Use Copilot in Excel to get insights and analysis of your Power BI reports. Based on your Power BI data, Copilot can answer questions about the data, create summaries for quick review, or insert editable tables, charts, and other Excel elements directly into your workbook.
Copilot responses are based on the Power BI report data, so results are traceable to the source report. By directly referencing a Power BI report, you ground your Copilot in Excel responses in data from your organization.
Add a Power BI report to your Copilot in Excel session
To analyze a Power BI report with Copilot in Excel, attach the report to a Copilot in Excel request and ask Copilot to review it.
- In the Copilot pane, select the + in the prompt field to open the Add work content menu, and then select Add work content.
- The search option in the work content menu may be automatically activated. Exit search.
- From the row of tabs, select More, and then select Other.
- A list of your recently accessed Power BI reports opens. Select a report to attach it to your Copilot in Excel chat.
- Enter your prompt text and send the request to Copilot.
Important
When you attach a Power BI report to a Copilot in Excel request, Copilot imports a one-time snapshot of the data. The result does not stay connected for automatic refresh. To reflect newer Power BI data, attach the report again and submit a new prompt.
Find the report you want to use
The Add work content > More > Other menu displays recently accessed Power BI reports automatically. If you have no recent report history, the list may be empty. Use the search field to locate reports you have permission to access.
Availability and admin controls
Power BI content in Add work content > More > Other is available only when your admin enables Fabric data in Microsoft 365 Copilot. If Other does not appear in your menu options, contact your IT admin.
For more information about allowing Power BI analysis with Copilot in Excel, see Use Power BI data in Microsoft 365 Copilot.
Example prompts for Power BI report analysis
Summarize weekly active user trends by license segment.
Roll this daily trend up to weekly and show a stacked column chart by segment.
Create a PivotTable of visitors by month, region, and market.
Compare this report's nominations table with the assignment list in Sheet2 and flag new requests.