Documentation

Introduction

Power BI Agent lets you talk to your Power BI dashboard in natural language. Ask questions and get answers with analyses and insights.

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 — just like you would to a colleague — and get clear answers with advanced insights.

What can you do with it?

  • Ask questions in natural language — No need for DAX formulas or technical queries. Just type your question in your own words.
  • Get automatic analyses — Receive calculated ratios, KPIs, and trends without having to set them up yourself.
  • Based on existing standards — Analyses align with standards so results are reliable and consistent (RGS, Power BI Connector, Davista Templates, etc.).
  • Use via Claude — Query your data directly from the chat, from Claude.ai or Claude Desktop.

Get started as an organization owner

As an owner, you set up the organization so you and your team can get started:

  1. Create an account
  2. Set up organization
  3. Add datasets
  4. Configure masking
  5. Add skills
  6. Invite users

Get started as a user

If you have been invited by an owner:

  1. Activate your account
  2. Secure your account
  3. Connect Power BI
  4. Connect Claude

How do you want to chat?

There are two ways to use Power BI Agent, each with their own strengths. Choose what best fits your situation.

Learn more about chat options