Microsoft Material: Use Copilot to Generate Knowledge Mannequin Synonyms

Considered one of my older posts explains allow Copilot on Material and use Copilot to generate Energy BI stories. On this submit, I intention to clarify one more use case for Copilot that may assist us to make a greater and extra helpful semantic mannequin in Energy BI utilizing synonyms. In an outdated submit printed in Could 2016, I defined use Energy BI synonyms to take our Energy BI Q&A expertise to a different degree. In that submit, I defined how we might use synonyms to translate information mannequin objects in several languages so the end-user might ask questions of their native language and get the ends in Energy BI. That was such a cool use case for synonyms, I suppose, wasn’t it? Quick monitor to December 2023, I imagine the Q&A remains to be one of many coolest Energy BI options that stands out when demoing the options to the purchasers; subsequently, it makes absolute sense to make use of synonyms to enhance the Q&A‘s effectivity and accuracy. This weblog submit explores the potential for utilizing Copilot to outline synonyms in Energy BI Desktop.

As defined right here, we first have to allow Copilot on Material Service. Please notice that the method defined on this submit requires both Energy BI Premium Capability or at the least F64 Material capability and gained’t work on PPU, Embedded capacities, Material capacities smaller than F64 or Material Trial (FT) capacities.

We additionally have to have the most recent model of Energy BI Desktop put in on our machine. With that, let’s start.

Whereas defining synonyms for the semantic mannequin objects considerably helps with the Q&A expertise, it’s nonetheless a cumbersome course of if achieved manually. So, if we meet the stipulations, we will summon Copilot to the rescue. Observe these steps after opening a Energy BI file in Energy BI Desktop:

1. Make sure you’re signed into Material service together with your account
2. Click on the Insert tab
3. Choose the Q&A visible
4. On the Q&A visible, click on the Q&A Setup button proven with a gear icon
5. On the Q&A Setup window, you could see a message providing to “Enhance Q&A with synonyms from Copilot” on prime of the window; click on the Add synonyms button

The next picture reveals the previous steps:

Copilot now begins analysing the semantic mannequin objects and generates the synonyms.

6. Click on the Assessment synonyms button, which navigates us to the Synonyms tab

On the Synonyms tab, evaluate the synonyms generated by Copilot and choose the specified ones to be included within the Q&A by toggling the buttons on or off. As the next picture reveals, we’ve got the choice to approve or delete the synonyms for your entire desk or particular fields.

In the course of the evaluate and approval course of, you might get the next affirmation asking to “Share the authorized synonyms together with your group”. You possibly can settle for this feature and click on OK.

Notice

If you don’t see any options from Copilot, examine whether it is chosen as a suggestion supply by clicking the Suggestion settings, choosing Copilot and clicking the Apply button as proven within the following picture:

As seen within the previous picture, we will additionally toggle on the Share the authorized synonyms together with your group possibility from the Suggestion settings.

After we end the evaluate, all of the authorized synonyms present up below the Accredited synonyms as the next picture reveals:

By far, we’ve got authorized the recommended synonyms and shared them with the organisation. Sharing synonyms with the organisation, nonetheless, is sure with a setting on the Material Admin Portal, which the next sections clarify.

Sharing synonyms throughout the organisation helps to minimise duplicate efforts in creating synonyms. This function have to be enabled by a Material Administrator from the Admin Portal throughout the Material Service by following these steps:

1. Click on the Settings button (the gear icon on the highest proper)
2. Click on the Admin portal hyperlink
3. From the Tenant settings, discover the Q&A settings
4. Broaden the Synonym sharing setting
5. Click on the toggle to Allow this function
6. Click on the Apply button

The next picture reveals the previous steps:

As talked about earlier than, sharing synonyms settings within the Energy BI Desktop is sure with enabling this function from the Admin Portal. It could take a couple of seconds to allow the Synonym sharing function from the Admin Portal to take impact on the Energy BI Desktop.

As talked about earlier on this submit, we will use the Q&A visible to ask questions in a pure language to realize insights. Now that we’ve got added synonyms to the semantic mannequin, the AI engine in Material has a broader vocabulary vary; subsequently, it understands a wider vary of questions. For instance, the next picture reveals the Q&A‘s response tothe identical query, earlier than and after defining synonyms:

To evaluate the authorized synonyms within the information mannequin, we will swap to the Mannequin view in Energy BI Desktop and choose the specified object. The Synonyms part of the Properties pane reveals the authorized synonys. For instance, the next picture reveals the authorized synonyms outlined for the Name Middle desk:

Now that we outlined the synonyms, let’s focus on some necessary factors about defining synonyms.

To this point, we’ve got realized how Copilot may help outline synonyms in Energy BI semantic fashions and share them with others throughout the organisation to enhance the end-user’s expertise with the Q&A function. However certainly, there may be extra to it. On this part, I’m attempting to lift some necessary factors that want extra consideration.

1. We add the synonyms within the Energy BI Desktop, which suggests the synonyms will likely be out there within the Material Service (aka Energy BI Service) after the semantic mannequin is printed to the service.
2. At the moment, we will add synonyms to the semantic fashions with Import, Direct Question or Composite storage modes. In different phrases, we can not outline synonyms on semantic fashions with Join Dwell. Study extra concerning the variations between Direct Question and Join Dwell right here.
3. The Synonym sharing setting on the Material Admin Portal is an organisational setting, that means that it’s enabled for your entire organisation. Which means the shared synonyms are seen to everybody throughout the organisation who makes use of the Q&A function. If this raises privateness considerations in your organisation, it’s best to focus on enabling this function together with your safety workforce first.

Because the synonyms recommended by Copilot may not be correct or applicable, reviewing them earlier than approval is very beneficial. That apart, I’m very impressed by the extent of accuracy of synonyms recommended by Copilot on my pattern information mannequin, and I cherished the time I saved utilizing this spectacular Copilot function. For instance, for the Name Middle desk, Copilot recommended the next synonyms:

• contact middle
• customer support middle
• assist middle
• service desk

One other instance of Copilot’s cleverness is the way it recognized the AutomaticResponses discipline is certainly Automated Responses and recommended automated reply as its synonym. Nonetheless, I didn’t just like the programmed suggestions suggestion. However hey, nothing is ideal, proper?

That’s all for this weblog.
As at all times, I’d love to listen to from you and listen to about your expertise utilizing synonyms to enhance the Q&A function in Energy BI. So please share your ideas within the feedback part under.