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Configure "Talk to Your Data" for Power BI Cloud External Reports (Beta)

BETA FEATURE: "Talk to Your Data" for Microsoft Power BI Cloud External Reports is a beta feature introduced in v7.2.1. Functionality, configuration steps, and supported options are subject to change as the feature evolves.

NOTES:

  • The Tenant.Read.All permission is required to collect Power BI metadata. Metadata collection enables the LLM to understand how the semantic model is built, and to extract measure and Dimension metadata for generating DAX statements. Without metadata, the LLM cannot answer questions about the semantic model or build DAX for KPIs. For more information, see Why Tenant.Read.All Permission Is Required.
  • This feature sends report data to Concierge and, by extension, to the configured LLM. Ensure that data sharing with the LLM is acceptable for the reports used with this feature before proceeding.

Beginning in v7.2.1, Concierge can answer questions about Power BI Cloud External Reports and provide analysis based on Power BI metadata.

To enable this functionality, ensure all prerequisites are met, enable the ENABLE_TALK_TO_YOUR_DATA System Variable, open Concierge from the External Report Viewer, run the corresponding commands to enable the feature and update learnings, verify setup in the Learning editor, then navigate to the External Report Viewer and enter questions about the External Report.

PREREQUISITES:

  • The Azure App used in the Data Source must be configured for OAuth and must be granted Dataset.Read.All and Tenant.Read.All permissions.
  • The Power BI Cloud Data Source of the External Report must have the OAuth Auth Type.
  • The External Report must have the Power BI OAuth Report Profile.
  • Concierge must be installed and configured. See Installing and Configuring Concierge v7.1.2.

TABLE OF CONTENTS:

  1. Grant Tenant.Read.All Permission
  2. Enable ENABLE_TALK_TO_YOUR_DATA System Variable
  3. Configure Data Source
  4. Sync Metadata
  5. Verify External Report Profile
  6. Enable Talk to Your Data for the External Report
  7. Verify Learning Configuration
  8. Talk to Your Data

1. Grant Tenant.Read.All Permission

NOTE: Credentials of this Azure application will be used for the Data Source connection in Metric Insights.

  1. Under Manage, click on API Permissions.
  2. [ + Add a permission]
  3. Scroll to and select Power BI Service.
  4. Click on Delegated permissions.
  5. Under "Tenant", find and check Tenant.Read.All
  6. [Add permissions]

2. Enable ENABLE_TALK_TO_YOUR_DATA System Variable

Access Admin > System > System Variables

  1. Enter ENABLE_TALK_TO_YOUR_DATA in the search box.
  2. Locate the ENABLE_TALK_TO_YOUR_DATA System Variable, select the gear icon, assign the value to Y, then [Save]
  3. [Commit Changes]

3. Configure Data Source

  1. Ensure that OAuth Auth Type is selected.
  2. Verify that the Token has been generated for the User, who has access to the corresponding Power BI objects.

3.1. Refresh Object List (Required for New Data Sources or Tokens)

NOTE: If the Data Source is new, or if the Token has been generated for a new user, refresh the Power BI Object list prior to syncing metadata. Otherwise, proceed to sync metadata.

  1. Access Power BI Objects tab
  2. Scroll to the bottom of the page, click [Refresh list]

4. Sync Metadata

Access the Metadata tab

  1. [Sync Metadata] at the bottom of the page to update the learnings for the External Report and improve Concierge answer speed.

5. Verify External Report Profile

  1. Open the External Report.
  2. Verify that the External Report's Profile is set to Microsoft Power BI OAuth.
  3. [View]

6. Enable Talk to Your Data for the External Report

  1. Open Concierge.
  2. Enable "Talk to your data" for the External Report: /enable
    • NOTE: On first use, several popups appear prompting authorization of Talk to Your Data on the Azure App side. Complete each authorization step before proceeding.
  3. Update learnings: /ul
  4. Verify the status of learnings: /status
  5. Access the generated learnings.

7. Verify Learning Configuration

NOTE: To access the Element's Learnings configuration directly, navigate to: https://<MI_hostname>/editor/llm/element/<Element_id>#info

NOTES:

  • The Info tab displays the External Report information fetched from the Power BI metadata.
  • Enabling the Use User Token option is highly recommended. The option limits the scope of accessed metadata to the user's permissions in Power BI, eliminating potential security risks related to service account credential usage.
  1. Access Elements.
  2. Select the External Report.
  3. Ensure the Use User Token option is enabled.
  4. [Save] if the configuration has been changed.

8. Talk to Your Data

After verifying the learning configuration, setup is complete. Navigate back to the External Report viewer and enter questions about the External Report in the Concierge panel.