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Prepare your data for AI: Settings

This article explains the Prepare Data for AI Settings page, which controls how Power BI Copilot interacts with your data, including indexing behavior and known limitations.

Note

You can now author Prep data for AI features in both the Power BI service and Power BI Desktop. Users can consume these features everywhere that Copilot exists.

Setting Description Default behavior Editable
Copilot indexing Indexes model metadata and column values so Copilot can answer data questions faster and more accurately Enabled automatically after migrating to the new Copilot file format Yes

Copilot indexing

Copilot indexing enables Copilot to answer data questions faster and more accurately by indexing model metadata and column values.

Note

For Power BI Desktop, there's an additional Local Desktop Indexing setting. This allows Desktop to locally index external data sources (DirectQuery, Live connection) for Copilot. It can be edited per machine through the Prep Data for AI settings dialog.

Screenshot of the Prepare Data for AI settings page in Power BI Copilot.

Considerations and limitations

  • The Local Desktop Indexing setting applies only to DirectQuery and Live connection.