From d31a38f8a9ec8feb46f17113332391f097a44f29 Mon Sep 17 00:00:00 2001 From: advaitha-karthikeyan Date: Mon, 12 Aug 2024 11:31:54 -0700 Subject: [PATCH 01/21] Update service-encryption-byok.md Proposal to remove the first line: Power BI encrypts both data-at rest and data-in process. This is not completely true as Power BI BYOK only encrypts data-at-rest while data-in-process is encrypted by Microsoft managed keys. This sentence is causing confusion to customers and customers tend to assume that Power BI BYOK only encrypts "data at rest" --- powerbi-docs/enterprise/service-encryption-byok.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/enterprise/service-encryption-byok.md b/powerbi-docs/enterprise/service-encryption-byok.md index 76280b4543..eb48c6f70a 100644 --- a/powerbi-docs/enterprise/service-encryption-byok.md +++ b/powerbi-docs/enterprise/service-encryption-byok.md @@ -14,7 +14,7 @@ LocalizationGroup: Premium # Bring your own encryption keys for Power BI -Power BI encrypts data *at-rest* and *in process*. By default, Power BI uses Microsoft-managed keys to encrypt your data. In Power BI Premium, you can also use your own keys for data at-rest that's imported into a semantic model. This approach is often described as *bring your own key* (BYOK). For more information, see [Data source and storage considerations](#data-source-and-storage-considerations). +By default, Power BI uses Microsoft-managed keys to encrypt your data. In Power BI Premium, you can also use your own keys for data at-rest that's imported into a semantic model. This approach is often described as *bring your own key* (BYOK). For more information, see [Data source and storage considerations](#data-source-and-storage-considerations). ## Why use BYOK? From f277fd36bc32233a3b55f9f10b13ce66f2594965 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 17:47:31 -0700 Subject: [PATCH 02/21] copilot considerations include --- .../create-reports/copilot-create-copilots.md | 79 +++++++++++++++++++ .../create-reports/copilot-introduction.md | 48 ++++++----- .../includes/copilot-considerations.md | 25 ++++++ 3 files changed, 127 insertions(+), 25 deletions(-) create mode 100644 powerbi-docs/create-reports/copilot-create-copilots.md create mode 100644 powerbi-docs/includes/copilot-considerations.md diff --git a/powerbi-docs/create-reports/copilot-create-copilots.md b/powerbi-docs/create-reports/copilot-create-copilots.md new file mode 100644 index 0000000000..f955e6261a --- /dev/null +++ b/powerbi-docs/create-reports/copilot-create-copilots.md @@ -0,0 +1,79 @@ +--- +title: Build your own Copilot solution accelerator for your coworkers +description: Read about how to create Copilots in Power BI for your coworkers. +author: maggiesMSFT +ms.author: maggies +ms.reviewer: shlindsay +ms.service: powerbi +ms.subservice: pbi-reports-dashboards +ms.topic: conceptual +ms.date: 08/16/2024 +LocalizationGroup: Create reports +no-loc: [Copilot] +ms.collection: ce-skilling-ai-copilot +--- + +# Build your own Copilot solution accelerator for your coworkers + +[!INCLUDE [applies-yes-desktop-yes-service](../includes/applies-yes-desktop-yes-service.md)] + +You can create your own Copilots to help your coworkers with their tasks. Copilot helps you use the transformational power of generative AI so your coworkers can get the most from their data. + +Copilot is turned on by default in Fabric. Administrators can turn off Copilot in the Fabric admin portal if your organization isn't ready to use it. For details on turning Copilot on and off, see [Enable Fabric Copilot for Power BI](/fabric/get-started/copilot-enable-fabric). + +> [!NOTE] +> Copilot isn't yet supported for sovereign clouds due to GPU availability. + +## Before you start using Copilot + +For optimized results using Copilot for Power BI, you may need to do some clean-up work on your semantic model. Read the article [Update your data model to work well with Copilot](copilot-evaluate-data.md) to see if you need to modify your semantic model so that Copilot can get insights from it. + +For answers to common questions related to data security and privacy to help your organization get started with Copilot for Fabric, see the articles in the Fabric documentation: + +- [Overview of Copilot for Fabric (preview)](/fabric/get-started/copilot-fabric-overview) +- [Privacy, security, and responsible use for Copilot for Fabric and Power BI](/fabric/get-started/copilot-power-bi-privacy-security) + +## Create your own Copilots + +You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/azure/search/search-what-is-azure-search.md) to get started. + +## Copilot requirements + +[!INCLUDE [copilot-notes](../includes/copilot-notes.md)] + +## Copilot preview features + +When using the Copilot pane in the **Power BI service**, you'll see a toggle with the word **Preview** next to it. The preview toggle allows you the opportunity to move into an experience that includes both generally available and public preview capabilities. + +To access Copilot features in public preview, select the preview toggle to activate the public preview experience. + +:::image type="content" source="media/copilot-preview-toggle/copilot-preview-toggle.png" alt-text="Screenshot of the preview toggle in the on position in the Copilot chat pane."::: + +If you don't want users in your organization to have access to the preview toggle, you need to [disable Fabric Copilot](/fabric/admin/service-admin-portal-copilot) in your organization or for specific security groups. + +See [Use Copilot preview features in Power BI](copilot-preview-toggle.md) for more information about what features are available in preview. + +## Considerations and limitations + +[!INCLUDE [copilot-considerations](../includes/copilot-considerations.md)] + +## Send feedback + +We always welcome your feedback about our products to help us improve Copilot. Give us your feedback directly in the Copilot pane by selecting the feedback button. + +:::image type="content" source="media/copilot-introduction/copilot-feedback.png" alt-text="Screenshot showing the feedback mechanism thumbs up and thumbs down."::: + +## Next steps + +- [Enable Copilot in Power BI](/fabric/get-started/copilot-enable-fabric) +- [Update your data model to work well with Copilot](copilot-evaluate-data.md) +- [Create a report with Copilot in the Power BI service](copilot-create-report-service.md) +- [Create a report with Copilot in Power BI Desktop](copilot-create-desktop-report.md) +- [Write Copilot prompts for creating report pages in Power BI](copilot-prompts-report-pages.md) +- [Create a narrative summary visual with Copilot for Power BI](copilot-create-narrative.md) +- [Write Copilot prompts for creating narrative visuals in Power BI](copilot-prompts-narratives.md) +- [Overview of Copilot for Fabric (preview)](/fabric/get-started/copilot-fabric-overview) +- [Frequently asked questions about Copilot for Power BI and Fabric](/fabric/get-started/copilot-faq-fabric) +- [Privacy, security, and responsible use for Copilot](/fabric/get-started/copilot-privacy-security) article in the Fabric documentation +- [Copilot tenant settings (preview)](/fabric/admin/service-admin-portal-copilot) article in the Fabric documentation +- [Enhance Q&A with Copilot for Power BI](../natural-language/q-and-a-copilot-enhancements.md) diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index 44fd53df96..0dc4ea59e3 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -7,7 +7,7 @@ ms.reviewer: shlindsay ms.service: powerbi ms.subservice: pbi-reports-dashboards ms.topic: conceptual -ms.date: 06/03/2024 +ms.date: 08/16/2024 LocalizationGroup: Create reports no-loc: [Copilot] ms.collection: ce-skilling-ai-copilot @@ -17,7 +17,7 @@ ms.collection: ce-skilling-ai-copilot [!INCLUDE [applies-yes-desktop-yes-service](../includes/applies-yes-desktop-yes-service.md)] -Copilot for Microsoft Fabric is generally available in Power BI. Copilot helps you use the transformational power of generative AI to get the most from your data. +Copilot for Microsoft Fabric is generally available in Power BI. Copilot helps you use the transformational power of generative AI to get the most from your data. You can also create your own Copilots to help your coworkers with their tasks. Copilot is turned on by default in Fabric. Administrators can turn off Copilot in the Fabric admin portal if your organization isn't ready to use it. For details on turning Copilot on and off, see [Enable Fabric Copilot for Power BI](/fabric/get-started/copilot-enable-fabric). @@ -35,7 +35,7 @@ For answers to common questions related to data security and privacy to help you - [Overview of Copilot for Fabric (preview)](/fabric/get-started/copilot-fabric-overview) - [Privacy, security, and responsible use for Copilot for Fabric and Power BI](/fabric/get-started/copilot-power-bi-privacy-security) -### Access Copilot in the Power BI service +## Access Copilot in the Power BI service To access Copilot in the Power BI service, the workspace has to be running on F64 or Premium capacity. @@ -44,10 +44,14 @@ To access Copilot in the Power BI service, the workspace has to be running on F6 Read more about using [Copilot in the Power BI service](copilot-create-report-service.md). -### Access Copilot in Power BI Desktop +## Access Copilot in Power BI Desktop - You need to have write access to a workspace that is on F64 or Power BI Premium in the Power BI service, where you plan to publish the report. Read more about using [Copilot in Power BI Desktop](copilot-power-bi-desktop.md). +## Create your own Copilots + +You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/azure/search/search-what-is-azure-search.md) to get started. + ## Copilot requirements [!INCLUDE [copilot-notes](../includes/copilot-notes.md)] @@ -56,14 +60,15 @@ Read more about using [Copilot in the Power BI service](copilot-create-report-se Copilot for Power BI offers several capabilities to enhance your data interaction and report creation experience, currently available in Power BI Service and Desktop. -### Copilot for business users +## Copilot for business users + Copilot is a powerful tool to help business users get more from your data. Business users can use the Copilot pane to ask a question about report content or summarize key insights in seconds. Copilot can help business users with the following: - [Generate a summary of your report in the Copilot pane](#generate-a-summary-of-your-report-in-the-copilot-pane) -### Copilot for report authors +## Copilot for report authors As a report author, you can use Copilot to help you write DAX queries, streamline your semantic model documentation, provide a summary about your semantic model, and help you get started with report creation. Additionally, Copilot can also create a narrative visual that summarizes a page or a whole report and can generate synonyms for Q&A, to help report readers find what they're looking for in your reports. @@ -78,7 +83,7 @@ Copilot can help authors with the following tasks: - [Add descriptions for your semantic model measures](#add-descriptions-for-semantic-model-measures). - Write [DAX queries](#write-dax-queries). -#### Generate a summary of your report in the Copilot pane +### Generate a summary of your report in the Copilot pane Even if you don't have edit permission for a report, with Copilot you can generate a summary of a report page in the Copilot pane. You have the flexibility to refine or guide the summary by customizing prompts, such as "summarize this page using bullet points" or "provide a summary of sales on this page." @@ -88,11 +93,11 @@ Learn more about [Copilot creating a summary response to prompts about your repo :::image type="content" source="media/copilot-introduction/summary-skill.png" alt-text="Screenshot showing Copilot can generate a summary of your report page." lightbox="media/copilot-introduction/summary-skill.png"::: -#### Summarize the underlying semantic model +### Summarize the underlying semantic model Summarize a Power BI semantic model by asking Copilot to "summarize the model" in the Copilot pane. This summary can help you gain a better understanding of data in your semantic model, identify important insights, and improve your data exploration experience. Ultimately, better understanding the