From the course: Learning Power BI Desktop

Create a narrative summary visual using Copilot

From the course: Learning Power BI Desktop

Start my 1-month free trial Buy for my team

Create a narrative summary visual using Copilot

“

- [Instructor] A narrative visual is actually a text box with information summarized out of the report. Something like key findings, for example. And you can use the artificial intelligence power of Copilot to craft that for you. And there are two different ways that you can do this. If you wish to see what it would look like if you asked to have a narrative visual, you can simply ask here in the Copilot pane. So I could say create a narrative summary of this report. Click. Now I can also create a summary of a page or of multiple pages if I wish. And I'm going to receive then a summary here in the Copilot pane. "The report provides a comprehensive overview of the catalog type distribution, consumer activity over time, and geographic reach." Notice these tabs, right? Tells me information about each of these. We have footnotes, so if I click and I wanna know where this comes from, it tells me. It's Catalog Type Distribution, and I can click and it will show me exactly what visual was used to be able to provide this information. So if I want to simply see it in the Copilot pane, that works, no problem. But what if I would like to have that in the report canvas? Well, in that case, what I need to do is create a space for a visual. And another thing that I should do here is I should actually clean this up a little bit. Because when I'm using this narrative summary or the narrative vis, which I'll show you in a second, Power BI is not going back to the data source to provide information as it did when I asked it to create a visualization like this one or create a page like the pages we created. It's actually looking at the report itself and the visualizations that are here. So this is simply Catalog Type. So let's give it a better name. And anything else that is unclear, you can name the visualizations. The more complex your report, the more important it is for you to actually go through the pages and the visualizations and make sure your naming is excellent. But let's create a new page. And I'm simply going to close the Filters pane, opens the Visualizations pane, and go find the Narrative Visualization. So rather than have this report provide information to me in the Copilot pane, I actually want it in the report on another page. That page might be titled Executive Summary, for example. So I'm going to click the Narrative Visualization. It opens up here and I either can use Copilot or I can create a custom narrative type. I'm going to click Copilot. And yes, this is a preview. It says, "What type of narrative do you want? Do you want an executive summary, a bulleted list, or likely questions from leadership?" I'm going to ask for an executive summary. Notice that that changes the prompt, and you can type anything else in here you want, any other information that would help. And then it says, "What visuals should I use?" And I'm going to choose the Count of Table from Catalog Type, Total Records, and Records by Location, and Explore Data by Location. Because remember, it's not going to go back to my data. It's just living right here in my report using these visualizations. So I don't need to duplicate anything, but choose the visualizations that you want to have summarized, okay? And then, if you wish, you can provide other advice to Copilot about, for example, the tone or the kind of language. We can say the summary should have a casual tone. I could provide other advice that I'd like it to be friendly, I'd like it to whatever, okay? However you would like to describe the narrative that you would like. And I'm going to click Update. And I will get a narrative. And if I make this larger, I have, "Here's a quick rundown of what's happening in the data." Huh, okay, so how 'bout the summary should have a formal tone? Update. And instead of a quick rundown now, I'm going to get much more formal language. "The dataset comprises a total of 200 records," is where it starts. So you can suggest tone. You can suggest the type of information that you would like to have. But you can't suggest a chart in this case because we're using a narrative. So I'm simply going to have updated that, and here is my narrative. If I click back on it again, I can modify or update it again. So two ways to use Copilot to get a narrative summary, either here in the Copilot pane or in a narrative visualization in your report.

Contents