In Power BI, I started as a non techie business user. Perhaps quite like you, lost and a bit overwhelmed. So now it's my goal to make tech easy for the non techie. So make sure to subscribe and click that bell. Let's start at step one, enabling Copilot inside Power.
BI. Now, first thing I want you to try is just click on the Quick Measure icon inside Power BI and see if this pops up. If it does, then well, lucky you because you already have Copilot enabled. Now, if you don't see this, then we're going to show you exactly what you need to do step by step. All right, so..
First thing you need to make sure is that you are signed into the Power BI Desktop. Now you also want to open a model of something with your data. You would especially need that to be able to try the Co pilot functionality. If you like, you can download the sample file they're working with here on.
Learnpowerbi.com. Download all right, then inside your Power BI Desktop you'll go to file. You'll go to Options and Settings and here find the preview features right there. So click on that and in this one make sure that the Quick Measure Suggestions is turned on now. If.
Tenant, then I'll show you the steps you need. Otherwise you may need to share this video and the steps with the person who is the administrator in inside your organization. You know what they say is not just about what you know, it's who you know. So hey, stay friends with your Power BI admin..
So as the administrator, you want to go to powerbi.com, sign in and click the gear icon and launch the admin portal. Inside the admin portal, just search for Quick Measure, Quick measure. If I can type that Quick measure suggestions inside the tenant settings and here you're going to find two.
Settings. Now the first one. You do need to turn on which is to allow quick measure suggestions and as you can see this is enabled for my tenant Now the next one is. If your geography is outside of the US then you may also need to turn this on for this functionality.
To work. After that you should see the Copilot feature enabled inside the Power BI desktop. Let's see how we can use this new functionality. All right, now before we even get started, I'm pretty sure as you would see when we run the demo, is that you still need to.
Understand the Power BI concepts and the core concepts, right? So for example, Power BI modeling if you have a crappy model. AI can perhaps help you put lipstick on a pig, but I'm sure that's not what you want. So make sure you have a good understanding of the Power BI core concepts, especially how to.
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Design the model. And here of course, we have a simple model - ID Card Make
With Sales and Budget as the data table, and we have the lookup tables. Now I'll admit that when I was trying out Power BI. I did seems to struggle with it a bit or maybe it was Copilot.Struggling, one of us was struggling, but I'll walk you through. So I think it's a pretty clean model and frankly in real life scenarios I have built and maintained models which were far more complicated than this. There could be models which have 50 plus tables and sometimes the data isn't clean.
And you know gets cleaned over time. But it can be pretty messy. I mean this one is really straightforward and simple. So I started off with something really simple. I wanted to find the total sales, so total sales and I try to generate the measure and all right, it worked. It's great. So it gave.
Me the spinning wheel for a while there, but it looks good. And let's add this so I'm going to click. The add button over here, So again, it gives you kind of a preview. It gives you the DAX measure and then it gives an option to add. And then of course it populates the formula.
Bar and you can make changes to it if you like. So we're going to call it total sales and we're going to differentiate it. We're going to say AI. So these are the AI measures. I'm also going to put this in a separate folder of its own. All right, so I have moved it to its own folder, and let's add this.
To our simple card display here to see what the value is shown. Let me filter that to a specific year. All right, so I filtered it to a single year. Now I'll say that here I was a little surprised because I had my. A sales report earlier and for the same year I had a different.
Amount and I realized that when I had set total sales and what I meant was total was to sum it up, I now can see that it actually went to the. Total sales amount, which in my model is actually sales plus tax. That's not what I intended. But again that's the kind of.
Thing AI and I think that's the approach and guidance Microsoft is taking is that there's always kind of human oversight. So it's not that's AI generates something and it's just consumed by everybody that needs to be somebody who has the business expertise and the technology expertise..
Really, I feel that that's where the future is going to be at these boundaries and intersections of business and technology. I think that's going to be a really exciting place to be operating from and very rewarding as well in terms of money. So, yeah, so all right, so let's come back here and I'm.
Going to try something different and I'm going to say some sales.
