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Software Engineer at syntegra
Real User
Easy data source connecting, simple implementation, but needs more financial visuals
Pros and Cons
  • "I also find connecting to different data sources is quite simple. Other solutions we were using before were complicated."
  • "I think that there should be visuals for financial reporting videos. It should just be a plug and play because there is a lot of coding that goes into it with different clients."

What is our primary use case?

We are an analytics company, and we consult for different companies. Currently, we were doing automation of financial reporting, income statements, balance sheets, cash flow, and different kinds of analysis on revenue and products. We extract data from ERP solutions, accounting data, and then we transform that into financial reports.

What is most valuable?

The data modelling and the use of decks are key features. It is difficult to create financial statements using most BI solutions, with decks it is a bit easier to summarize data and to have cascading totals that you would find in an income statement or balance sheet. Most other solutions, you can not have a moving total but with this solution, we found it very easy to implement. 

I also find connecting to different data sources is quite simple. Other solutions we were using before were complicated. 

What needs improvement?

I think that there should be visuals for financial reporting videos. It should just be a plug and play because there is a lot of coding that goes into it with different clients. We should have a visual for income statements and other elements, this should be made easier. For example, suppose you are looking at an inventory report, it is all plug and play because you can just use a matrix or a table to summarize the information and the visuals. The systems are more adapted to that kind of area than for financial purposes.

For the next release, I think they need to improve on getting more visuals that are related to the finance side of things. Like I mentioned before, the matrix now is more of an OLAP cube, we are looking into something more adapted to the finance field, such as a drag and drop where you can build an income statement very quickly without too much code. This would be a nice addition. 

As far as I understand Microsoft has two solutions that are similar, Power BI Report Builder and Power BI Desktop. The features that you get in Power BI Desktop are more advanced than the features that you get in Power BI Report Builder. They should just merge the two and move forward this way. There is no reason to have two different applications serving the same purpose.

For how long have I used the solution?

I have been using the solution for 18 months.

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What do I think about the stability of the solution?

The biggest problem we have had is refreshing with MySQL, we are using a MySQL backend. It has to refresh all the data at once and store it in a cache, is my understanding. I am not sure where Power BI stores the data that it gets from the warehouse, this takes some time. If there are interruptions in the network, then the figures become messed up at some point. It should either commit all the data or it should not commit anything at all if there are errors. I think that is the biggest issue we have had so far.

What do I think about the scalability of the solution?

We are rolling out the solution to various clients and one of them is a large client in the manufacturing industry. The solution scalability is very good, we can do a lot with it.

We have about 40 users at the moment. As we continue to expand, we are looking at approximately 20 companies with about five users at a time. Currently, we have done five companies, but I think by the end of this quarter, we should have about 100 users in total. At the end of the year, we hope to have at least 200 users from different financial departments in different companies. It is my team that does the financial reporting, we also have other companies that have the operations and logistics. We are looking to probably double that figure because eventually, we should be moving to the enterprise license. We had seen that the enterprise license will be beneficial to us. If everything goes as planned, we are looking at about 500 users at some point.

How are customer service and support?

At the moment we have not needed much technical support from Microsoft. Most of the problems we have faced have either been resolved by someone else on the forums available. We also have an expert consultant in the UK who helps us. The areas that have needed assistance has been very minimal.

Which solution did I use previously and why did I switch?

We have used Eclipse BIRT and Knowage in the past but were not as good and more complicated. We find Power BI is more direct, it is much easier to connect to other data sources and so forth.

How was the initial setup?

The setup was very straightforward. You just download through the Windows Store or through the website, then you just start to connect your databases.

What about the implementation team?

The first deployment took approximately four months. The data preparation took most of the time, once we got into Power BI we had most of our financial reports in a month.

Part of our implementation strategy was to get the requirements from the customer, documents, information on what they were using before, key performance indicators and other information. Afterwards, we started to build the data warehouse with the requirements in mind. We tried to mimic the reports that they were using before when we were building the Power BI reports. We tried as much as possible to have reports that look similar to the reports to meet our customer's needs.

There is a similarity between Microsoft Excel and Power BI. If you understand one it make the other easier to understand. If you grasp Excel, it is easy to grasp Power BI as a user. We wanted to make it as similar as possible to the Microsoft Excel experience, with the drill-downs and the pivot tables and so forth. I think with the matrix in Power BI, it is more or less similar, it is the same experience. To summarize our implementation strategy, it was to try to mimic the reports as much as possible and then add more features that are available in Power BI.

What's my experience with pricing, setup cost, and licensing?

