One among my older posts explains find out how to allow Copilot on Material and find out how to use Copilot to generate Energy BI experiences. On this put up, I intention to clarify yet one more use case for Copilot that may assist us to make a greater and extra helpful semantic mannequin in Energy BI utilizing synonyms. In an previous put up revealed in Could 2016, I defined find out how to use Energy BI synonyms to take our Energy BI Q&A expertise to a different degree. In that put up, I defined how we may use synonyms to translate knowledge mannequin objects in numerous languages so the end-user may ask questions of their native language and get the ends in Energy BI. That was such a cool use case for synonyms, I suppose, wasn’t it? Quick observe to December 2023, I imagine the Q&A continues to be one of many coolest Energy BI options that stands out when demoing the options to the purchasers; subsequently, it makes absolute sense to make use of synonyms to enhance the Q&A‘s effectivity and accuracy. This weblog put up explores the potential for utilizing Copilot to outline synonyms in Energy BI Desktop.

As defined right here, we first have to allow Copilot on Material Service. Please observe that the approach defined on this put up requires both Energy BI Premium Capability or no less than F64 Material capability and gained’t work on PPU, Embedded capacities, Material capacities smaller than F64 or Material Trial (FT) capacities.

We additionally have to have the newest model of Energy BI Desktop put in on our machine. With that, let’s start.

Whereas defining synonyms for the semantic mannequin objects considerably helps with the Q&A expertise, it’s nonetheless a cumbersome course of if achieved manually. So, if we meet the stipulations, we are able to summon Copilot to the rescue. Comply with these steps after opening a Energy BI file in Energy BI Desktop:

1. Make sure you’re signed into Material service along with your account
2. Click on the Insert tab
3. Choose the Q&A visible
4. On the Q&A visible, click on the Q&A Setup button proven with a gear icon
5. On the Q&A Setup window, it’s essential to see a message providing to “Enhance Q&A with synonyms from Copilot” on high of the window; click on the Add synonyms button

The next picture exhibits the previous steps:

Copilot now begins analysing the semantic mannequin objects and generates the synonyms.

6. Click on the Evaluate synonyms button, which navigates us to the Synonyms tab

On the Synonyms tab, assessment the synonyms generated by Copilot and choose the specified ones to be included within the Q&A by toggling the buttons on or off. As the next picture exhibits, we have now the choice to approve or delete the synonyms for the complete desk or particular fields.

Through the assessment and approval course of, it’s possible you’ll get the next affirmation asking to “Share the accepted synonyms along with your group”. You’ll be able to settle for this feature and click on OK.

Observe

If you don’t see any strategies from Copilot, examine whether it is chosen as a suggestion supply by clicking the Suggestion settings, choosing Copilot and clicking the Apply button as proven within the following picture:

As seen within the previous picture, we are able to additionally toggle on the Share the accepted synonyms along with your group choice from the Suggestion settings.

After we end the assessment, all of the accepted synonyms present up below the Accredited synonyms as the next picture exhibits:

By far, we have now accepted the advised synonyms and shared them with the organisation. Sharing synonyms with the organisation, nevertheless, is certain with a setting on the Material Admin Portal, which the next sections clarify.

Sharing synonyms inside the organisation helps to minimise duplicate efforts in creating synonyms. This function should be enabled by a Material Administrator from the Admin Portal inside the Material Service by following these steps:

1. Click on the Settings button (the gear icon on the highest proper)
2. Click on the Admin portal hyperlink
3. From the Tenant settings, discover the Q&A settings
4. Develop the Synonym sharing setting
5. Click on the toggle to Allow this function
6. Click on the Apply button

The next picture exhibits the previous steps:

As talked about earlier than, sharing synonyms settings within the Energy BI Desktop is certain with enabling this function from the Admin Portal. It might take a couple of seconds to allow the Synonym sharing function from the Admin Portal to take impact on the Energy BI Desktop.

As talked about earlier on this put up, we are able to use the Q&A visible to ask questions in a pure language to realize insights. Now that we have now added synonyms to the semantic mannequin, the AI engine in Material has a broader vocabulary vary; subsequently, it understands a wider vary of questions. For instance, the next picture exhibits the Q&A‘s response tothe similar query, earlier than and after defining synonyms:

To assessment the accepted synonyms within the knowledge mannequin, we are able to swap to the Mannequin view in Energy BI Desktop and choose the specified object. The Synonyms part of the Properties pane exhibits the accepted synonys. For instance, the next picture exhibits the accepted synonyms outlined for the Name Middle desk:

Now that we outlined the synonyms, let’s focus on some necessary factors about defining synonyms.

Up to now, we have now realized how Copilot might help outline synonyms in Energy BI semantic fashions and share them with others throughout the organisation to enhance the end-user’s expertise with the Q&A function. However certainly, there may be extra to it. On this part, I’m making an attempt to boost some necessary factors that want extra consideration.

1. We add the synonyms within the Energy BI Desktop, which implies the synonyms shall be accessible within the Material Service (aka Energy BI Service) after the semantic mannequin is revealed to the service.
2. At the moment, we are able to add synonyms to the semantic fashions with Import, Direct Question or Composite storage modes. In different phrases, we can not outline synonyms on semantic fashions with Join Dwell. Be taught extra in regards to the variations between Direct Question and Join Dwell right here.
3. The Synonym sharing setting on the Material Admin Portal is an organisational setting, which means that it’s enabled for the complete organisation. Which means that the shared synonyms are seen to everybody inside the organisation who makes use of the Q&A function. If this raises privateness considerations in your organisation, you must focus on enabling this function along with your safety group first.

Because the synonyms advised by Copilot may not be correct or acceptable, reviewing them earlier than approval is very advisable. That apart, I’m very impressed by the extent of accuracy of synonyms advised by Copilot on my pattern knowledge mannequin, and I liked the time I saved utilizing this spectacular Copilot function. For instance, for the Name Middle desk, Copilot advised the next synonyms:

• contact heart
• customer support heart
• help heart
• service desk

One other instance of Copilot’s cleverness is the way it recognized the AutomaticResponses discipline is certainly Automated Responses and advised automated reply as its synonym. Nevertheless, I didn’t just like the programmed suggestions suggestion. However hey, nothing is ideal, proper?

That’s all for this weblog.
As all the time, I’d love to listen to from you and listen to about your expertise utilizing synonyms to enhance the Q&A function in Energy BI. So please share your ideas within the feedback part beneath.