semantic model can help you build more meaningful reports. -#### Suggest content for a report +### Suggest content for a report Copilot can help you get started on a new report by suggesting topics based on your data. When you select this option directly in the chat, Copilot evaluates the data and provides a report outline with suggested pages that you can explore and choose to create for you. @@ -101,7 +106,7 @@ Copilot can help you get started on a new report by suggesting topics based on y :::image type="content" source="media/copilot-introduction/copilot-internet-sales-analysis.png" alt-text="Screenshot showing Copilot suggested report page." lightbox="media/copilot-introduction/copilot-internet-sales-analysis.png"::: -#### Create a report page +### Create a report page Copilot for Power BI can help you create a report page by identifying the tables, fields, measures, and charts for your data. If you give Copilot a high-level prompt that's specific to your data, it can generate a report page that you can then customize and modify, using the existing editing tools. Copilot can help you get started on your report page quickly and save you a lot of time and effort in the process. @@ -113,13 +118,13 @@ Here are some examples of high-level prompts to get you started: If you need help with writing prompts that get you the report page you want, see [Write Copilot prompts that produce results in Power BI](copilot-prompts-report-pages.md) for guidance. -#### Create a summary visual on the report itself +### Create a summary visual on the report itself In Power BI Desktop and the Power BI service, you can use Copilot for Power BI to quickly create a narrative about a report page with just a few clicks. This narrative can summarize the entire report, specific pages, or even specific visuals that you select. See [Create a narrative with Copilot for Power BI](copilot-create-narrative.md) for details. :::image type="content" source="media/copilot-introduction/narrative-questions-leadership.png" alt-text="Screenshot showing Narrative visual answering questions." lightbox="media/copilot-introduction/narrative-questions-leadership.png"::: -#### Ask Copilot questions about data in the model +### Ask Copilot questions about data in the model Copilot can also use the measures and columns in your semantic model to help you explore your data in new ways. As you ask questions about your reports and datasets, Copilot checks if the answer can be found in the report visuals. If existing visuals don't answer the question, Copilot then builds a visual for you. @@ -133,19 +138,19 @@ See [Ask Copilot for data in your semantic model](copilot-ask-data-question.md) :::image type="content" source="media/copilot-introduction/data-question-skill.png" alt-text="Screenshot showing Copilot answering a data question using a visual built from data in the semantic model." lightbox="media/copilot-introduction/data-question-skill.png"::: -#### Synonyms to enhance Q&A +### Synonyms to enhance Q&A Copilot can write [synonyms that you can add to Q&A](../natural-language/q-and-a-copilot-enhancements.md) to improve the Q&A visual's ability to understand user questions. :::image type="content" source="media/copilot-introduction/q-and-a-copilot-suggestions.png" alt-text="Screenshot showing Copilot can add suggestions for synonyms."::: -#### Add descriptions for semantic model measures +### Add descriptions for semantic model measures Copilot can add descriptions to your semantic model measures. People who build reports from your semantic model can see the name and description of your measures, which makes the description property essential documentation. [Use Copilot to create measure descriptions](../transform-model/desktop-measure-copilot-descriptions.md). -#### Write DAX queries +### Write DAX queries Copilot can write a DAX query. For example, you can type in a prompt to describe what DAX query you would like it to generate, and select Send or press Enter. To run what is returned, select Keep it to add it to query tab. Then select Run or press F5 to see the results of the DAX query. Read more in the article [Write DAX queries](/dax/dax-copilot). @@ -165,16 +170,9 @@ See [Use Copilot preview features in Power BI](copilot-preview-toggle.md) for mo We're continuously working to improve the quality of the report pages, including visuals and summaries generated by Copilot. Here are the current limitations. -- AI may generate content that has mistakes. Make sure it's accurate and appropriate before using it. -- The Copilot button in Desktop report view is always visible in the ribbon; however, Copilot doesn't work unless Copilot for Microsoft Fabric is [enabled in tenant settings](/fabric/get-started/copilot-fabric-overview#enable-copilot) and you have member or contributor access to at least one workspace assigned to a paid Fabric capacity (F64 or higher) or Power BI Premium capacity (P1 or higher). -- Unlike the Data pane or Visualization pane, you can't resize the Copilot pane at this time. -- If you have limited GPU capacity, Copilot may be throttled. -- Copilot can't modify the visuals after it has generated them. -- Copilot can't add filters or set slicers if you specify them in the prompts. For example, if you say: "Create a sales report for the last 30 days." Copilot can't interpret 30 days as a date filter. -- Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. -- Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. -- Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](copilot-evaluate-data.md) for more tips. +## Considerations and limitations + +[!INCLUDE [copilot-considerations](../includes/copilot-considerations.md)] ## Send feedback diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md new file mode 100644 index 0000000000..8e9f7ceb11 --- /dev/null +++ b/powerbi-docs/includes/copilot-considerations.md @@ -0,0 +1,25 @@ +--- + title: include file + description: include file + services: powerbi + author: maggiesMSFT + ms.service: powerbi + ms.topic: include + ms.date: 08/16/2024 + ms.author: maggies + ms.custom: include file +no-loc: [Copilot] +ms.collection: ce-skilling-ai-copilot +--- +We're continuously working to improve the quality of the report pages, including visuals and summaries generated by Copilot. Here are the current limitations. + +- AI may generate content that has mistakes. Make sure it's accurate and appropriate before using it. +- The Copilot button in Desktop report view is always visible in the ribbon; however, Copilot doesn't work unless Copilot for Microsoft Fabric is [enabled in tenant settings](/fabric/get-started/copilot-fabric-overview#enable-copilot) and you have member or contributor access to at least one workspace assigned to a paid Fabric capacity (F64 or higher) or Power BI Premium capacity (P1 or higher). +- Unlike the Data pane or Visualization pane, you can't resize the Copilot pane at this time. +- If you have limited GPU capacity, Copilot may be throttled. +- Copilot can't modify the visuals after it has generated them. +- Copilot can't add filters or set slicers if you specify them in the prompts. For example, if you say: "Create a sales report for the last 30 days." Copilot can't interpret 30 days as a date filter. +- Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. +- Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. +- Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. +- Read [Update your data model to work well with Copilot](copilot-evaluate-data.md) for more tips. From 605903783105585c939f1608400f9325dedd5813 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 18:04:03 -0700 Subject: [PATCH 03/21] azure copilot note, remove h2 from article --- powerbi-docs/create-reports/copilot-create-copilots.md | 2 -- powerbi-docs/create-reports/copilot-introduction.md | 6 ------ powerbi-docs/includes/copilot-considerations.md | 2 ++ 3 files changed, 2 insertions(+), 8 deletions(-) diff --git a/powerbi-docs/create-reports/copilot-create-copilots.md b/powerbi-docs/create-reports/copilot-create-copilots.md index f955e6261a..a8cb36a40d 100644 --- a/powerbi-docs/create-reports/copilot-create-copilots.md +++ b/powerbi-docs/create-reports/copilot-create-copilots.md @@ -53,8 +53,6 @@ If you don't want users in your organization to have access to the preview toggl See [Use Copilot preview features in Power BI](copilot-preview-toggle.md) for more information about what features are available in preview. -## Considerations and limitations - [!INCLUDE [copilot-considerations](../includes/copilot-considerations.md)] ## Send feedback diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index 0dc4ea59e3..12d8576dde 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -166,12 +166,6 @@ If you don't want users in your organization to have access to the preview toggl See [Use Copilot preview features in Power BI](copilot-preview-toggle.md) for more information about what features are available in preview. -## Considerations and limitations - -We're continuously working to improve the quality of the report pages, including visuals and summaries generated by Copilot. Here are the current limitations. - -## Considerations and limitations - [!INCLUDE [copilot-considerations](../includes/copilot-considerations.md)] ## Send feedback diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index 8e9f7ceb11..2fc71a56e1 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -11,6 +11,8 @@ no-loc: [Copilot] ms.collection: ce-skilling-ai-copilot --- +## Considerations and limitations + We're continuously working to improve the quality of the report pages, including visuals and summaries generated by Copilot. Here are the current limitations. - AI may generate content that has mistakes. Make sure it's accurate and appropriate before using it. From 471ab5e1e1dbf8ef6f46f6cb6376a0902a36217c Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 18:13:20 -0700 Subject: [PATCH 04/21] ms azure copilot fix link? --- powerbi-docs/create-reports/copilot-introduction.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index 12d8576dde..6aa6f118bf 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -19,7 +19,7 @@ ms.collection: ce-skilling-ai-copilot Copilot for Microsoft Fabric is generally available in Power BI. Copilot helps you use the transformational power of generative AI to get the most from your data. You can also create your own Copilots to help your coworkers with their tasks. -Copilot is turned on by default in Fabric. Administrators can turn off Copilot in the Fabric admin portal if your organization isn't ready to use it. For details on turning Copilot on and off, see [Enable Fabric Copilot for Power BI](/fabric/get-started/copilot-enable-fabric). +Copilot is turned on by default in Fabric. Administrators can turn off Copilot in the Fabric admin portal if your organization isn't ready to use it. For details on turning Copilot on and off, see [Enable Fabric Copilot for Power BI](/fabric/get-started/copilot-enable-fabric.md). This article provides an overview of the Copilot capabilities for Power BI. From a3aef8896935fe3753a8fbb68f6b5ed7dfa4ca38 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 18:45:48 -0700 Subject: [PATCH 05/21] ms azure copilot fix links --- powerbi-docs/create-reports/copilot-introduction.md | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index 6aa6f118bf..a9187f5d92 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -28,7 +28,7 @@ This article provides an overview of the Copilot capabilities for Power BI. ## Before you start using Copilot -For optimized results using Copilot for Power BI, you may need to do some clean-up work on your semantic model. Read the article [Update your data model to work well with Copilot](copilot-evaluate-data.md) to see if you need to modify your semantic model so that Copilot can get insights from it. +For optimized results using Copilot for Power BI, you may need to do some clean-up work on your semantic model. Read the article [Update your data model to work well with Copilot](copilot-evaluate-data) to see if you need to modify your semantic model so that Copilot can get insights from it. For answers to common questions related to data security and privacy to help your organization get started with Copilot for Fabric, see the