One of our primary use cases is to build an MSBA-based business intelligence solution for collection agents, so that they can receive daily information relating to bills in the form of ledgers. I've built several packages to import the data from where it has been dumped. I then created the data mask for data analysis to showcase all the outputs and conclusions. As a result, there is a clear breakdown of total collections, the different parameters, customer-based information, and other essential information. We are partners of Microsoft BI and I'm a solutions architect.
Solution Architect
Provides great container data flow and status related paginated reports
Pros and Cons
- "Provides good data flow related to the container and control flow."
- "In this solution, the ROI is quite high because collection has increased up to 25% in one month compared to the same month last year."
- "There are some connector-related issues in their MSBA solution."
- "There are some connector-related issues in their MSBA solution and there are certain features that Microsoft should include in the MSBA solution."
What is our primary use case?
How has it helped my organization?
The solution has helped increase the client's total sales revenue for their collection agent. It's basically MSBA, plus an AIML kind of solution and it helps the client to increase the overall efficiency of their collection agents, increasing total revenue for the company.
What is most valuable?
The most valuable feature is the data flow related to the container and the control flow. Microsoft has recently introduced paginated reports in the status part. These are web-based and also mobile-based, depending upon the layout of the report. It can be easily printed in Word format as well as in layout format, regardless of size.
What needs improvement?
There are some connector-related issues in their MSBA solution and there are certain features that Microsoft should include in the MSBA solution. One is the connective level problem that we currently face from the different data sources. It provides about 80% connectivity to all the data sources, but there is the remaining 20%. They could provide some kind of additional functionality which would make it a great solution.
Buyer's Guide
Microsoft Power BI
April 2026
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For how long have I used the solution?
I've been using this solution for about 18 months.
What do I think about the stability of the solution?
The solution is pretty stable in its current form, and we are working on the same platform to optimize and incorporate everything.
What do I think about the scalability of the solution?
This solution is fully configurable and totally scalable. We are currently expanding the solution to include the area collections managers, the territory collection managers, and the regional collection managers. There are currently close to 3,000 users who are field collection agents. There is a maintenance cost but it's pretty low because it's an on-premise solution, so there is no cost attached to the server-based maintenance. Our support team is responsible for maintenance.
The solution is currently used throughout the company although there are geographical restrictions. They plan to extend usage to a pan-country level. It will take some time to implement but we are at the end stages of deployment on the pan-country level. Once completed, we expect there will be around 15,000 users.
How are customer service and support?
We provide technical support as required by our clients. Urgent issues can be resolved within two or three hours.
Which solution did I use previously and why did I switch?
Microsoft BI is similar to Talent and Pentaho BI but Microsoft is more competitive and flexible over the other BI solutions. We can cover up or build our end-to-end solution from scratch and that includes reporting and we don't need to go to any kind of a visualization tool for that.
How was the initial setup?
The initial setup was complex because the data vault was not totally structured and we needed to create some kind of a data lake, dump the data, then analyze it and create the data mask. We require certain validations and checks before importing or exporting the data as well as the application of the cubes to SSRS before reporting services. Deployment time can be dependent on the server and we have designed the system to optimize the process. We have a deployment team which can include two to three developers. Deployment takes about 10 minutes. The client decides on the deployment plan because they have applications that hang on the production server and don't want deployment to hamper other applications.
What was our ROI?
Microsoft BI is provided as a BI solution to incorporate or implement all data in a single platform. It enables you to build a data mart for your company and analyze it on a single platform. Even data analysis techniques can be carried out on this platform, and output of data can be visualized from the SSRS reporting tool. In this solution, the ROI is quite high because collection has increased up to 25% in one month compared to the same month last year.
What's my experience with pricing, setup cost, and licensing?
We have used a client-based service in the pricing. As yet, there are no additional costs.
What other advice do I have?
For anyone interested in building a BI solution from scratch, it's important to be aware that the data is not taken at a single platform. I believe that Microsoft BI is the best platform for this because it gives the flexibility to store the data into an SQL Server from different sources, and the ability to first dump your data into those servers. The analysis and reporting is in the same platform. Power BI has a much greater range than SSRS. Microsoft BI is a tool that gives it to you on a single platform, and you can build an end-to-end BI solution. This is not possible in Power BI.
This solution gives me the total flexibility to use my skill set, in the technical forms and in the analysis form, in one go. I can do several things on a single platform regarding the data science, as well as the data analysis, pulling information, analyzing data, transforming data, creating data lakes, data warehouse, and data masks, all in a single platform.