Let's see what it does for that. So, all right. So for that, it actually picked up my other formula which I've already defined. I'm going to try it one more time and I'm going to give it the Sales amount column. So.Some Sales amount and well, that's more like it. That's kind of what I was looking for. So let's add this to our model and we'll add this to our display as well. So there we go. And this does match with. You know the number that I was getting in this report? It is.
Essentially the same measure. But let's get a little bit fancier here. Let's try something more. Let's try some sales amount for previous year. Let's see how it tackles that one. All right, it's back. And it looks like a pretty clean measure..
So we'll go ahead and add it. Now one thing that I noticed, which is really cool, that notice that as I'm zooming this in, it's also zooming in the display here. That is so cool. All right. So we have this and we're going to call it the AI generated sales prior year. Okay, let's add that to the.
Display. And again, so far it's matching up beautifully with the human intelligence. So we have that okay, let's push this a little bit more And here what I had created was a simple measure which shows sales as the percentage of full year, right. So 404,000 in January, that is.
5% of the full year. So let's go back to Co pilot AI and we'll say some sales amount as. Percentage of full year, Okay. Let's look at the measure and it's no, I don't think this is going to give us what we want. It's saying some of that and then Max of the calendar year,.
Let's try to rephrase that. So that didn't work. Sum Sales Amount as percentage of Sales Amount for full year. Let's try that. All right. So sum X over the sales table divides Sales Amount by the sum of the year. You're summing up the year, so clearly I'm having some trouble with it. So now..
Of course, this doesn't mean much. Copilot is really, really new and we're just starting to scratch the surface. So just because it doesn't work right now, it doesn't mean that, oh, you know, we shouldn't worry about it, in fact. So let's talk about. I had said that I would share my thoughts about the.
Future of Power BI professionals in the end. All right, so let's talk about the future now. Just because the last part of the demo didn't seem to work well doesn't mean that you get to ignore it and say, ah, it's just gimmicky. It's just, yeah, I can ignore it. It's just a bad. It's just.
Passing phase. It's not this is big. And trust me, I was the same way. I was totally ignoring. And I'm like, yeah, it's just whatever, I've heard this before. This is real. This is real. And I started to pay attention when the people that I really look up to, the coaches have guided me.
Throughout my journey, especially since leaving Microsoft and starting my own business. They started talking about this stuff and they started telling me that this is game changing. So yeah, you can't ignore it and yeah, you should pay attention now..
So yeah, you can't ignore it, but I think the other emotion that comes up is fear. Say, Oh my God, am I going to lose my job? Let's talk about that. So if you followed me for a while, if you've gone through my Power BI tutorial, the 60 unit tutorial on YouTube, or if you've gone through my learned.
Power BI training program, then you know that I talk about core concepts and that doesn't change. Again, a I for the near future is not going to be. That robust run the world, right? It's always going to have human involvement and human oversight, and if anything is.
Going to be even more important and it's going to need even more kind of special expertise. So yeah, humans are not going to be redundant. And the core concepts are more important than ever. You cannot have a crappy Power BI model and expect AI to do magic on that..
The cleaner your model is, the more best practices you're following, the more AI can help you, right? So the core concepts are really important. And again, check out my tutorial or check out my training program if you want to dive deeper into that. Now the second part, now again, if you've been calling me for a.
While, there's another thing that I talk on and on about, which is that you should not build your career on the foundation of tech. Tech is like a sand dune, right? You, you shouldn't be building your career on that. And as I mentioned in the video, I think the opportunity is going to be.
At the intersections and somehow I was, it got me thinking about. My vacation to Hawaii, so where the islands meet the sea, right, that is the intersection, that's where you see the beautiful corals. It's, it's alive and it's full and I think that's what we're going to see in this exciting world that we are going.
Towards, right. So with that intersection of you know, kind of the business and the human and all that stuff and technology. So yeah, so the lesson here is, and I've been seeing this for a while and it's been true for a while, AI is just going to am it.
Up. It's going to just make that feature come to us faster, which is you cannot build a career. On tech and tech alone, you got to marry it with a business niche. If you want to, you know, hear more from me about that, then I would highly recommend you check out my Power BI.
Consultant Launchpad series which talks about how you can go on this path and go with this approach to create a successful career and a life for freedom. We'd love to hear how you are looking forward to or have you been exploring Copilot or other AI technologies and what your.