We pay on a monthly basis which is approximately $10 per user on the Microsoft Power BI Pro license. At the moment we are still down at 400 users, but once we reach 500 users, we will move to the premium edition. The premium is $5,000 for unlimited users. Currently, with the 40 users, the cost is roughly $500. 

There can be some additional cost, for instance, it was an internal decision to have an on-premises gateway set up with the standard Windows Server installed on it. We had to set up this server on our side, which costs us no more than $400. This was important because we needed something to allow our reports to refresh on a regular interval without people using the personal gateways.

What other advice do I have?

I would advise those thinking about implementing the solution to compare different products to see what is on the market. They have to look at the pricing which is what we looked at initially, I think it quite affordable. Additionally, research the infrastructure that is required and the cost per user for the different BI solutions. Some of the solutions are cheap, such as Eclipse BIRT and Knowage, but it takes a lot of efforts to get your reports out with them.

With this solution, it is more of a drag and drop scenario. You have a quicker delivery time as compared to the traditional or the older BI solutions.

The biggest lesson I have learned with working with this solution has been in the area of data warehousing, you should develop something that is more like a star schema when building a BI solution, especially with this solution. It makes things much easier. We did not favour the star schema, we preferred the snowflake approach. However, data modelling is easier when you use the star schema.

I rate Microsoft BI a seven out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Lead Statistical Analyst | Innovation Champion at a pharma/biotech company with 10,001+ employees
Real User
Has good drag and drop interactability visualization but it's a bit complicated to make it refresh automatically
Pros and Cons
  • "We like the drag and drop interactability visualization. We really like that. It's user-friendly."
  • "If I have to update data automatically, where I have to pin the gateway, it doesn't update. There is a scheduled refresh functionality so that it refreshes automatically, but I find it very hard to make it work."

What is our primary use case?

We have SharePoint in our company and then we just wanted to visualize that list and it connects to the Check Point list.

What is most valuable?

We like the drag and drop interactability visualization. We really like that. It's user-friendly.

What needs improvement?

If I have to update data automatically, where I have to pin the gateway, it doesn't update. There is a scheduled refresh functionality so that it refreshes automatically, but I find it very hard to make it work. Even though it's supposed to connect seamlessly, it's a bit complicated to make it refresh automatically.

For how long have I used the solution?

My company has been using Microsoft BI for a few years but I've been using it since January 2020.

What do I think about the stability of the solution?

It's very stable.

What do I think about the scalability of the solution?

I think it's very scalable. I don't even foresee that as a challenge. 

We have five or six users who view the reports. There are other departments who might be using it as well but we have five or six in my department. It's expected to rise to 15, 20.

The users are managers who want to look at some of the resources.

How are customer service and technical support?

I haven't interacted with Power BI before. If I get stuck at someplace, I just go online and I search in the forums and I find my way.

How was the initial setup?

There isn't really a setup involved. It's just download Power BI desktop and publish it.

What's my experience with pricing, setup cost, and licensing?

We have a premium Power BI license in-house that's quite an expensive license. It's $10 a month for four users and then I think 35,000 at the premium rate.

What other advice do I have?

Ensure that you use Sharepoint. If you are within the Microsoft system and want to have a similar experience to Microsoft Teams, then Microsoft Power BI is a very good solution for that.

I would like to have the ability to run the scheduled refresh for R and Python on the server. Right now, it's not possible.

I would rate it a seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Web Developer at a energy/utilities company with 10,001+ employees
Real User
We switched from Crystal Report Server because it was crashing regularly.

What is most valuable?

The ease of implementation and reliability of SQL Server Reporting Services far exceeded the solution originally implemented with Crystal Report. The Crystal Report Servers (3 of them) were crashing on a weekly basis at one of the companies where I worked.

How has it helped my organization?

We were able to reduce costs by consolidating the 3 Crystal Report Servers down to just one server running SSRS (with one backup just in case). The time it took to run some reports in Crystal were exceeding 5 minutes. The same report in SSRS not only was significantly faster (down to 30 seconds) and the licensing cost savings allowed for a quicker return on investment (less than one year).

What needs improvement?

The build in Report Builder for end users needs improvement. But for someone that has some training on SSRS, its very straightforward.

For how long have I used the solution?

The solution was implemented and still in use to this day to my knowledge.

What was my experience with deployment of the solution?

No. Following the installation guide was a help with setting up SSRS to use single sign on as well as SQL accounts. The overall setup of the server took about an hour. The conversion of over 200 Crystal Reports to SSRS took some more time but was done with one user and completed within 3 months.

What do I think about the stability of the solution?

No. SSRS has been rock solid and the server never needed rebooting unlike the Crystal Report Servers.

