One among my older posts explains learn how to allow Copilot on Cloth and learn how to use Copilot to generate Energy BI reviews. On this publish, I purpose to clarify 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 In an outdated publish printed in Could 2016, I defined learn how to use Energy BI synonyms to take our Energy BI Q&A expertise to a different stage. In that publish, I defined how we might use synonyms to translate knowledge mannequin objects in several languages so the end-user might ask questions of their native language and get the leads to Energy BI. That was such a cool use case for synonyms, I suppose, wasn’t it? Quick monitor to December 2023, I imagine the Q&A remains to be one of many coolest Energy BI options that stands out when demoing the options to the shoppers; subsequently, it makes absolute sense to make use of synonyms to enhance the Q&A‘s effectivity and accuracy. This weblog publish explores the opportunity of utilizing Copilot to outline synonyms in Energy BI Desktop.

As defined right here, we first must allow Copilot on Cloth Service. Please notice that the method defined on this publish requires both Energy BI Premium Capability or at the least F64 Cloth capability and received’t work on PPU, Embedded capacities, Cloth capacities smaller than F64 or Cloth Trial (FT) capacities.

We additionally must have the most recent 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 executed manually. So, if we meet the conditions, 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 Cloth service together 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, you could 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, evaluation 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’ve got the choice to approve or delete the synonyms for your entire desk or particular fields.

Through the evaluation and approval course of, chances are you’ll get the next affirmation asking to “Share the authorised synonyms together with your group”. You possibly can settle for this selection and click on OK.

Be aware

If you don’t see any recommendations from Copilot, verify 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 authorised synonyms together with your group choice from the Suggestion settings.

After we end the evaluation, all of the authorised synonyms present up underneath the Authorised synonyms as the next picture exhibits:

By far, we’ve got authorised the urged synonyms and shared them with the organisation. Sharing synonyms with the organisation, nevertheless, is certain with a setting on the Cloth Admin Portal, which the next sections clarify.

Sharing synonyms inside the organisation helps to minimise duplicate efforts in creating synonyms. This characteristic should be enabled by a Cloth Administrator from the Admin Portal inside the Cloth 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 characteristic
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 characteristic from the Admin Portal. It might take a couple of seconds to allow the Synonym sharing characteristic from the Admin Portal to take impact on the Energy BI Desktop.

As talked about earlier on this publish, we are able to use the Q&A visible to ask questions in a pure language to achieve insights. Now that we’ve got added synonyms to the semantic mannequin, the AI engine in Cloth 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 identical query, earlier than and after defining synonyms:

To evaluation the authorised 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 authorised synonys. For instance, the next picture exhibits the authorised synonyms outlined for the Name Heart desk:

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

Thus far, we’ve got realized how Copilot will 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 characteristic. However certainly, there’s extra to it. On this part, I’m attempting to lift some essential factors that want extra consideration.

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

Because the synonyms urged by Copilot won’t be correct or applicable, reviewing them earlier than approval is extremely really helpful. That apart, I’m very impressed by the extent of accuracy of synonyms urged by Copilot on my pattern knowledge mannequin, and I beloved the time I saved utilizing this spectacular Copilot characteristic. For instance, for the Name Heart desk, Copilot urged the next synonyms:

• contact heart
• customer support heart
• assist heart
• service desk

One other instance of Copilot’s cleverness is the way it recognized the AutomaticResponses subject is certainly Automated Responses and urged automated reply as its synonym. Nonetheless, 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 characteristic in Energy BI. So please share your ideas within the feedback part beneath.