This part of the manual is about asking questions of your Power BI data. You can chat through the portal, in Claude or in Microsoft 365 Copilot. Which option suits you best depends on where you already work and how your organization is set up.

You’ll then learn how to phrase questions for the best answers, and which analyses and KPIs Power BI Agent prepares for you as standard.

• How do you want to chat?: There are three ways to use Power BI Agent, each with its own characteristics. Choose what fits your situation best.
• Chat via portal: Chat with your Power BI data via the Chat tab in the portal.
• Chat via Claude: Chat with your Power BI data via Claude Desktop or Claude.ai.
• Chat via Copilot: Chat with your Power BI data via Microsoft 365 Copilot.
• Asking questions: Learn how to ask questions about your Power BI data in natural language and get the best results.
• Analyses & Insights: Discover how Power BI Agent provides automatic ratios, KPIs, and insights based on established standards.