Customize a report with Q&A

Reports in Power BI

Maarten Van den Broeck

Content Developer at DataCamp

Q&A Capabilities

  • Natural language queries (English)
  • Auto-complete
  • Spelling corrections
  • Preview answers
  • See words Q&A doesn't understand
Reports in Power BI

How it works

An example of the Q&A visual

  • Ask for a column or measure by name: Actual Amount, Cost Center, Number of Expenditures
  • Filtering and grouping with prepositions like for, by, grouped by, and where
  • Example query: Actual Amount by Cost Center grouped by Date
  • Natural language processing reads the query and decides on the proper visual
Reports in Power BI

Requesting a specific visual

An example of the Q&A visual specifying a visual

  • Use as {visual name} to specify a visual
  • as table, as treemap, as pie chart
  • Limited control over the visual!
  • Can convert from Q&A to the visual
Reports in Power BI

Synonyms

Adding or modifying synonyms for the Q&A visual

  • Multiple terms for the same column
  • Use suggested values or define your own
  • Treat these like actual column names
  • Warning: don't overlap synonyms!
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Managing terms with Teach Q&A

Adding new terms via the Teach Q&A functionality

  • Nouns: fields in the data
  • Adjectives: filters for the data
Reports in Power BI

Make Q&A work better

  • Name columns and measures in a business-friendly manner: Actual Amount versus amt_act
  • Create terms and synonyms as needed
  • Provide sample questions for your data (using the Power BI Online service)
Reports in Power BI

Let's practice!

Reports in Power BI

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