Ask your Power BI data questions in plain language
We prepare your data model so Copilot answers well, set up Copilot in Power BI, and build an agent that answers questions from your data for the people who are allowed to see it.
Talk to a Power BI and Copilot consultant
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What we do
From a tidy model to useful answers
Copilot is only as good as the data model behind it. We start there.
Copilot readiness
A review of your data model: names, descriptions, measures and access, so Copilot has clear material to answer from.
Copilot in Power BI
Help your team use Copilot to summarise reports, ask questions and draft report pages, with tips on checking the results.
BI agent
An agent that answers questions from your Power BI data, for example in Microsoft Teams, limited to what each person is allowed to see.
Testing with real questions
We test with the questions your people actually ask and fix the model where the answers are weak.
Access and safety
Row-level security and sharing rules checked, so answers respect who can see what.
Training
A short session for your team on what to ask, what to check, and when to trust an answer.
Good to know
What Copilot needs from you
We tell you what applies to your setup before you spend anything.
- Licences and capacityCopilot in Power BI needs a paid capacity, such as Microsoft Fabric or Power BI Premium. We check what you have on the first call.
- A clean modelClear names, descriptions and one definition of each number lead to better answers.
- Answers need checkingCopilot can be wrong. We help you set up what to verify and who reviews it.
How it works
How a Copilot and BI agent project runs
Scope
A free call to understand your data, your people and the questions they ask.
Prepare the model
We tidy names, descriptions and measures, and check access.
Set up and build
Copilot is switched on for the right people, and the agent is built if you want one.
Test and train
We test with real questions, fix weak answers and train your team.
Before you ask
Questions get good answers when the model is clean
A plain-language question about your numbers only works if the model behind it is well named and well described. We prepare the model first, so the answers can be trusted.
- Clear names and descriptions for tables and measures
- The measures people ask about defined once
- Access by role carried through to the answers
Case studies
Power BI projects we have delivered
Power BI job life cycle, exception and debtors reports for a freight forwarder
A set of Power BI reports for a freight forwarding and customs clearing company with many branches. They follow every job from creation to closure and flag exceptions, pending billing, debtors and profit.
A freight forwarding and customs clearing company with many branches and a finance team at head office
Read the case study →Power BI · Energy and renewables
Power BI asset performance dashboards for a renewable energy portfolio
A Power BI report that follows generation, losses, breakdowns and module cleaning across every solar plant in a portfolio, from an executive summary down to the inverter.
A renewable energy company operating several solar plants
Read the case study →Power BI · Retail and consumer goods
Power BI sales dashboards for digital channels and prescription sales
Two Power BI reports that bring sales data from every channel into one view. Digital sales covers partners, marketplaces, website and products, and Rx sales covers prescribers, zones, brands and field teams.
A skincare company selling through digital partners, its own website and prescription channels
Read the case study →Power BI Copilot questions
What is Copilot in Power BI?
Copilot in Power BI lets people ask questions about their data in plain language, summarise a report and get help creating report pages. It answers from your data model, so the quality of the model matters.
Do we need a special licence?
Copilot in Power BI needs a paid capacity, such as Microsoft Fabric or Power BI Premium. We check your current licences on the first call and tell you what applies.
Is it safe for our data?
Copilot works inside your Microsoft environment and respects the permissions people already have. We check security and sharing before you switch it on.
What is a BI agent?
It is an agent that answers questions from your Power BI data, for example inside Microsoft Teams, for the people who are allowed to see that data.
Can Copilot give wrong answers?
Yes, like any AI tool. A clean model reduces the risk, and we help you decide which answers need checking.
How do we get a price?
Book a free consultation. After a short scoping call we send a proposal with one price for the core scope, separate prices for optional add-ons, and the assumptions written down.
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