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CJ Aulisa - PeerSpot reviewer
Contact Center Consultant at okiBoe Group
Real User
Top 20
Simple to implement, beneficial customization, and plenty of features
Pros and Cons
  • "Microsoft BI is easy to use and to design. I found Microsoft BI a lot easier than Tableau."
  • "I am taking a course to be able to use the solution better. Some aspects of the solution are not straightforward."

What is our primary use case?

I'm a call center consultant and I use Microsoft BI to receive in-depth metrics. I download the metrics from the contact center and then I can figure out what's going on in the contact center. Additionally, if we integrate it with other tools and databases, et cetera, we can receive a better understanding of what is happening. For example, we had a customer that made products for Costco and Walmart and if they had an engineering issue or a problem, they don't find out about it until they saw the orders from the engineering team explaining what the issue was.

We added a screen to the agent's desktop and listed the model numbers of the products and then used Microsoft BI analytics to see what particular problem happened to what product. The executive could drill down and hear the calls as to what the customer was saying about the issue.

The executives liked the data, the engineers liked hearing what the customers were saying about the certain product that had an issue.

What is most valuable?

Microsoft BI is easy to use and to design. I found Microsoft BI a lot easier than Tableau.

You can set Microsoft BI up for administration to use it and then you can set up views for your end-users to look at. For example, if you are a report analyst you could have your marketing person wants Microsoft BI to report on how many widgets the East Coast sold in five years, if you set Microsoft BI up the right way, they can retrieve that information themselves. You save manpower from your IT staff.

Microsoft BI is a lot easier to analyze data than with other solutions, such as Excel.

What needs improvement?

I am taking a course to be able to use the solution better. Some aspects of the solution are not straightforward.

For how long have I used the solution?

I have been using Microsoft BI for approximately one year.

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What do I think about the stability of the solution?

I have found Microsoft BI is stable. 

I have not had any issues. I am a new user myself, and I typically suggest an application that I have found good and then somebody else that I work with, would set it up.

What do I think about the scalability of the solution?

The solution has been scalable for what I use it for.

How are customer service and support?

I have not used technical support.

Which solution did I use previously and why did I switch?

I have used Tableau.

How was the initial setup?

The initial setup is very easy because it is on the cloud. You only need to have your database and connect it to Microsoft BI. They have different connectors in order to make it easy to do.

What's my experience with pricing, setup cost, and licensing?

I have not had a customer suggest the solution is too expensive. There are licenses to use the solution.

What other advice do I have?

The solution has all the features I need, I do not use large data sets.

I rate Microsoft BI a ten out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Senior Product Manager Data Science at a insurance company with 1,001-5,000 employees
Real User
Powerful, low-maintenance, and useful for bringing visualization to data
Pros and Cons
  • "It is useful for bringing visualization to data. It calculates counts, ratios, etc."
  • "There could be an integrated AI that can automatically analyze some of your data and highlight or provide suggestions. For example, when you are looking at a data set, it can suggest putting it into a certain type of chart so that you gain different insights or a trend line. You would almost have templates that it would recommend for you."

What is our primary use case?

We use it for data visualization.

What is most valuable?

It is useful for bringing visualization to data. It calculates counts, ratios, etc.

What needs improvement?

There could be an integrated AI that can automatically analyze some of your data and highlight or provide suggestions. For example, when you are looking at a data set, it can suggest putting it into a certain type of chart so that you gain different insights or a trend line. You would almost have templates that it would recommend for you.

What do I think about the stability of the solution?

It is absolutely stable.

What do I think about the scalability of the solution?

It is absolutely scalable. You can scale it a lot.

How was the initial setup?

It has been straightforward and easy. 

In terms of maintenance, for the most part, it is fairly low-maintenance. Once you have it set, it is fire-and-forget. The users want to see the view and the information, and there is nothing more to do other than just let it be.

What other advice do I have?

I would give it an eight out of 10. It is a pretty powerful tool.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
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August 2025
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President & Owner at Altrim Systems
Reseller
Good visibility, graphic visuals, and easy to install
Pros and Cons
  • "It gives us, the ability to do a lot of analysis quickly, similar to ad hoc analysis."
  • "One of the more difficult things to do is to export some of the data from Power BI to Excel."

What is our primary use case?

We are Microsoft resellers.

