Welcome to the Power BI Agent documentation. Here you will find everything you need to get started and get the most out of the platform.
Klik hier voor de Nederlandse handleiding
What is Power BI Agent?
Power BI Agent is a platform that lets you talk to your Power BI dashboard in natural language. Ask questions via Claude or Microsoft 365 Copilot, just like you would to a colleague, and get clear answers with advanced insights.
What can you do with it?
- Receive reports and alerts — Let workflows run at set times and receive reports by email or Teams. Or just an alert when something is off.
- Ask follow-up questions in plain language — No need for DAX formulas or technical queries. Just ask your next question in the chat in your own words.
- Based on existing standards — Analyses align with standards so results are reliable and consistent (RGS, Power BI Connector, Davista Templates, etc.).
- Use via Claude or Copilot: query your data directly from the chat, from Claude.ai, Claude Desktop or Microsoft 365 Copilot.
Get started as an organization owner
As an owner, you set up the organization so you and your team can get started:
Get started as a user
If you have been invited by an owner:
How do you want to chat?
There are three ways to use Power BI Agent, each with their own strengths. Choose what best fits your situation.