Turn data into decisions with AI-powered insights
Copilot for Power BI helps organisations use generative AI to interact with their data and gain insights faster and more effectively. By allowing users to ask questions in natural language and generate visual summaries, Copilot reduces the time analysts spend on repetitive tasks and helps business users explore data independently. This service guides you through readiness, configuration, governance and adoption of Copilot in your Power BI environment.
Our offering covers planning data structuring, enabling Copilot within the appropriate capacity and configuring governance settings such as row‑level security and data sensitivity controls. We assist with pilot enablement, prompt libraries and adoption guidance so teams can confidently use AI‑assisted analytics. After delivery you receive documentation, usage dashboards and a scaled rollout plan to sustain effective data use across your organisation.
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Service Overview
Highlights
- AI-powered natural language queries in Power BI
- Automated report creation and data exploration
- Role-based dashboards for executives, analysts, and managers
- Secure deployment with governance and compliance controls
- Scalable from departmental pilots to enterprise-wide BI rollouts
Business Benefits
- Reduce time to insight by enabling self-service analytics
- Free up data teams by automating common report requests
- Improve decision-making with faster, clearer insights
- Empower non-technical staff to explore data with natural language
- Ensure data usage is secure and compliant
Typical use cases
- Executives asking natural language questions of board-level dashboards
- Managers exploring performance trends without analyst support
- Analysts accelerating report creation and insight summaries
- Departments piloting self-service analytics with Copilot
- Organisations scaling governed AI-assisted BI across teams
Objectives & deliverables
What Success Looks Like
- Enable AI-assisted data exploration within Power BI
- Reduce reporting bottlenecks for data and BI teams
- Ensure Copilot usage aligns with data security and governance rules
- Increase adoption of Power BI through easier insight access
- Provide a controlled path to scale AI-powered analytics
What You Get
- Readiness and licensing assessment
- Copilot configuration within Power BI tenant
- Data governance & compliance baseline (row-level security, sensitivity labels)
- Role-specific prompt libraries for analysts, managers, executives
- Training packs and adoption comms for end users
- Performance dashboards and usage monitoring
- Scaling plan for wider organisational rollout
How It Works
- Readiness & Planning – assess data estate, confirm licensing, design governance model
- Pilot Deployment – enable Copilot for a defined set of users, provide training, measure impact
- Scale Rollout – expand to departments and business units, refine dashboards, improve governance
- Operate – ongoing updates, roadmap alignment, and success reviews
Engagement Options
- Starter Pilot - enable Copilot for Power BI for 50–100 users, governance baseline
- Scale Program - organisation-wide enablement, role-based training, adoption dashboards
- Enterprise Rollout - advanced integrations, multi-region BI governance, custom models
- Operate - monthly updates, usage monitoring, roadmap support
Additional Information
Security & Compliance Notes
- We configure row-level security, sensitivity labels, retention, and audit logging in Power BI. Data governance is aligned with GDPR, ISO 27001, and industry-specific standards.
Common Bundles
Customers who use this service often bundle with these services
Power BI Dashboard Design & Integration
Power BI dashboard design and integration delivering trusted executive and operational reporting through strong data modelling, security and reliable refresh.
Copilot Prompt Library Build
Build role based Copilot prompt libraries that deliver consistent, relevant outputs across teams, scenarios and regulated business contexts.
AI Safety, Governance & Risk
Implement practical AI safety and governance with policies, approvals, logging, data boundaries, and controls that reduce operational and compliance risk.
Copilot Roadmap Workshop
Facilitated workshops define Copilot priorities, align stakeholders, assess readiness, and produce a clear adoption roadmap with governance outputs.
Power BI Pro to Premium Per User Enablement
Enable Power BI Premium Per User from Pro with advanced analytics features, governance controls, and deployment pipelines configured for adoption.
AI Strategy & Roadmapping Workshop
Define AI strategy and delivery roadmap through a focused workshop covering use cases, platforms, governance, risks, and measurable success metrics.
Frequently Asked Questions
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