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Things You Should Know Before Implementing Power BI

Implementing Power BI

By Sam WilliamPublished 4 years ago 4 min read
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Whenever you are planning to undergo a system implementation, the first thing you need to do is set specific business goals and objectives and breakdown the entire process into systematic steps or phases. Thus, when it comes to Microsoft Business Intelligent services, you need to proceed with objectivity and step-by-step approach. It is not a smart choice to try to do everything at once.

In order to implement Microsoft Business Intelligent services and utilize the best of it, you must make sure that each phase perfectly defines the key elements that the business wants to measure and by what they would prefer to analyze each measure. For example, they could analyze the sales by location, sales person, product group, or time etc.

You must know in a broader sense what you want to achieve in each phase. You may avoid the details on each report or chart, since they can be added later at any phase by the users themselves.

Once the objectives are set and the requirements are known, Microsoft Power BI implementation expert can find out where the data is, how neat and clean it is how Microsoft Business Intelligence services will access the data and estimate how much effort and time would do into extracting the data and transforming it.

You must also let the users know about the Power BI project. Make sure they are aware of what it is intended to do and what value would it bring to them and to your organization. Provide all the users with the required amount of training. It is to be understood that users with different levels of participations would require different levels of training: minimal level training for those who only consume information and in-depth for training for data analysis.

You can also provide resources that can help the users when they come across a problem or have a doubt. These resources may include online resources, help desk, access to external assistance etc.

Last but not the least; remember to circulate success stories of Microsoft Business Intelligence services around the company. This inspires the users and encourages them to adopt the brilliant solution.

Along with the above-mentioned principals, there are some more practices that you should follow while implementing Microsoft Business Intelligence Services. They are as follows:

• It would be beneficial for you to use App Workplaces which are operated by at least two admins. This would reduce the load from one individual in terms of managing all the reports by oneself.

• You should switch from Personal Getway to Enterprise Getway which will retain users’ security credentials for access to databases.

• Opt for friendly and catchy manes for columns and tables.

• There are Right-Click Properties that you can use to add descriptions to the tables that should prove to be beneficial.

• It would also be a smart move to remove the unused fields.

• You may want to consider using one or more independent measure tables. However, no if you are going to use the Q&A feature.

• Edit your Power Query steps to rename them and to add descriptions, so they demonstrate the purpose of your action.

• You can also build DAX formulas in component steps.

• Also, you should test the visualization results by analyzing the records and thoroughly tracing the calculations.

Duties of Microsoft Power BI implementation experts:

Provide you with domain expertise:

With their expertise on domain and other aspects of the solution, Microsoft Power BI Implementation Experts will make sure that you have a uniform user experience and provide you with seamless integration of your current business with

Help you extract the maximum:

Microsoft Power BI Implementation experts bring more value to your business by leveraging intuitive tools that come with in-depth technical expertise that help them to effortlessly embed interactive and easy interface of the application.

Brings core resources:

The Microsoft Power BI implementation Experts can also enable integrations of different visualization tools with your system that provide your business with robust and recyclable models for the data available.

Brings you flexibility and scalability:

Since the Power BI Implementation partners come with their own resources, your company resources can remain free to be used for the core functions of the company only.

SUMMARY

This article is about Microsoft Power BI services. It demonstrated the way user organizations or companies should approach the implementation process. It also showcases the role of the implementation partners and their responsibilities in this process.

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About the Creator

Sam William

Sam William is a Marketing Manager for an Australia's leading Microsoft Dynamics Partner, Dynamics Square. He is also a writer for Microsoft Dynamics Business Solutions and products including Dynamics 365.

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