We use it for clients to extract and analyze data from ERP systems. Then, we basically put it in on-premise Power BI, and once we have the reports and visuals that we want, we publish it to different members of whoever has access to see the reports. Basically, we publish it to their Power BI in the Cloud.

How has it helped my organization?

For one client, it gives all sales reps across all geographic regions access to sales data, so they know who's purchasing what product in what part of the country, and that sort of thing. It shows them overtime when sales are high and low, as well as what types of customers are buying. We occasionally connect it to external data. We link it to some demographic data, such as population figures in different provinces in Canada, to see how sales are doing.

It is beneficial. It's one of the applications we use for a client's sales reps all over the country to get all kinds of sales data. It also benefits them. They can ask, "Why isn't this customer purchasing this specific product?" So they know which customers are genuine or who are purchasing and may try to push a different line with them. It provides a wealth of useful information to the salespeople.

What is most valuable?

It gives us, the ability to do a lot of analysis quickly, similar to ad hoc analysis. People want to know, for example, which customers are purchasing which products over what time period. It's very simple to make visuals for them. We create a matrix that resembles a spreadsheet and then link it to various graphic visuals, pie charts, and other types of charts. They also get a visual sense of what's going on. Those features are fantastic.

What needs improvement?

One of the more difficult things to do is to export some of the data from Power BI to Excel. It is getting better. It's better than it was six, eight, or nine months ago, but it's still not quite there. They could probably improve that a little bit. 

The only disadvantage of how we're using it is that it can be difficult to get the data into Excel at times. A lot of users are very familiar with Excel, so having a seamless interface into Excel would be a big plus for a lot of people, in my opinion. Otherwise, it's an excellent product.

For how long have I used the solution?

I have been selling Microsoft BI for two years.

I am using the most recent version.

It can be deployed both on the cloud and on-premises.

What do I think about the stability of the solution?

For us, the stability has been great. We have no issues with the stability of Microsoft BI.

What do I think about the scalability of the solution?

I believe it is a scalable product. I'm aware that they have other products on the market, but I haven't tried them. To analyze data, it appears to be scalable to fairly large businesses. Scalability is quite good.

It is not a single organization. It's amongst a few clients of mine. I would estimate the number of users to be about 20, 25, or something along those lines. Their roles vary a lot. Several users are salespeople and people in purchasing. There are also people in management who use it and people in the accounting area as well. There are also one or two more technical users who use it to export data to Excel PivotTables. These are the people who make use of it.

For one client, it's very extensively used. Others, I wouldn't say that it is used as extensively. They could use it a lot more.

How are customer service and support?

I have not had any interaction with technical support.

Which solution did I use previously and why did I switch?

Before using Power BI, we used a lot of Excel, Power Pivot, and other similar tools. We transitioned a lot of our data models from Excel and Power Pivot to Power BI, including the PivotTables. It was a Microsoft solution. It was Excel, from Excel and Power Pivot to Power BI.

How was the initial setup?

The initial setup went quite well. It was a fairly straightforward process. There were no major hiccups.

It took approximately four to five hours to configure.

I have one client who has an administrator who updates the system. He updates the product and his data on a regular basis. I believe the data must be updated once a month. Other clients' updates are handled by me.

What about the implementation team?

We did not need assistance, we completed it in-house.

What was our ROI?

Yes, I believe so. I haven't actually measured it, but based on one particular client, I believe their company is expanding at a rapid pace. I believe a large portion of it is or a good deal of it is based on the information they receive. I believe there will be a return.

What's my experience with pricing, setup cost, and licensing?

It's straightforward licensing. I would guess we pay $300 to $400 per month for everyone or something along those lines.

What other advice do I have?

Depending on where they're coming from, one thing is that if you want to get deeply involved in it, you have to learn the programming language, which I believe is DAX. It is not difficult to become involved in and learn. Microsoft, in my opinion, has done a good job of making it simple. That's one area I believe people should look into if they want to learn more than just the fundamentals of the DAX programming language. Which we have done in part. Again, we are not experts, but we have looked into it.

I would rate Microsoft BI a nine out of ten. It does almost everything we require.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Microsoft Azure
Disclosure: My company has a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1752714 - PeerSpot reviewer
Chief Manager at a insurance company with 10,001+ employees
Real User
Top 5
Easy to set up with good alert features, but needs to be more flexible
Pros and Cons
  • "It's a straightforward setup."
  • "here are some limitations with the data models needed to build the report."

What is our primary use case?

