June 17, 2025

What is a Digital Data Analyst and Why Your Business Needs Them to be AI-Ready

Discover how Digital Data Analysts and tools like Microsoft Fabric can revolutionize your business. Learn how AI insights improve efficiency and decision-making.

Say your Supply Chain Analyst wants to know whether she needs to reorder a specific part. The inventory data she needs is in the warehouse system, the demand forecast could be pulled from the MRP, and a picture of recent consumption is in an orders spreadsheet she already has.

There are three paradigms on how she might tackle this challenge:

  1. 2000 - 2023 approach: "I'll download this data from each of these places and combine them in Excel with VLOOKUP. Then I'll prepare my analysis and recommend purchases." Effective, but certainly not efficient for managing a large catalog of part numbers.
  2. 2023 - 2024 approach: "I could put all this into ChatGPT and work with it to build the analysis. It can put the data together and produce the spreadsheet I need." Effective and more efficient, but raises so many questions about governance and security, not to mention the repeatability of this process the next time the part needs to be ordered.
  3. 2025+ approach: "My Digital Supply Chain Analyst knows where to find all this information already. I'll ask it to investigate this part number and give me recommended actions along with justification. It can prepare the Excel-based analysis for me, which I'll refine. Then, if I approve of its recommendations, I'll ask my Digital Purchasing Agent to find the best price available from our vendors, and then have its submit the PO's for me." Effective, efficient, secure, scalable, and repeatable, all with a an expert human in the loop.

But how do you make it real?

For AI agents to be truly productive, they require not only expertise, but intimate knowledge of your business. That means structured, accurate data sources. No computer will be able to interact with your business in natural language unless, somehow, somewhere there is a data model describing your business in natural language.  This process is often referred to as grounding. That is exactly what Digital Data Analysts do.

This blog post will define what a Digital Data Analyst is and show how Fabric Data Agents and Power BI Semantic Models fill in this gap.

What is a Digital Data Analyst?

A Digital Data Analyst is an AI agent that knows how to answer specific quantitative questions about your business. Your people, or other AI agents, ask questions of this agent and get specific, correct, context-aware answers with back up provided and references cited.

In the Microsoft AI & BI stack, these take the form of Fabric Data Agents. These agents are metadata rich and know how to work with your company's specific data sources to answer questions. They can look across the data available to Fabric in OneLake. But the best answers come from the well-structured Power BI Semantic Models you have already created for your reports and dashboards. Fabric Data Agents can be immediately useful to answer those ad hoc questions that arise ("How many Snickers did we sell at store 259 last year?"), but they can also into deterministic processes or multi-agent workflows in Copilot Studio or Azure AI Foundry.

Show and tell with a Fabric Data Agent

In under 30 minutes, I was able to set up a Fabric Data Agent to connect to our Harvest timesheet data, which we have raw in the form of a lakehouse. Here's an example of a question I asked and the queries it was able to generate.

I started at this screen in Fabric.

I added the Lakehouse that had Harvest data in it. Then I gave it some basic instructions:
I started asking it questions like "How many hours did I work last week?". We had a back-and-forth about how it would know which user I was and what I meant by last week, but I ultimately got this as a response:
You can see it inferred how to pull that information directly from the lakehouse with SQL.

Note: There was a bit of confusion about the correct user ID because the Data Agent originally was rounding the integer-type ID result. Once we sorted that out, it worked very well. I'm sure that would never have been a problem if I had built a well-structured Semantic Model!

The Role of a Digital Data Analyst in Agentic Workflows

How would something like this make your business more efficient? Through agentic workflows.

Your business processes invoices. There's a good chance you have already automated some number of the required steps below:

  1. You receive a PDF invoice.
  2. You process the essential information such as totals, dates of service, and payment terms.
  3. You route that invoice to someone who will know the terms of the agreement with that vendor or the details of that service.
  4. That expert compares the invoice details to the agreement, perhaps using price books or contracts.
  5. The invoice is either approved, disputed, or goes into some other status.

All of the steps have a clear automation story, except for steps 3-4, where you need to rely on the analysis of someone who knows.