I rate this solution a nine out of 10.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Digital Strategy Manager at a energy/utilities company with 10,001+ employees
Easy to learn, scales well, and offers good security
Pros and Cons
- "Technical support is quite responsive."
- "It's stable, scalable, and a powerful product and it comes very handy when you want to create visualizations very fast."
- "If I compare it to Tableau, I'd say the visualizations can be better. We should have multiple options. By that I mean, while there are multiple options for the visualization, the look and feel of the dashboard when you compare to Tableau is on the lower side. Tableau has a much better visualization."
- "If I compare it to Tableau, I'd say the visualizations can be better."
What is our primary use case?
There are multiple use cases. I can't count them even on my fingers. There are around 20 to 30 solutions we have been deploying. We use it across finance, procurement, HR, engineering, and whatnot. Each of the domains we have touched. Data visualization is the main need of any organization. With Microsoft being in our ecosystem, Power BI works perfectly well for us.
What is most valuable?
The solution overall works quite well, especially if you have a Microsoft-heavy ecosystem.
The ease of creating the dashboard is quite good.
The analytics are very strong when we couple it with Azure. It offers very good Big Data Analytics that work perfectly well.
Scalability is not at all a problem.
You can perform the role-based access perfectly. It gives you everything you need with a single sign-on authentication due to the fact that we are in the Microsoft environment.
You don't have to worry about security. That is very robust.
What matters most is the turnaround time to create a solution, which is quite fast. This is due to the fact that it's quite intuitive in nature. Even those new to the solution can create solutions very quickly. There isn't a high learning curve.
The initial setup was not difficult.
The pricing has been pretty good.
Technical support is quite responsive.
Overall, the solution is quite intuitive.
What needs improvement?
If I compare it to Tableau, I'd say the visualizations can be better. We should have multiple options. By that I mean, while there are multiple options for the visualization, the look and feel of the dashboard when you compare to Tableau is on the lower side. Tableau has a much better visualization.
For how long have I used the solution?
We've been using the solution for three and a half years at this point. We've definitely used it over the last 12 months.
What do I think about the stability of the solution?
The product is quite stable. It works well in the Microsoft environment. It doesn't crash or freeze. there are no bugs or glitches. It's reliable.
What do I think about the scalability of the solution?
The solution scales very well. If a company needs to expand its offering, it can do so easily. It's one of the selling points of the solution.
We have about 60 to 70 people on the solution currently.
We already are deployed it at a global level. It's just not India-based. We use it across our organization, and it is getting used a lot.
How are customer service and technical support?
We've dealt directly with technical support. They have been responsive. We have called them multiple times and the response was good. We are quite satisfied with the level of service.
How was the initial setup?
The initial setup was okay. We didn't have any problems. I wouldn't call it complex. I'd describe it more as straightforward. It took us around three or four months to set up and deploy the solution.
What's my experience with pricing, setup cost, and licensing?
We have a yearly contract. We signed up for three years and that rolls over annually.
We have a bundle, an enterprise-level package. Its pricing is good for us.
Which other solutions did I evaluate?
We did evaluate Tableau for a moment, however, due to the existing license of Microsoft, the default choice was Power BI.
What other advice do I have?
We are using the latest version of the solution. I can't recall the exact version number.
It's one of the leaders in the top data visualization and analytics toolsets. I'd advise other companies to go for it. It's stable, scalable, and a powerful product and it comes very handy when you want to create visualizations very fast. It's a go-to product if you want to go for data visualization and reporting.
Overall, I would rate the solution at a nine out of ten.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Microsoft Power BI
April 2026
Learn what your peers think about Microsoft Power BI. Get advice and tips from experienced pros sharing their opinions. Updated: April 2026.
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Manage Client Partner at a tech services company with 501-1,000 employees
Feature rich, functional dashboard, and plenty of charting visuals
Pros and Cons
- "I have found the best features to be the dashboard creation, graphs, charts, and presentation bar graphs."
- "This solution is a useful tool for the business and experts, with plenty of features, and I have found it very helpful in terms of data presentation."
- "I have been doing trial and error to figuring out how to do the data analyzing and modeling. There could be some improvement to simplify it."
- "I have been doing trial and error to figuring out how to do the data analyzing and modeling. There could be some improvement to simplify it."
What is our primary use case?
I am using the solution for data analytics.
What is most valuable?