Currently, I'm working with an insurance company. Whenever they book any kind of policy, we have a certain rule where we have one predictive loss cost against that particular policy. For example, if you buy one pen, we can predict how much, if the pen got broken, how much premium you're going to pay for this particular pen. Based on that, we identify the risk area and we control the entire policy and the policy sourcing. This is the one interesting use case where we are basically controlling our entire government force.

How has it helped my organization?

Microsoft provides internal training and they have open forums. Normally, if we have any query on any part of the product, they'll be very responsive to our needs. 

What is most valuable?

The alert features are great.

The initial setup is pretty simple. It's a straightforward setup in our industry in particular.

The solution can scale.

We've found the solution to be stable. 

I learned data management and also visualizations on this product, and they are very interactive. Those two things are very strong points for Power BI.

What needs improvement?

There needs to be more flexibility in terms of handling the data. Data computation is not very good in PowerBI. It's a little bit of a heavier tool.

There are some limitations with the data models needed to build the report. I can't use multiple data models. You can handle lots of data, with higher volume in other tools.

We need some kind of flexibility with the objects, the graphs. We need more control over the data manipulations and data designing parts. That is a big thing from my side.

Some sort of SMS feature that could send alerts would be great for teams that work in the field. It would help, for example, if you forget to access the report. If it was over SMS it would be a game-changer.

For how long have I used the solution?

I've used the solution over the course of the last year.

What do I think about the stability of the solution?

The solution is stable. There are no bugs or glitches. It doesn't crash or freeze. It's reliable. 

What do I think about the scalability of the solution?

The product can scale. It's not a problem.

We currently have 300 company employees using the solution.

We're getting pushed to use the solution even more. In the next few months, we're likely to increase usage.

How are customer service and support?

Technical support, in terms of security, is good. Microsoft Power BI is very good at responding and the follow-ups are very strong. I'm happy with Microsoft.

Which solution did I use previously and why did I switch?

I also use SAS Visual Analytics. It's a little bit cheaper, however, it's not that much different in terms of price.

How was the initial setup?

It's a straightforward setup. The deployment took hardly one day. It was quite a short period.

The implementation part varies, however, in our organizations, the deployment is very easy as we have a central team who looks at all the deployment parts. Normally we follow the standard guidelines and then we push further. My internal team is controlling this kind of information. It's much easier for me that way. 

It's easy for my industry. I don't know about the other companies, how the deployment part will go. I can only say that, in the insurance sector and in my organization, it's very easy.

While it depends on the team and the size of the deployment, in our case, we only needed one person to handle the initial setup. He was an operations person.

What about the implementation team?

I have an internal team who deployed the entire thing. We did not use any integrators or consultants. 

What was our ROI?

We've seen a good ROI. It's a reporting tool that we can use on different platforms like mobile. We can integrate the report with the website. It provides good accessibility. You can access it from anywhere, anytime, and it's scalable. 

What's my experience with pricing, setup cost, and licensing?

We're charged a monthly subscription fee of 500 rupees per person.

Which other solutions did I evaluate?

I explored Tableau, however, I found Power BI more stable.

What other advice do I have?

I'm not sure which version of the solution we're using. It's above version six.

We are using on-prem. All the development is happening in the development environment and we are pushing to production. It is completed on Azure infrastructure. While production is on the cloud, development is happening on the on-premises server.

Microsoft is a very desirable product and they already have provided extensive support. 

I'd rate the solution at a seven out of ten. If the data models were more robust, I would rate it higher. 

Which deployment model are you using for this solution?

On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Advisor to the Zambia Revenues Authority at GIZ
Real User
Reliable, easy installation, and simple to use
Pros and Cons
  • "Microsoft B's beneficial features are that it is a Microsoft product and it is well known by the staff here in the company. It suited the available skills."

    What is our primary use case?

    We are using Microsoft BI to do analytics for tax and customs administration at the centralized level, in order to fight fiscal fraud and detect tax evasion

    How has it helped my organization?

    Microsoft BI has helped the creation of a powerful analytical tool able to detect inconsistencies in different customs and tax declarations/returns and thus allow the Tax Administration to have a full taxpayer view from the fiscal point of view. It finally leads to increasing the collected revenues by cross-checking data coming from different governmental sources.

    What is most valuable?

