--- title: Set up and test Cortana for Power BI in your organization (Windows 10) description: How to integrate Cortana with Power BI to help your employees get answers directly from your key business data. ms.prod: w10 ms.mktglfcycl: manage ms.sitesec: library author: dansimp ms.localizationpriority: medium ms.author: dansimp ms.date: 10/05/2017 ms.reviewer: manager: dansimp --- # Set up and test Cortana for Power BI in your organization **Applies to:** - Windows 10, version 1703 - Windows 10 Mobile, version 1703 Integration between Cortana and Power BI shows how Cortana can work with custom business analytics solutions to enable you to get answers directly from your key business data, including introducing new features that let you create custom Cortana “answers” using the full capabilities of Power BI Desktop. >[!Note] >Cortana for Power BI is currently only available in English. For more info about Cortana and Power BI, see [Use Power BI to create a custom Answer Page for Cortana](https://powerbi.microsoft.com/documentation/powerbi-service-cortana-desktop-entity-cards/). ## Before you begin To use this walkthrough, you’ll need: - **Windows 10**. You’ll need to be running at least Windows 10, version 1703. - **Cortana**. You need to have Cortana turned on and be logged into your account. - **Power BI account with data**. You can use an existing Power BI account, or else you can get a trial account by signing up at http://powerbi.com. Just make sure that either way, you enter some data that you can use. - **Azure Active Directory (Azure AD)/Work or School account**. You can use the account that you created for Office 365, or you can create a new one while you’re establishing your Power BI account. If you choose to use Azure AD, you must connect your Azure AD account to your Windows account. **To connect your account to Windows** a. Open **Windows Settings**, click **Accounts**, click **Access work or school**, and then in the **Connect to work or school** section, click **Connect**. b. Follow the instructions to add your Azure Active Directory (Azure AD) account to Windows. ## Set up your test environment for Cortana for Power BI Before you can start this testing scenario, you must first set up your test environment and data, and then you must turn on and set up Cortana to connect and work with Power BI. **To set up your test environment with Cortana and Power BI** 1. Go to http://powerbi.com and sign-in with the same O365 credentials you used in the Set up and use Cortana with Office 365 topic. 2. Expand the left rail by clicking the **Show the navigation pane** icon. ![Cortana at work, showing the navigation expand icon in Power BI](../images/cortana-powerbi-expand-nav.png) 3. Click **Get Data** from the left-hand navigation in Power BI. ![Cortana at work, showing the Get Data link](../images/cortana-powerbi-getdata.png) 4. Click **Samples** from the **Content Pack Library** area of the **Get Data** screen. ![Cortana at work, showing the Samples link](../images/cortana-powerbi-getdata-samples.png) 5. Click **Retail Analysis Sample**, and then click **Connect**. ![Cortana at work, showing the Samples link](../images/cortana-powerbi-retail-analysis-sample.png) The sample data is imported and you’re returned to the **Power BI** screen. 6. Click **Dashboards** from the left pane of the **Power BI** screen, and then click **Retail Analysis Sample**. ![Cortana at work, showing a dashboard view of the sample data](../images/cortana-powerbi-retail-analysis-dashboard.png) 7. In the upper right-hand menu, click the **Settings** icon, and then click **Settings**. ![Cortana at work, showing where to find the Settings option](../images/cortana-powerbi-settings.png) 8. Click the **Datasets** tab, and then pick the **Retail Analysis Sample** dataset from the list. 9. Click **Q&A and Cortana**, check the **Allow Cortana to access this dataset** box, and then click **Apply**. ![Cortana at work, showing where to find the dataset options](../images/cortana-powerbi-retail-analysis-dataset.png) >[!NOTE] >It can take up to 30 minutes for a new dataset to appear for Power BI and Cortana. Logging in and out of Windows 10, or otherwise restarting Cortana, causes the new content to appear immediately.

If you enable a dataset for Cortana, and that dataset is part of a content pack you own, you’ll need to re-publish for your colleagues to also use it with Cortana. ## Create a custom Answer Page for Cortana You must create special reports, known as _Answer Pages_, to display the most commonly asked answers in Cortana. For example, if you want Cortana to quickly show sales data to your employees, you can create a 2016 sales data Answer Page that shows sales data, with various pivots, in Cortana. After you’ve finished creating your Answer Page, you can continue to the included testing scenarios. >[!NOTE] >It can take up to 30 minutes for a custom Answer Page to appear for Power BI and Cortana. Logging in and out of Windows 10, or otherwise restarting Cortana, causes the new content to appear immediately. **To create a custom sales data Answer Page for Cortana** 1. In Power BI, click **My Workspace**, click **Create**, and then click **Report**. ![Cortana at work, showing where to create the new report](../images/cortana-powerbi-create-report.png) 2. In the **Create Report** screen, click the **Retail Analysis Sample**, and then click **Create**. A blank report page appears. 3. In the **Visualizations** pane, click the paint roller icon, expand **Page Size**, and then pick **Cortana** from the **Type** drop-down list. ![Cortana at work, showing the Visualizations options](../images/cortana-powerbi-pagesize.png) 4. In the **Fields** pane, click to expand **Sales**, expand **This year sales**, and then add both **Value** and **Goal**. ![Cortana at work, showing the Field options](../images/cortana-powerbi-field-selection.png) The automatically generated graph is added to your blank report. You have the option to change colors, add borders, add additional visualizations, and modify this page so that it answers the question about sales data as precisely, and in as custom a way, as you want. You just need to make sure that it all stays within the page borders. 5. In the **Visualizations** pane, click the paint roller icon again, expand **Page Information**, type _Sales data 2016_ into the **Name** box, turn on **Q&A**, and then add alternate report names (separated by commas) into the text box. The alternate names help Cortana to know what questions to look for and when to show this report. To also improve your results, you should avoid using the names of your report columns. ![Cortana at work, showing the page info for your specific report](../images/cortana-powerbi-report-qna.png) 6. Click **File**, click **Save as**, and save the report as _Sales data 2016_. Because this is part of the Retail Analysis Sample, it will automatically be included as part of the dataset you included for Cortana. However, you will still need to log in and out of Windows 10, or otherwise restart Cortana, before the new content appears. ## Test Scenario: Use Cortana to show info from Power BI in your organization Now that you’ve set up your device, you can use Cortana to show your info from within Power BI. **To use Cortana with Power BI** 1. Click on the **Cortana** icon in the taskbar, and then click in the **Search** bar. 2. Type _This year in sales_. Cortana shows you the available results. ![Cortana at work, showing the best matches based on the Power BI data](../images/cortana-powerbi-search.png) 3. In the **Power BI** area, click **This year in sales – in Retail Analysis Sample**. Cortana returns your custom report. ![Cortana at work, showing your custom report from Power BI](../images/cortana-powerbi-myreport.png) >[!NOTE] >For more info about how to connect your own data, build your own custom Power BI cards and Answer Pages for Cortana, and how to share the cards with everyone in your organization, see [Use Power BI to create a custom Answer Page for Cortana](https://powerbi.microsoft.com/documentation/powerbi-service-cortana-desktop-entity-cards/).