Microsoft PowerBI unleashes the power of your data
April 22, 2020

Microsoft PowerBI unleashes the power of your data

Bradley Geppert | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Microsoft BI

We use Microsoft PowerBI to analyze data from our CRM and invoicing system (Connectwise with a SQL backend). Connectwise has a large number of built-in reports and a custom report writer but it was falling short of our needs. We engaged an outside consultant to create a large set of reports and views using PowerBI. Our managment teams uses it weekly. The ability to view them online without any special software of "running" of reports make it so much easier to use than other platforms we've used.
  • Easy to access the data and views you have created
  • Simple filtering of data views
  • Ability to view live or near live data
  • It runs in a browser and some browsers work better than others
  • Sometimes you start getting wacky results and you have to refresh the page to reset the views
We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.
We only pull data from a Microsoft SQL server but that works beautifully as you would expect since they are both Microsoft products. The data pulls daily but can be refreshed on demand to see more current data and views. We have had no issues with this part of the application platform.
If you have Office or Microsoft 365, it's very easy to share data across your team since the security is tightly integrated to PowerBI. We haven't had a need to share reports or data outside our organization so I can't speak to how that works. But sharing within the organization is simple and intuitive, and I believe it is secure based on how we have our Office 365 security setup with 2FA.
It works great for our purposes. I highly recommend hiring a consultant to set it up for you though. I don't think we would have gotten very far had we tried to setup the reports and views ourselves. We're very happy with the results we've seen so far. We've been using it for about 3-4 months.

Microsoft BI (MSBI) Feature Ratings

Customizable dashboards
9
Report Formatting Templates
9
Drill-down analysis
10
Formatting capabilities
8
Report sharing and collaboration
9
Publish to PDF
9
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
9
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
8
Single Sign-On (SSO)
10