Power BI Service – A Complete Guide

15 April 2025
pOWER BI SERVICE GUIDE

Introduction

Power BI is a business analytics tool by Microsoft that enables users to connect to various data sources, transform and visualize data, and gain actionable insights through interactive reports and dashboards. It consists of several components, including Power BI Desktop, Power BI Service, and Power BI Mobile, each catering to different needs in the data analytics workflow. In this article, we will deep dive into Power BI Service and its offerings.

Overview of Power BI Service


Power BI Service is a key component of Power BI that facilitates sharing reports with business users while ensuring security, access control, and governance of the reporting process. Additionally, it offers advanced features that streamline business intelligence reporting, making it more efficient and user friendly. The integration of AI further enhances its capabilities, solidifying its position as a top tier solution for data driven decision making.
 
Power BI Service stands out as a highly versatile tool, catering to the diverse needs of businesses, whether small, medium, or large scale enterprises. Its adaptability ensures that users across all levels of an organization can benefit from its powerful features:
 
Self Service Reporting
 
For smaller businesses or individual users, Power BI Service provides an intuitive platform for creating and sharing reports without requiring extensive technical expertise. It empowers users to explore data, generate insights, and make informed decisions independently.
 
Enterprise Scale Solutions
 
For larger organizations, Power BI Service shines with its robust governance, security, and scalability features. It can handle complex datasets, enable advanced collaboration through workspaces, and offer centralized management of data access and reporting. The integration with enterprise level tools like Microsoft Azure and Microsoft 365 further enhances its capabilities, making it a trusted solution for large scale operations.
 
 
Unified Platform
 
Its ability to support both self service and enterprise reporting ensures that businesses of all sizes can achieve data driven decision making while maintaining flexibility in their operations.
 
Before diving into the core features and functionalities of Power BI, it’s important to understand how to access Power BI Service and the different types it offers.
Power BI provides both cloud based solutions and on premises options to cater to diverse business needs. While the on premises version may be used by organizations that require localized data storage and processing, this article will focus primarily on the cloud based solution, which is widely popular for its accessibility and scalability.
To access Power BI Service, simply visit https://app.powerbi.com. Let’s explore its core components:


Core Components of Power BI Service

Workspaces & Collaboration


In Power BI, a workspace is a shared environment where you can collaborate with others on reports, dashboards, and datasets. Think of it as a virtual space designed to organize and manage all your Power BI content efficiently. Workspaces are particularly useful for teams or organizations that need a centralized platform for working together on data projects.

To check workspaces in Power BI Service, follow these steps:
Go to https://app.powerbi.com  and log in to your account.
Click on the Workspace icon in the navigation pane (usually on the left side of the screen).A list of workspaces you have access to will appear, including the default My Workspace.

Power BI Workspace


 
Power BI Service provides My Workspace for individual tasks and Enterprise Workspaces for secure team collaboration with role based access, governance, sharing options, and enterprise grade security features.

A Power BI report typically consists of two main components: the report itself and the semantic model. Power BI Service enables better organization for improved reusability and efficient management. Additionally, components like dataflows, dashboards, and others are centralized within the Power BI workspace for easy access and streamlined handling. Refer below to find reports and semantic models within your workspace.
 

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Power BI Sales reporting


 
 
RoleBased Access Control (RBAC) ensures secure collaboration by managing user permissions based on their roles. It allows organizations to control who can access, edit, or view content within workspaces, reports, and datasets. Here’s how it works:
 
Workspace Roles:
 
   Admin:Full control over the workspace including managing access & deleting content.
   Member: Can edit, delete, and share content within the workspace.
   Contributor:Can create and edit content but cannot share it.
   Viewer: Can only view reports and dashboards without editing or sharing capabilities.

Sales Reporting



 
Granular Permissions
 
 Permissions can be assigned at the workspace, report, or dataset level, ensuring users only access what they need.Features like RowLevel Security (RLS) further restrict data visibility based on user roles, ensuring sensitive information is protected.
 
Collaboration and Governance
 
RBAC fosters secure teamwork by allowing multiple users to collaborate while maintaining strict control over data access.Administrators can monitor and audit user activities to ensure compliance and data integrity.

Did you know that Power BI Service allows you to share your reports with external users? You can refer to the article linked below for a detailed explanation on how to do this.

Reports & Dashboards


Power BI enables users to create and monitor data insights through interactive reports and dashboards. Here’s how:
 
Interactive Reports:
 
Interactive reports in Power BI Service allow users to dynamically explore data and gain actionable insights. By importing data and building structured data models, users can create visualizations such as charts and tables with drag and drop tools. These reports are enhanced with slicers, filters, and drill down features to foster deeper data exploration.
 