I have found the best features to be the dashboard creation, graphs, charts, and presentation bar graphs. As for now, I am able to do a lot of operations but not with much proficiency. I am just getting started with it. I am not very good at doing dashboard creation or writing reports but sometimes I do it during office hours to understand and learn the analytical tools.
What needs improvement?
I have been doing trial and error to figuring out how to do the data analyzing and modeling. There could be some improvement to simplify it.
For how long have I used the solution?
I have been using the solution for approximately one year.
What do I think about the stability of the solution?
I am only working with small datasets at the moment and the solution has been stable. I am not sure how it will be for larger datasets. We have approximately 50 people using the solution in my organization.
What's my experience with pricing, setup cost, and licensing?
This solution came free, it was offered by Microsoft with our E3 license.
What other advice do I have?
This solution is a useful tool for the business and experts. It has plenty of features. I do not have a lot of advice because I am just starting to explore the solution but I have found it very helpful in terms of data presentation.
I rate Microsoft BI a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. partner
Owner at Richard Duggan Pty Ltd
Powerful visualizations, easy to use, and integrates well with Microsoft products
Pros and Cons
- "It integrates better with other Microsoft products. It is very easy to use and has very powerful visualizations. It has also got a lot of development going on."
- "It integrates better with other Microsoft products, is very easy to use, and has very powerful visualizations, with a lot of development going on."
- "It should have more integrations."
- "It should have more integrations."
What is most valuable?
It integrates better with other Microsoft products. It is very easy to use and has very powerful visualizations. It has also got a lot of development going on.
What needs improvement?
It should have more integrations.
For how long have I used the solution?
I have been using this solution for probably two years.
What do I think about the stability of the solution?
It is stable.
What do I think about the scalability of the solution?
It is scalable. I have a few large customers of this solution.
How are customer service and technical support?
I don't have any experience with their support.
Which solution did I use previously and why did I switch?
I also use Tableau. Tableau and Power BI are similar in terms of capability.
How was the initial setup?
It was easy. It was done in minutes.
What about the implementation team?
I can do it on my own. You would require external consultants or in-house experts.
What's my experience with pricing, setup cost, and licensing?
Licensing is on a monthly basis, but I am not sure.
What other advice do I have?
I would rate Microsoft BI a nine out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Technical Director, Information Management at a construction company with 5,001-10,000 employees
Good reports, dashboards, and visualizations, but needs more report outputs and better documentation
Pros and Cons
- "Reports, dashboards, and visualizations are most valuable."
- "It has provided better and deeper analytics for our data and has also been helpful for custom visualizations as per client requirements."
- "It should have more report outputs. They should expand the report outputs. Its documentation should also be better."
- "It should have more report outputs. They should expand the report outputs."
What is our primary use case?
It is used for data visualization and analytics. We have its latest version.
How has it helped my organization?
It has provided better and deeper analytics for our data. It has also been helpful for custom visualizations as per client requirements.
What is most valuable?
Reports, dashboards, and visualizations are most valuable.
What needs improvement?
It should have more report outputs. They should expand the report outputs.
Its documentation should also be better.
For how long have I used the solution?
I have been using this solution for five years.
What do I think about the stability of the solution?
It is fairly stable.
What do I think about the scalability of the solution?
It is scalable based on licensing. You would need premium and additional organizational licenses. Mostly everyone in the organization uses this feature. We have around 4,000 users of this solution in our organization, which includes a lot of project management people.
We don't have any plans to increase the usage in the future. We are currently content with its usage.
How are customer service and technical support?
They exceed expectations and provide good quality support.
Which solution did I use previously and why did I switch?
We had other solutions, but they were some form of ad hoc databases and spreadsheets. We switched to this solution for integrating various data sets from different data sources and for richer analytics.
How was the initial setup?
It was straightforward. It took two weeks.
What about the implementation team?
It was an in-house job. For its maintenance, we probably have a staff of about 20 people.
What other advice do I have?
I would rate Microsoft BI a seven out of ten. It is a really well-developed product, but it has some room for improvement.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Operations & BI Analyst at American Hospital Dubai
A complete ecosystem with an builtin ETL tool, good integrations with python and R, and support of DAX and Power Query (M languages)
Pros and Cons
- "Power BI is a complete ecosystem. It has an integrated ETL tool and good connectivity with applications such as Office 365 and SQL. There are also solutions for RPA, such as Microsoft Power Automate and Microsoft Power Apps. Power BI now has integration with Power Query, which has an AI feature for text analytics. Text analytics is a very good feature. This feature is also there in Tableau, but I like it in Power BI because you can write something like, "What is the total sale in the Eastern region?", and it will give you the answer. For example, when you have different types of user opinions, you just run one algorithm and you will have the output that provides the number of positive and negative responses. You can even have a dashboard with positive remarks. This feature has been introduced recently. Power BI supports the DAX and Power Query M languages. These languages are making Power BI very strong in data analytics, and you can do many types of analysis."
