Power BI Blog: Copilot in Power BI Mobile Applications

Welcome back to this week’s edition of the Power BI blog series.  This week, we look at how Copilot is now being used in Power BI Mobile applications.

This feature allows AI to offer a quick and simple way to dive into your data on the go.

With Copilot in Power BI mobile applications, you no longer need to analyse data in silo, so it’s something all of us busy execs should consider.  Copilot provides report summaries and insights, allowing you to make informed decisions anytime and anywhere.  

To start using Copilot on your mobile app, simply tap the Copilot button located in the report header (that meets Copilot requirements in Power BI) and choose whether you want to get a summary or to look into insights.  Copilot will deliver a response based on your request.  You can then copy and share the response or keep interacting with Copilot by choosing from the suggestions at the bottom.  These suggestions can help you tweak the response or create new requests.

The summary is also a useful starting point for exploring your data.  Once you receive the summary, taping on any data reference in the summary will get you a closer look at the relevant visual.  The visuals are interactive, and you can dive deeper by long-tapping for tooltips, drilling down or up, or exploring more of your data as needed.

Tapping on references icon will open the reference list, where all the referenced visuals are displayed with their relevant names and pages.  This is very useful for easily going over all the visuals selected by Copilot from one place.

When you’re ready for more exploration with Copilot, you can select a suggested prompt from the bottom of the screen.  These suggestions can include additional prompts like “Find insights” and “Summarise entire report” or summary adjustments like “Make it shorter” or “Make it formal”.  You can view more suggestions by tapping on the refresh button.  Each prompt you select should provide an answer tailored to your context and needs.

Once you have the summary you need, you can use the Copy option to copy and paste it into an email, Teams chat or any other platform.  Along with the summary, a link to the report is also provided, enabling the recipient to access further details by opening the report directly from that link.

To view the report again, you can close the Copilot chat.  The chat history will stay intact when you close the chat and navigate to other pages, as long as you don’t exit or refresh the report.

In the meantime, please remember we offer training in Power BI which you can find out more abouthere.  If you wish to catch up on past articles, you can find all of our past Power BI blogs here.