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Optimizing Power BI Data Agents

Paul Turley shares some advice:

Amid the AI frenzy, there is a lot of conversation about how business users will use agentic chat to answer business questions rather than interactive, dashboard-style reports. Is there truly a shift in the industry, and is agentic analytics going to change the way most business users consume data?

Just how viable is the whole “chat with your data” option, and is it really a replacement for conventional reporting? I recently heard a VP-level leader at a large consulting firm say something to the effect of “we need to stop investing in dashboard-building skills and focus on creating AI-driven data analysis solutions for our consulting customers.” I’m paraphrasing from memory, but that was the sentiment. Are all business leaders across the industry giving up their dashboards, interactive visual reports and scorecards in exchange for AI chat? No. Of course they aren’t — but conversational analysis is a new way to consume business data.

Much of the advice is very similar to what you’d get for standard dashboard creation, and it makes sense. The clearer your data model is and the tighter your semantic model is, the easier it is for processes to use that semantic model. But Paul also covers some things specific to Data Agents as well.

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