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This Copilot for Power BI training course is designed for intermediate 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 skills or introductory AI concepts.

This course is best suited for intermediate Power BI users who are confident with data models, measures, DAX, and publishing to the Power BI Service, and are ready to extend their skills with AI-powered Copilot capabilities.

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 Copilot for Power BI 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.

What you'll achieve

  • Understand how Copilot works in Power BI and the analytics lifecycle
  • Prepare semantic models for reliable Copilot outputs
  • Use Copilot to generate, explain and summarise insights
  • Apply governance, validation and trust practices at scale

This course is ideal for

  • Power BI report authors and designers
  • Data analysts
  • Business analysts working with reports and measures
  • BI leads and analytics owners driving AI governance

Prerequisite:

Prior experience with Power BI Desktop, including data models, DAX, and report publishing, is required.

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Power BI Copilot : Intermediate Course Content

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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

Frequently Asked Questions

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 users create report content, summarise insights, explain trends, and explore data using natural language prompts.

What do you learn in Power BI Copilot training?

This Power BI Copilot training course teaches intermediate users how to use Copilot accurately, responsibly, and effectively in real-world reporting. You will learn how Copilot works in Power BI, how to prepare semantic models, improve grounding, generate useful outputs, validate responses, and apply governance for trusted AI-driven analytics.

Who should take Power BI Copilot training?

This course is designed for intermediate Power BI users, including report authors, data analysts, business analysts, and BI or analytics leads. It is best suited to teams that want to adopt Copilot in Power BI while maintaining accuracy, trust, and governance.

Do I need Power BI experience before taking this course?

Yes. You should already have hands-on experience with Power BI Desktop, including data models, measures, basic DAX, and publishing to the Power BI Service. This course focuses on using Copilot effectively rather than teaching foundational Power BI skills.

How does Copilot work in Power BI?

Copilot works by using your semantic model, metadata, and prompts to generate insights, visuals, summaries, and explanations. The quality of its output depends on how well your Power BI model is structured, described, and governed.

What is grounding in Power BI Copilot?

Grounding is the process of preparing your semantic model so Copilot can return more accurate and relevant results. This includes using a clear model structure, meaningful labels and descriptions, well-defined DAX measures, and business context that helps Copilot interpret your data correctly.

How do you improve accuracy in Power BI Copilot?

You improve accuracy by building well-structured semantic models, enriching metadata, defining business rules clearly, and reviewing prompts carefully. In this course, you will learn practical techniques to improve grounding and reduce unreliable or incomplete Copilot responses.

How do you validate Power BI Copilot outputs?

Power BI Copilot outputs should be validated by checking citations, comparing responses with visuals and model logic, and applying human review before sharing insights more broadly. Validation is essential for trusted AI-driven reporting and is a core focus of this course.

What is Approved for Copilot in Power BI?

Approved for Copilot is a governance setting that identifies a semantic model as trusted for Copilot use. This course explains how to use approved data sources, manage discoverability, and support safer AI adoption across reporting environments.

What are Verified Answers and Featured Q&A in Power BI?

Verified Answers are curated responses to common business questions, while Featured Q&A highlights suggested prompts for users. Together, they help improve consistency, reliability, and usability in Power BI Copilot experiences.

Can report readers use Power BI Copilot?

Yes. Report readers and analysts can use Copilot in the Power BI Service and related experiences, depending on permissions and setup. This course covers practical prompting techniques for summaries, deeper analysis, and iterative exploration.

How is this Power BI Copilot training course delivered?

This instructor-led Power BI Copilot course is delivered face-to-face or live online. It includes hands-on exercises, practical demonstrations, and applied guidance on Copilot, grounding, content creation, validation, and governance.

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Locations In-Person & Online

Find the nearest location and date that works for you

Locations In-Person & Online

Find the nearest location and date that works for you

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