Leveraging AI Features for Smart Insights - Textnotes

Leveraging AI Features for Smart Insights

This module introduces the AI capabilities in Power BI that allow users to generate insights automatically and interact with data using natural language. Learners will explore Q&A for asking questions in plain language, Key Influencers to identify key factors driving outcomes, Decomposition Tree for detailed drill-downs, and Smart Narratives for automated storytelling. Hands-on exercises focus on applying these AI features to real datasets.

1. Q&A: Natural Language Queries

  1. Q&A allows users to type questions in plain English, and Power BI generates visuals automatically.
  2. Example:
  3. Question: “Total sales by region in 2025”
  4. Power BI generates a bar chart showing sales per region.

Steps:

  1. Enable Q&A visual in a report.
  2. Type questions about your dataset.
  3. Power BI interprets and creates appropriate visuals.

2. Key Influencers Visual

  1. Identifies factors that most affect a selected measure or outcome.
  2. Example:
  3. Measure: Total Sales
  4. Influencers: Region, Product Category, Discount Rate

Steps:

  1. Add Key Influencers visual to a report.
  2. Select the metric to analyze.
  3. Power BI ranks the key factors affecting the metric.

3. Decomposition Tree Visual

  1. Helps break down a metric by multiple dimensions to explore contributions.
  2. Example:
  3. Total Revenue → Region → Product Category → Customer Segment
  4. Enables interactive drill-down for deeper insights.

Steps:

  1. Add Decomposition Tree visual.
  2. Select the measure and dimensions.
  3. Expand nodes to see detailed contributions.

4. Smart Narratives

  1. Automatically generates text-based insights and summaries from visuals and data.
  2. Example:
  3. “Total sales increased by 15% in Q4 compared to Q3. Top performing region: North.”

Steps:

  1. Add Smart Narrative visual to the report.
  2. Select visuals and fields to summarize.
  3. Power BI generates automated insights that can be customized.