Microsoft Power BI promotes AI and self-service financial reporting!
December 08, 2017

Microsoft Power BI promotes AI and self-service financial reporting!

Lenny Wu, MBA, MA, CPA, CGA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Microsoft Power BI

This is one of the products assessed in our needs to present financial reporting in a visualized way, and to enable self-service reporting for executives.
  • Top reason to use Power BI is its capability for "natural language query", where users simply type in words of a query to search real-time for financial data in either number format or in charts.
  • The second great feature is its monthly updates of 10+ new features, vs quarterly or semi-annual updates with a couple of features by other vendors.
  • The third great feature is its efforts to build in customized formulas (or DAX) for rookies.
  • Online sharing is a bit difficult for the freemium user who does not sign up for Azure paid accounts.
  • Monthly updated software installation voids prior month's installation - with the shortcut button pinned to the taskbar no longer working.
Much better than Adaptive Discovery, which takes months if not quarters to improve/upgrade. The latter is improving itself though.
Well suited for real-time financial report updating and self-service reporting. Needing improvements for easy sharing of dashboard reports.

Microsoft Power BI Feature Ratings

Pixel Perfect reports
8
Customizable dashboards
10
Report Formatting Templates
8
Drill-down analysis
8
Formatting capabilities
9
Integration with R or other statistical packages
9
Report sharing and collaboration
6
Publish to Web
8
Publish to PDF
7
Report Versioning
7
Report Delivery Scheduling
9
Delivery to Remote Servers
7
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
10
Predictive Analytics
8
Multi-User Support (named login)
8
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
7
Single Sign-On (SSO)
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
9
REST API
8
Javascript API
Not Rated
iFrames
Not Rated
Java API
Not Rated
Themeable User Interface (UI)
Not Rated
Customizable Platform (Open Source)
Not Rated