Mastering Copilot in Power BI: From Insights to Impact
About the Course:
This 3-hour instructor-led online course teaches Power BI users how to effectively use Copilot to accelerate report development, data modeling, DAX authoring, and insight generation. Designed for professionals who already understand Power BI fundamentals, the course focuses on practical, real-world usage of Copilot in Power BI Desktop, Power BI Service, and DAX.
Participants will learn how to interact with Copilot using natural language, generate visuals and reports faster, write and optimize DAX formulas, summarize data insights, and enhance collaboration and decision-making. Through guided demonstrations and hands-on exercises, learners will see how Copilot can reduce development time, improve analytical quality, and support self-service analytics.
By the end of the course, participants will be confident in using Copilot as an everyday AI assistant within Power BI to work smarter, faster, and more effectively.
Dr. Sameer Rohadia, a Microsoft Certified Power BI Professional & Microsoft Certified Trainer, has trained 22,000+ Industry professionals, University Professors, and students in MS Power BI, MS Excel, Tableau, Google Looker Studio, and SQL. He has a reputation for delivering excellent, logically structured courses that are easy to follow and get the point across without wasting learners’ time.
Course Objectives:
- Understand Copilot capabilities, prerequisites, and appropriate use cases.
- Generate reports, visuals, and summaries using Copilot in Power BI Desktop.
- Create narrative insights and enable self-service analytics in Power BI Service.
- Write, explain, and optimize DAX measures using Copilot.
- Apply best practices for secure and responsible use of Copilot.
Who is the Target Audience?
- Power BI Developers.
- Data Analysts and Business Intelligence Professionals.
- Business Users who create or consume Power BI reports.
- Analytics Consultants and Power Platform Professionals.
Basic Knowledge:
Participants should already have:
- Basic understanding of Power BI Desktop and Power BI Service.
- Experience creating reports and visuals.
- Familiarity with basic DAX concepts (measures, calculations).
- General understanding of data models and datasets.
Module 1: Introduction to Copilot in Power BI
- What is Copilot and how it works in Power BI
- Licensing, prerequisites, and supported features
- Copilot capabilities vs traditional Power BI workflows
- Prompting basics and best practices
Module 2: Using Copilot in Power BI Desktop
- Generating report pages and visuals using natural language
- Creating summaries and explanations of data
- Enhancing report design and storytelling with Copilot
- Hands-on demo: Build a report faster with Copilot
Module 3: Copilot in Power BI Service
- Copilot for dashboards and reports
- Generating narrative insights and executive summaries
- Conversational exploration of data
- Supporting self-service analytics for business users
Module 4: Copilot for DAX and Data Modeling
- Generating DAX measures using Copilot
- Explaining and troubleshooting existing DAX
- Improving DAX readability and performance
- Validating AI-generated formulas
Module 5: Best Practices, Governance & Use Cases
- Data security and responsible AI usage
- When to trust Copilot, and when not to
- Real-world scenarios and adoption tips