- "Power BI is a complete ecosystem; it has an integrated ETL tool and good connectivity with applications such as Office 365 and SQL, and there are also solutions for RPA, such as Microsoft Power Automate and Microsoft Power Apps."
- "It should be more user-friendly. There are very small or tiny icons that you need to move very carefully. If you go a little bit up and down, some of the values change. Its user interface should be improved. It should be like Tableau. Its performance is also slow and should be improved. I definitely feel some sort of speed issues with Power BI. The integration of Excel with Power BI would also be good."
- "For very big companies with large-scale data and many rules, there would be speed issues with Power BI, so I won't recommend Power BI for organizations where 2,000 or 4,000 computers are connected and there are multiple branches with data coming from different countries."
What is our primary use case?
I am currently using it for my professional and training use. I am using the Power BI Premium per user recent scheme announced by Microsoft. In my current company, we are using Tableau.
What is most valuable?
I’m going to go cover my TOP 5 Features for getting you started on your own visualisations so you can be up and running and leveraging Power BI within your own business in no time at all. Power BI Desktop Sure you probably want to build some beautiful and interactive reports and dashboards to share all those insights from your data with your business, but perhaps lacking the experience that report designers, data queries specialists or Excel Power Users have? Well now all your end users can easily access data and build their own reports using a simple yet powerful interface, Power BI Desktop. Power BI Desktop is a free download which provides an excellent canvas for creating your own masterpiece’s or perhaps just a simple report or dashboard tile. Power BI Desktop with its monthly release cycle is constantly evolving with newly added features or enhancements that can ‘bring data alive’ often in just a few minutes or hours. Visibility Data is arguably one of most precious resource that businesses are generating today. The key aim to be able to manipulate and easily combine this valuable data with other datasets, and then have a simple way to gain a deeper understanding of their business. With data often residing across multiple systems and formats, a valuable resource that businesses need is to be able to collate the various datasets and generate different ways to visual and understand it. In order to identify trends and relationships which were not previously visible and help make those important DECISIONS that business need to make every day based on the right facts. With a deeper understanding that comes from interpreting data in a visual form, the data world has become even more important for a business to be able to leverage and gain the competitive edge it needs; so it’s no wonder that Microsoft’s BI can provide so much value with the data-shaping and modelling capabilities to unlock hidden insights. Custom Visualisations Every business has its own culture and way of doing things, sometimes the ‘standard way’ of doing something just doesn’t cut it and a need to customise it to make it work is needed. The same goes for visualisations that come as standard with Power BI tool, which for some may not provide the depth or complexity of visualisation that is needed in order to ‘bring data alive’. However by accessing the growing library of custom visualisations or even creating ones that meet a specific need is perhaps a way to find a competitive edge. Import Excel Data One of the recent improvements that was added was the ability to import data from Excel. It has a wizard for making it very straight forward so your Excel ‘Power User’s’ now have even greater functionality to make sense of the data. Power Q&A Have you wanted to be able to ask questions in your own language and have it answered? Now Power BI makes that very easy with the Dashboard Power Q&A and the underlying data models. You just start typing in your question and the data model provides the context and answer which can then be manipulated to suit your own visualisation needs.
What needs improvement?
Power BI is good with handling simple relationships between tables in a data model. But, if there are complex relationships between tables, that is, if they have more than one links between tables, Power BI might not handle them well. You need to create a data model carefully by having more unique fields so that Power BI does not confuse the relationships when it comes to complex relationships.
In most cases, you might not feel the need to configure and optimize visualizations in Power BI. But even if you do, Power BI does not provide many options to configure your visualizations as per your requirements. Thus, users have limited options for what they can change in visuals.
The user interface of Power BI is often found crowded and bulky by the users. It is in the sense that there are many icons of options that block the view of dashboard or report. Most users wish that the user interface or the report canvas was clearer with fewer icons and options. Also, creating scrolling dashboards is a native feature.
As we know, the expression language used to deal with data in Power BI is DAX. However, you can perform a lot of actions using the DAX formula in Power BI, it is still not the easiest language to work with. Sometimes the formulas you create work well in Power BI, sometimes they don’t. You can concatenate up to two elements but concatenating more than two elements needs nesting statements.
