Unlock The Future: Revolutionize Power BI With Microsoft Copilot Studio’s Advanced Chatbot Features
Tags: webdev, javascript, microsoftcloud
Published: 2024-03-20 06:23:22

In the ever-evolving landscape of artificial intelligence and data visualization, Microsoft Copilot Studio emerges as a powerful tool, enabling users to extend and customize their AI models. In this tutorial, we will walk through the process of creating a custom Copilot and deploying it within Power BI for seamless integration.

**Step 1: Sign in to Microsoft Copilot Studio**

Begin by logging into Microsoft Copilot Studio, where you can extend Copilots or create your own. This platform allows for the creation of tailored AI models based on specific requirements.

**Step 2: Create a Copilot**

Give your Copilot a unique name and input the URLs from which you want it to gather information. Once all the necessary details are filled in, click “Create” to generate your custom Copilot.

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture1.png)

**Step 3: Customize Generative AI Settings**

Enter the Copilot you created and navigate to “Generative AI.” Add the URLs you want the Copilot to learn from, with the option to add up to four websites. Remember to click “Save” after adding URLs.

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture2.png)

If you encounter difficulties adding sites, check and enable the “Boost conversational coverage with generative answers” option in “Generative AI” settings.

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture3.png)

**Step 4: Learn from Documents**

Expand the learning capabilities of your Copilot by uploading documents. In the “Generative AI” section, find “Upload a document (preview),” click “click to browse,” and upload the desired documents for the Copilot to learn from.

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture4.png)

**Step 5: Configure Power Platform admin center**

Access the Power Platform admin center and navigate to “Environments.” Ensure that the “Generative AI features” settings for “Move data across regions” and “Bing Search” are set to “Allowed.”

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture5.png)

**Step 6: Publish Your Copilot**

Return to Copilot Studio and click “Publish” to apply and update all the configured settings.

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture6.png)

**Step 7: Configure Channels in Copilot Studio**

In Copilot Studio, go to “Settings” and find “Channels.” Click on “Custom website”

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture7.png)

and then “Copy” the provided code snippet.

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture8.png)

**Step 8: Integrate with Power BI**

Create a new dashboard in Power BI and add a tile using “Web content.”

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture9.png)

Paste the copied code into the “Embed code” section and click “Apply” to deploy the Chatbot within Power BI seamlessly.

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/Picture1.jpg)

**Step 9: Testing Chat Bot in Power BI**

![](https://cdn-kjodn.nitrocdn.com/xlECMIrLgFDxBvLxwprMfwyvKgrZOTKc/assets/images/optimized/rev-8a386ed/technologycue.com.au/wp-content/uploads/2024/02/chat_bot_with_logo.gif)

**Conclusion:**

With the integration of Microsoft Copilot Studio and Power BI, users can enhance their data analytics experience by incorporating a custom Chatbot. This tutorial guides you through the process of creating and deploying a personalized Copilot, allowing for advanced conversational capabilities within the Power BI environment. Explore the possibilities of AI-driven insights and streamline your data visualization workflows.