Course Description
Learn how to use Microsoft Copilot to accelerate data analysis, semantic modelling and report development in Power BI with this practical one-day instructor-led training course.
Designed for Power BI analysts, developers and business intelligence professionals, the course demonstrates how generative AI can help users interact with enterprise data using natural language, prepare semantic models for AI, generate and refine reports, create DAX measures and uncover insights more efficiently.
Participants learn how Copilot works across Power BI Desktop and the Power BI Service and how the quality of the underlying semantic model, metadata and business definitions can influence AI-generated responses.
The course combines instructor-led demonstrations with practical hands-on exercises covering AI-ready semantic models, natural-language data exploration, AI-assisted report creation, DAX generation, business-specific AI instructions and responsible use of Copilot.
Participants also learn how to evaluate and validate AI-generated results, understand Copilot’s limitations and apply appropriate governance practices when introducing generative AI into enterprise Power BI environments.
Duration: 1 Day
Delivery: Public Live Instructor-Led Online, Private Virtual or Private Onsite Training
What You Will Learn
By the end of this course, participants will be able to:
- Understand how Microsoft Copilot integrates with Power BI Desktop and the Power BI Service.
- Prepare semantic models and metadata for more effective AI-assisted analysis.
- Use natural-language prompts to explore business data and identify insights.
- Generate and refine Power BI reports and visuals using Copilot.
- Use Copilot to assist with creating and understanding DAX measures.
- Improve Copilot responses using business terminology, metadata and AI instructions.
- Apply Copilot to practical reporting and analytical scenarios.
- Recognise the limitations of AI-generated analysis and validate results appropriately.
- Understand key governance, capacity and responsible AI considerations for enterprise deployment.
Private Microsoft Copilot for Power BI Training
ExistBI can customise training around the customer’s Power BI environment, semantic models, business terminology, governance policies and reporting scenarios.
You can bring your own Power BI semantic model. We can demonstrate how model structure, descriptions, measures and terminology affect Copilot responses using the customer’s own environment.
Course Summary
Next Public Course Dates | |
| Course | Microsoft Copilot for Power BI |
| Duration |
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| Audience | Power BI Data Analysts Business Intelligence Developers Power BI Report Developers Data and Analytics Professionals BI Managers and Team Leaders Organisations evaluating Copilot for enterprise analytics |
| Prerequisites | Participants should have previous Power BI experience and understand the fundamentals of data preparation, semantic modelling, report development and analytics. Completion of Microsoft PL-300 Power BI training or equivalent practical Power BI experience is recommended. For hands-on use of Copilot, participants must have access to a Power BI/Fabric environment that meets Microsoft’s current Copilot requirements, including an eligible paid capacity and appropriate permissions and administrator settings. Copilot requirements can change as Microsoft introduces new capabilities. Please contact ExistBI before the course if you need assistance confirming that your environment is correctly configure |
| Available Formats |
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| Post Training Support | Yes, our certified Microsoft Power Platform and AI trainers will be available for additional questions once you start working on your own data and dashboards. |
Course Modules
Module 1 — Introduction to Copilot in Power BI
Topics:
- Level-Setting Topics
- What Copilot is and how it works inside Power BI
- Where Copilot appears in Desktop & Service
- Supported AI‑assisted experiences
- Requirements, admin settings, and capacity needs (from tutorial prerequisites)
- Overview of use cases for analysts, business users, and enterprise teams
Module 2 — Preparing Data & Models for Copilot
Topics:
- Understanding semantic model requirements for Copilot
- Making data AI‑ready
- Simplifying schemas & ensuring discoverable fields
- Creating Verified Answers (from tutorial content)
- Managing relationships & metadata quality
- Data governance & admin considerations (from tutorial settings)
Hands‑on:
- Reworking a semantic model for improved Copilot responses
- Configure metadata, synonyms, and descriptions
Real‑world use cases:
- AI‑ready model design for sales analytics
- Preparing a model for finance reporting
- Building semantic clarity for customer analytics
Module 3 — Natural Language Interaction & Copilot Chat
Topics:
- How Copilot interprets natural language
- Asking questions and drilling down
- Getting insights using conversational analytics
- Limitations & question‑framing strategies
Hands‑on:
- Ask Copilot to summarize regional sales
- Ask Copilot to identify anomalies in KPIs
- Generate analysis narratives
Expanded Cases:
- Operational analytics example: “What caused today’s drop in production output?”
- Marketing analytics example: “Summarize leads by channel and suggest insights.”
Module 4 — Generating, explaining and refining DAX measures with Copilot
Topics:
- Generating visuals from natural language
- Automatically creating page layouts
- AI suggestions for charts, filters, and summaries
- DAX assistance concepts
- Automated reporting & DAX creation
Hands‑on:
- Generate a full report using Copilot prompts
- Improve the report layout suggested by Copilot
- Use Copilot to explain visuals
Extended Cases:
- Executive dashboard creation
- HR attrition report automation
- Inventory optimization visuals
Module 5 — Advanced Copilot Features & AI Instructions
Topics:
- Authoring AI instructions in Power BI Desktop
- Custom instructions for tailored insights
- Enhancing Copilot’s responses using metadata
- Multi‑workspace AI readiness
Hands‑on:
- Add instructions for business definitions
- Improve Copilot’s narrative quality with refined schemas
Expanded Use Cases:
- Industry‑specific instructions for retail, healthcare and manufacturing
- Enforcing terminology compliance using AI instructions.
Module 6 — Practical End‑to‑End Copilot Scenario
Activities:
- Build a semantic model
- Prepare AI instructions
- Create insights using Copilot
- Generate reports
- Publish and validate in workspace
Scenario Options:
- Sales performance analytics (tutorial sample)
- Customer churn analysis
- Financial forecasting (AI‑assisted visuals + external model inputs)
Module 7 — Copilot Limitations, Best Practices & Governance
Topics:
- Avoiding misleading instructions
- Ensuring accuracy in AI responses
- Responsible AI usage
- Workspace & capacity management
Discussion:
- Comparing Copilot vs manual analysis
- How to validate AI‑generated insights
- Common pitfalls and troubleshooting
Testimonials
The trainers clear and obvious enthusiasm for number crunching, analytics, and teaching others is infectious. He doesn’t waste time, shows exactly what you need to know and is genuinely hilarious.
Every one of my employees had tons of positive stuff to say.
- Benjamin G, MXSG Analysis and Integration Chief, US Air Force
“Steve was a great instructor and was able to articulate the course material in a way that promoted learning.”
- Ben Ruddock, Analyst, GSP International Airport
“ExistBI, Thank you again for the great Microsoft Power BI, PowerApps and Power Automate courses, our team was very happy”
- Kerry Urofsky, Systems Manager, Service, Avantik
“Mahesh was an EXCELLENT trainer. Very gifted instructor. Able to clearly communicate and teach objectives. Very engaging made you want to keep learning, and was so patient and kind to all students. Would love to be taught by him anytime.
- Jackie Calvo, Quality Improvement Manager, Horizon Health Center