What do I think about the scalability of the solution?

No. In fact we were able to decommission servers and switch to using a virtual server for SSRS.

How are customer service and technical support?

Customer Service:

Never had to use their support. But, the few times I have had to contact Microsoft, there were very knowledgeable and able to resolve the problem quickly.

Technical Support:

9, see above.

Which solution did I use previously and why did I switch?

Yes. We used Crystal Reports, see above.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1236651 - PeerSpot reviewer
Accounting Services Finance Manager M&S at a hospitality company with 10,001+ employees
Real User
User-friendly, offers helpful reports, and has good dashboards
Pros and Cons
  • "It's a very easy-to-use solution."
  • "The initial installation is difficult."

What is our primary use case?

I primarily use the solution for the reports. We use it a lot for self-reporting.

What is most valuable?

We're making a dashboard that can show specific details and can be easily customized. It's very useful for creating dashboards.

The reporting is good.

The solution is stable. 

We can scale it if we need to.

It's a very easy-to-use solution. The product is quite user-friendly.

What needs improvement?

The initial installation is difficult. 

The pricing is a bit high and we'd like it to be less expensive.

For how long have I used the solution?

I've used the solution for two years now.

What do I think about the stability of the solution?

The product is stable. Its performance is good. There are no bugs or glitches. It doesn't crash or freeze.

What do I think about the scalability of the solution?

The scalability is good. If a company wants to, it can expand.

We have about 15 to 20 people that use the solution.

We're not sure if we will expand usage in the future or not. That's still to be decided.

How are customer service and support?

We manage technical support ourselves. We do not need to reach out to Microsoft for help. Therefore, I can't speak to how helpful or responsive they would be.

How was the initial setup?

I found the initial setup to be difficult. It's not exactly straightforward. The deployment might take about an hour.

We use three people for deployment and maintenance tasks. 

What's my experience with pricing, setup cost, and licensing?

We have to pay for licensing. I've paid for a license in the past.

We'd like for it to be a little less expensive.

What other advice do I have?

I would recommend the solution to others based on its ease of use.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1753443 - PeerSpot reviewer
Cloud business Director at a tech services company with 51-200 employees
Reseller
Easily customizable, good reporting, and offers self-serve analytics
Pros and Cons
  • "The amount of customization that you can do is good, and it's relatively straightforward to do."
  • "The look and feel should be updated in terms of the types of dashboards and graphs that you can produce. They aren't as visual as some of its competitors."

What is our primary use case?

We are a solution provider and Microsoft BI is one of the products that we implement for our customers. It is used for customized dashboarding, reporting, and self-serve analytics, on a broad scale in enterprise.

What is most valuable?

The amount of customization that you can do is good, and it's relatively straightforward to do. People with limited experience in terms of coding can implement this themselves. If an organization doesn't have a high amount of skill, internally, then it's something that they can still spin up themselves, relatively well.

What needs improvement?

It could be changed to the point where it's more suited for self-serve analytics.

The look and feel should be updated in terms of the types of dashboards and graphs that you can produce. They aren't as visual as some of its competitors.

For how long have I used the solution?

I have been selling and using Microsoft BI for approximately two years.

What do I think about the stability of the solution?

Microsoft BI is a stable solution.

What do I think about the scalability of the solution?

This product is scalable.

We have dozens of customers that use it.

How are customer service and support?

The Microsoft technical support is not great. You need to have a partner in place that's able to handle these services for you. Customers aren't going to get answers quick enough if they're going directly to the vendor.

Which solution did I use previously and why did I switch?

I have experience with a couple of other similar products but I'd only downloaded the free versions of these tools to play around with. One of these is Tableau.

Tableau is a solution that would be used more at the enterprise scale. It may be more suitable for analytics. 

These days, from a visual perspective in terms of analytics, dashboards, and customized dashboards, I tend to use Google products.

How was the initial setup?

The complexity of the installation depends on what you're using it for. If you're doing anything relatively complex, such as working with AI or machine learning, then you would probably want to have a specialist service provider do it for you.

We've seen that people are tending to use solutions that compete with it, just because they are easier to automate. From a large-scale point of view, the installation could be simpler.

That said, in its simplest form, it can be used for self-serve analytics.

What about the implementation team?

A company can handle the deployment and maintenance in-house on its own. Or, if they're doing a large-scale project, they might be in need of two engineers.

What's my experience with pricing, setup cost, and licensing?

My customers pay a yearly licensing fee.

From a cost point of view, it's competitive in the enterprise space, although it's not as competitive when you add up all of the additional costs. Things like integrations cost extra and it's probably where Microsoft makes more of the money.

