Business Intelligence and Analytics Copilots
87TriVista score
Salesforce (Tableau)
Tableau Pulse
A feature that sends managers short, plain-language summaries of key metrics in Slack, email, or mobile, instead of making them open a dashboard.
Microsoft Power BI Copilot
AI tool profile ·
An AI assistant inside Power BI that writes formulas and report summaries from plain requests, but only on paid Fabric or Premium tiers.
77TriVista score
Category rank#9 in Business Intelligence and Analytics Copilots
Baseline ELO1,511.0
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At a glance
What it does
Power BI Copilot is an AI assistant inside Power BI, Microsoft's business intelligence tool. Analysts type a plain request and Copilot writes DAX formulas, builds report charts, or writes a report summary as plain text that updates when filters change. It can also explain what an existing formula does. It runs on Azure OpenAI models, and a Fabric administrator must turn it on for the whole company, with sign-in through Microsoft Entra ID. It only works on certain capacity levels: a Fabric F64 capacity or higher, or a Premium Per User license. The standard Power BI Pro license does not include it.
Where it can help
This fits a team that already uses Power BI and wants to cut the time analysts spend writing DAX formulas by hand and building summaries. A good first step is a short pilot giving Copilot to two or three report builders on a Premium Per User license, about $20 to $24 per person each month as a planning figure, before deciding whether to move to a shared Fabric capacity, where an F64 costs several thousand dollars a month and makes sense once many people need access at once. Watch for two risks: Copilot can write DAX that runs fine but gives the wrong number, so someone who knows DAX should check its output, and it needs a clean, well-documented data model, since it will not fix confusing table links or vague column names on its own.
Company fitHow your company could affect the fit
How one company factor at a time moves the modeled score. The published score is unchanged.
Company fit
How your company could affect the fit
How one company factor at a time moves the modeled score. The published score is unchanged.
Technology Maturity High Modeled score77.1 / 100 Modeled category rank#8
Baseline Moderate
Adjusted ELO 1,512.5
Change from baseline +2.6 ELO
Technology Maturity Low Modeled score76.2 / 100 Modeled category rank#8
Baseline Moderate
Adjusted ELO 1,507.3
Change from baseline -2.6 ELO
Industry Construction and real estate Modeled score77.0 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,511.8
Change from baseline +1.9 ELO
Industry Technology and telecommunications Modeled score77.0 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,511.8
Change from baseline +1.9 ELO
Industry Financial and professional services Modeled score77.0 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,511.8
Change from baseline +1.9 ELO
Industry Healthcare and life sciences Modeled score76.9 / 100 Modeled category rank#8
Baseline Consumer products
Adjusted ELO 1,511.6
Change from baseline +1.7 ELO
Industry Energy and utilities Modeled score76.9 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,511.6
Change from baseline +1.7 ELO
Revenue Band $100M-$500M Modeled score76.5 / 100 Modeled category rank#9
Baseline $25M-$100M
Adjusted ELO 1,508.9
Change from baseline -1.0 ELO
Revenue Band $500M-$2B Modeled score76.8 / 100 Modeled category rank#8
Baseline $25M-$100M
Adjusted ELO 1,510.5
Change from baseline +0.6 ELO
Industry Food and beverage Modeled score76.7 / 100 Modeled category rank#8
Baseline Consumer products
Adjusted ELO 1,510.3
Change from baseline +0.3 ELO
Revenue Band Under $25M Modeled score76.7 / 100 Modeled category rank#9
Baseline $25M-$100M
Adjusted ELO 1,510.2
Change from baseline +0.3 ELO
Industry Automotive and transportation Modeled score76.6 / 100 Modeled category rank#9
Baseline Consumer products
Adjusted ELO 1,509.6
Change from baseline -0.3 ELO
Industry Industrial manufacturing Modeled score76.7 / 100 Modeled category rank#8
Baseline Consumer products
Adjusted ELO 1,510.2
Change from baseline +0.3 ELO
Industry Retail and distribution Modeled score76.7 / 100 Modeled category rank#9
Baseline Consumer products
Adjusted ELO 1,510.2
Change from baseline +0.3 ELO
Company Type Business services Modeled score76.7 / 100 Modeled category rank#8
Baseline Manufacturing
Adjusted ELO 1,510.2
Change from baseline +0.3 ELO
Revenue Band Over $2B Modeled score76.7 / 100 Modeled category rank#8
Baseline $25M-$100M
Adjusted ELO 1,510.0
Change from baseline +0.1 ELO
Cost guide
What it can cost
These estimates cover licensing, setup, integrations, staff time, security, administration, and support.
| Cost measure | Low | Base | High |
|---|---|---|---|
| First-year total | $77.6K | $120.2K | $190.4K |
| Three-year total | $177.4K | $263.9K | $401.6K |
| First-year cost per unit | $77.6K | $120.2K | $190.4K |
| Average annual cost per unit (over three years) | $59.1K | $88K | $133.9K |
Cost breakdown by scenario
| Component | Low | Base | High |
|---|---|---|---|
| Licensing and usage | $31.5K | $42K | $56.7K |
| Implementation | $10.8K | $18K | $30.6K |
| Integration | $12.1K | $22K | $39.6K |
| Staff time and change management | $7K | $10K | $14K |
| Security | $6K | $8.5K | $12.8K |
| Administration | $4.5K | $6K | $8.1K |
| Support | $2.1K | $2.8K | $3.8K |
Estimate assumptions: This scenario uses a category-based allowance, not a verified price for this product. Based on 1 production workspace. Confirm the vendor’s billing unit and current price or quote before budgeting.
Benefits have not been estimated: The current research does not estimate potential savings, return on investment, or how long it would take to recover the cost. Earlier benefit estimates are excluded.
Get started
What you need first
What you need firstSet up the basics
Confirm current product identity, commercial packaging, data processing terms, sign-in and access rules, retention, integrations, support model, implementation effort, and rollback conditions.
How to startSet clear limits
Verify identity, package, availability, ownership, pricing, and security evidence before approving a pilot
Before you scaleSet safe working rules
Recommended next action
Do not approve a pilot yet. Verify the current product identity, package, availability, owner, pricing, and security evidence; then define one workflow, a baseline, and rollback criteria.
Decision ownerBusiness and technology owner
STARTSet a goal and owner
Define what success looks like for a test of Microsoft Power BI Copilot and assign someone to lead it.
FIRST MONTHTest one workflow
Once the requirements above are met, compare a small trial with how your team works today.
MONTH TWOReview actual use
Track adoption, output quality, business results, and actual costs against the estimate.
MONTH THREEDecide what comes next
Use the results to decide whether to stop, adjust, or expand the pilot.
Risk profile
Required controls
Security and safe use
Confirm encryption, how the vendor uses your data, customer data separation, how long data stays and how to delete it, activity records, sign-in and user setup, where data is handled, other companies that process data, past incidents, and what your team must manage.
Exit and rollback
Review before rollout: confirm how to export your data, revoke access, and return to your existing workflow. Assign an owner and test the rollback plan before expanding use.
Recommended next step
Do not approve a pilot yet. Verify the current product identity, package, availability, owner, pricing, and security evidence; then define one workflow, a baseline, and rollback criteria.
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Research support
How to learn more about this tool
Where to check the product, price, security, and support.
Reference source
Product website
View source →
Research observations recorded: 1. Evidence quality: Some support.
Score history
How the rating has changed
Recorded score and category rank across research updates.
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TriVista Score 76.8/100Category rank #9
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TriVista Score 76.8/100Category rank #9
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