articles in the Fabric documentation: @@ -50,7 +50,9 @@ Read more about using [Copilot in the Power BI service](copilot-create-report-se ## Create your own Copilots -You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/azure/search/search-what-is-azure-search.md) to get started. +You can create your own Copilots for your organization. See the documentation for [Azure AI Search](https://learn.microsoft.com/shows/azure/azure-search.md) to get started. + +You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/shows/azure/azure-search.md) to get started. ## Copilot requirements From 93343dab69d5247f8c67f2acf90a32ec34be5281 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 19:11:27 -0700 Subject: [PATCH 06/21] ms azure copilot fix links --- powerbi-docs/create-reports/copilot-introduction.md | 2 +- powerbi-docs/includes/copilot-considerations.md | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index a9187f5d92..594c5078a7 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -130,7 +130,7 @@ In Power BI Desktop and the Power BI service, you can use Copilot for Power BI t Copilot can also use the measures and columns in your semantic model to help you explore your data in new ways. As you ask questions about your reports and datasets, Copilot checks if the answer can be found in the report visuals. If existing visuals don't answer the question, Copilot then builds a visual for you. -Requests Copilot can help you with include: +Here are the sorts of requests that Copilot can help you with: - Can I see this measure filtered to a different region or span of time? - What are the top categories by a certain metric? diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index 2fc71a56e1..c43bf2512c 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -24,4 +24,4 @@ We're continuously working to improve the quality of the report pages, including - Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. - Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. - Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](copilot-evaluate-data.md) for more tips. +- Read [Update your data model to work well with Copilot](/create-reports/copilot-evaluate-data.md) for more tips. From 893e8ccd917c0952e64090175ac8762abc2384f1 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 20:04:36 -0700 Subject: [PATCH 07/21] ms azure copilot fix broken links --- powerbi-docs/create-reports/copilot-create-copilots.md | 2 +- powerbi-docs/create-reports/copilot-introduction.md | 7 +++---- powerbi-docs/includes/copilot-considerations.md | 2 +- 3 files changed, 5 insertions(+), 6 deletions(-) diff --git a/powerbi-docs/create-reports/copilot-create-copilots.md b/powerbi-docs/create-reports/copilot-create-copilots.md index a8cb36a40d..f64d68e47f 100644 --- a/powerbi-docs/create-reports/copilot-create-copilots.md +++ b/powerbi-docs/create-reports/copilot-create-copilots.md @@ -35,7 +35,7 @@ For answers to common questions related to data security and privacy to help you ## Create your own Copilots -You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/azure/search/search-what-is-azure-search.md) to get started. +You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/azure/search/search-what-is-azure-search) to get started. ## Copilot requirements diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index 594c5078a7..48f5b7a4f8 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -19,7 +19,7 @@ ms.collection: ce-skilling-ai-copilot Copilot for Microsoft Fabric is generally available in Power BI. Copilot helps you use the transformational power of generative AI to get the most from your data. You can also create your own Copilots to help your coworkers with their tasks. -Copilot is turned on by default in Fabric. Administrators can turn off Copilot in the Fabric admin portal if your organization isn't ready to use it. For details on turning Copilot on and off, see [Enable Fabric Copilot for Power BI](/fabric/get-started/copilot-enable-fabric.md). +Copilot is turned on by default in Fabric. Administrators can turn off Copilot in the Fabric admin portal if your organization isn't ready to use it. For details on turning Copilot on and off, see [Enable Fabric Copilot for Power BI](/fabric/get-started/copilot-enable-fabric). This article provides an overview of the Copilot capabilities for Power BI. @@ -28,7 +28,7 @@ This article provides an overview of the Copilot capabilities for Power BI. ## Before you start using Copilot -For optimized results using Copilot for Power BI, you may need to do some clean-up work on your semantic model. Read the article [Update your data model to work well with Copilot](copilot-evaluate-data) to see if you need to modify your semantic model so that Copilot can get insights from it. +For optimized results using Copilot for Power BI, you may need to do some clean-up work on your semantic model. Read the article [Update your data model to work well with Copilot](copilot-evaluate-data.md) to see if you need to modify your semantic model so that Copilot can get insights from it. For answers to common questions related to data security and privacy to help your organization get started with Copilot for Fabric, see the articles in the Fabric documentation: @@ -50,9 +50,8 @@ Read more about using [Copilot in the Power BI service](copilot-create-report-se ## Create your own Copilots -You can create your own Copilots for your organization. See the documentation for [Azure AI Search](https://learn.microsoft.com/shows/azure/azure-search.md) to get started. -You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/shows/azure/azure-search.md) to get started. +You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/shows/azure/azure-search) to get started. ## Copilot requirements diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index c43bf2512c..fb9b4ef31c 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -24,4 +24,4 @@ We're continuously working to improve the quality of the report pages, including - Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. - Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. - Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](/create-reports/copilot-evaluate-data.md) for more tips. +- Read [Update your data model to work well with Copilot](/create-reports/copilot-evaluate-data) for more tips. From fb6b092cb6fbcfc30c6ea00f4c2748f6b188fc80 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 20:30:04 -0700 Subject: [PATCH 08/21] fix broken link --- powerbi-docs/includes/copilot-considerations.