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Fabric w/ Azure Databricks

Task 01: Explore Copilot for data flows

  1. Open a new browser tab and go to https://app.powerbi.com/.

  2. On the Power BI Home page, in the left navigation pane, select Workspaces and then select + New workspace.

  3. In the Name box, enter a unique name for your workspace (e.g., CopilotDataFlowDemo). After Azure verifies that the name is available, select Advanced.

  4. In the License mode section, verify that Fabric capacity is selected and then select Apply.

  5. In the lower left of the navigation pane for the workspace, select Power BI. Then, in the Synapse section, select Data Engineering.

  6. On the Synapse Data Engineering Home page, select the Lakehouse tile.

  7. In the Name box, enter CopilotDataFlowDemo and then select Create.

  8. Return to the CopilotDataFlowDemo@lab.LabInstance.ID page.

  9. AAt the upper left of the CopilotDataFlowDemo workspace page, select New and then select Dataflow Gen2. The Power Query ribbon displays.

    Power Query.png

  10. On the Home tab of the Power Query ribbon, select Copilot. The Copilot pane displays on the right side of the page.

    Copilot pane.png

  11. In the Copilot pane, select Get data. The Get data window displays.

    Get Data.png

  12. On the Choose data source page, select SQL Server database.

    For this task, you’ll connect to the same database that you connected to in the previous exercise.

  13. Configure the connection by using the values in the following table. Leave all other settings at their default values.

    If there’s no value listed for the Server setting, right-click the instructions pane in the lab environment and select Refresh.

    Default Value
    Server [Your SQL Server Name]
    Database **Adventureworks**
    Authentication kind Basic
    Username [Your SQL Admin Username]
    Password [Your SQL Admin Password]

  14. Select Next to test the connection. If the connection is successful, the Choose data page displays.

  15. Select the following eight tables from the list of tables and then select Create.

    • SalesLT.Address
    • SalesLT.Customer
    • SalesLT.CustomerAddress
    • SalesLT.Product
    • SalesLT.ProductCategory
    • SalesLT.ProductModel
    • SalesLT.SalesOrderDetail
    • SalesLT.SalesOrderHeader

    Tables.png

  16. In the Copilot pane, enter Only keep Canadian customers in the Describe what you’d like to do box and then select Submit.

    submit.png

  17. Verify that Copilot has added a step to the query. You should see the added filter in the Query settings pane. You should also see the response from Copilot in the Copilot pane.

    Filtered Query.png

    Copilot for Fabric notebooks is in preview. During lab testing, we experienced mixed results when we submitted this prompt. In most cases, Coplilot successfully added a step to filter rows according to the query. Occasionally, Copilot was not able to perform the requested action.

  18. If Copilot doesn’t add the query step, you can add the step manually. In the grid that previews the data, select the drop-down list next to the CountryRegion column. Clear the Select All checkbox and then select Canada. Select OK to implement the filter. </br>
    At the top of the Power Query window, you should see the formula displayed that filters the data.

    filtered results2.png

  19. In the Copilot pane, enter Create a new query with data for official public holidays in Canada in 2024 in the Describe what you’d like to do box and then select Submit. A new query is added.

    New query.png

  20. Select Publish. You’ll be returned to the CopilotDataFlowDemo workspace page.