Power BI for Business Users: Reading, Exploring & Using Copilot

Instructor: Alaa Hady · Language: English or Arabic · Suggested duration: 0.5 day · Level: Foundation (Level 100)

Objectives

• Navigate published Power BI Apps, reports, scorecards, and dashboards confidently.
• Filter, slice, drill down, cross-highlight, and investigate data anomalies.
• Use Copilot in Power BI to summarize report pages and ask natural-language questions safely.
• Share insights and collaborate appropriately within organizational governance controls.

Outline and contents

1. Power BI Service overview: Workspaces, Apps, Reports, Dashboards, and Metrics/Scorecards
2. Interactive exploration: Filters pane, slicers, cross-highlighting, drill-down/drill-through, and custom tooltips
3. Personalizing visuals, personal bookmarks, subscriptions, data alerts, and Power BI Mobile
4. Using Copilot in Power BI for report consumers: generating executive summaries and Q&A prompts
5. Exporting responsibly: Analyze in Excel with live semantic model connections vs. static CSV exports
6. Sharing links, Microsoft Teams integration, sensitivity labels, and security awareness

Target audience

Managers, executives, business users, operational teams, and employees who consume published Power BI content.

Expected outcomes

Participants can independently explore reports, use AI-assisted summaries responsibly, answer common business questions without waiting for an analyst, and collaborate within approved security rules.