Power BI Implementation: What is the Right Plan?

[asadhabib]

I am working for a company that does not have Microsoft 365 and is on Google Suite. They do not want to move away from it. I want to still get Power Bi for some internal reporting and tracking such as a dashboard for our reps to track their sales vs quota. The data will all come from SalesForce and I want to use native PBI connectors for it, nothing else.

Here are my concerns:

1) I only have 2 people who will be creating the reports and dashboards + setting up connections. I have around 200 sales reps for whom this dashboard will be who will only need to be able to view and filter. I need them to be able to open up the reports we create via browser.

2) If I get 202 Power Bi Premium per user licenses, will I be able to solve for above? Every vendor I talk to keeps confusing me with upsell options and no one is giving me a straight answer to this. I am being told I need 202 premium per user licecnses but ALSO need to embedd the reports into web which I don't understand given we used to just use Power BI Service in our browsers in my last company without embedding anything to share and store reports.

[Anonymous · Accepted solution]

Hi, @asadhabib 

I understand your concerns. When you are faced with such licenses, it is particularly important to choose which one and how many. The following is an analysis of your needs:
You need to create a dashboard for 200 sales representatives to track actual data. This is good. Power BI can help you develop various dashboards. You can refer to the official examples below:

Get samples for Power BI - Power BI | Microsoft Learn

When you create a dashboard and upload it to the workspace, if other members need to access it, they do need the corresponding license. Your 200 sales representatives only need to access the dashboard. Here are the possible solutions I think:
Purchase a Power BI F64 capacity license, publish your report to the F64 capacity workspace, and then assign free licenses to your 200 sales representatives.

Microsoft Fabric concepts - Microsoft Fabric | Microsoft Learn

If you do not want to purchase capacity licenses and you only need ppu, then you will need to purchase 200 licenses for your sales representatives to access your reports.

You can find out the prices from the official website of Power BI below and chat with our online customer service at any time:

After your customers have the corresponding licenses, you need to manage them and set their permissions to view reports in the workspace or view a report in the workspace. You need to assign them workspace permissions or report-level permissions:

Roles in workspaces in Power BI - Power BI | Microsoft Learn

Give users access to workspaces - Power BI | Microsoft Learn

Report access:

Share Power BI reports and dashboards with coworkers and others - Power BI | Microsoft Learn

Through the above, you should have a certain understanding of licenses and controlling sales representatives' access to reports, and then make a decision based on your actual situation.

Best Regards

Jianpeng Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[asadhabib]

I am working for a company that does not have Microsoft 365 and is on Google Suite. They do not want to move away from it. I want to still get Power Bi for some internal reporting and tracking such as a dashboard for our reps to track their sales vs quota. The data will all come from SalesForce and I want to use native PBI connectors for it, nothing else.

Here are my concerns:

1) I only have 2 people who will be creating the reports and dashboards + setting up connections. I have around 200 sales reps for whom this dashboard will be who will only need to be able to view and filter. I need them to be able to open up the reports we create via browser.

2) If I get 202 Power Bi Premium per user licenses, will I be able to solve for above? Every vendor I talk to keeps confusing me with upsell options and no one is giving me a straight answer to this. I am being told I need 202 premium per user licecnses but ALSO need to embedd the reports into web which I don't understand given we used to just use Power BI Service in our browsers in my last company without embedding anything to share and store reports.

[sergej_og]

Hey @asadhabib ,
I have put myself in your shoes.
From my perspective you will solve your Power BI topic with these licenses.
PPU is a powerful one. We use PPU as well.

The only point I stucked...
Are you able to get/set up a Power BI Service tenant where you can publish your reports - without M365.
That's what I'm not sure about.

Regards