I’ve been interested by a mechanism to generate measures from numeric columns on Energy BI knowledge fashions. After all, we are able to use Tabular Editor, however it requires some scripting, which is all proper. Nonetheless, the extra superior our necessities get, the extra complicated the C# script. In real-world growth eventualities, it doesn’t make sense to blindly create measures for all numeric columns, akin to the important thing columns used to outline relationships between tables, making C# scripting a bit extra complicated.

On this weblog and accompanying YouTube video, I clarify utilizing Copilot inside Energy BI Desktop to create measures from numeric columns. This function represents a big development in Energy BI’s capabilities as of April 2024, enabling knowledge analysts and BI professionals to streamline elements of their knowledge evaluation duties.

As defined in a earlier publish right here, we first have to allow Copilot on the Material Portal. Please be aware that Copilot in Energy BI Desktop requires both Energy BI Premium Capability or AT LEAST an F64 Material Capability. Sadly, Copilot is NOT out there on PPU, Embedded capacities, Material capacities smaller than F64 and Material Trial (FT) capacities.

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

Right here is the video on YouTube the place I clarify the identical factor in lower than 5 min. However in case you are after extra particulars, proceed studying.

Introduction to Energy BI and Copilot

As Energy BI evolves, it incorporates extra refined AI-driven capabilities that simplify numerous elements of information analytics. The combination of Copilot in Energy BI Desktop enhances person interplay with knowledge in some ways. Our concentrate on this weblog is particularly utilizing Copilot to create easy but essential measures based mostly on numeric columns that beforehand required guide effort.

Use Copilot for Measure Creation

Utilizing Copilot is simple and demonstrates spectacular intelligence in its operational logic. The next steps clarify how to take action:

Step 1: Import and Put together Your Knowledge

Begin by signing into Material utilizing your account, then importing your knowledge into Energy BI Desktop, making certain it’s clear and well-structured to maximise Copilot’s effectiveness. I defined in a earlier publish that the higher the information mannequin, the extra correct the outcomes Copilot can generate.

Step 2: Use Copilot within the DAX Question Window

1. Click on the DAX Question tab
2. Click on the Copilot button from the Residence tab from the ribbon
3. Kind in your immediate as “Create measures for all numeric columns within the “Web Gross sales” desk, besides key columns utilized in relationships. Use SUM perform to create the measures.“
4. Click on the Ship button

5. If that is the primary time you might be utilizing Copilot on this file, you may be prompted to pick out a Premium Workspace; choose the specified Workspace from the dropdown
6. Click on OK

7. Evaluation the DAX Question steered by Copilot showing on prime of the immediate part
8. Take away the measures that don’t make sense; for instance, summing up the values representing percentages doesn’t make sense.
9. For extra visibility, we are able to click on the Run button to see the leads to the Outcomes part on the backside of the web page
10. Click on the Hold it button which provides the question with the adjustments made within the earlier steps

11. Click on the Replace mannequin: Add new measure choice showing on prime of every measure so as to add the measure to the information mannequin
12. Click on the Replace mannequin button to verify the change

Repeat Okay and L so as to add the opposite measures to the information mannequin and that’s it.

Step 3: Refine Copilot Prompts

As you could have thought, we don’t essentially want to say the desk identify in our immediate, particularly in smaller and less complicated knowledge fashions. However, for complicated knowledge fashions, refining your immediate to specify specific tables or knowledge sorts can result in extra dependable outputs from Copilot.

Step 3: Evaluation and Implement Measures

Fastidiously evaluation the generated measures to make sure they meet your analytical wants, adjusting or omitting as mandatory.

Conclusion

As of late, AI instruments like Copilot in knowledge platforms like Microsoft Material are revolutionising knowledge evaluation processes. These instruments not solely streamline procedural duties but in addition permit knowledge analysts to focus extra on strategic knowledge evaluation. The increasing capabilities of Copilot promise to supply extra superior, user-friendly options transferring ahead. Even now, there are a lot of different use instances the place in Copilot saves loads of effort and time, which I’ll cowl within the subsequent blogs/movies. So keep tuned.

As all the time, be at liberty to depart your feedback and ask questions, comply with me on LinkedIn, YouTube and @_SoheilBakhshi on X (previously Twitter).