Navigation tools like bookmarks and buttons streamline user experience. Once published to Power BI Service, interactive reports can be shared within workspaces, monitored through dashboards, and updated with scheduled data refreshes. This functionality ensures real time insights, making Power BI Service invaluable for data driven decision making across organizations.You can quickly import your data and utilize existing semantic models to streamline the process of report creation.
 
Click on New Item and Select Report.
 

Power BI service - Sales reporting


 
 
Dashboards for Monitoring
 
In Power BI, dashboards serve as a consolidated canvas for pinning visualizations from reports. These pinned visuals, called tiles, offer real time updates and provide a quick, interactive overview of key metrics and insights.Users can pin key visuals from reports to dashboards, enabling real time monitoring of metrics and KPIs. Dashboards act as a central hub for tracking performance and trends.
 
Dashboards can incorporate visuals from multiple reports, providing a unified view of key insights. However, all the reports from which visuals are pinned must reside within the same workspace to ensure proper accessibility and management.
Would you like to explore a collection of advanced and impactful Power BI reports we’ve developed for various clients? Feel free to check out the link below for more details:

View Our Power BI Report Examples!

Semantic Models


In Power BI, creating a report generates two key components: the report itself and the semantic model. Let’s explore and gain a clear understanding of the concept of semantic models below.
 
Semantic models in Power BI Service act as a logical layer that organizes data for reporting and visualization. They serve as a single source of truth, ensuring consistency across reports and dashboards. Here’s how they work:
 
Components:


  Data Connections: Link to various data sources,either imported or through DirectQuery.
  Transformations: Clean and prepare data for analysis.
  Relationships: Define connections between tables for structured reporting.
  Calculations: Include metrics and business rules for consistent insights.
 
Modes:


   Import Mode: Data is loaded into the model for faster performance.
   DirectQuery Mode: Queries data directly from the source for real time updates.
   Composite Mode: Combines both Import and DirectQuery for flexibility.
 
Benefits

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   Promotes reusability by allowing multiple reports to be built from one model.
   Simplifies complex data structures for nontechnical users.
   Enhances governance and security with centralized control.
 
Semantic models streamline data management, making Power BI Service a powerful tool for creating reliable and scalable analytics solutions. Most configurations in Power BI happen in the semantic model. It includes settings like data refresh schedules, row level security, table names, and data lineage. The semantic model helps organize your data and ensures everything works smoothly for accurate reporting.
 

Data refresh schedules



Want to learn how to refresh Power BI reports automatically? Check out our blog for details.
 
How To Automate Power BI Refresh  Vidi Corp


 
Power BI Service integrates seamlessly with several Microsoft 365 apps, enhancing collaboration, automation, and data driven  and decision making. Here’s a detailed explanation of key integrations:
 
Microsoft Teams
 
 Power BI reports and dashboards can be embedded directly into Teams channels and chats using the Power BI tab.
 Team users can collaborate on data insights, share filtered views, and discuss reports in real time.
 Notifications from Power BI, such as data refresh updates, can appear in the Teams activity feed, ensuring users stay informed.
 
Power Apps
 
 Power BI visuals can be embedded into Power Apps, enabling users to view actionable insights within custom applications.
 Power Apps allows users to create apps backed by Dataverse, integrating Power BI data for enhanced functionality.
 This integration supports low code development, making it accessible for nontechnical users.
 
Power Automate
 
 Automate workflows based on Power BI data, such as sending alerts, triggering emails, or updating records in other systems.
 Power Automate enables users to create flows that respond to changes in Power BI datasets, ensuring timely actions.
 
Excel
 Power BI integrates with Excel, allowing users to export data and reports for further analysis.
 Excel users can connect to Power BI datasets directly, enabling advanced calculations and visualizations within Excel.
 
SharePoint
 Power BI reports can be embedded into SharePoint pages, providing easy access to data insights for teams.
 SharePoint integration ensures that reports are accessible within the organization’s intranet, fostering collaboration.
 
These integrations make Power BI Service a versatile tool for businesses, enabling seamless workflows and enhancing productivity across the Microsoft ecosystem.
 
Would you like to learn how to use Power Automate for automating tasks in Power BI? Check out our blog for helpful insights on automating your reports efficiently.

