Challenge 01-03: Solution walkthrough fixes (workspace, mirroring, connection, semantic model, Copilot agent guidance)

03-Azure/01-02 Data/03-Talk_to_your_data/walkthrough/challenge-02/solution-02.md

@@ -96,8 +96,12 @@ In this task, you will optimize the semantic model by creating the required rela
 <tr><td colspan="2" align="center"><img src="../../images/image108.png" style="width: 100%; display: block;"></td></tr>
 <tr><td>Create <b>Sales[ProductID] -> Product[ProductID]</b>.</td><td>This is the core product join for sales analytics.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image109.png" style="width: 100%; display: block;"></td></tr>
-<tr><td>Create <b>employees[SalesOfficeID] -> SalesOffice[SalesOfficeID]</b>.</td><td>Enables organizational analysis by office and region. Fabric may auto-select Email first because it is a common column, so make sure you choose <b>SalesOfficeID</b> before saving the relationship.</td></tr>
+<tr><td>Create the <b>employees[SalesOfficeID] -> SalesOffice[SalesOfficeID]</b> relationship. If <b>SalesOfficeID</b> is too far to the right to select while creating the relationship, first select a visible column such as <b>Email</b>, then correct the relationship before continuing.</td><td>Fabric may initially select <b>Email</b> or another visible column. The relationship is correct only when <b>SalesOfficeID</b> is selected on both sides.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image110.png" style="width: 100%; display: block;"></td></tr>
+<tr><td><b>Option 1 - Update the relationship in Model view:</b> select the <b>SalesOfficeID</b> field in the <b>employees</b> table and connect it to <b>SalesOfficeID</b> in the <b>SalesOffice</b> table. Confirm that the relationship line connects the correct fields.</td><td>This option is useful when you prefer to manage the relationship visually from the model diagram.</td></tr>
+<tr><td colspan="2" align="center"><img src="../../images/semanticmodel2.png" style="width: 100%; display: block;"></td></tr>
+<tr><td><b>Option 2 - Update the relationship in the Properties pane:</b> select the relationship line, then use the <b>Properties</b> pane to set the first table to <b>employees</b> with column <b>SalesOfficeID</b>, and the second table to <b>SalesOffice</b> with column <b>SalesOfficeID</b>. Apply the changes.</td><td>This option is useful when the field is difficult to select from the relationship dialog because it is not visible without horizontal scrolling.</td></tr>
+<tr><td colspan="2" align="center"><img src="../../images/semanticmodel.png" style="width: 100%; display: block;"></td></tr>
 <tr><td>Review all listed relationships and confirm they are <b>Active</b>, then close the dialog.</td><td>Quick validation to ensure no required join is missing.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image111.png" style="width: 100%; display: block;"></td></tr>
 <tr><td>Verify the model diagram now shows connected relationship lines.</td><td>The model should now reflect the intended star / multi-fact shape.</td></tr>
@@ -154,7 +158,7 @@ In this step, use the semantic model to automatically generate the first report
 <tr><th>Narrative</th><th>Notes</th></tr>
 <tr><td>Navigate back to the workspace by clicking the workspace icon in the left navigation.</td><td></td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image153.png" style="width: 100%; display: block;"></td></tr>
-<tr><td>Open the semantic model and select <b>Explore</b> from the top menu, then click <b>Auto-create a report</b>.</td><td>This generates a first draft of the report automatically based on the available fields and data patterns.</td></tr>
+<tr><td>In the workspace, locate the semantic model and click its <b>More options (...)</b> menu (1). Select <b>Auto-create report</b> (2).</td><td>The <b>Auto-create report</b> option is available from the semantic model's context menu. It generates a first draft of the report automatically based on the available fields and data patterns.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image045.png" style="width: 100%; display: block;"></td></tr>
 <tr><td>Review the generated <b>Quick summary</b> page and check the suggested visuals.</td><td>You can also adjust the field selection in the <b>Your data</b> pane on the right if needed.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image046.png" style="width: 100%; display: block;"></td></tr>
@@ -172,8 +176,10 @@ In this step, use prompts or Copilot suggestions to improve the auto-generated r
 <tr><th>Narrative</th><th>Notes</th></tr>
 <tr><td>Switch to <b>Edit</b> mode from the report menu and confirm with <b>Continue</b>.</td><td>Use this mode to manually refine and optimize the generated report.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image052.png" style="width: 100%; display: block;"></td></tr>
-<tr><td> First click the <b>Copilot icon (1)</b>. Then a sidebar opens to the left where you can <b>add your prompt (2)</b> to add something on the report page, like: <code>Provide a detailed, insight-focused overview of "Sum of Quantity by RegionName" visual's data.</code> <br> Use Copilot prompts to refine the auto-generated report with better visuals, clearer wording, or additional insights.</td><td>This screenshot shows an example of how Power BI Copilot can help improve the report.</td></tr>
-<tr><td colspan="2" align="center"><img src="../../images/image-pbicopilotcreate.png" style="width: 100%; display: block;"></td></tr>
+<tr><td>Click the <b>Copilot icon</b>. In the Copilot pane, enter this prompt: <code>Generate a business insights report for this visual. Focus on major findings, anomalies, opportunities, and business impact instead of describing the chart.</code></td><td>Use this prompt when you want Copilot to analyze an existing visual and summarize its business meaning. Review the generated content because AI-generated output may be inaccurate.</td></tr>
+<tr><td colspan="2" align="center"><img src="../../images/CopilotBusinessInsights.png" style="width: 100%; display: block;"></td></tr>
+<tr><td>To enhance the overall report, enter this prompt in the Copilot pane: <code>Enhance this report by adding visuals and summaries that highlight key insights, trends, outliers, and business opportunities. Optimize the layout for executive decision-making.</code></td><td>This prompt asks Copilot to add KPI cards and narrative summaries, including an overall quantity card and a Midwest order quantity card. Review the proposed changes before applying them.</td></tr>
+<tr><td colspan="2" align="center"><img src="../../images/CopilotExecutiveSummary.png" style="width: 100%; display: block;"></td></tr>
 </table>
 
