Demostration: How to use Copilot in Reporting

Costa Rica

Last updated: 2025-07-22

Prerequisites:

Admin Account: Ensure you have admin privileges in Microsoft Fabric.

Licenses: You need a paid Fabric capacity (F64 or higher) or Power BI Premium capacity (P1 or higher).

List of References (Click to expand)

Table of Content (Click to expand)

How to Tenant configuration
How to Configure Workspaces
How to Using Copilot in Power BI

How to Tenant configuration

Sign In: Log in to Microsoft Fabric using your admin account credentials.
Access Admin Portal: Go to the Fabric settings and select the Admin portal from the menu.
Tenant Settings: Navigate to the Tenant settings in the Admin portal.
Enable Copilot: Use the search feature to locate the Copilot settings. Toggle the switch to enable Copilot in Fabric.
Geographic Boundaries: If Azure OpenAI isn't available in your region, enable the setting to allow data to be processed outside your geographic region.

How to Configure Workspaces

Workspace Settings: Ensure that your reports are located in a workspace with either Premium Power BI (P1 and above) or paid Fabric (F64 and above) capacity.
Apply Capacity: Check your license type in the Workspace settings and apply either Premium capacity or Fabric capacity to the workspace.

How to Using Copilot in Power BI

Access Copilot: Once enabled, users can access Copilot across different workloads in Fabric, including Power BI.
Generate Insights: Use Copilot to transform and analyze data, generate insights, and create visualizations and reports.