The Hidden Visual Pattern That Gives Power BI Copilot Better Context

Описание и применение

Скрытые визуальные элементы в Power BI могут использоваться как дополнительная аналитическая поверхность, позволяя Copilot получать контекст без перегрузки главной страницы.

Задача

Power BI reports often hide useful analytical context behind bookmarks, making it hard for users and Copilot to access relevant visuals.

Результат

By treating hidden visuals as a second analytical surface, report authors can keep the main page uncluttered while providing Copilot with rich context, leading to more accurate summaries and answers.

Рабочий процесс

• Identify visuals that should be hidden but useful for context
• Create a display‑only bookmark that changes visibility only
• Add a bookmark button or navigator to expose the hidden panel
• Name the hidden visual clearly and provide full metadata
• Ensure the bookmark is reachable and not personal
• Select hidden visuals in the Copilot narrative visual if desired
• Run acceptance tests: visible baseline, hidden context, filtered context, restricted role
• Verify Copilot responses and footnotes for accuracy
• Iterate and standardize the pattern across reports

Доказательства

The August 2026 Power BI update makes that pattern more relevant to Copilot: report summaries and answers can now consider visuals that are hidden by default and revealed through display‑only report bookmarks.

Источник

Microsoft limits this behavior to display‑only report bookmarks, where the bookmark changes visibility but does not save data state.

Источник