 ## 6. Manually Fine-Tune the Report
@@ -201,9 +207,9 @@ In this task, you will simplify the data schema and prepare the model for AI and
 <col style="width: 28%;">
 </colgroup>
 <tr><th>Narrative</th><th>Notes</th></tr>
-<tr><td>Open your workspace and open the semantic model in Microsoft Fabric.</td><td></td></tr>
+<tr><td>In the workspace, locate the semantic model you want to prepare and click its row. Confirm that the item is a <b>Semantic model</b>, then use the available actions to open it.</td><td>The highlighted row identifies the semantic model to prepare. Do not select the related report or SQL analytics endpoint.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image054.png" style="width: 100%; display: block;"></td></tr>
-<tr><td>From the top menu, select <b>Prep data for AI</b>.</td><td></td></tr>
+<tr><td>Open the semantic model. If necessary, switch to <b>Editing</b> mode (1), then select <b>Prep data for AI</b> (2) from the top menu.</td><td>The <b>Prep data for AI</b> command is available when the semantic model is open in Editing mode.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image055.png" style="width: 100%; display: block;"></td></tr>
 <tr><td>In the <b>Prep data for AI</b> dialog, review and configure the steps: simplify the data schema, verified answers, and AI instructions.</td><td></td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image056.png" style="width: 100%; display: block;"></td></tr>
@@ -217,7 +223,7 @@ In this task, you will simplify the data schema and prepare the model for AI and
 <tr><td colspan="2" align="center"><img src="../../images/image060.png" style="width: 100%; display: block;"></td></tr>
 <tr><td>Finalize the schema cleanup.</td><td><b>State</b>: uncheck <code>RegionID</code> and <code>StateID</code></td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image061.png" style="width: 100%; display: block;"></td></tr>
-<tr><td>After reviewing your selections, click <b>Apply</b>.</td><td></td></tr>
+<tr><td>After reviewing your selections, click <b>Apply</b>. When the button becomes unavailable, the selection has been saved; continue immediately to the next step.</td><td><b>Important:</b> Do not wait for a loading or completion message after selecting <b>Apply</b>. The wizard does not automatically advance.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image062.png" style="width: 100%; display: block;"></td></tr>
 </table>
 
@@ -245,7 +251,7 @@ In this task, you will add business-focused AI instructions so Copilot and other
 <col style="width: 28%;">
 </colgroup>
 <tr><th>Narrative</th><th>Notes</th></tr>
-<tr><td>In the left navigation, select <b>Add AI instructions (preview)</b>. In the text box, add clear, business-focused instructions, then click <b>Apply</b>.</td><td></td></tr>
+<tr><td>In the left navigation, select <b>Add AI instructions (preview)</b>. In the text box, add clear, business-focused instructions, then click <b>Apply</b>. Once <b>Apply</b> becomes unavailable, continue to the next step.</td><td><b>Important:</b> The wizard does not show a loading indicator or move forward automatically after applying the instructions. You can select the next step immediately.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image064.png" style="width: 100%; display: block;"></td></tr>
 <tr><td>See the example section below for a sample instruction set.</td><td></td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image065.png" style="width: 100%; display: block;"></td></tr>

03-Azure/01-02 Data/03-Talk_to_your_data/walkthrough/challenge-03/solution-03.md

@@ -567,6 +567,7 @@ In this task, you will publish and open the Data Agent so it can be used for tes
 <col style="width: 28%;">
 </colgroup>
 <tr><th>Narrative</th><th>Notes</th></tr>
+<tr><td>Before publishing, review the Data Agent description and make sure it clearly explains the agent's purpose, data scope, and the types of questions it can answer.</td><td><b>Important for Microsoft 365 Copilot:</b> A missing or vague description can cause Copilot to use alternative sources, such as general knowledge or web search, instead of this agent. A specific description helps Copilot identify and use the correct agent.</td></tr>
 <tr><td>In the Data Agent editor, locate the Publish button in the top menu (1). Enable Also publish to the Agent Store in Microsoft 365 Copilot by turning the toggle On (2). Click Publish (3) to complete the publishing process.</td><td>Once published, the agent moves from Draft to Published status.</td></tr>
 <tr><td colspan="2" align="center"><img src="../../images/image076.png" style="width: 100%; display: block;"></td></tr>
 <tr><td>Open the Notifications panel from the top right corner (1). Verify the message "Successfully published data agent" appears (2).</td><td>This confirms the agent was published without errors.</td></tr>