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index fb9b4ef31c..ba67efd2e2 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -24,4 +24,5 @@ We're continuously working to improve the quality of the report pages, including - Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. - Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. - Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](/create-reports/copilot-evaluate-data) for more tips. +- Read [Update your data model to work well with Copilot](copilot-evaluate-data) for more tips. +- Read [Update your data model to work well with Copilot](copilot-evaluate-data.md) for more tips. \ No newline at end of file From 3da694655e19a72c453bc56716f76944ad6cf54e Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 20:40:31 -0700 Subject: [PATCH 09/21] ms azure copilot fix broken link --- powerbi-docs/includes/copilot-considerations.md | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index ba67efd2e2..5f12274c35 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -24,5 +24,4 @@ We're continuously working to improve the quality of the report pages, including - Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. - Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. - Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](copilot-evaluate-data) for more tips. -- Read [Update your data model to work well with Copilot](copilot-evaluate-data.md) for more tips. \ No newline at end of file +- Read [Update your data model to work well with Copilot](copilot-evaluate-data) for more tips. \ No newline at end of file From 1500ca5fa73506756d956d8667c79073810af82f Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Fri, 16 Aug 2024 20:48:00 -0700 Subject: [PATCH 10/21] ms azure fix brkn link --- powerbi-docs/includes/copilot-considerations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index 5f12274c35..57c7d8f158 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -24,4 +24,4 @@ We're continuously working to improve the quality of the report pages, including - Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. - Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. - Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](copilot-evaluate-data) for more tips. \ No newline at end of file +- Read [Update your data model to work well with Copilot](copilot-evaluate-data) for more tips. \ No newline at end of file From ac9dffe3b08748c2635ece0c175f6e146e24001d Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 13:01:42 -0700 Subject: [PATCH 11/21] Update copilot-considerations.md fix broken link warning? --- powerbi-docs/includes/copilot-considerations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index 57c7d8f158..eebd2629db 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -24,4 +24,4 @@ We're continuously working to improve the quality of the report pages, including - Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. - Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. - Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](copilot-evaluate-data) for more tips. \ No newline at end of file +- Read [Update your data model to work well with Copilot](/create-reports/copilot-evaluate-data.md) for more tips. From bd2b119b93f4c00886dd3c1ed285557956d2c580 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 13:13:57 -0700 Subject: [PATCH 12/21] ms-asure-copilot fix link --- powerbi-docs/includes/copilot-considerations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index 57c7d8f158..df69c4f7af 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -24,4 +24,4 @@ We're continuously working to improve the quality of the report pages, including - Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. - Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. - Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](copilot-evaluate-data) for more tips. \ No newline at end of file +- Read [Update your data model to work well with Copilot](../create-reports/copilot-evaluate-data.md) for more tips. \ No newline at end of file From 46b64fb8031e95f16b82f408d2ff0ec8688bd05a Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 13:21:05 -0700 Subject: [PATCH 13/21] ms azure considerations, fix brkn link? --- powerbi-docs/includes/copilot-considerations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md index b1c62fc774..df69c4f7af 100644 --- a/powerbi-docs/includes/copilot-considerations.md +++ b/powerbi-docs/includes/copilot-considerations.md @@ -24,4 +24,4 @@ We're continuously working to improve the quality of the report pages, including - Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. - Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. - Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](/create-reports/copilot-evaluate-data.md) for more tips. \ No newline at end of file +- Read [Update your data model to work well with Copilot](../create-reports/copilot-evaluate-data.md) for more tips. \ No newline at end of file From af928485c7844df2f030174ae1d827a3ad99508e Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 14:05:08 -0700 Subject: [PATCH 14/21] ms azure copilot, move notes to intro --- .../create-reports/copilot-introduction.md | 24 +++++++++++++++---- 1 file changed, 20 insertions(+), 4 deletions(-) diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index 48f5b7a4f8..bdf80867bf 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -7,7 +7,7 @@ ms.reviewer: shlindsay ms.service: powerbi ms.subservice: pbi-reports-dashboards ms.topic: conceptual -ms.date: 08/16/2024 +ms.date: 08/20/2024 LocalizationGroup: Create reports no-loc: [Copilot] ms.collection: ce-skilling-ai-copilot @@ -50,12 +50,15 @@ Read more about using [Copilot in the Power BI service](copilot-create-report-se ## Create your own