AI agents for Power BI
A Monmo agent works in Power BI the way a BI analyst on your team would. It reads reports and dashboards, answers questions with the filter it used, writes and explains DAX measures, checks why a refresh failed and turns the numbers into a weekly summary. It uses your own sign-in and asks before it refreshes, publishes, shares or changes a semantic model.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Power BI
Check last night's refreshes
Every weekday at 7:00 it reads the refresh history of the semantic models you name, lists any that failed or ran late with the error message, and drafts a note to the model owner in Microsoft Teams.
AskEach weekday at 7, check the overnight refreshes in the Finance workspace and tell me which failed and why.
Write and explain a DAX measure
Describe the number you need, such as revenue year to date against the same period last year, and it writes the DAX, explains each function and the filter context, and tests it against a figure you already trust.
AskWrite a DAX measure for gross margin year to date versus last year, and explain it so the next person can maintain it.
Answer a question from a report
Ask which region missed target last quarter and it reads the report pages and the data it can query, then answers with the figure, the filters it applied and the page the number came from.
AskFrom the Sales overview report, which region missed its Q3 target by the most, and by how much?
Turn a dashboard into the Monday note
Each Monday at 8:00 it takes the headline figures from the dashboard you name, compares them with the week before and writes five plain lines for leaders, as an Outlook draft or a PowerPoint slide.
AskEvery Monday at 8, summarise the Executive dashboard in five lines: what moved, by how much, and what looks wrong.
Review a report before it is shared
It goes through visuals, measure names, hidden pages, hard-coded filters and pages without a title, and lists what to fix before a wider audience sees the report. It changes nothing in the file while reviewing.
AskReview the Customer health report before we share it with the board. List anything confusing or broken, page by page.
Clean a source file before it is loaded
When a source arrives as a messy export, it turns it into a tidy Excel table: one header row, real dates, consistent product codes and no subtotal rows, so the model's queries load it without errors.
AskClean the October stock export into one tidy table that our Power BI model can load. Note every change you make.
Refresh or republish once a fix is in
Once a source is corrected it prepares a model refresh or a report republish, through the Power BI connection, or in its own browser when the connection does not cover something. Each step waits for approval.
AskThe September file is fixed now. Refresh the Finance model and tell me when the report shows the new totals.
How it connects
- 1You sign in once with your own work account. The agent sees the workspaces, reports and semantic models that account can open. Your organisation may need an administrator to approve the connection, and publishing to shared workspaces usually needs a Pro or Premium Per User licence.
- 2You decide which agents get Power BI. A data or finance agent will use it daily; an agent answering the support inbox has no need to read your dashboards.
- 3Reading reports, dashboards, data and refresh history needs no approval. Starting a refresh, publishing, changing a measure or sharing a report with someone always asks first.
More in Analytics and data
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent write DAX for Power BI?
Yes. Describe the result in plain words and the agent writes the DAX measure, with a short explanation of each function and the filter context it relies on. It checks the output against a number you trust. Adding the measure to a shared model is a change, so it asks before saving it there.
Can an AI agent tell me why a Power BI refresh failed?
Yes, as far as the refresh history and the error message show. It reads the failed refresh, matches the error to a likely cause, such as an expired credential, a renamed column or a gateway that is offline, and tells you what to check. Fixing credentials or gateways stays with whoever owns them.
Is it safe to connect Power BI to an AI agent?
The agent works with your own Power BI sign-in, so it sees only the workspaces and data that account can see, including any row-level security that applies to you. It reads without asking, asks before it refreshes, publishes or shares anything, and you can disconnect it whenever you choose.
Can an AI agent send me a weekly summary of a Power BI dashboard?
Yes. Name the dashboard and the day, and the AI agent reads it on that schedule, compares the figures with the week before and writes a short summary saying which numbers moved and by how much. You get it as a draft email, a Microsoft Teams message or a slide, ready to forward.