Power BI Copilot Training: Intermediate
Use Power BI Copilot accurately, responsibly and effectively in real-world environments
Use Power BI Copilot accurately, responsibly and effectively in real-world environments
4.60
This course is designed for intermediate Power BI users who want to use Power BI Copilot accurately, responsibly and effectively in real-world environments. It focuses on accuracy, grounding and trust not basic Power BI usage or introductory AI concepts.
This course is best suited for intermediate Power BI users who are capable with data models, measures, DAX, and publishing to the Power BI Service, and are ready to take their skills further with AI-powered Copilot features.
Not sure if this course is the right level? Take our short Power BI Copilot skills test. Learners who score 7–10/10 are ready for this course; lower scores may be better suited to Intermediate or Beginner Power BI training first.
Important: This course focuses on accuracy, grounding and trust. It does not cover basic Power BI skills or general AI introductions. Existing Power BI experience is required.
Prior experience with Power BI Desktop, including data models, DAX, and report publishing, is required.
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Session 1 – 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
Session 2 – 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
Understanding Copilot citations
Reviewing and validating AI-generated answers
Session 3 – 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
Copilot in the Power BI Service
Standalone Copilot experience (Power BI agent)
Copilot in Power BI Apps
Session 4 – 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
Verified Answers overview
Creating Verified Answers
Featured Q&A questions
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
What is Power BI Copilot?
Power BI Copilot is an AI-powered assistant built into Power BI Desktop and the Power BI Service. It helps designers generate report pages and visuals, analysts explain calculations and trends, and readers summarise insights from reports using natural language prompts.
What does this Power BI Copilot course cover?
This intermediate course covers how to use Power BI Copilot accurately and responsibly. Topics include preparing semantic models for Copilot, grounding techniques (structure, metadata, DAX), creating and refining visuals and narratives, validating Copilot outputs, and applying governance and trust practices at scale.
Who is this course designed for?
This course is designed for intermediate Power BI users including Power BI designers and report authors, data analysts, business analysts, and BI leads or analytics owners responsible for governance and AI adoption.
Do I need prior Power BI experience?
Yes. Prior hands-on experience with Power BI Desktop is required, including data models, measures, basic DAX, and familiarity with publishing reports to the Power BI Service. This course is designed for confident Power BI users ready to extend their capabilities with Copilot — it focuses on Copilot augmentation, not foundational Power BI training.
What is grounding in Power BI Copilot?
Grounding refers to the practices that make your semantic model understandable and reliable for Copilot. This includes model structure (star schema), AI Instructions and business rules, metadata enrichment (synonyms, row labels, descriptions), and well-documented DAX measures. Proper grounding is essential for accurate Copilot outputs.
How do I validate Copilot outputs?
This course teaches you to validate Copilot-generated answers by reviewing Copilot citations, verifying results against visuals and model logic, and applying human-in-the-loop practices to ensure AI-driven insights are accurate and trustworthy.
What is Approved for Copilot?
Approved for Copilot is a governance setting that marks a semantic model as trusted for use by Copilot. This course covers how to configure this setting, restrict Copilot to trusted content, and manage discoverability and endorsements for scalable AI adoption.
What are Verified Answers and Featured Q&A?
Verified Answers allow report owners to define trusted, curated answers to common business questions. Featured Q&A questions surface specific prompts to guide users. Both features support governance and consistent, reliable Copilot responses across your organisation.
Can readers use Power BI Copilot?
Yes. Readers and analysts can use Copilot in the Power BI Service and through the Standalone Copilot experience. This course covers prompting frameworks tailored to readers, including executive summaries, deep dives, iterative refinement and direct Q&A.
How is this Power BI Copilot training course delivered?
This is an instructor-led course delivered face-to-face or live online. It includes hands-on exercises, practical demonstrations and a structured session layout covering Copilot foundations, grounding for accuracy, creating and refining content, and governance at scale.
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