Are you looking for a quick and efficient way to create summaries in your reports, unlocking hidden trends and pointing out relevant insights that you can easily customize? Look no further! Today, we’ll explore Power BI’s Smart Narrative Visual and demonstrate how to leverage this powerful tool with and without the Co-pilot feature.
Introduction
In this blog post, we’ll dive into the Smart Narrative Visual in Power BI. Additionally, we’ll explore the integration of Co-pilot with the Smart Narrative Visual. Don’t worry if you don’t have access to Co-pilot; the Smart Narrative Visual itself is a robust feature that doesn’t require Co-pilot. However, if you’re curious about what Co-pilot can do for you, stay tuned.
Before we begin, if you’re interested in Power BI training, be sure to check out our training page for comprehensive courses that will help you master Power BI.
How to Use the Smart Narrative Visual
There are multiple ways to engage the Smart Narrative:
- Right-click any visual you want to summarize and select “Summarize.”
- Insert from the Visualizations pane: Click in the report background, go to the Visualizations pane, and select the narrative visual.
Here’s how you can start:
- Grab the Smart Narrative Visual from the Visualizations pane.
- If you have Co-pilot enabled, you’ll see an option for Co-pilot in the preview features.
Requirements for Using Co-pilot in Power BI
To use Co-pilot, ensure the following:
- Co-pilot is enabled by your administrator in Microsoft Fabric.
- You have a capacity license, available in specific regions.
- Your Power BI service configuration meets the necessary requirements.
Customizing the Smart Narrative Visual
One of the Smart Narrative Visual’s strengths is its customization capability:
- Add new measures or fields to your narrative.
- Format the text, currency, and other values to match your report’s style.
- Save and rename values to make the narrative more readable and relevant.
Leveraging Co-pilot for Smart Narrative
If you have access to Co-pilot, it can help generate summaries by leveraging your report visuals. Here’s how:
- Select the Co-pilot preview option when inserting the Smart Narrative Visual.
- Co-pilot provides suggestions, such as creating a bulleted list of insights or generating an executive summary.
- Choose a suggestion and let Co-pilot generate the summary, which you can further customize.
For instance, Co-pilot can highlight key insights, like which country has the highest or lowest sales, and correlate sales and profit trends. You can modify these insights and footnotes to tailor the narrative to your needs.
Editing and Modifying Generated Summaries
After generating a summary, you can:
- Adjust the narrative content.
- Spotlight the narrative to start your report with key insights.
- Edit or remove generated summaries to better fit your analysis.
Remember, to use Co-pilot-generated narratives, your Power BI workspace must have a premium or higher capacity license.
Conclusion
Smart Narrative Visual in Power BI are a powerful way to summarize and present data insights. Whether you use Co-pilot or not, this feature enhances your reporting capabilities significantly.
Happy reporting!