What other advice do I have?

I would rate this solution an eight 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:
PeerSpot user
Advisor to the Zambia Revenues Authority at GIZ
Real User
Reliable, easy installation, and simple to use
Pros and Cons
  • "Microsoft B's beneficial features are that it is a Microsoft product and it is well known by the staff here in the company. It suited the available skills."

    What is our primary use case?

    We are using Microsoft BI to do analytics for tax and customs administration at the centralized level, in order to fight fiscal fraud and detect tax evasion

    How has it helped my organization?

    Microsoft BI has helped the creation of a powerful analytical tool able to detect inconsistencies in different customs and tax declarations/returns and thus allow the Tax Administration to have a full taxpayer view from the fiscal point of view. It finally leads to increasing the collected revenues by cross-checking data coming from different governmental sources.

    What is most valuable?

    Microsoft BI was choosen among different proposed solution due to the fact that there was a local knowledge by the staff. Its integration with other Microsoft products used by the administration was also taken into account as being easy. The "already seen" effect was ensuring the staff trust; precious when making a big organisational change : we have observed that staff was more confident to stick to something they have already seen in the past rather that a totally revolutionary approach. The self-service tool is much appreciated.

    What needs improvement?

    Not yet assessed. A final assessement will be realized once the system has achieved 1 year of operational results.

    For how long have I used the solution?

    I have been using Microsoft BI for approximately six months

    What do I think about the stability of the solution?

    The solution is stable. we did not yet had any issue.

    What do I think about the scalability of the solution?

    We have not scaled the solution much. However, we will extend next year the number of users we currently have to 300. At the moment we're only working with a restricted number of users. We will also extend the number of sources of data.

    How are customer service and support?

    I have not needed to contact technical support.

    How was the initial setup?

    The initial IT setup was easy, It took two months for the full deployment to complete. It was fairly quick. From the business point of view, of course, the deployment as envisaged with the different data sources and capabilities will take around 18 months.

    What about the implementation team?

    We used an integrator for the implementation and they were great. They did a good job. We have approximately three people for the maintenance and support of the solution at the IT level and 20 people using it from Business point of view, with potential increase up to 150.

    What was our ROI?

    We expect a dramatic increase of collected revenues once the full solution is in place. The ROI should be at break even in less than two - three years of full exploiting the solution.

    What's my experience with pricing, setup cost, and licensing?

    We have an enterprise agreement with Microsoft concerning the license which decreased the cost of the licenses for Microsoft BI. I have found it to be cheaper than other solutions. It is always difficult to compare the Total Cost of Ownership, mainly because most of the big companies do have a very blur licensing system. The most open one seems to be Tableau.

    Which other solutions did I evaluate?

    We have evaluated and completed a market analysis of Oracle and Tableau before choosing Microsoft BI. Oracle because already being used for the internal databases; Tableau because its facility of development and deployment.

    What other advice do I have?

    My advice to those wanting to implement this solution is to have the use cases well prepared in advance. Additionally, it is important to know exactly what type of analytics, dashboards, and reports they want, we spend a lot of time with this. I rate Microsoft BI a nine out of ten

    Which deployment model are you using for this solution?

    On-premises
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Dimitris Iracleous - PeerSpot reviewer
    Lead Technical Instructor at Code.Hub
    Real User
    Top 5Leaderboard
    A more intuitive solution than the competitors and provides a better understanding of the whole process without needing much code
    Pros and Cons
    • "In contrast to what we were using before I think that Power BI has given us more extensive results."
    • "I would like to see integration with Excel."

    What is our primary use case?

    I'm using the desktop version and collaborating within our company.

    As a training company we wish to analyze the instructions as they relate to our customers. Also, we take certain examples for our classrooms, our training.

    What is most valuable?

    I consider the solution to be quite good. In contrast to what we were using before I think that Power BI has given us more extensive results. It's more intuitive and it is better for understanding the whole process without much code. We're only using the user interface, not writing code.

    We find it to be easier and it provides a better understanding of the results, both for us and our customers.

    What needs improvement?

    I cannot think of anything needing improvement at present and am quite satisfied with what we have, This said, I would like to see integration with Excel. This is because many of our customers like to have their results appear not only on a dashboard, but also in Excel, as they use it extensively. They would approve of the integration. 

    Also, there should be greater functionality from Power BI for the performance of certain complex tasks. Many things are being done with the interface and if we'll want automation to play a role then we will need more flexible programming, such as we have with Data Expressions. The interface must be utilized for carrying out more complex tasks. We wish to automate this using software and programming language. 

    For how long have I used the solution?

    I have been using Microsoft BI for one or two years. 

