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Write Copilot prompts for creating report pages in Power BI
Read about samples of prompts that help Copilot produce useful visuals in Power BI.
maggiesMSFT
maggies
cnews
powerbi
pbi-reports-dashboards
conceptual
04/25/2024
Create reports
Copilot
ce-skilling-ai-copilot

Write Copilot prompts for creating report pages in Power BI

[!INCLUDE applies-no-desktop-yes-service]

Before your business can start using Copilot capabilities in Power BI, your administrator needs to enable Copilot in Microsoft Fabric.

[!INCLUDE copilot-notes]

Sample prompts for report pages

Here are some examples of prompts that work well with Copilot for Power BI. Use these prompts as examples.

Each sample prompt is paired with a report page that Copilot generated based on the interpretation of that prompt. Your prompts help Copilot understand what you're looking for, but they may not produce a page that's exactly what you want. It's a starting point for report page creation. Use the user interface to modify the report page that Copilot created.

Sales performance by product

"Create a page to analyze the sales amount, revenue, and profit margin of different products, categories, and subcategories over time and across regions."

:::image type="content" source="media/copilot-prompts/copilot-prompt-product-analysis.png" alt-text="Screenshot showing Copilot sample prompt for sales performance." lightbox="media/copilot-prompts/copilot-prompt-product-analysis.png":::

Customer segmentation and loyalty

"Create a page to identify and compare the characteristics, behaviors, and preferences of different customer segments based on demographic, geographic, and transactional data."

:::image type="content" source="media/copilot-prompts/copilot-prompt-customer-segmentation.png" alt-text="Screenshot showing Copilot sample prompt for Customer segmentation." lightbox="media/copilot-prompts/copilot-prompt-customer-segmentation.png":::

Promotion effectiveness and ROI

"Create a page to evaluate the impact and return on investment of various promotions on sales, revenue, and customer acquisition and retention."

:::image type="content" source="media/copilot-prompts/copilot-prompt-promotion-analysis.png" alt-text="Screenshot showing Copilot sample prompt for Promotion effectiveness." lightbox="media/copilot-prompts/copilot-prompt-promotion-analysis.png":::

Inventory and supply chain management

"Create a page to monitor and optimize the inventory levels, reorder points, safety stock, and product costs of different products and product lines based on demand, lead time, and manufacturing costs."

:::image type="content" source="media/copilot-prompts/copilot-prompt-inventory-optimization.png" alt-text="Screenshot showing Copilot sample prompt for Inventory and supply chain management." lightbox="media/copilot-prompts/copilot-prompt-inventory-optimization.png":::

Create a table of contents

Now generate a table of contents across your report pages.

"Make a table of contents for this report that contains a brief description of what each page is about."

:::image type="content" source="media/copilot-prompts/table-contents.png" alt-text="Screenshot showing create a table of contents." lightbox="media/copilot-prompts/table-contents.png":::

Send feedback

We always welcome your feedback about our products. Especially during public preview, your feedback helps us improve the product faster.

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