This is where the Digital Data Analyst comes in. Your pricebook data could be combined with your vendor information in a well structured semantic model. It has all the business terms, and how to measure them, baked in. It understands the relationships between vendors, pricebooks, services, and dates.  Using semantic models, the Digital Data Analyst would cross-reference data from the invoice with existing price books and agreements stored in the system.

This allows them to generate precise queries and insights like:

  • Are the charged rates aligned with the vendor’s agreed-upon pricing?
  • Does the invoice comply with your internal payment terms and conditions?

If the agreement information is in contract form, Agents could be taught to read and structure that information in a Fabric Lakehouse. After the model is built, most of that teaching could be done in natural language. And the entire workflow could be automated by a controlling "Invoice Processor Agent".

This level of intelligence drastically reduces manual labor, optimizes decision-making, and accelerates processing while ensuring accuracy.

So that's an agentic workflow. A next question would be, "How do I then monitor and manage these agents? And what will they cost?" But that is for future blog posts.

Getting Started With Digital Data Agents and Microsoft Fabric

Here’s the fantastic news for businesses already invested in Microsoft Power BI reports. If you’ve created Power BI dashboards that capture your business’s vital data, you’re closer than you think to deploying AI-driven solutions like fabric data agents.

Microsoft Fabric turns your Power BI semantic models into an Enterprise-grade Secure Semantic Layer. By putting a few Fabric Data Agents on top, your workers can already become AI-makers with Copilot Studio. These tools will allow your people to more efficiently interpret your intricate data, automate meaningful comparisons, and ensure vital decisions are data-driven.

"Microsoft Fabric turns your Power BI semantic models into an Enterprise-grade Secure Semantic Layer"

Why Your Business Needs a Digital Data Analyst

Not convinced yet? Here are five compelling reasons every forward-thinking business should bring a digital data analyst onboard or integrate AI-driven analysts into their workflows.

1. Enhanced Efficiency

Traditional methods of data analysis are slow and require a heavy cognitive load to process before insights can be derived. Digital Data Analysts expedite this process by combining powerful AI tools and semantic understanding, ensuring businesses get actionable insights in seconds—not days.

2. Seamless AI Integration

AI tools like those embedded in Microsoft Fabric and Copilot are becoming indispensable. A Digital Data Analyst bridges the gap between AI capabilities and your organization’s unique needs, ensuring the technology delivers maximum value.

3. Improved Decision-Making

One of the most significant advantages of a Digital Data Analyst is their ability to ensure better, data-driven decisions. By contextualizing data specific to your business operations, these analysts make predictive analytics, scenario planning, and strategic forecasting significantly more reliable.  The business context and knowledge finally becomes codified in these models.

4. Reduced Costs

Automation and precision are two primary outputs of their work, cutting down manual processes, reducing human errors, and enabling scale. This translates into noticeable P&L savings. For instance, automating an agentic invoice workflow reduces the cost-per-invoice processed by eliminating manual verifications. You want to empower your people to maximize their own efficiency by working with agents.

5. Staying With Competitors

To be frank, this is becoming so easy, that this won't create a competitive advantage for you. It could create a very real competitive disadvantage if you treat AI Agents as another fad likely to blow over. The most scarce resource in any company is your best people's time and attention. Maximize this resource this by augmenting them people with AI agents and let your competitor play catch up.

Using Digital Data Analysts to Empower Your Business

Imagine a CFO armed with precise cash flow predictions from a Digital Data Analyst (a Financial Data Analyst) or a marketing team using customer behavior trends from a Customer Sentiment Analyst to tailor campaigns before launching. With the right analytics and AI, these are not hypothetical situations but achievable outcomes at scale.

Investing in Microsoft Fabric’s capabilities, enhancing your workflows with LLMs, and leveraging Copilot can create an AI-powered organization that stays ahead of the curve. With actionable insights and automated processing guiding every decision, you’re not just running a business; you’re revolutionizing it.

Take the First Step Toward Intelligent Data Analytics

The future of business decision-making lies in data, and a Digital Data Analyst is your guide to unlocking its full potential. If your organization is ready to streamline operations, improve accuracy, and harness the power of AI-driven insights, now is the time.

We’re here to help you build a secure, semantic layer tailored to your business needs, empowering you to use AI tools like Microsoft Fabric and Copilot with confidence.

Contact us today and take the first step toward transforming your data into a competitive advantage.

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