    How are customer service and technical support?

    I feel the technical support to be fine. We have all the support that we need.

    How was the initial setup?

    Having a proper understanding of how the data is modeled poses the greatest challenge. However, someone who has this should find the installation to be quite straightforward. The initial step involves having an understanding of the data model. 

    I think the setup is quite easy and straightforward. The solution can simply be downloaded  and used. The most difficult thing involves the distillation of SQL Server, not what relates to Power BI.

    What about the implementation team?

    From our side we have around 20 people who are responsible for the deployment and maintenance, although I include in this figure not only the technical but all of the administrative staff. We have the trainers and also the people who are working with the technical support to deliver the training.

    What's my experience with pricing, setup cost, and licensing?

    The cost of the solution is more flexible for us because the desktop is free and we pay as we use it in the cloud.

    The customers have licenses of their own. We use their installations to help them with their work. Usually, these people represent new entries into the company and we give them the initial experience to start working with the software.

    What other advice do I have?

    As I could tell, I feel the solution to be easy. It is very good that all the users, as they use MS SQL, have a product from the same company. It is an overall experience for them to use Power BI.

    We are an end-user and a partner to the vendor. We do training and provide consultations to our customers. 

    We work with companies, around eight in total, and we deal with their employees. Overall, we are talking about approximately 300 people. We give training to the employees of these companies and also provide consultations. 

    I strongly recommend the solution because I think it's a very modern tool and quite easy for all the data analysts and programmers.

    I believe that all of the people who we have mentioned so far are quite satisfied with the solution.

    I rate Microsoft BI as 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
    PeerSpot user
    Business Intelligence Developer at Kathmandu
    Real User
    Easy to make people understand what is going on but I would like to use SQL properly within the reports
    Pros and Cons
    • "The drag and drop facility to easily change the data correctly is the most valuable feature. I am happy to see visualizations. It's easier to talk about and make people understand what is going on."
    • "I would like to be able to use SQL properly within the reports and allow multiple people to work on the same report at the same time. If one person is working on it, then it causes issues for anyone else wanting to make reports."

    What is our primary use case?

    Our primary use case is to learn what Power BI can do. We also use it to create dashboards and to see what is available for people to use. We see how it integrates with Excel. You can easily get the data into a visualization but also still have access to the underlying data.  

    We use it see how we can move away from an Excel spreadsheet but still give the users the correct answers to the questions that they have. I want to move away looking and fixing issues on particular lines and be able to easily answer the questions with visualizations so users can answer the questions a lot quicker and adapt to changes easier.  

    How has it helped my organization?

    I was self-learning it, we don't use it in our organization. We are looking to use it though in the future. We use a different tool and want to see if we can get more questions answered with Power BI. It's linked to Office 365 and Azure, so it would help us to answer some difficult questions and help identify issues/problems so we can find solutions and adapt the model a lot quicker. Going through over 100,000 lines of data takes too long and we need to be able to group the data more to be able to identify what works better, so a pie chart or map will help to identify issues that are not working. 

    What is most valuable?

    The drag and drop facility to easily change the data correctly is the most valuable feature. I am happy to see visualizations. It's easier to talk about and make people understand what is going on. But I need a way to work on getting the data showing correctly and be able to drill down into a worksheet like Excel, as people like to know what the top-level information means. It's important to be open and show them what they want. The number of visualizations is great. So many different options to choose from like heat maps to pie charts.

    What needs improvement?

    I would like to be able to use SQL properly within the reports and allow multiple people to work on the same report at the same time. If one person is working on it, then it causes issues for anyone else wanting to make reports. We want to condense some reports, so they work for all departments, and not have a version for every single department. Also, I would like to have formulas easier to complete and create. Having its own system means something new to learn, although saying that, it's not hard to pick up this information. 

    For how long have I used the solution?

    I have been using Microsoft BI for six months.  

    Which solution did I use previously and why did I switch?

    Microstrategy, and no, we have not swapped yet. I use both to keep on top of my own skill set. 

    What's my experience with pricing, setup cost, and licensing?

    It depends on what you are wanting to do. Get the cost of users, and the servers, and work out if you are hosting, or if it's going into the cloud. 

    Which other solutions did I evaluate?

    We didn't as it's a company decision to look to change the BI system. 

    Which deployment model are you using for this solution?

    Public Cloud

    If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

    Microsoft Azure
    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Buyer's Guide
    Download our free Microsoft Power BI Report and get advice and tips from experienced pros sharing their opinions.
    Updated: January 2025
    Buyer's Guide
    Download our free Microsoft Power BI Report and get advice and tips from experienced pros sharing their opinions.