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j-rad's avatar
j-rad
Regular Visitor
8 years ago

Overall Power BI use

Hello everyone... I'm in the evaluation mode for Power BI & have a few questions concerning overall use.  I've watched a couple of videos & looked through the internet.  Figured it might be a good thing to reach out to the knowledge base of current users.

 

We are looking at Power BI to replace some aging technologies (BzO & Crystal Reports).  PBI seems pretty robust.

 

Our scenario:

Medium sized company not an enterprise... Premium is way to expensive for us.

Local DB using Business Objects & crystal reports 

We email reports to users as necessary.

 

What we’re trying to accomplish with Power BI

  • Write reports & dashboards against a local DB
  • Email reports to users as necessary
  • Have access to reports on the web… both mobile & desktop access

Questions based off of needs

  • Can I give a date / time to email reports from PBI (Say Wednesday at 2pm)?
  • Will the desktop version get users access or do we need Power BI for all who access reports/dashboards?
  • Will I need to setup a data gateway to “refresh” reports as data changes?
    • Can I schedule the refresh timeline?

 

Thanks for any help in advance!

J-rad

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