Add datasets

The owner decides which Power BI datasets are available to the organization. Users only see the datasets you add and assign to them.

Add a dataset

1. Go to Organization > Datasets.
2. Click Add dataset.
3. Choose the workspace that contains your dataset.
4. Select the dataset.
5. Power BI Agent automatically checks whether the dataset uses a recognized Power BI Connector data model or a Davista Power BI Template. If a data model or template is recognized, the matching skills and analyses become available immediately — no further action required.
6. Give the dataset a recognizable name and any additional context for the AI.
7. Click Next.
8. Select which users should have access to this dataset.
9. Click Next.
10. Configure masking (see Configure masking for an explanation).
11. Click Next.
12. Select which custom skills should be available for this dataset (see Add skills for an explanation).
13. Click Finish.

Repeat for each dataset you want to offer. You can combine datasets from multiple workspaces.

Editing settings later

After creating a dataset, you can always update its configuration. Click the menu on a dataset for the Members, Masking, and Skills options.

Activate or deactivate a dataset

Click the menu on a dataset and choose Deactivate to temporarily disable it without deleting it. Deactivated datasets are not available to users.

Next step

Go to Configure masking to protect sensitive fields or hide tables.