Power BI has a limit of ingesting data at a time which is approximately 2 GBs of data. If you wish to import and use data of even greater volumes, you need to extend your free version to a paid version of Power BI. Also, users have reported that Power BI takes a little more than usual time or even hangs while processing millions of rows and columns of data.
Usually, Power BI is the easiest to use BI tool if you are using it simply to import data and create reports. But Power BI is an entire suite having a lot of other interrelated tools. When the purpose of your use is more than just creating reports in Power BI Desktop, you need to learn and master several other tools like Gateways, Power BI Report Server, Power BI Services, etc.
For how long have I used the solution?
I have been using this solution for more than three years.
What do I think about the stability of the solution?
I am currently using it for my personal training, and I didn't find any stability issues, but when it comes to big data, there may be some sort of issues where the system might hang.
What do I think about the scalability of the solution?
In terms of adding more users, there shouldn't be any issues or limitations. Currently, I am using it for my personal use.
For very big companies with large-scale data and many rules, there would be speed issues with Power BI. Therefore, I don't recommend Power BI at this level. For such organizations, Tableau is the best solution. I have tried Tableau in many companies with many nodes, and I found no speed issues with Tableau. So, I won't recommend Power BI for organizations where 2,000 or 4,000 computers are connected, and there are multiple branches with data coming from different countries.
How are customer service and support?
I contacted them for an installation issue related to the RPA Power Automate Desktop. I had downloaded this software, and I was trying to use it with Office, but there were some installation issues. I contacted Microsoft's technical team, and they logged in to my computer and fixed the issue.
Their support is very nice. They called me and then remotely connected to my computer through Teams. They gave me very good support, and I am perfectly satisfied with them.
Which solution did I use previously and why did I switch?
I can mentions main difference between Power BI and tableau which is as under. Advantages of Tableau Here, are pros/benefits of using Tableau BI: •Less cost of training •Very fast and easy to create visualizations •Good customer support •Data Interpreter Story-telling ability •Tableau offers a feature of visualization •It helps you to combine shape & clean the data for analysis. •It helps you to handle a large amount of data. •Uses scripting languages like R & Python to avoid performance for complex table calculations. •Allows users to create reports, dashboards, and stories using Tableau Desktop. Advantages of Power BI Here, are pros/benefits of Power BI •Offers pre-built dashboards and reports for SaaS Solutions •Provide real-time dashboard updates. •Secure and reliable connection to your data sources in the cloud or on-premises •Power BI offers quick deployment, hybrid configuration, and a secure environment. •Data exploration using natural language query. •Feature for dashboard visualization •New features frequently added that are great for excel users. •Extensive database connectivity capabilities Q&A feature publish to the web. •integration with both Python and R coding to use visualizations. •Power Query provides many options related to wrangling and clean the data. •Post publishing the data into Power BI web service can schedule refresh without manual intervention. •Power BI backed by the superpower of with artificial intelligence and machine learning. Disadvantages of Power BI Here, are cons/drawbacks of Power BI •Dashboards and reports only shared with users having the same email domains. •Power Bl will never mix imported data, which is accessed from real-time connections. •Power BI can't accept file size larger than 1 GB. •Dashboard never accept or pass user, account, or other entity parameters. Disadvantages of Tableau Here, are cons/drawbacks of Tableau •Relatively high cost •No change management or versioning •It is expensive, BI, when compared to other tools. •Importing custom visualization is a bit difficult. •Not offers easy methods for embedding reports to other applications. •Tableau is suitable only for a large organization which can pay for licensing cost. •The tableau does not offer support for artificial intelligence and machine learning. •There is integration with other Microsoft products like Power Apps , Dynamics 365, Office 365, and Microsoft Flow, which uses Single Sign-On (SSO).
How was the initial setup?
Its initial setup is very simple. There is no issue at all. If you have everything set up on your computer, it takes only 10 minutes.
In terms of maintenance, Power BI does not require any maintenance, but the database behind Power BI requires some sort of maintenance. Power BI is like a tap. It is just providing what is in the tank. For clean water, you just need to clean the tank at the back. To get good visualizations, you need to clean your database, tabling structure, and data modeling. If you are doing all data modeling in Power BI, then data modeling requires some sort of maintenance.
What's my experience with pricing, setup cost, and licensing?
