Case Studies | FinTech

A natural language interface to Power BI, built on AWS

AutoBI GenAI Chatbot

About

A FinTech business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

The challenge had three focus areas.

Data locked behind query expertise

Answers lived in a Power BI model that only DAX-literate staff could interrogate. The client needed a way for employees to ask questions in plain English and get answers, without learning the query language or waiting on the BI team.

Reliable natural-language-to-DAX translation

The core technical risk was whether a model could reliably turn a free-form question into correct DAX for a specific semantic model. The design needed a knowledge base describing the model, and a way to recover gracefully when a generated query failed.

Safe, contextual responses

Responses had to be safe and brand-compliant, and the assistant needed to remember the context of a conversation so that follow-up questions worked naturally.

Solution

An user's natural language question is sent to an Amazon Bedrock agent that is associated with a knowledge base populated with information about the Power BI semantic model. The agent converts the question into the equivalent DAX query. That query is handed to a workflow running on an Amazon EC2 instance, provisioned with the necessary Power BI connectivity, which executes the DAX against the model and returns the raw results. An AWS Lambda function then refines those results to match the phrasing of the original question, so the user receives a readable answer rather than a raw table.

5,000

Questions per day the solution is sized to handle (projected)

500

Users the design targets at ten questions each per day (projected)

NL → DAX

Plain-English questions turned into executable Power BI queries

By the numbers:

  • 5,000 - Questions per day the solution is sized to handle (projected)
  • 500 - Users the design targets at ten questions each per day (projected)
  • NL → DAX - Plain-English questions turned into executable Power BI queries
Changes

The engagement delivered the GenAI question-and-answer workflow defined in the project success criteria to a proof-of-concept level: Lambda functions that accept an user query, use an Amazon Bedrock agent to convert it to DAX, execute it against the Power BI model and refine the answer, with Bedrock guardrails and agent memory in place. Acceptance was based on demonstrating the Q&An interaction and session continuity, and confirming the AWS environment is suitable for continued development.

  • Natural-language queryingEmployees can ask questions in plain English and receive answers refined from the Power BI model, no DAX knowledge required.
  • Model-aware translationAn Amazon Bedrock agent backed by a knowledge base of the semantic model converts questions into DAX for execution.
  • Self-correcting on errorsFailed DAX queries are fed back with their error text to be re-engineered and retried automatically.
  • Safe and contextualAmazon Bedrock Guardrails keep responses brand-compliant, and agent memory preserves conversation context across turns.
  • HandoverA runbook, reference architecture and knowledge-transfer session were delivered so the client's team can operate and extend the system.

With the core natural-language-to-DAX capability proven, the client is positioned to harden the proof of concept towards production, adding user authentication and a front end, and to open self-service analytics to a much wider group of staff.

AWS Stack

AWS Lambda

For orchestrating the workflow and refining results into readable answers.

Amazon EC2

For executing DAX queries against the Power BI semantic model.

Amazon DynamoDB

For session memory and interaction tracking.

Amazon S3

For storing documents and supporting assets.

Amazon CloudWatch

For real-time monitoring, and AWS CloudFormation for infrastructure as code.

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