    Microsoft BI was choosen among different proposed solution due to the fact that there was a local knowledge by the staff. Its integration with other Microsoft products used by the administration was also taken into account as being easy. The "already seen" effect was ensuring the staff trust; precious when making a big organisational change : we have observed that staff was more confident to stick to something they have already seen in the past rather that a totally revolutionary approach. The self-service tool is much appreciated.

    What needs improvement?

    Not yet assessed. A final assessement will be realized once the system has achieved 1 year of operational results.

    For how long have I used the solution?

    I have been using Microsoft BI for approximately six months

    What do I think about the stability of the solution?

    The solution is stable. we did not yet had any issue.

    What do I think about the scalability of the solution?

    We have not scaled the solution much. However, we will extend next year the number of users we currently have to 300. At the moment we're only working with a restricted number of users. We will also extend the number of sources of data.

    How are customer service and support?

    I have not needed to contact technical support.

    How was the initial setup?

    The initial IT setup was easy, It took two months for the full deployment to complete. It was fairly quick. From the business point of view, of course, the deployment as envisaged with the different data sources and capabilities will take around 18 months.

    What about the implementation team?

    We used an integrator for the implementation and they were great. They did a good job. We have approximately three people for the maintenance and support of the solution at the IT level and 20 people using it from Business point of view, with potential increase up to 150.

    What was our ROI?

    We expect a dramatic increase of collected revenues once the full solution is in place. The ROI should be at break even in less than two - three years of full exploiting the solution.

    What's my experience with pricing, setup cost, and licensing?

    We have an enterprise agreement with Microsoft concerning the license which decreased the cost of the licenses for Microsoft BI. I have found it to be cheaper than other solutions. It is always difficult to compare the Total Cost of Ownership, mainly because most of the big companies do have a very blur licensing system. The most open one seems to be Tableau.

    Which other solutions did I evaluate?

    We have evaluated and completed a market analysis of Oracle and Tableau before choosing Microsoft BI. Oracle because already being used for the internal databases; Tableau because its facility of development and deployment.

    What other advice do I have?

    My advice to those wanting to implement this solution is to have the use cases well prepared in advance. Additionally, it is important to know exactly what type of analytics, dashboards, and reports they want, we spend a lot of time with this. I rate Microsoft BI a nine out of ten

    Which deployment model are you using for this solution?

    On-premises
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    reviewer1736475 - PeerSpot reviewer
    Graduate Engineer at a transportation company with 5,001-10,000 employees
    Real User
    Stable and easy to use
    Pros and Cons
    • "One of the most valuable features of Power BI is the ease of use. It is comfortable and there is not a steep learning curve for this solution. If you have some idea of the data and basic visualization ideas, you can use this solution comfortably."
    • "Power BI's drillthrough feature could be improved. I didn't like drillthrough and those options much, but I did like it in MicroStrategy."

    What is our primary use case?

    We use Power BI for a variety of applications, including retail analytics, sales, and process digitization. Except for time series data, we use it for everything. 

    We have both deployment options open, so we have the requirements for both on-prem as well as on the cloud. 

    What is most valuable?

    One of the most valuable features of Power BI is the ease of use. It is comfortable and there is not a steep learning curve for this solution. If you have some idea of the data and basic visualization ideas, you can use this solution comfortably. 

    What needs improvement?

    Power BI's drillthrough feature could be improved. I didn't like drillthrough and those options much, but I did like it in MicroStrategy

    As for additional features, I think Power BI could have better interactive features for the end user and scalable drillthrough options. 

    For how long have I used the solution?

    I have one year of experience with Microsoft BI. 

    What do I think about the stability of the solution?

    Power BI is stable. I have not used it extensively, but from what I understand from my colleagues, it's stable. 

    What do I think about the scalability of the solution?

    Power BI is scalable. In my organization, there are probably 400 or 500 companies using this solution. We are probably going to increase our usage. 

    How was the initial setup?

    I have no idea whether the installation process was straightforward or not, on the admin side. As for the technical team required for deployment and maintenance, I would say you need maybe one or two admins. The development is based on use cases, but on average, I would say you need some 10 to 15 BI developers. 

    What's my experience with pricing, setup cost, and licensing?

    We pay for licensing for Power BI. 

    Which other solutions did I evaluate?

    We are also using MicroStrategy. I did not like the drillthrough feature in Power BI, but I liked it in MicroStrategy. The way visualization works, I found that the interactiveness of MicroStrategy was better than Power BI. Similarly to Power BI, you can comfortably use MicroStrategy if you have some idea of the data and basic visualization ideas. 

