Power Platform Community Forum Thread Details

Hello,

Can I create an Agent in Copilot Studio that queries Reports in my organizational Power BI tenant?

I want to receive auto alerts for anomalies and allow the end user to "chat" with the reports.

I'd appreciate any guidance,

Thanks,

Tamir

Categories:

Yes, you can create an Agent in Copilot Studio that interacts with Power BI reports in your organizational tenant, but there are some important considerations:

1. Querying Power BI Reports from Copilot Studio
Direct Query:
Copilot Studio does not natively support direct, conversational querying of Power BI reports out-of-the-box.
However, you can achieve this by:
Using the Power BI REST API or Power Automate to query datasets, retrieve report data, or trigger alerts.
Building a custom connector in Copilot Studio that calls Power BI APIs.
User Authentication:
For secure access, the agent can be configured to use either a service account (shared connection) or prompt users to sign in, depending on your security requirements.

2. Auto Alerts for Anomalies
Power BI Alerts:
Power BI supports data-driven alerts (for dashboards and certain visuals).
You can:
Set up alerts in Power BI.
Use Power Automate to trigger flows when an alert fires (e.g., send a Teams message, email, or invoke your Copilot agent).
Copilot Studio Integration:
Your agent can receive these alerts via a Power Automate flow or webhook and notify users or take action.

3. Chat with Power BI Reports
Conversational Experience:
You can enable users to "chat" with Power BI data by:
Integrating your Copilot agent with the Power BI REST API or using the Azure OpenAI Service with Power BI connector for natural language queries.
Returning summarized data, charts, or links to reports in the chat.
Limitations:
The experience may not be as seamless as native Power BI Q&A, but you can provide rich, contextual answers.
For advanced conversational analytics, consider integrating with Microsoft Fabric or using Copilot for Power BI (if available in your tenant).