Copilots - You can create your own Copilots for your organization. See the documentation for [Azure AI Search](/shows/azure/azure-search) to get started. ## Copilot requirements -[!INCLUDE [copilot-notes](../includes/copilot-notes.md)] +- Your administrator needs to [enable Copilot in Microsoft Fabric](/fabric/get-started/copilot-fabric-overview#enable-copilot). +- Your F64 or P1 capacity needs to be in one of the regions listed in this article, [Fabric region availability](/fabric/admin/region-availability). If it isn't, you can't use Copilot. +- Your administrator needs to enable the tenant switch before you start using Copilot. See the article [Copilot tenant settings](/fabric/admin/service-admin-portal-copilot) for details. +- If your tenant or capacity is outside the US or France, Copilot is disabled by default unless your Fabric tenant admin enables the [Data sent to Azure OpenAI can be processed outside your tenant's geographic region, compliance boundary, or national cloud instance](/fabric/admin/service-admin-portal-copilot) tenant setting in the Fabric Admin portal. +- Copilot in Microsoft Fabric isn't supported on trial SKUs. Only paid SKUs (F64 or higher, or P1 or higher) are supported. ## Feature overview: Copilot capabilities @@ -167,7 +170,20 @@ If you don't want users in your organization to have access to the preview toggl See [Use Copilot preview features in Power BI](copilot-preview-toggle.md) for more information about what features are available in preview. -[!INCLUDE [copilot-considerations](../includes/copilot-considerations.md)] +## Considerations and limitations + +We're continuously working to improve the quality of the report pages, including visuals and summaries generated by Copilot. Here are the current limitations. + +- AI may generate content that has mistakes. Make sure it's accurate and appropriate before using it. +- The Copilot button in Desktop report view is always visible in the ribbon; however, Copilot doesn't work unless Copilot for Microsoft Fabric is [enabled in tenant settings](/fabric/get-started/copilot-fabric-overview#enable-copilot) and you have member or contributor access to at least one workspace assigned to a paid Fabric capacity (F64 or higher) or Power BI Premium capacity (P1 or higher). +- Unlike the Data pane or Visualization pane, you can't resize the Copilot pane at this time. +- If you have limited GPU capacity, Copilot may be throttled. +- Copilot can't modify the visuals after it has generated them. +- Copilot can't add filters or set slicers if you specify them in the prompts. For example, if you say: "Create a sales report for the last 30 days." Copilot can't interpret 30 days as a date filter. +- Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. +- Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. +- Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. +- Read [Update your data model to work well with Copilot](../create-reports/copilot-evaluate-data.md) for more tips. ## Send feedback From 47c73eb0948738282a43f1d0f08153cc0b4db2dd Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 14:19:22 -0700 Subject: [PATCH 15/21] ms azure copilot, replace include with link --- powerbi-docs/create-reports/copilot-create-copilots.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/powerbi-docs/create-reports/copilot-create-copilots.md b/powerbi-docs/create-reports/copilot-create-copilots.md index f64d68e47f..38fea020d9 100644 --- a/powerbi-docs/create-reports/copilot-create-copilots.md +++ b/powerbi-docs/create-reports/copilot-create-copilots.md @@ -39,7 +39,7 @@ You can create your own Copilots for your organization. See the documentation fo ## Copilot requirements -[!INCLUDE [copilot-notes](../includes/copilot-notes.md)] +See Copilot requirements in the [Overview of Copilot for Power BI](copilot-introduction) article. ## Copilot preview features @@ -53,7 +53,7 @@ If you don't want users in your organization to have access to the preview toggl See [Use Copilot preview features in Power BI](copilot-preview-toggle.md) for more information about what features are available in preview. -[!INCLUDE [copilot-considerations](../includes/copilot-considerations.md)] +See Copilot requirements in [Overview of Copilot for Power BI](copilot-introduction.md#copilot-requirements). ## Send feedback From 298d1401fe7522388f64a33557e9000f7de26b43 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 14:35:09 -0700 Subject: [PATCH 16/21] ms azure copilot add link --- powerbi-docs/create-reports/copilot-create-copilots.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/create-reports/copilot-create-copilots.md b/powerbi-docs/create-reports/copilot-create-copilots.md index 38fea020d9..e7febd4710 100644 --- a/powerbi-docs/create-reports/copilot-create-copilots.md +++ b/powerbi-docs/create-reports/copilot-create-copilots.md @@ -39,7 +39,7 @@ You can create your own Copilots for your organization. See the documentation fo ## Copilot requirements -See Copilot requirements in the [Overview of Copilot for Power BI](copilot-introduction) article. +See Copilot requirements in the [Overview of Copilot for Power BI](copilot-introduction.md#copilot-requirements) article. ## Copilot preview features From e87595437195d4fc370766dc01e28ca6d462c560 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 16:52:48 -0700 Subject: [PATCH 17/21] Update copilot-introduction.md add link --- powerbi-docs/create-reports/copilot-introduction.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index bdf80867bf..b3a49dcd5b 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -17,7 +17,7 @@ ms.collection: ce-skilling-ai-copilot [!INCLUDE [applies-yes-desktop-yes-service](../includes/applies-yes-desktop-yes-service.md)] -Copilot for Microsoft Fabric is generally available in Power BI. Copilot helps you use the transformational power of generative AI to get the most from your data. You can also create your own Copilots to help your coworkers with their tasks. +Copilot for Microsoft Fabric is generally available in Power BI. Copilot helps you use the transformational power of generative AI to get the most from your data. You can also [create your own Copilots](copilot-create-copilots.md) to help your coworkers with their tasks. Copilot is turned on by default in Fabric. Administrators can turn off Copilot in the Fabric admin portal if your organization isn't ready to use it. For details on turning Copilot on and off, see [Enable Fabric Copilot for Power BI](/fabric/get-started/copilot-enable-fabric). From e4805772bfb047624f7d9944eb187f24326cc38e Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 17:00:34 -0700 Subject: [PATCH 18/21] Update copilot-introduction.md link to article --- powerbi-docs/create-reports/copilot-introduction.