Power BI comes in three levels – Desktop, Pro, and Premium. The Desktop level is free for individual users. Pro – The Pro plan costs $9.99 per user, per month and includes a mobile app, the ability to publish and share reports, a 1 GB model size limit, eight data refreshes daily, the ability to connect to over 100 data sources, embedded APIs and controls, AI visuals, data security and encryption, metrics for content creation and publishing and up to 10 GB per user maximum storage. Pro is available for free for companies that have the Microsoft 365 E5 solution. Premium (per user) – Microsoft launched this new pricing strategy that costs $20 per user, per month. It includes all of the features of the Pro plan, plus paginated reports, a 100 GB model size limit, 48 data refreshes daily, advanced AI features, XMLA endpoint read/write connectivity, data flows, the ability to analyze data stored in Azure Data Lake Storage, application lifecycle management and up to 100 TB of maximum storage. Premium (per capacity) – This plan starts at $4,995 per month per dedicated cloud compute and storage resource. It includes all of the features of the Premium per user plan, plus on-premise reporting, a 400 GB model limit, multi-location deployment management, Bring Your Own Key (BYOK) and autoscale add-on.
Which other solutions did I evaluate?
No, I am diehard fan and accredited professional of Microsoft technologies, so I have no other thought.
What other advice do I have?
I will suggest below guidelines to Power BI users. Limit the number of visuals in dashboards and reports According to Microsoft's Optimization guide for Power BI, placing many visuals in a single report slows report performance. Limit widget visuals to eight per report page and grids to one per page. Limit pages 30 points (cards: 1, gauges: 2, charts: 3, maps: 3, grids: 5). Limit tiles to 10 per dashboard. To improve Power BI report performance, remove unnecessary interactions between visuals By default, all visuals on a report page can interact with one another. For optimal report performance, interactivity should be minimized. Reduce the number of queries fired at the back end and improve report performance by disabling unnecessary interactivity. Enable Row-Level Security (RLS) Row Level Security restricts user access to certain rows in a database depending on the characteristics (role) of the user executing a query. With RLS, Power BI only imports data the user is authorized to view. Combining Power BI roles with roles in the back end can result in substantial performance gains. Test all roles before rolling out to production. Use Microsoft AppSource certified custom visuals Power BI certified visuals are AppSource visuals that have passed rigorous quality testing. Microsoft verifies that certified custom visuals have robust, high-performance code. Certified custom visuals are the only custom visuals that can be viewed in Export to PowerPoint mode and email subscriptions. Use preview feature of hierarchy slicers instead of custom visual If you need to show hierarchy in slicers, enable the preview feature provided by the Power BI desktop instead of using of a custom visual. Provide data categorization for Power BI reports (HBI, MBI, LBI) High Business Impact (HBI) data requires users to get a policy exception to share the data externally. Low Business Impact (LBI) and Medium Business Impact (MBI) data do not require exceptions. By using Power BI data sensitivity labels, you raise user awareness about required security and how reports should be shared inside and outside the organization. Use on-premises data gateway instead of Personal Gateway Personal Gateway takes data and imports it into Power BI. Enterprise Gateway (on-premises data gateway) imports nothing, which is more efficient when working with large databases. Use different Power BI gateways for Live Connection and Scheduled Data Refresh If the same gateway is used for Scheduled Data Refresh and Live Connection, Live Connection performance will slow down when Scheduled Data Refresh is active. Avoid this issue by creating separate gateways for Live Connection and Scheduled Data Refresh. Test custom visual performance on reports to ensure fast report load time; use an alternative visual if the chosen visual performs poorly Uncertified custom visuals are generally not tested by the Power BI team. Custom visuals can perform poorly when handling large datasets or complex aggregations. If a custom visual performs poorly, consider replacing it with a different visual. Limit complicated complex measures and aggregations in data models Push calculated columns and measures to the source where possible. The closer they are to the source, the higher the likelihood of improved performance. Create calculated measures instead of calculated columns. Use star schema to design data models. Use slicers sparingly Slicers are a great way of allowing users to navigate data, but they come at a performance cost. Each slicer generates two queries: one gets the data, and the other fetches selection details. Creating too many slicers negatively impacts performance. To evaluate which slicers are infrequently used, use the Filter pane and remove unnecessary slicers. Ensure the Power BI report and data source are in the same region With the tenant and data source in the same region, you can reduce network latency. The results are faster data transfer and faster query execution. Import only necessary fields and tables instead of entire datasets Ensure the model is as narrow and lean as possible. Power BI works on columnar indexes; longer and leaner tables are preferred. Ensure the cache update frequency aligns with the data source refresh frequency