AI Agent for Power BI
Get Power BI reports delivered on demand via WhatsApp or Slack. Ask questions in natural language and receive data-driven answers from your dashboards.
On-Demand Reports
Team members request Power BI reports via Slack or WhatsApp. The agent exports and delivers the latest version instantly.
Natural Language Queries
Ask business questions in plain language - "What were sales last month?" - and get answers from your Power BI data.
Scheduled Delivery
Automated daily, weekly, or monthly report delivery to stakeholders via email, Slack, or WhatsApp.
Data Alerts
Monitor KPI thresholds in Power BI. The agent sends alerts when metrics cross defined boundaries.
Trend Summaries
The agent summarizes key trends and anomalies from your Power BI dashboards in plain language.
Role-Based Access
Report access follows your Power BI row-level security. Each user sees only data they are authorized to view.
How to get set up
- Power BI Pro or Premium license
- Azure AD admin access for API registration
- Register API application
Set up an Azure AD app with Power BI API permissions for the agent to query datasets and export reports.
- Select key reports
Choose which Power BI reports and dashboards the agent can access and distribute to your team.
- Configure delivery rules
Set up scheduled report delivery and on-demand query patterns - who gets what data, when, and in what format.
- Test natural language queries
Verify that the agent correctly interprets business questions and returns accurate data from your Power BI datasets.
FAQ
Can it create new Power BI reports?
No. The agent queries and distributes existing reports. Report creation and design remain in Power BI Desktop or Service.
Does it work with Power BI Embedded?
Yes. The agent can query embedded datasets and deliver report snapshots to team members who may not have Power BI licenses.
What data formats are supported?
The agent can deliver PDF exports, data tables, and natural language summaries. PNG chart snapshots are available for visual reports.
Put data in everyone's hands
Set up an AI agent for Power BI reporting.