    What other advice do I have?

    I rate Power BI an eight out of ten. 

    I would recommend Power BI to those considering using it, but would also recommend that they explore it themselves and understand their requirements. Their requirements will be different, so it's all use case based. 

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Head-IT/SAP at Barista Coffee Company Ltd.
    Real User
    Beneficial report generation, effective report management, and scalable
    Pros and Cons
    • "The solution overall is very useful. The reports that are generated and the reporting functionality management are beneficial."
    • "We have used other solutions and the reporting functionality should be user-friendly and have a drag and drop feature should be available, but Microsoft BI doesn't have these features. When you are creating reports and you can't change as a user. Every time you need one developer or one technical person to make the changes."

    What is our primary use case?

    We are using Microsoft BI to generate point of sale reports.

    What is most valuable?

    The solution overall is very useful. The reports that are generated and the reporting functionality management are beneficial.

    What needs improvement?

    We have used other solutions and the reporting functionality should be user-friendly and have a drag and drop feature should be available, but Microsoft BI doesn't have these features. When you are creating reports and you can't change as a user. Every time you need one developer or one technical person to make the changes.

    For how long have I used the solution?

    I have been using Microsoft BI for approximately six years.

    What do I think about the stability of the solution?

    Microsoft BI is highly stable.

    The performance depends on the requirement. You have to complete your requirement which is a priority. After that, you understand your requirement and the performance could be better. The performance is the second.

    What do I think about the scalability of the solution?

    I have found Microsoft BI to be scalable.

    How was the initial setup?

    The installation difficulty depends on the integration, once integrated properly you can receive results. Microsoft BI can be very helpful to your business.

    The implementation took us 15 to 20 days.

    What about the implementation team?

    We use two Microsoft consultants to do the implementation of the solution.

    Which other solutions did I evaluate?

    I have evaluated other solutions.

    What other advice do I have?

    I rate Microsoft BI a five out of ten.

    If I compare Microsoft BI with other solutions, other solutions are much better, but because we have already invested in Microsoft BI. We are using this and maybe in one or two years, we will use something else. We will finalize the testing of other solutions and implement one of them.

    Which deployment model are you using for this solution?

    Public Cloud
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    LeandroLucas - PeerSpot reviewer
    Head of Product at Bitz
    Real User
    Stable, easy to set up and scalable
    Pros and Cons
    • "The initial setup is easy."
    • "The solution doesn't integrate well with third-party tools."

    What is our primary use case?

    We use that solution to provide all the KPIs for the software development to manage the business, et cetera.

    What is most valuable?

    The solution is very helpful for managing the business. 

    The initial setup is easy.

    We have found the scalability to be quite good.

    Stability is excellent overall.

    Technical support is good.

    What needs improvement?

    For managing the business, it's okay, however, as a product management tool, it's lacking. I would like to use BI to provide services for the customers eventually. Microsoft's solution is not good for improving the product for the customers. It's just good for managing the business, and not supporting the customers.

    The solution doesn't integrate well with third-party tools.

    I'd like them to add to the knowledge base, or at least to offer more documentation about how to use the solution.

    It would be helpful if more AI was integrated into the solution. 

    For how long have I used the solution?

    I['ve used the solution since 2013.

    What do I think about the stability of the solution?

    I find the product to be quite stable. There are no bugs or glitches. It doesn't crash or freeze. It's reliable. 

    What do I think about the scalability of the solution?

    The scalability of the product is quite good. If a company needs to expand it, it can.

    How are customer service and support?

    We get technical support from a third party, however, they offer very good support and we have been quite happy with their level of service. They always have enough staff. 

    How was the initial setup?

    The implementation process is straightforward. It's not overly complex or difficult.

    Deployment took less than a month.

    Which other solutions did I evaluate?

    I'm also aware of Power BI, which has better integration with third-party tools.

    What other advice do I have?

    We do not sell Microsoft products. We just use them.

    I'm not sure which version of the solution we're using.

    We use both cloud and on-premises deployments. 

    I'd rate the solution at an eight out of ten. I'd recommend the solution to others as the management portion of the solution is very easy.

    Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
    PeerSpot user
    Buyer's Guide
    Download our free Microsoft Power BI Report and get advice and tips from experienced pros sharing their opinions.
    Updated: August 2025
    Buyer's Guide
    Download our free Microsoft Power BI Report and get advice and tips from experienced pros sharing their opinions.