What is our primary use case?
My work is more about providing security solutions for about three years, making this service available to end users.
My scope of work involves making the Power BI solution available as a general product to end users, ensuring that relevant security solutions are enabled from an identity perspective, licensing perspective, and from data loss prevention (DLP) and data protection perspective.
I work for a bank, so we are a customer of these services. We serve internal customers by making these solutions available.
Power BI can connect to various data sources. Depending on the business users, some may be using it along with their Excel sheets. The data source could be just the Excel sheet or a comma-separated values (CSV) file, where they receive data in that format from whichever application it is, and then they feed it into Power BI.
Based on the business, they would have created analytic reports, and they are able to produce insightful analytic reports on the fly, based on management, end user, or stakeholder requirements.
Users connect to the data source, which could be coming from SQL, Excel sheets, their own applications like SaaS applications, internal HR solutions, the intranet, etc. Different business users use it for different purposes to make Power BI connect to the data source and generate the required reports.
How has it helped my organization?
For our bank itself, there are various tools used by different business users. Some people use MicroStrategy; some use Cognos or its next product. We wanted to have one common tool that any business user can use for analytics.
Power BI, once made available, can connect to various data sources, irrespective of the application, whether it be HR or business applications. The bank has many applications, but all eventually need to generate reports for tracking, distribution, or problem-finding based on analysis. Power BI was made available as part of the productivity suite to all businesses, which can connect to their applications and provide the reports and analysis they require.
So, it's more of a strategic tool for the bank to consolidate different siloed business analytic tools with Power BI, serving everyone in the business regardless of what applications they use; they can use Power BI to generate reports.
Power BI also offers mobile app benefits for data access and analysis. The mobile app is available but only in read mode. We are a bank, so there are specific data protection capabilities required to make this available for use on mobile. However, it is already part of the BI suite, and it is easy for us to roll out using Intune.
Intune is another product we use to manage applications on mobile devices. It can protect data in case someone tries to copy it out. While Power BI has a mobility function, the bank has to ensure that the right protection technology is available. Microsoft Intune integrates very well, allowing us to apply protection policies, but at this point in time, it has not been rolled out.
What is most valuable?
In Power BI, there are two types of users: power users and light users. For those who don't have heavy use, we allow them to use the web version, which is quite light. They don't need to do much—they can click, and there are templates available that allow them to quickly connect to the data source.
Even novice users can make use of it, and then they can apply the company-wide protection policies available. For example, we use other Microsoft suites, like Azure Information Protection, etc. So, it integrates well with our Microsoft suite. That's one feature that is quite useful for all users, and their learning curve is very less. It's about the integrated productivity suites.
One of the things Power BI offers is, once connected, it provides tools for cleaning the data, shaping it for analysis, or transforming the data. For example, a user wants to load a comma-separated values (CSV) file and filter some of the data, focusing probably on creating reports based on two columns. It offers on-the-fly filtering capability, allowing them to clean by just removing unnecessary parts and focusing on the areas the user intends to create reports on.
Then, if they want to perform calculations based on only those two columns or say they want to find all the customers who have contributed revenue of more than two million and have been with us for three years, these kinds of ad hoc reports can be quickly analyzed. This is for a novice user.
For an advanced user who needs to build relationships between data, that kind of modeling is available; they can take two different data sources, extract, and manipulate relationships between these different Excel sheets or data sources, and then match and append the data. It provides that transformation capability. Other tools also provide this, but because it is well integrated, and for those who are familiar with Microsoft Excel, it feels very familiar.
Some of the features are interactive as well. The dashboards are quite interactive, providing visualization templates quickly. Of course, there are plenty of other tools, but Power BI helps to integrate with our internal productivity tools. People are familiar with it, and it offers all the essential capabilities other tools provide in terms of data cleaning, transformation, or data modeling.
What needs improvement?
So, comparing Power BI to MicroStrategy, for example, some other tools are quite robust in terms of data analytics.