Cache update frequency should be set at similar intervals to data source refresh frequency. By default, the Power BI cache update frequency is set to one hour. If, for example, your data set refreshes only once per day, you should update the cache frequency accordingly. Use white or light background colors For users distributing printed reports, white or light backgrounds are printer friendly. Shorten numbers Don’t exceed three or four numerals when displaying numbers. Display measures to one or two numerals left of the decimal point and scale for thousands or millions. Use Report Tooltip pages to provide more context for the highlighted measure Report tooltips are a great way of sharing additional information on the metric. Use limited visuals in Report Tooltip. Ensure you select Tooltip field carefully (categorical or measure). Use templates (.PBIT files) to speed up and standardize report development instead of starting with an empty .PBIX Templates can be saved with custom color palettes and themes pre-incorporated. Templates ensure corporate branding is pre-applied to all pages. Templates ensure connections to commonly used data sources are already in place. Templates create commonly used DAX measures. Source: LinkedIn Use names that are meaningful to your business users or intended audience Power BI provides the ability to give aliases to report objects. Avoid ambiguity when naming columns and measures. Consider hiding unused columns in the data model. Source: LinkedIn Reduce queries Reduce the number of queries sent by Power BI using the settings for Slicers and Filters.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Information Architect at a government with 10,001+ employees
A simple, flexible, low-code, and scalable solution for data integration and modeling
Pros and Cons
- "It is a pretty straightforward and flexible solution for data integration and modeling. It is a low-code solution. When you are doing data integration, you can use the GUI, which is very simple and straightforward. You can also do very intricate custom queries and model it at different levels. It is very easy to use and scalable."
- "It is a pretty straightforward and flexible solution for data integration and modeling."
- "It is kept very current, and there is an update literally every month. However, the interface changes quite randomly with no documentation, which is difficult at the domain and architectural level where you're planning things and engaging the business. Things change frequently, and you wonder where has the button for the new report gone. They should provide better documentation on interface changes. It should be better optimized. It is supposed to be a data integration tool, but it is doing relatively simple queries. It has its limitations. For example, you can only pull a number of columns. So, there is room for optimization on its ability to integrate multiple data sources. The desktop tool is very memory-intensive, and again, this is not documented clearly. It requires a heavy CPU and memory use, and it causes your operating systems to become unstable. I would like to see the ability to create datasets within Power BI. Microsoft is promoting Azure as a cloud solution, but it is dependent upon a desktop component, which seems a little bit deceptive. Data set is the basic element that you report from, but it has to be created on the desktop and then published to the cloud. So, you're in the cloud, and you create a data structure or the data flow, but you can't report from that. You have to leave the cloud, go to your desktop, create the data set on your desktop, and publish it to the cloud. You go back to the cloud and create your report by using that published data set, which is very non-intuitive. If you go to the Microsoft Power BI community, this is a common complaint across the entire community."
- "The desktop tool is very memory-intensive, and again, this is not documented clearly; it requires heavy CPU and memory use, and it causes your operating systems to become unstable."
What is our primary use case?
We are using it for reporting, analytics, and data science. We have its latest version.
How has it helped my organization?
Microsoft's CRM platform has very limited reporting capabilities. Power BI was able to meet the business requirements for reporting and more in-depth analytics. It is a part of the Microsoft Ecosystem, and there is a straightforward connection from Power BI to CRM.
What is most valuable?
It is a pretty straightforward and flexible solution for data integration and modeling. It is a low-code solution. When you are doing data integration, you can use the GUI, which is very simple and straightforward. You can also do very intricate custom queries and model it at different levels. It is very easy to use and scalable.
What needs improvement?
It is kept very current, and there is an update literally every month. However, the interface changes quite randomly with no documentation, which is difficult at the domain and architectural level where you're planning things and engaging the business. Things change frequently, and you wonder where has the button for the new report gone. They should provide better documentation on interface changes.
It should be better optimized. It is supposed to be a data integration tool, but it is doing relatively simple queries. It has its limitations. For example, you can only pull a number of columns. So, there is room for optimization on its ability to integrate multiple data sources.
The desktop tool is very memory-intensive, and again, this is not documented clearly. It requires a heavy CPU and memory use, and it causes your operating systems to become unstable.
