Is your reporting ready for Copilot?

Start with availability.

Copilot for Power BI depends on capacity, region, administrator settings, and the intended experience. Current Microsoft documentation requires paid Fabric F2 or higher, or Power BI Premium P1 or higher; a Pro or Premium Per User license alone is not sufficient. Sovereign clouds are not currently supported. Confirm the exact requirements with your administrator and Microsoft’s current documentation before purchasing or promising a feature.

Make the business meaning explicit.

List the questions your team actually asks. Define the period, population, exclusions, and comparison behind each important measure. A term such as “remaining budget” may mean several things. Write down which meaning is appropriate, who owns it, and how a user can trace an answer back to the underlying report.

Prepare and test the model.

Use clear names, reliable relationships, and documented measures. Review the model-preparation features supported in your environment rather than assuming every preview is available. A small collection of agreed questions and known answers gives you a practical way to assess whether an experience is useful.

Include questions that should not get a confident answer.

Test ambiguous periods, incomplete data, and requests outside the model. Check behavior with users who have different access. Review whether the response states its assumptions and whether the supporting numbers match a conventional report. Keep a record of failures so the team knows where human review is essential.

A five-part readiness brief.

Before an assessment, prepare these details without sending sensitive records through a public contact form.

• The Microsoft environment and administrator contact.
• The report or model to assess.
• Five recurring business questions.
• The agreed answers or source checks for those questions.
• An owner for reviewing outputs and maintaining definitions.