Microsoft Material: Use Copilot to Generate Knowledge Mannequin Synonyms

Microsoft Material: Considered one of my older posts explains find out how to allow Copilot on Material and find out how to use Copilot to generate Energy BI stories. On this publish, I goal to elucidate one more use case for Copilot that may assist us to make a greater and extra helpful semantic mannequin in Energy BI utilizing synonyms. In an previous publish printed in Might 2016, I defined find out how to use Energy BI synonyms to take our Energy BI Q&A expertise to a different stage. In that publish, I defined how we may use synonyms to translate information mannequin objects in numerous languages so the end-user may ask questions of their native language and get the leads to Energy BI. That was such a cool use case for synonyms, I suppose, wasn’t it? Quick observe to December 2023, I consider the Q&A remains to be one of many coolest Energy BI options that stands out when demoing the options to the purchasers; due to this fact, it makes absolute sense to make use of synonyms to enhance the Q&A‘s effectivity and accuracy. This weblog publish explores the opportunity of utilizing Copilot to outline synonyms in Energy BI Desktop.

As defined right here, we first must allow Copilot on Material Service. Please word that the method defined on this publish requires both Energy BI Premium Capability or no less than F64 Material capability and received’t work on PPU, Embedded capacities, Material capacities smaller than F64 or Material Trial (FT) capacities.

We additionally must have the newest model of Energy BI Desktop put in on our machine. With that, let’s start.

Whereas defining synonyms for the semantic mannequin objects considerably helps with the Q&A expertise, it’s nonetheless a cumbersome course of if accomplished manually. So, if we meet the conditions, we will summon Copilot to the rescue. Observe these steps after opening a Energy BI file in Energy BI Desktop:

1. Make sure you’re signed into Material service together with your account
2. Click on the Insert tab
3. Choose the Q&A visible
4. On the Q&A visible, click on the Q&A Setup button proven with a gear icon
5. On the Q&A Setup window, you will need to see a message providing to “Enhance Q&A with synonyms from Copilot” on high of the window; click on the Add synonyms button

The next picture exhibits the previous steps:

Copilot now begins analysing the semantic mannequin objects and generates the synonyms.

6. Click on the Assessment synonyms button, which navigates us to the Synonyms tab

On the Synonyms tab, evaluate the synonyms generated by Copilot and choose the specified ones to be included within the Q&A by toggling the buttons on or off. As the next picture exhibits, now we have the choice to approve or delete the synonyms for your complete desk or particular fields.

Through the evaluate and approval course of, you could get the next affirmation asking to “Share the permitted synonyms together with your group”. You may settle for this selection and click on OK.

Notice

If you don’t see any strategies from Copilot, test whether it is chosen as a suggestion supply by clicking the Suggestion settings, choosing Copilot and clicking the Apply button as proven within the following picture:

As seen within the previous picture, we will additionally toggle on the Share the permitted synonyms together with your group choice from the Suggestion settings.

After we end the evaluate, all of the permitted synonyms present up beneath the Accepted synonyms as the next picture exhibits:

By far, now we have permitted the instructed synonyms and shared them with the organisation. Sharing synonyms with the organisation, nonetheless, is sure with a setting on the Material Admin Portal, which the next sections clarify.

Sharing synonyms inside the organisation helps to minimise duplicate efforts in creating synonyms. This characteristic have to be enabled by a Material Administrator from the Admin Portal inside the Material Service by following these steps:

1. Click on the Settings button (the gear icon on the highest proper)
2. Click on the Admin portal hyperlink
3. From the Tenant settings, discover the Q&A settings
4. Increase the Synonym sharing setting
5. Click on the toggle to Allow this characteristic
6. Click on the Apply button

The next picture exhibits the previous steps:

As talked about earlier than, sharing synonyms settings within the Energy BI Desktop is sure with enabling this characteristic from the Admin Portal. It could take just a few seconds to allow the Synonym sharing characteristic from the Admin Portal to take impact on the Energy BI Desktop.

As talked about earlier on this publish, we will use the Q&A visible to ask questions in a pure language to achieve insights. Now that now we have added synonyms to the semantic mannequin, the AI engine in Material has a broader vocabulary vary; due to this fact, it understands a wider vary of questions. For instance, the next picture exhibits the Q&A‘s response tothe identical query, earlier than and after defining synonyms:

To evaluate the permitted synonyms within the information mannequin, we will swap to the Mannequin view in Energy BI Desktop and choose the specified object. The Synonyms part of the Properties pane exhibits the permitted synonys. For instance, the next picture exhibits the permitted synonyms outlined for the Name Middle desk:

Now that we outlined the synonyms, let’s talk about some necessary factors about defining synonyms.

To date, now we have realized how Copilot may help outline synonyms in Energy BI semantic fashions and share them with others throughout the organisation to enhance the end-user’s expertise with the Q&A characteristic. However certainly, there’s extra to it. On this part, I’m making an attempt to lift some necessary factors that want extra consideration.

1. We add the synonyms within the Energy BI Desktop, which implies the synonyms might be out there within the Material Service (aka Energy BI Service) after the semantic mannequin is printed to the service.
2. At the moment, we will add synonyms to the semantic fashions with Import, Direct Question or Composite storage modes. In different phrases, we can not outline synonyms on semantic fashions with Join Dwell. Study extra in regards to the variations between Direct Question and Join Dwell right here.
3. The Synonym sharing setting on the Material Admin Portal is an organisational setting, which means that it’s enabled for your complete organisation. Which means the shared synonyms are seen to everybody inside the organisation who makes use of the Q&A characteristic. If this raises privateness issues in your organisation, it’s best to talk about enabling this characteristic together with your safety crew first.

For the reason that synonyms instructed by Copilot won’t be correct or acceptable, reviewing them earlier than approval is very really helpful. That apart, I’m very impressed by the extent of accuracy of synonyms instructed by Copilot on my pattern information mannequin, and I beloved the time I saved utilizing this spectacular Copilot characteristic. For instance, for the Name Middle desk, Copilot instructed the next synonyms:

• contact middle
• customer support middle
• assist middle
• service desk

One other instance of Copilot’s cleverness is the way it recognized the AutomaticResponses area is certainly Computerized Responses and instructed automated reply as its synonym. Nevertheless, I didn’t just like the programmed suggestions suggestion. However hey, nothing is ideal, proper?

That’s all for this weblog.
As at all times, I’d love to listen to from you and listen to about your expertise utilizing synonyms to enhance the Q&A characteristic in Energy BI. So please share your ideas within the feedback part under.

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