Skip to main content
The Power BI skill helps your agents work effectively with Power BI datasets and reports. When this skill is enabled, your agent follows a reliable protocol for schema discovery, DAX query construction, and data export, reducing errors and producing accurate results from your Power BI data.
This skill works with the Microsoft Power BI connection. You need the connection set up before using this skill.

​
Capabilities

Schema discovery
  • Discover workspaces, reports, and datasets in your Power BI account
  • Retrieve exact table names, column names with types, and measures before writing any queries
DAX query execution
  • Write correct DAX queries using proper syntax and identifier rules
  • Perform aggregations, filters, and calculations across related tables
  • Handle grouped aggregations, top-N analysis, and year-over-year comparisons
Data export
  • Export dataset results to CSV for further analysis
  • Process exported data using Python with pandas and numpy
  • Handle large datasets by applying appropriate row limits and filters
Error handling
  • Verify query results for missing rows or silent data drops
  • Retry queries with corrected syntax when errors occur
  • Identify and handle edge cases like blank rows in aggregations

​
When to Use It

Enable the Power BI skill when your agent needs to:
  • Query Power BI datasets and retrieve specific metrics or KPIs
  • Aggregate or filter data across multiple related tables
  • Export data for statistical analysis or reporting
  • Compare values across time periods or segments
  • Compile Power BI data into reports, emails, or summaries

​
Example Tasks

“Pull total revenue by region from the Sales dataset”“Get the top 10 products by revenue from last quarter”
“Compare this year’s performance against last year by category”
“Export the Stores table and calculate average sales per store”
“Summarize KPIs from the Exec Dashboard dataset for the weekly email”

​
How to Use

1

Open the agent

Open the agent you want to configure.
2

Find the Skills section

In the agent settings, find the Skills section.
3

Select the Power BI skill

Select the Power BI skill.
4

Save your changes

Save your changes.
Your agent will automatically apply the Power BI query protocol whenever it works with Power BI data.

​
Things to Know

  • This skill works with the Microsoft Power BI connection. You need the connection set up before using this skill
  • The skill instructs your agent to always discover the schema before querying, which reduces errors from incorrect table or column names
  • DAX column and table names are case-sensitive; the skill enforces correct quoting rules
  • Data exports are limited to 100,000 rows per query; the skill applies filters or TOPN when needed for large tables

​
Works Well With

https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/powerbi.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=1f408be807b0b86fb339736ab024968c

Microsoft Power BI

This skill requires the Microsoft Power BI connection for schema discovery and DAX queries.