Documentation

Chat via portal

Chat with your Power BI data via the Chat tab in the portal.

Via the portal, you chat directly from your browser — no additional installation required. The organization owner has set up a Claude API key for this.

Start an analysis

  1. Open the portal at portal.powerbiagent.nl.
  2. Click Chat in the left menu.
  3. Select the dataset you want to query.
  4. Type your question in plain language, e.g. "What is the revenue this year compared to last year?"

Pseudonymization

In portal mode, fields set to pseudonymize are sent to Claude as a pseudonym. In the chat you see the real values yourself, but Claude analyzes based on the pseudonym. See Masking for explanation.

Datasets

You only see the datasets the owner has assigned to you. Missing a dataset? Ask the owner for access.

Next step

Go to Via Claude Desktop or Claude.ai for the other chat mode.