Dodeca Copilot Connector

Overview

The Copilot connector is a modular extension that allows Dodeca to leverage Copilot models to analyze and interpret structured reports and data. It also supports MCP (Model Context Protocol) tool sources, enabling models to call external tools and services during a conversation.

Once imported, it enables AI-assisted insights, summarization, and data interpretation directly within the application and views.

Prerequisites

Before configuring the Dodeca Copilot Connector, the following prerequisites must be completed:

Getting Started

First, import the Copilot Connector module into your Dodeca tenant and create a Copilot connection that uses a configured Microsoft Authorization connection. After verifying connectivity by testing the connection, the connector can be associated with an AI Chat Component and added to a Dodeca view. Once configured, users can interact with Copilot directly within Dodeca to analyze data, generate summaries, and gain insights from reports and dashboards.

ℹ️ Note: Supported in Dodeca 8.7.0 and higher, the AI Chat Component module provides a familiar, assistant-ui-based chat component.

Copilot Connection Properties

Connection Properties

Required properties to establish a connection to the Copilot platform:

Property Requirement Description

OAuthConnectionID

Required

The Microsoft Authorization Connection for the Copilot platform.

Test Properties

The following properties can be set to execute a prompt and generate a response during testing:

Property Requirement Description

Prompt

Optional

The prompt to send to the Copilot platform.

Tool Sources

Optional

MCP server connections that provide tools to the chosen model.

The following success message will be displayed if the connection is successful.

Test Connection

Using the Copilot Connector

The SAMPLE metadata from Applied OLAP is used in the following example. To add support for and configure the Copilot Connector, a Dodeca administrator can follow these steps:

  1. Download and import the latest version of the Copilot Connector and the AI Chat Component modules into a Dodeca tenant.

  2. Restart the Dodeca application. The Copilot Connector and the AI Chat Component are now available for use.

  3. Create and configure a Copilot connection using the properties above, then test the connection before proceeding.

  4. Go to the Views editor and select an existing Dodeca view you would like to enhance with AI capabilities.

  5. In the View properties grid, find the Components category and press the ellipsis button of the Components property to add a new component.

    A new AI Chat Component can be added and configured via the following properties:

    Property Requirement Description

    ComponentInstanceName

    Required

    The name by which to identify the new component.

    ComponentObjectTypeID

    Required

    The component type to use: AIChatComponent.

    AIConnectorObjectTypeID

    Required

    The AI connector type to use: CopilotConnector.

    ConnectionID

    Required

    The Copilot connection to use.

    Instructions

    Optional

    An instruction set with which to prime the chosen model. These instructions can be modified to fit your needs.

    Tool Sources

    Optional

    Copilot agent connections that provide tools consumable by the AI connection.

    Welcome Title

    Optional

    A welcome message to display in the chat component when first loaded.

    Welcome Subtitle

    Optional

    A welcome subtitle to display in the chat component when first loaded.

    Welcome Prompts

    Optional

    A set of prompts to display as buttons in the chat component when first loaded. These can be used to guide users on how to interact with the component.
    Components Editor

  6. Press OK to keep the new component configuration. The AI Chat Component is now added to your view and ready to test.

  7. Press Preview to test and interact with the new component.

    Test Component

  8. Return to the Views editor and press Commit Selected to save the changes.

Release History

Version 1.1

  • Add support for sessions and multi-turn conversation interaction.

  • Add Effort, Instructions, and Tool Sources properties.

Version 1.0

  • Initial release. Includes support for generating content via the workbook script AIOperations method.