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Power BI Agent

Surface insights from your Power BI datasets and reports through natural conversation.

What it does

The Power BI agent gives every team member access to your organization's BI layer without navigating dashboards or writing DAX. Ask questions about any dataset, report, or workspace — the agent translates natural language into DAX queries, surfaces visualizations, and monitors refresh schedules. It understands Power BI's semantic model, row-level security, and workspace structure to deliver governed, role-appropriate answers.

Why a supervised agent — not a raw connector?

Only approved Power BI operations are exposed. Destructive or out-of-scope actions don't exist in this agent's world.
Fixed prompt structure and deterministic validation rules make behavior predictable and debuggable.
When something goes wrong, you debug the Power BI agent — one bounded system — not global reasoning across every connector.

Key Capabilities

Natural language to DAX query generation
Dataset and report discovery across workspaces
Refresh schedule monitoring and failure alerts
Row-level security enforcement per user role
Capacity and performance utilization insights
Cross-report metric comparison and trend analysis

How It Works

01

Connect

Authenticate with your Power BI tenant. The agent discovers workspaces, datasets, and report structures.

02

Configure

Define which workspaces are accessible, set RLS enforcement policies, and configure alert thresholds for refresh failures.

03

Ask

Ask questions from the Personal Assistant. The agent generates DAX queries against your semantic models and returns formatted results.

04

Improve

Learns your metric definitions, common business questions, and reporting cadence for faster, more accurate answers.

Use Cases

Business users querying BI datasets without learning DAX or navigating dashboards

BI admins monitoring refresh failures and capacity utilization across workspaces

Executives requesting KPI summaries that pull from multiple Power BI reports

Finance teams validating report metrics against source data

Invoked from your Personal AI Assistant

Users never interact with this agent directly. They ask a question through their Personal AI Assistant, and xpander routes it to the Power BI agent automatically. The specialized agent handles execution within its constrained surface — validated, auditable, and isolated from every other system. One question in, structured answer out.