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Copilot Studio - General

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Power BI and Snowflake

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Posted on 18 Nov 2024 08:28:11 by Gosia MN-05111935-0

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Hi Guys,

Im still learning and need your advise.

We have connectors for Power BI or Snowflake in Copilot Studio.

But can we any how add Power BI or Snowflake data to knowladge source maybe using Data verse?

I just wonder how to use data which are in my Power Bi dashborad as a source of information for my chatbot.

Or do I have to more use Power Automate to run a query and take a data form Power BI or Snowflake.

Im trying to find the easier way but also the one which will work the best.

Thank you

Gosia

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Harish Purohit 17 on 28 Nov 2024 at 09:27:33

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Power BI and Snowflake

I think Dataverse would be the best place to get your data and then deploy Copilot on top of it.

Thanks.
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SaiRT14 1,966 Super User 2025 Season 1 on 27 Nov 2024 at 13:34:40

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Power BI and Snowflake

You can bridge Power BI or Snowflake data into Dataverse, which can then be used as a knowledge source for Copilot.

Use Power BI's Export Data functionality to push the dataset to a supported storage (e.g., Dataverse or Excel). For Snowflake, create a query to export the required dataset directly to Dataverse.

Use Power Automate or Dataflows to pull data from Snowflake or Power BI into Dataverse. Ensure the Dataverse tables are properly structured with searchable attributes.

In Copilot Studio, connect your Dataverse tables as a knowledge source. Use Natural Language Understanding (NLU) to train the bot to fetch relevant data.

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