Well, you have to clear a series of steps to enable and configure the new fabulous feature named Copilot for your Power BI organization. Here, we will give you a complete guide to kick-start your program.
1. Prerequisites
Before enabling the Copilot feature, ensure that the following prerequisites have been met.
You need to have a Power BI Premium or Pro license for your organization.
To make these changes to the configuration, you must access the Power BI Admin Portal.
Microsoft Azure portal should have activated its AI services for your tenant to use and power Copilot.
Be sure that your organization's data governance policies are in line with AI usage because it involves some cloud-based processing.
2. Enable Copilot in the Power BI Admin Portal
Log in with your admin credentials to the Power BI Admin portal. Go to Settings> Admin portal. Search for Copilot Settings or similar AI features related to AI in the configuration menu. Toggle the switch to enable Copilot for your organization—maybe under some broader category, such as AI Features or Augmented Analytics. Save your settings.
3. Configuring Permissions
Once Copilot is enabled, the permissions can be set up to control access.
Assign roles for specific users or groups who can utilize Copilot features. This is generally done under User Permissions in the Admin Portal.
It requires ensuring that these users have sufficient access to datasets and workspaces where they’ll use Copilot.
4. Setting Up Data Privacy and Security
Because Copilot takes queries and extracts insights, review with them data privacy and security settings associated with your organization:
Enable Data Sensitivity Labels so sensitive data is systematically routed and recognized.
Set up Row-Level Security (RLS) to prohibit certain users from accessing particular data slices due to their roles.
5. Training Users
Finally, you need to train your end users on how to use Copilot effectively:
Examples of natural language queries could be shared with them.
Copilot will generate visualizations and reports.
Give enhancements to those Copilot-generated outputs for accuracy and customization.
Following these steps will allow one to enable and configure Copilot into Power BI at its intended power, giving users an AI experience for driving insights and streamlining the reporting process.
