energy BI gadgets you need to use Copilot on should be in a Workspace assigned to a Energy BI Premium P1 or Microsoft Cloth F64 capacities or greater.

You additionally have to have a Contributor function on the premium workspace.

To make use of Copilot, your Microsoft Cloth Administrator should allow it from the Cloth Admin Portal. This setting is just not accessible in all areas but, however Microsoft is regularly rolling it out to extra areas.

Helpful hyperlinks:

Enabling Copilot on Cloth Admin Portal

As talked about earlier than, your Cloth Administrator should allow Copilot options inside the Admin Portal. Comply with these steps to allow Copilot in your tenant after logging into Microsoft Cloth:

1. Click on Settings (the gear icon on the highest proper of the web page)
2. Click on Admin portal
3. Be sure that the Tenant setting tab is chosen
4. Scroll all the way in which right down to the Copilot and Azure OpenAI Service (preview)​ part

Word

You can too use the search field and seek for OpenAI to search out the Copilot and Azure OpenAI Service (preview)​ part.

5. Allow the Customers can use a preview of Copilot and different options powered by Azure OpenAI
6. Click on the Apply button
7. Allow the ​​​Knowledge despatched to Azure OpenAI will be processed outdoors your tenant’s geographic area, compliance boundary, or nationwide cloud occasion
8. Click on the Apply button once more

That’s it. You enabled the Copilot capabilities in your tenant.

The next picture exhibits the previous steps:

Listed here are some vital notes to concentrate to:

Notes

1. Whereas this can be a Preview function, I’d strongly advocate studying by means of the Phrases of use earlier than enabling it in your tenant, particularly if in your Manufacturing tenant.
2. These configurations apply tenant-wide. We at present can not prohibit it to particular safety teams.
3. Microsoft has carried out an awesome job in highlighting a notice when enabling the Customers can use a preview of Copilot and different options powered by Azure OpenAI setting that claims:

If Azure OpenAI is just not accessible in your area, your knowledge might must be processed outdoors your tenant’s geographic area, compliance boundary, or nationwide cloud occasion. To permit knowledge to be processed in a area the place Azure OpenAI is obtainable, activate the associated setting, “Knowledge despatched to Azure OpenAI will be processed outdoors your tenant’s geographic area, compliance boundary, or nationwide cloud occasion”.

4. Take note of one other notice highlighted below the ​​​Knowledge despatched to Azure OpenAI will be processed outdoors your tenant’s geographic area, compliance boundary, or nationwide cloud occasion part saying:
   Even when this setting is on, additionally, you will have to activate the associated setting “Customers can use a preview of Copilot and different options powered by Azure OpenAI” for these options to work.​
5. I encourage you to learn Microsoft’s documentation round Accountable use for Copilot in Energy BI.

With that, now allow us to use Copilot on Cloth service and see the way it generates experiences.

Producing experiences with Copilot is tremendous straightforward. Comply with these steps to generate your first report with Copilot:

1. Navigate to the specified premium workspace
2. Hover over the specified semantic mannequin and click on the Extra choices ellipsis button
3. Click on Create Report

4. On the brand new report, click on the Copilot button
5. Click on the Create a web page that exhibits… button
6. Sort in to clarify the way you want the Copilot to generate the report
7. Submit your request by urgent Enter in your keyboard or clicking the submit button

There you go! You’ve got it!

It seems to be fairly cool, doesn’t it? However wait, there’s something unsuitable with the report. Have you ever seen the road chart within the backside proper of the report exhibits a flat line for Web Gross sales and Web Revenue by Product Class? It can’t be appropriate. This takes us to the subsequent part of this weblog put up, the place we focus on some suggestions and methods.

As Copilot seems to be on the construction of the semantic mannequin to generate experiences for us, it’s essential to make the semantic mannequin as optimised as potential. For instance, within the earlier picture, we will rapidly spot a problem mirrored within the Web Gross sales and Web Revenue by Product Class line chart on the underside proper of the report web page the place the chart exhibits a continuing line for all product classes. This means a possible lacking relationship between the Product Class and the Web Gross sales tables contributing to the connection. Let’s look into this.

The next picture exhibits the information mannequin the place I put the required tabled as a brand new structure:

As you possibly can see, the lacking relationship is certainly between the Product Subcategory and Product tables, which led to incorrect ends in the reporting layer. Creating the connection between the 2 tables fixes that situation as proven within the following photos:

As you see, semantic mannequin points can result in reporting points generated by Copilot. Effectively, let’s face it, that is precisely what we anticipate to occur even when we manually create the report, isn’t it?

The previous instance leads us to the next suggestions and methods to get the very best Copilot expertise:

• Get the relationships proper: as we noticed within the above instance, lacking or incorrect relationships will result in inaccurate knowledge visualisation.
• Naming conference: Use extra user-friendly names within the knowledge mannequin. For instance, Complete Gross sales as a measure title could be extra comprehensible than TotalSales. Enjoyable reality: Nobody likes Col1 or Tble1 names for any objects, particularly Copilot.
• Create express measures: It’s higher to have express measures within the knowledge mannequin as an alternative of implicit measures. Only a fast notice for individuals who have no idea the distinction between express and implicit measures:
• Implicit measures: Implicit measures are columns proven with a Sigma icon () within the Knowledge pane in Energy BI. These columns are mechanically detected as measures when utilized in a visible on the reporting canvas. In different phrases, we don’t create implicit measures.
• Express measures: Alternatively, the express measures, are these ones we create inside the knowledge mannequin utilizing DAX. The specific measures additionally seem within the Knowledge pane in Energy BI. The icon for express measures seems to be like a calculator ().
• Comply with star schema mannequin design: Create reality and dimension tables following the star schema design. For instance, it’s best to maintain additive, measurable and quantitative knowledge, plus international keys of the dimension tables. In distinction, preserve the descriptive knowledge within the dimension tables.
• Create hierarchies: Creating hierarchies in dimensions helps Copilot perceive the information grouping higher. That is useful, particularly with figuring out drill-down actions.
• Take note of knowledge varieties: Defining appropriate knowledge varieties for measures and columns within the knowledge mannequin helps Copilot to generate higher experiences. For instance, utilizing Date knowledge kind as an alternative of Textual content helps Copilot to grasp it’s coping with date values as an alternative of textual content.
• Use easier prompts: In my expertise with the report technology functionality of Copilot for Energy BI, it performs finest when utilizing easier prompts with minimal situations, similar to Create a web page that exhibits Gross sales by Product as an alternative of Create a web page that exhibits Gross sales by Product the place Procust Class is “Equipment” and Calendar Date is 2012. Whereas it nonetheless generates the report, its accuracy decreases by elevating the complexity of our immediate.

The Copilot for Energy BI does a very good job of producing experiences, particularly in its early levels. We will use this function to make experiences, however we ought to be conscious that there is perhaps issues, particularly if we haven’t made our knowledge fashions higher. We have to verify and repair the experiences.

As at all times, please share your ideas and opinions with us.

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