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index b3a49dcd5b..745b02e1c6 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -17,7 +17,7 @@ ms.collection: ce-skilling-ai-copilot [!INCLUDE [applies-yes-desktop-yes-service](../includes/applies-yes-desktop-yes-service.md)] -Copilot for Microsoft Fabric is generally available in Power BI. Copilot helps you use the transformational power of generative AI to get the most from your data. You can also [create your own Copilots](copilot-create-copilots.md) to help your coworkers with their tasks. +Copilot for Microsoft Fabric is generally available in Power BI. Copilot helps you use the transformational power of generative AI to get the most from your data. You can also [create your own Copilots](#create-your-own-copilots) to help your coworkers with their tasks. Copilot is turned on by default in Fabric. Administrators can turn off Copilot in the Fabric admin portal if your organization isn't ready to use it. For details on turning Copilot on and off, see [Enable Fabric Copilot for Power BI](/fabric/get-started/copilot-enable-fabric). From 9faeaa4b08548dc4eba3ff407b592fd9846c75b9 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 18:42:30 -0700 Subject: [PATCH 19/21] Update copilot-introduction.md --- powerbi-docs/create-reports/copilot-introduction.md | 1 - 1 file changed, 1 deletion(-) diff --git a/powerbi-docs/create-reports/copilot-introduction.md b/powerbi-docs/create-reports/copilot-introduction.md index 745b02e1c6..0681ae4d71 100644 --- a/powerbi-docs/create-reports/copilot-introduction.md +++ b/powerbi-docs/create-reports/copilot-introduction.md @@ -12,7 +12,6 @@ LocalizationGroup: Create reports no-loc: [Copilot] ms.collection: ce-skilling-ai-copilot --- - # Overview of Copilot for Power BI [!INCLUDE [applies-yes-desktop-yes-service](../includes/applies-yes-desktop-yes-service.md)] From ca31a251fbe010438334313718dc92a93d07bd1c Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Tue, 20 Aug 2024 18:43:54 -0700 Subject: [PATCH 20/21] Delete powerbi-docs/includes/copilot-considerations.md --- .../includes/copilot-considerations.md | 27 ------------------- 1 file changed, 27 deletions(-) delete mode 100644 powerbi-docs/includes/copilot-considerations.md diff --git a/powerbi-docs/includes/copilot-considerations.md b/powerbi-docs/includes/copilot-considerations.md deleted file mode 100644 index df69c4f7af..0000000000 --- a/powerbi-docs/includes/copilot-considerations.md +++ /dev/null @@ -1,27 +0,0 @@ ---- - title: include file - description: include file - services: powerbi - author: maggiesMSFT - ms.service: powerbi - ms.topic: include - ms.date: 08/16/2024 - ms.author: maggies - ms.custom: include file -no-loc: [Copilot] -ms.collection: ce-skilling-ai-copilot ---- -## Considerations and limitations - -We're continuously working to improve the quality of the report pages, including visuals and summaries generated by Copilot. Here are the current limitations. - -- AI may generate content that has mistakes. Make sure it's accurate and appropriate before using it. -- The Copilot button in Desktop report view is always visible in the ribbon; however, Copilot doesn't work unless Copilot for Microsoft Fabric is [enabled in tenant settings](/fabric/get-started/copilot-fabric-overview#enable-copilot) and you have member or contributor access to at least one workspace assigned to a paid Fabric capacity (F64 or higher) or Power BI Premium capacity (P1 or higher). -- Unlike the Data pane or Visualization pane, you can't resize the Copilot pane at this time. -- If you have limited GPU capacity, Copilot may be throttled. -- Copilot can't modify the visuals after it has generated them. -- Copilot can't add filters or set slicers if you specify them in the prompts. For example, if you say: "Create a sales report for the last 30 days." Copilot can't interpret 30 days as a date filter. -- Copilot can't make layout changes. For example, if you tell Copilot to resize the visuals, or to align all the visuals perfectly, it won't work. -- Copilot can't understand complex intent. For example, suppose you frame a prompt like: "Generate a report to show incidents by team, incident type, owner of the incident, and do this for only 30 days." This prompt is complex, and Copilot will probably generate irrelevant visuals. -- Copilot doesn't produce a message for the skills that it doesn't support. For example, if you ask Copilot to edit or add a slicer, it doesn't complete the instruction successfully, as mentioned above. Unfortunately, it *doesn't* give an error message either. -- Read [Update your data model to work well with Copilot](../create-reports/copilot-evaluate-data.md) for more tips. \ No newline at end of file From e8f2ad9998ad24165e296da81d2c859476118359 Mon Sep 17 00:00:00 2001 From: Maggie Sparkman <12401230+maggiesMSFT@users.noreply.github.com> Date: Wed, 21 Aug 2024 14:24:07 -0700 Subject: [PATCH 21/21] ms azure copilot add new article to toc --- powerbi-docs/create-reports/TOC.yml | 2 ++ 1 file changed, 2 insertions(+) diff --git a/powerbi-docs/create-reports/TOC.yml b/powerbi-docs/create-reports/TOC.yml index 64ab73a365..f9ade0b321 100644 --- a/powerbi-docs/create-reports/TOC.yml +++ b/powerbi-docs/create-reports/TOC.yml @@ -134,6 +134,8 @@ href: copilot-ask-data-question.md - name: Copilot preview toggle href: copilot-preview-toggle.md + - name: Create Copilots for your coworkers + href: copilot-create-copilots.md - name: Copilot for Fabric and Power BI items: - name: Copilot in Fabric overview