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Microsoft Cloth: Use Copilot to Generate Knowledge Mannequin Synonyms

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Microsoft Fabric: Use Copilot to Generate Data Model Synonyms

One among my older posts explains methods to allow Copilot on Cloth and methods to use Copilot to generate Energy BI reviews. On this submit, I intention to elucidate yet one more use case for Copilot that may assist us to make a greater and extra helpful semantic mannequin in Energy BI utilizing synonyms. In an previous submit revealed in Might 2016, I defined methods to use Energy BI synonyms to take our Energy BI Q&A expertise to a different degree. In that submit, I defined how we may use synonyms to translate knowledge mannequin objects in several languages so the end-user may ask questions of their native language and get the ends in Energy BI. That was such a cool use case for synonyms, I suppose, wasn’t it? Quick observe to December 2023, I consider the Q&A remains to be one of many coolest Energy BI options that stands out when demoing the options to the shoppers; due to this fact, it makes absolute sense to make use of synonyms to enhance the Q&A‘s effectivity and accuracy. This weblog submit explores the opportunity of utilizing Copilot to outline synonyms in Energy BI Desktop.

As defined right here, we first must allow Copilot on Cloth Service. Please observe that the approach defined on this submit requires both Energy BI Premium Capability or no less than F64 Cloth capability and received’t work on PPU, Embedded capacities, Cloth capacities smaller than F64 or Cloth Trial (FT) capacities.

We additionally must have the newest model of Energy BI Desktop put in on our machine. With that, let’s start.

Whereas defining synonyms for the semantic mannequin objects considerably helps with the Q&A expertise, it’s nonetheless a cumbersome course of if performed manually. So, if we meet the stipulations, we are able to summon Copilot to the rescue. Observe these steps after opening a Energy BI file in Energy BI Desktop:

  1. Make sure you’re signed into Cloth service together with your account
  2. Click on the Insert tab
  3. Choose the Q&A visible
  4. On the Q&A visible, click on the Q&A Setup button proven with a gear icon
  5. On the Q&A Setup window, you have to see a message providing to “Enhance Q&A with synonyms from Copilot” on prime of the window; click on the Add synonyms button

The next picture reveals the previous steps:

Improve Q&A with synonyms from Power BI Copilot in Microsoft Fabric
Enhance Q&A with synonyms from Copilot

Copilot now begins analysing the semantic mannequin objects and generates the synonyms.

  1. Click on the Overview synonyms button, which navigates us to the Synonyms tab
Reviewing synonymes generated by Copilot for Power BI in Microsoft Fabric
Reviewing synonymes generated by Copilot

On the Synonyms tab, evaluate the synonyms generated by Copilot and choose the specified ones to be included within the Q&A by toggling the buttons on or off. As the next picture reveals, we have now the choice to approve or delete the synonyms for all the desk or particular fields.

Reveiwing, including or excluding synonyms suggested by Copilot for Power BI in Microsoft Fabric
Reveiwing, together with or excluding synonyms prompt by Copilot

Through the evaluate and approval course of, you could get the next affirmation asking to “Share the permitted synonyms together with your group”. You may settle for this selection and click on OK.

Share the approved synonyms with your organization
Share the permitted synonyms together with your group

Observe

If you don’t see any ideas from Copilot, test whether it is chosen as a suggestion supply by clicking the Suggestion settings, choosing Copilot and clicking the Apply button as proven within the following picture:

Suggestion settings for synonyms in Q&A setup in Power BI Desktop
Suggestion settings for synonyms

As seen within the previous picture, we are able to additionally toggle on the Share the permitted synonyms together with your group choice from the Suggestion settings.

After we end the evaluate, all of the permitted synonyms present up underneath the Authorized synonyms as the next picture reveals:

Approved synonyms in the Q&A setup on Power BI Desktop
Authorized synonyms

By far, we have now permitted the prompt synonyms and shared them with the organisation. Sharing synonyms with the organisation, nonetheless, is certain with a setting on the Cloth Admin Portal, which the next sections clarify.