From a scalability and performance perspective and based on my understanding and feedback from end users, there's room for improvement in data processing, scaling up, and leveraging the cloud. That could be an enhancement area for me to look into.
For how long have I used the solution?
I have been working with it for three years.
What do I think about the stability of the solution?
I would rate the stability an eight out of ten. It is pretty stable.
Personally, I use it every week because I need to generate reports for my team. Given the size of our bank, it is being used every day by various departments.
What do I think about the scalability of the solution?
How are customer service and support?
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We used different solutions, ranging from Excel to Microstrategy to various other business automation tools.
Power BI became part of our toolkit after we moved to Microsoft Office 365. It fits the requirements of 70% to 80% of the people in the bank, making it a strategic tool. If there are special needs, individuals might choose other tools, but overall, it is available for all users.
So, the bank has an Office 365 contract with Microsoft, which includes various services like SharePoint, Teams, and OneDrive. It is used as a productivity solution in the bank. In doing so, we also need to mitigate risks, such as malicious attachments, links, and files attempting to steal credentials.
Microsoft Defender for Office 365 helps the bank mitigate these risks. It performs real-time scanning and uses machine-learning algorithms to help us detect and block threats. So, we use it as part of our Office 365 to mitigate risk against our productivity suite of applications.
There are three Defender products.
- One is Microsoft Defender for Office 365, also known as MDO.
- The other products under the Defender category are Microsoft Defender for Endpoint and Microsoft Defender for Identity.
So, there are three products: MDO, which is used for Office 365; Microsoft Defender for Endpoint, which is used as an endpoint solution on desktops; and Microsoft Defender for Identity, which is a sensor used in our identity management. The one we mainly use is MDO.
Power BI has good integration capabilities with Microsoft suite products and backend products like SQL and SharePoint, both on-premise and online, as well as other internal applications using databases like SQL or Oracle.
How was the initial setup?
The Power BI on the cloud is very easy. Just turn on the license, but there is some administrative work to be done.
On a scale from one to ten, rolling out Power BI is probably an eight out of ten, compared to other products, which can be very complicated. However, there's the question of whether it can handle large datasets as well as other tools or provide advanced analytics on par with tools like MicroStrategy. That's what I understand from our end users who deal with huge amounts of data.
There are areas like statistical modeling or forecasting where other tools might be slightly better. But those use specialized tools compared to Power BI.
Otherwise, in terms of integration, it's quite easy. Mobility is easy. From an administrative perspective, setting up is very easy because it's just part of Office 365, and we can package and roll it out as a desktop tool as well.
The Power BI license is available on the cloud, so those who have licenses can use it there. It is also available as a desktop client app for those wanting to do more robust reports. It is packaged as part of a desktop product and pushed as a desktop point.
What about the implementation team?
Our business units consume it directly from us at the whole bank level; we make it available. If a department needs specialization, they may get consultants or hire people specialized in Power BI, depending on their requirements. They might put in more effort or recruit manpower to bring in the expertise needed by the bank.
If a team is already well-versed with business analytics professionals, it's straightforward. However, for a team like us, we might send one or two people for a week's training with Microsoft or another provider. It's not a complicated product for small-scale use. For handling large databases, specialized recruitment may be necessary to manage the workload effectively.
Deployment is very efficient. We have a standard packaging team. As part of the desktop image, when people request, it is pushed through Microsoft SCCM. Packaging takes some time, which is standard across all products.
When people request, it's automatically pushed. So it's all automated for us. From an end-user perspective, it's very transparent, auto-provisioned on demand.
What's my experience with pricing, setup cost, and licensing?
It's cheap compared to other solutions.
What other advice do I have?
I would recommend using this solution. Within the bank, we mandate the use of Power BI first. If it can't meet specific requirements, then departments might look for other solutions.
Outside the company, I would say it's value for money, especially for those with a lot of SQL databases or .NET applications. It's a product worth considering for its value.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.