I would like to see the ability to create datasets within Power BI. Microsoft is promoting Azure as a cloud solution, but it is dependent upon a desktop component, which seems a little bit deceptive. Data set is the basic element that you report from, but it has to be created on the desktop and then published to the cloud. So, you're in the cloud, and you create a data structure or the data flow, but you can't report from that. You have to leave the cloud, go to your desktop, create the data set on your desktop, and publish it to the cloud. You go back to the cloud and create your report by using that published data set, which is very non-intuitive. If you go to the Microsoft Power BI community, this is a common complaint across the entire community.
For how long have I used the solution?
I have been using this solution for about 18 months.
What do I think about the stability of the solution?
It is pretty stable. I haven't determined any major issues.
What do I think about the scalability of the solution?
It is very scalable. It fits perfectly with the larger Azure Data Lake reference architecture. Power BI platform is a fundamental piece, and it becomes scalable to use with other components within that reference architecture.
We're in the process of laying out a three-phase approach. Over the next year, its usage will increase from 50% to 75%. In terms of the number of users, we have around 150 users who are data scientists and data analysts. We have around 5,500 desktop users, and it is a part of 365, which is on every desktop.
How are customer service and technical support?
There is a lot of online support. We also have Microsoft consultants on contract, and the support comes through them. Their support is very good.
Which solution did I use previously and why did I switch?
We also have IBM Cognos. We haven't switched. They're being used in tandem. There are different sets of requirements for two different solutions.
How was the initial setup?
I wasn't part of the deployment, but my understanding is that it was pretty straightforward.
What about the implementation team?
We used a Microsoft consultant for implementation. Our experience was good. We don't have any maintenance crew.
What other advice do I have?
I would rate Microsoft BI a nine out of ten.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Microsoft Azure
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Inovation Manager at SoCalGas
Creates charts and graphs to provide visuals of the data
Pros and Cons
- "The standard BI visualization capabilities are great."
- "It has centralized our organization, democratized dashboard and report building, and provides a centralized format."
- "Anything they can do to improve enterprise collaboration is going to help people get set up and utilize the solution."
- "Anything they can do to improve enterprise collaboration is going to help people get set up and utilize the solution."
What is our primary use case?
We mostly use this solution for dashboards and reporting.
There are roughly 2000 people in our office. At the least, 100 people use Power BI. We have around 10 super users who use it a lot. A lot of people just use it to look at dashboards. A lot of managers look at Power BI for their dashboards.
How has it helped my organization?
It has centralized our organization. It has democratized dashboard and report building and provides a centralized format. Without Microsoft BI, people would otherwise develop and manage their spreadsheets in Excel, which is just a lot harder than what Power BI enables us to do.
What is most valuable?
The standard BI visualization capabilities are great. It makes all the visualizations and has a drag and drop builder. It also has a power query data modeling capability that's excellent.
What needs improvement?
We're a big organization. We're looking at standardizing. Anybody can just pick it up and use it because it's easy. We want to be able to standardize what Power BI is and I think that's a challenge that we're encountering now.
Anything they can do to improve enterprise collaboration is going to help people get set up and utilize the solution.
For how long have I used the solution?
I have been using Microsoft BI for roughly two years.
What do I think about the stability of the solution?
It has crashed, but it's pretty stable. I haven't had any problems where a published dashboard was not working. Once a dashboard is published, I haven't seen any problems with it.
I think it depends a lot on the data access. As long as the data backend can get into Power BI, then everything works. If there are any data connection issues, that's when there will be problems.
How are customer service and technical support?
I get tech support from my admin. I've never contacted support.
What about the implementation team?
We have a Power BI admin administrator that helped us with the initial setup. From the user's perspective, it's pretty easy.
What's my experience with pricing, setup cost, and licensing?
I think it's a good price, from what I've heard. I know it's competitive with other Power BI tools. It comes in lower. I've heard no complaints about the pricing.
Which other solutions did I evaluate?
Our company did evaluate Tableau and a couple of other tools. We ended up promoting Power BI for everyone because it was licensed and we were already using Office 365. It integrates well with all of our existing environments.
What other advice do I have?
From a user's perspective, I'd advise people to really try to understand the data sources and have a good data environment in place, beforehand. That makes the Power BI environment much better.
Overall, on a scale from one to ten, I would give this solution a rating of nine. I think it's the best BI tool that I've used. I know it has a really good rating. It accomplishes a lot for us in terms of data manipulation and BI in the reporting.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
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Updated: April 2026
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Pra mim, deve ser ultilizado com recursos um pouco mais simples para atender outros publicos, facilitando os usuarios a terem conhecimento sobre a plataforma.