Course subjects
Copilot Foundations: What, Where, Who
Power BI Copilot overview — what Copilot is and what it does in Power BI
Pre-Copilot vs Copilot era — from manual creation to AI-assisted orchestration, designer role shift
How users interacted with reports before Copilot
How Copilot changes report consumption and interaction
Copilot personas in Power BI — Designers, Analysts, Readers
Power BI Copilot core functions — Generate (designers), Explain (analysts), Summarise (readers)
Copilot interfaces and entry points: Copilot pane (report view), Skill picker, Prompt guide, Inline Copilot in DAX Query View, Measure descriptions via Properties pane, Smart Narrative visual
Grounding for Accuracy: Structure, Context, Metadata, Logic
Introduction to grounding and responsible AI usage
Importance of data quality and understandable questions
Definition of grounding in Power BI and how designers ground Copilot
Grounding via Structure: Data model design patterns, preparing the model for AI (simplify schema)
Grounding via Context: AI Instructions, business rules, using AI Instructions in prompts
Grounding via Metadata: Metadata enrichment, synonyms and Copilot queries, row labels and key columns, using row labels in prompts
Grounding via Logic (DAX): Copilot and DAX overview, creating and describing measures, measure recommendations, using measures in prompts
Optional exercises: Date dimension creation, time intelligence prompts
Validation of Copilot Outputs
Create & Refine: Pages, Visuals, Narratives
Copilot creation modes — Create and Refine
Create summary pages (no prompt)
Executive summary using Smart Narrative
Create individual visuals using prompts
Prompting framework for designers
Create and refine visuals via prompts
Optional exercise: Time intelligence visuals
Refining page quality using Copilot
Publishing report to the Power BI Service
Accessing Copilot in the Power BI Service
Trust at Scale: Governance, Discovery, Readers
Governance overview
Marking a semantic model as Approved for Copilot
Restricting Copilot to trusted content
Discovering reports and semantic models
Standalone Copilot governance considerations
Scope comparison: In-report Copilot vs Standalone Copilot
How Copilot finds answers — what makes content discoverable
Enhancing discoverability: endorsing semantic models, making reports discoverable, favouriting reports
Verified Answers & Featured Q&A
Consuming Reports with Copilot & Prompting for Readers
Copilot access for readers and analysts
Copilot modes in the Power BI Service
Prompting framework for readers
Question types in Standalone Copilot
Example prompts: Executive summaries, deep dives and trend analysis, iterative refinement, direct Q&A
Optional real-life question examples
Report subscriptions with Copilot summaries
