Frequently Asked Questions for Power BI

What is Power BI?

Power BI is Microsoft’s next generation business analytics tool—embedded within Microsoft’s business applications solution—that comprises several technologies originally developed for Excel, such as Power Pivot and Power Query. Power BI then goes beyond these existing Excel capabilities, adding functionality for rich interactive visuals and dashboards with KPIs.

With Power BI, you can extract and transform data from multiple data sources and combine it into one data model that you can then use to create your reports. Data from multiple sources can be scheduled to refresh automatically or on-demand.

Power BI is packed with amazing collaboration, sharing, and mobile features and is deeply embedded in Microsoft's business application solutions. So, if you're using Microsoft Office 365, then Power Apps or Microsoft Flow can be configured to tap into O365 data, refresh datasets stored in OneDrive or SharePoint, and set alerts or send emails. These are just a few examples; there are many ways Power BI can integrate with other applications and if you are thinking about Power BI from an IT perspective, it is truly an amazing tool to leverage those technologies.

What are the components of Power BI?

There are three main components to Power BI, with each component serving a different purpose:

  • Power BI Desktop: Power BI desktop is the authoring tool of Power BI, used by the report designers to access, transform, and model the data, create measures, and build the data visualisations. This application is free to download and supports Windows operating systems.
  • Power BI Service: The Power BI Service component (https://app.powerbi.com) is the cloud based central hub of the Power BI solution where users access and interact with their Power BI reports. Users can create dashboards from their reports and can use the self-service functions to edit and create new visualisations. Crucially, users can then share the insights found and collaborate with co-workers on reports and dashboards.
  • Power BI Mobile: The Mobile component of Power BI allows users to interact with their published reports using their smartphones or tablets via a downloadable app. It enables access to reports on the fly, anywhere, at any time. You can personalise data alerts and get real time data updates. Power BI Mobile supports Windows, iOS, and Android devices.

Can I use Power BI for Budgeting & Forecasting?

Power BI is a powerful interactive data visualisation and analytics tool that can draw data from a wide variety of sources including budgeting and forecasting data that can reside in an ERP system and/or Excel. In many cases, Excel is still the tool of choice for an organisation's planning and budgeting process especially if there is not a lot of complexity and minimal requirements in the model structure.

Where the level of complexity in a planning process increases, there are further considerations in choosing an appropriate tool especially where Excel is no longer a workable solution. This can include situations where multiple planners are involved and there are multi-level organisational inputs to be considered.

Power BI can function as an aggregation and modelling tool, to aggregate separate planning datasets (created in Excel or other systems) together with data actuals and create a consolidated planning report. There are still some downsides to this approach, especially uncovering errors when using Excel and implementing top down changes.

The most effective method for a complex planning process is to implement a single central data model solution that enables the user to easily read and write back to a data model totally customised to how the organisation operates. This enables a single approach to all aspects of planning whether it be sales forecasting, operational budgets, cashflow, or workforce and asset planning. Professional Advantage implement these type of corporate performance management tools that can be used either standalone or in conjunction with Power BI's reporting capabilities.

What is the difference between the Power BI Desktop and Power BI Service (PowerBI.com)?

The Power BI Desktop is the complete report authoring tool for report designers. It is downloaded as a free application and installed on a local computer. The desktop allows you to connect to different types of data sources and then transform it in a data model. The final part of the report creation process is to add visuals based on the data model.

The Power BI Service is the cloud-based service where users view and interact with the reports. Report designers use the Desktop application to publish the Power BI reports to the Service. Users in the Service can edit the reports and create visuals based on the existing data model and also share and collaborate with co-workers.

There are a small number of areas where the Desktop and Service overlap. However, most implementations use the Power BI Desktop to create the reports and then use the Service to distribute the reports with others.

How does the Power BI service (PowerBI.com) connect to my on-premise data sources?

Microsoft has created an on-premise data gateway that allows the quick and secure transfer of data between on-premise data sources and the Power BI Service. In this way, organisations can keep their data sources locally on their network and then securely use that data for Microsoft cloud services.

Does Power BI produce paginated reports?

In June 2019, Microsoft introduced paginated reports in Power BI. This allows Power BI developers to create formatted pixel perfect reports in the Power BI Service. Paginated reports allow organisations to create fixed layout reports for printing and pdf creation. Paginated reports within Power BI is currently only available for organisations licenced for Power BI Premium. Please contact Professional Advantage if you would like further information on paginated reports and Power BI Premium.