Power Automate and Power BI Integration

Power BI Service Integration with Microsoft 365 Apps

Licensing in Power BI




Every feature comes at a cost, and Power BI Service has its own pricing model. We’ve detailed the different types of Power BI licensing in our blog. Be sure to check it out here Power BI License Types: A Comprehensive Guide
Additionally, the evolution of Microsoft Fabric integrates and enhances the Power BI ecosystem. To assist with decision-making, we’ve provided a consolidated view explaining the differences between Microsoft Fabric and Power BI in our blog. Feel free to explore here Microsoft Fabric vs Power BI

Use Cases of Power BI Service


1. Self-Service
Power BI Service empowers non-technical users to create and explore data insights independently. With intuitive dashboards and Copilot-guided reporting, users can easily analyze data, build reports, and make informed decisions without relying on IT teams.
 
You can quickly generate reports from a semantic model using Copilot and features in Power BI Service. Simply open the semantic model, click on the Explore This Data tab, select Auto Create a Report, and wait for it to complete.

self service


 
Power BI generates reports within seconds and lets you customize them by modifying visual types, dimensions, axes, and formatting. This makes it a highly effective self-service reporting solution for business users.

self service 2

2. Collaborative Decision-Making

This enhances collaborative decision-making by enabling teams to share, analyze, and act on data insights together. Here are some real-world examples:

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Sales Performance Analysis:


A sales team uses Power BI dashboards to track regional performance metrics.
Team members collaborate by sharing insights and discussing strategies directly within Microsoft Teams, ensuring alignment on goals.


Financial Planning:


Finance teams use shared workspaces to analyze budget reports and forecasts.
Role-based access ensures sensitive data is visible only to authorized users, fostering secure collaboration.


Customer Feedback Analysis:


Marketing teams analyze survey results using Power BI reports.
Insights are shared across departments, enabling collaborative efforts to improve customer satisfaction.
 

Conclusion


Power BI Service stands as a comprehensive platform that transforms the way organizations handle data and analytics. Its robust features, including seamless collaboration, strong security governance, and advanced reporting capabilities, empower teams to make data-driven decisions efficiently and securely.
 
With functionalities like intuitive dashboards, real-time insights, role-based access control, and self-service reporting, Power BI Service caters to diverse business needs while ensuring governance and scalability.
 
By integrating with Microsoft 365 apps and supporting impactful automation, it fosters productivity and innovation across organizations. Embracing Power BI Service unlocks endless possibilities for leveraging data as a strategic asset
 

Frequently Asked Questions (FAQ) About Power BI Service


 
1. What is Power BI Service?
 
Power BI Service is a cloud-based platform that allows users to create, share, and collaborate on interactive reports and dashboards. It provides tools for data visualization, analysis, and real-time insights.
 
 
 
2. What are the key features of Power BI Service?
 
Collaboration: Share reports and dashboards with team members for real-time collaboration.
Security: Role-based access control and row-level security ensure data protection.
Integration: Seamlessly integrates with Microsoft 365 apps like Teams, Power Automate, and Excel.
Automation: Automate workflows and data refresh schedules for efficiency.
Self-Service Reporting: Empower non-technical users to create and explore reports independently.
 
 
3. How does Power BI Service ensure data security?
 
Power BI Service uses role-based access control (RBAC) to manage permissions. Features like row-level security (RLS) restrict data visibility based on user roles, ensuring sensitive information is protected.
 
4. Can I share Power BI reports with external users?
 
Yes, Power BI Service allows you to share reports with external users by granting them access. However, they may need a Power BI Pro license to view shared content.
 
5. What types of licenses are available for Power BI Service?
 
Free License: For personal use and basic report creation.
Pro License: For sharing, collaboration, and advanced features.
Premium Per User (PPU): Includes Pro features and additional premium capabilities.
Premium Capacity: For large-scale deployments and organizational use.
 
 
6. How does Power BI Service integrate with Microsoft Teams?
 
Power BI dashboards and reports can be embedded directly into Teams channels, enabling seamless collaboration and discussions around data insights.
 
7. What is the difference between Power BI Desktop and Power BI Service?
 
Power BI Desktop: A free application for creating reports and data models on your computer.
Power BI Service: A cloud-based platform for sharing, collaborating, and managing reports and dashboards.
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8. Can I automate tasks in Power BI Service?
 
Yes, Power BI integrates with Power Automate to automate workflows, such as sending alerts, triggering emails, or updating records based on data changes.
 
 
9. What is a Power BI workspace?
 
A workspace is a collaborative environment in Power BI Service where users can create, share, and manage reports, dashboards, and datasets.
 
10. How can I refresh data in Power BI Service?
 
You can schedule automatic data refreshes or manually refresh datasets to ensure your reports and dashboards display the latest information.
 
If you have any questions or need assistance with implementing this solutions, feel free to reach out to us at Contact – Vidi Corp. We’d be happy to help!





 
 
 

Microsoft Power Platform

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