Sharing synonyms throughout the organisation helps to minimise duplicate efforts in creating synonyms. This characteristic should be enabled by a Cloth Administrator from the Admin Portal throughout the Cloth Service by following these steps:

  1. Click on the Settings button (the gear icon on the highest proper)
  2. Click on the Admin portal hyperlink
  3. From the Tenant settings, discover the Q&A settings
  4. Increase the Synonym sharing setting
  5. Click on the toggle to Allow this characteristic
  6. Click on the Apply button

The next picture reveals the previous steps:

Enabling synonym sharing in the Fabric Admin Portal
Enabling synonym sharing within the Cloth Admin Portal

As talked about earlier than, sharing synonyms settings within the Energy BI Desktop is certain with enabling this characteristic from the Admin Portal. It could take a number of seconds to allow the Synonym sharing characteristic from the Admin Portal to take impact on the Energy BI Desktop.

As talked about earlier on this submit, we are able to use the Q&A visible to ask questions in a pure language to achieve insights. Now that we have now added synonyms to the semantic mannequin, the AI engine in Cloth has a broader vocabulary vary; due to this fact, it understands a wider vary of questions. For instance, the next picture reveals the Q&A‘s response tothe identical query, earlier than and after defining synonyms:

Q&A response before and after adding synonyms using Copilot for Power BI in Microsoft Fabric
Q&A response earlier than and after including synonyms

To evaluate the permitted synonyms within the knowledge mannequin, we are able to change to the Mannequin view in Energy BI Desktop and choose the specified object. The Synonyms part of the Properties pane reveals the permitted synonys. For instance, the next picture reveals the permitted synonyms outlined for the Name Middle desk:

Synonyms in Model view in Power BI Desktop
Synonyms in Mannequin view

Now that we outlined the synonyms, let’s talk about some vital factors about defining synonyms.

To date, we have now realized how Copilot will help outline synonyms in Energy BI semantic fashions and share them with others throughout the organisation to enhance the end-user’s expertise with the Q&A characteristic. However certainly, there may be extra to it. On this part, I’m attempting to lift some vital factors that want extra consideration.

  1. We add the synonyms within the Energy BI Desktop, which implies the synonyms will likely be accessible within the Cloth Service (aka Energy BI Service) after the semantic mannequin is revealed to the service.
  2. Presently, we are able to add synonyms to the semantic fashions with Import, Direct Question or Composite storage modes. In different phrases, we can’t outline synonyms on semantic fashions with Join Dwell. Be taught extra in regards to the variations between Direct Question and Join Dwell right here.
  3. The Synonym sharing setting on the Cloth Admin Portal is an organisational setting, which means that it’s enabled for all the organisation. Which means that the shared synonyms are seen to everybody throughout the organisation who makes use of the Q&A characteristic. If this raises privateness issues on your organisation, you need to talk about enabling this characteristic together with your safety group first.

Because the synonyms prompt by Copilot won’t be correct or acceptable, reviewing them earlier than approval is very beneficial. That apart, I’m very impressed by the extent of accuracy of synonyms prompt by Copilot on my pattern knowledge mannequin, and I cherished the time I saved utilizing this spectacular Copilot characteristic. For instance, for the Name Middle desk, Copilot prompt the next synonyms:

  • contact middle
  • customer support middle
  • help middle
  • service desk

One other instance of Copilot’s cleverness is the way it recognized the AutomaticResponses area is certainly Automated Responses and prompt automated reply as its synonym. Nonetheless, I didn’t just like the programmed suggestions suggestion. However hey, nothing is ideal, proper?

That’s all for this weblog.
As all the time, I’d love to listen to from you and listen to about your expertise utilizing synonyms to enhance the Q&A characteristic in Energy BI. So please share your ideas within the feedback part beneath.

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