How to Leverage Power BI Copilot Suggestions and DAX Query View

By Joshua Docken | Trace3 Solution Architect

If you've ever struggled with DAX (Data Analysis Expressions), then you're in the right place. Together, we'll explore a dynamic duo within Power BI—Copilot Suggestions and the DAX Query View—that are set to transform your productivity game.

Embracing the DAX Dilemma

Picture this: you're knee-deep in your data analysis project, aiming to derive those insightful nuggets that everyone's been waiting for. But instead of smoothly sailing through, you find yourself grappling with DAX, trying to coax out the right measures to unveil the story hidden within the numbers. Sound familiar?

If you're anything like me, you've probably been there—spending hours buried in DAX formulas, feeling like you're deciphering an ancient script. The frustration of almost-but-not-quite-right calculations can be enough to make you want to throw in the towel. But here's the good news: there's a light at the end of the tunnel, and it comes in the form of Copilot Suggestions and the DAX Query View.

Unveiling Copilot Suggestions: Your DAX Sidekick

Let's talk about Copilot Suggestions for a moment. Think of it as your trusty sidekick—a helpful companion that guides you through the maze of DAX measures with ease. Instead of wracking your brain to craft those measures from scratch, Copilot Suggestions swoops in with natural language options, ready to assist in creating measures that suit your needs.

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Let’s say you're aiming to calculate the sum of sales for specific products and regions, but you're not exactly sure how to construct the DAX formula to achieve this. Cue Copilot Suggestions! You describe what you're aiming for in plain language, and voila! You're presented with potential DAX measure suggestions tailored to your request.

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Now, let me tell you the first time I tried this I was skeptical. But when I saw those suggestions pop up—almost like magic—it was a game-changer. Suddenly, I was no longer sweating over every semicolon or function placement. Copilot Suggestions had my back, streamlining the process and leaving me with more time to analyze the data, rather than wrestle with DAX syntax.

The DAX Query View: Your Personal DAX Workshop

Moving on to the DAX Query View—a powerhouse feature that's a dream come true for those of us who prefer a hands-on approach. Imagine having a direct portal to write, edit, and witness the results of your DAX queries within Power BI Desktop itself. No need to hop between different tools or environments—everything is right there at your fingertips.

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When I first stumbled upon the DAX Query View, I was intrigued but also a bit hesitant. I mean, writing DAX queries directly? It seemed a bit daunting. But as I started exploring its functionalities—creating quick queries, tinkering with measures, and peeking into visual DAX queries—it became my go-to hub for refining and testing DAX logic without disrupting the current report and dataset.

The beauty of it all is taking the DAX provided in Copilot Suggestions, adding it as a measure, and then opening that measure in DAX Query view to tweak, refine and test it before pushing it back to the model.

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Bridging the Gap: The Personal Touch

Here's the thing about Copilot Suggestions and the DAX Query View: they aren't just tools, they're bridges that connect us non-DAX wizards to the realm of efficient data manipulation. They cater to our need for simplicity, providing shortcuts and insights that otherwise might have eluded us.

So, if you've ever felt that familiar pang of frustration while attempting to master DAX, take heart. These features are here to lend a helping hand, making your journey through Power BI a tad smoother, a touch more efficient, and maybe—just maybe—a bit more enjoyable.



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Josh Docken is an accomplished Solution Architect at Trace3 with almost two decades in IT. He brings a unique perspective to every challenge, leveraging a versatile background that cuts across Agriculture, Financial Services, Manufacturing, and Marketing. As a strategic thinker and specialist in Power BI, Josh carves pathways for seamless integrations, robust analytics, and powerful insights through Architecting & Data Modeling, Reporting, Embedding, Administration, and compelling Power BI Visuals.

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