With Power BI Pro, users can collaborate on reports, analyze data in real time, utilize powerful data discovery and visualization capabilities, and share insights across their organization securely.
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
More Data Visualization Tools
More Data Management ...
|
Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
Power BI Pro connects to a wide variety of SQL databases, flat files, Azure, and external APIs, as publicly listed on Microsoft's data connectors documentation. | |
|
Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
Power BI Pro provides scheduled refreshes for imported datasets, a core feature of the platform. | |
|
Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
Power BI supports DirectQuery and streaming datasets for real-time and near-real-time data visualization. | |
|
Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
Power BI supports creation of custom data connectors via its SDK, as documented by Microsoft. | |
|
Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
Power BI allows users to blend and manipulate data from many sources within a single dataset for integrated reporting. | |
|
Data Mapping Facilitates schema mapping and field matching across different data structures. |
Power BI supports schema mapping and field matching during data transformation and Power Query Editor. | |
|
Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
Power BI datasets can be scheduled for automatic refresh at defined intervals. | |
|
Batch Data Processing Processes large volumes of data in batches for efficiency. |
Batch data processing is supported via dataflows and Power Query automations. | |
|
Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
Power BI supports incremental refresh, effectively providing CDC (change data capture) behavior. | |
|
API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
Power BI integrates with external APIs out-of-the-box and via custom connectors, enabling direct API integration. | |
|
Data Quality Checks Automated checking of imported data for completeness and format issues. |
Data quality checks can be implemented using Power Query transformations and error checks. |
|
Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
Power BI offers an intuitive drag-and-drop interface in both desktop and web versions. | |
|
Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
Dashboards and reports in Power BI are highly customizable by users. | |
|
Role-Based Access Control Allows defining different access rights for various users or groups. |
Report access and workspace access is governed through role-based access controls integrated with Microsoft 365. | |
|
Responsive Design Optimizes visualizations across devices, including mobile and web. |
The Power BI web portal and mobile apps provide responsive visualization experiences. | |
|
Multi-language Support Supports users operating in different languages. |
Power BI supports multiple languages and regional settings. | |
|
Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
Keyboard navigation is supported in Power BI service and applications for accessibility. | |
|
Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
Power BI reports are accessible with common screen readers, as per Microsoft accessibility guidelines. | |
|
Pre-built Templates Provides ready-made templates for common visualization needs. |
A library of pre-built report and dashboard templates is available in Power BI. | |
|
Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
Tooltips and contextual help are integrated into the Power BI experience. | |
|
User Customization Save Slots Stores and retrieves personalizations for future sessions. |
User-level settings and personalizations are saved within user profiles in Power BI. | |
|
Dark Mode Supports color schemes suitable for low-light environments. |
Power BI supports dark mode both in desktop app and mobile. |
|
Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
Power BI offers numerous chart types: bar, line, pie, heatmap, treemap, and more. | |
|
Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
Time series visualization is a core feature, including decomposition and anomaly highlighting. | |
|
Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
Interactive slicers and filters are central to the Power BI dashboard experience. | |
|
Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
Drill-down and drill-through interactivity is a key Power BI capability. | |
|
Custom Chart Creation Ability to script or define new, user-specific chart types. |
Custom chart visuals can be created or imported via Power BI's custom visual SDK. | |
|
Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
Geospatial mapping using Bing Maps and custom regions is available in Power BI. | |
|
Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
Conditional formatting for visuals is supported based on value thresholds. | |
|
Annotation and Commenting Add notes or comments directly onto charts for context. |
Annotations and direct commenting on reports are available with Power BI's commenting feature. | |
|
Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
Presentation mode and storyboarding are available for sequential visualization presentations. | |
|
Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
Visuals for hierarchical data (tree, sunburst, network) are available in native and custom visuals. | |
|
Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
Dashboards and reports can be embedded in web applications and portals via APIs and iframes. |
|
Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
Power BI supports real-time collaboration via shared workspaces and simultaneous report editing. | |
|
Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
Inline commenting and discussions are supported in Power BI reports. | |
|
Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
Scheduled sharing to specific users/groups is a default publishing and notification option. | |
|
One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
Dashboard and report exports to PDF, Excel, PowerPoint, and images are provided as one-click options. | |
|
Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
Publish to web and secure sharing via link are included in Power BI Pro. | |
|
Version History Track, review, and revert to earlier versions of dashboards or datasets. |
Workspace versioning and dataset version history are available, allowing revert to earlier versions. | |
|
Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
Notifications, comments, and activity feeds are integrated for collaboration. | |
|
Access and Audit Logs Tracks user access and actions for security and compliance. |
Power BI includes audit logs and access logs via Microsoft 365 and Azure Active Directory integration. | |
|
Approval Workflows Facilitates workflow for peer review and management sign-off. |
No information available | |
|
Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
Annotations created in Power BI can be shared with authorized users who access or collaborate on reports. | |
|
Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
Microsoft Teams integration is natively supported to collaborate within Power BI. |
|
Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
Data at rest and in transit is encrypted according to Microsoft security documentation. | |
|
User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
Supports SSO and can enforce MFA via Azure AD. | |
|
Granular Permissions Access rights can be set at dataset, visualization, and user level. |
Permissions in Power BI can be managed at user, dataset, report, and workspace level. | |
|
Audit Trails Logs all access and changes made to data and dashboards. |
Audit logs are built-in via Microsoft 365; all changes are logged for review. | |
|
Data Masking Masks sensitive data fields as per user or group policies. |
Power BI provides data masking options, for example, by row-level security and column-level security. | |
|
Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
Power BI is certified for SOC 2, ISO 27001, GDPR, and CCPA, as publicly documented by Microsoft. | |
|
Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
Data residency options are given via Microsoft’s regional data center choices during tenant setup. | |
|
Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
No information available | |
|
Secure API Access APIs require secure tokens/keys for integration. |
All API integrations require Azure AD authentication and secure tokens. | |
|
Intrusion Detection Monitors for and alerts on suspicious activity. |
No information available | |
|
Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
Power BI has share expiration, password, and revocation options when sharing links and resources. |
|
Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
No information available | |
|
Dashboard Load Time Time taken to fully load a complex dashboard. |
No information available | |
|
Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
No information available | |
|
Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
Horizontal scaling is possible with Power BI Premium, but Pro supports vertical scaling within allocated resources. | |
|
In-memory Processing Uses RAM for faster data queries and visualization updates. |
Power BI uses in-memory analytics engine (VertiPaq) for data processing. | |
|
Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
Caching occurs in Power BI Service for published datasets. | |
|
Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
VertiPaq and Microsoft’s engine provide query optimization automatically. | |
|
Asynchronous Data Processing Processes large calculations or queries in background threads. |
Query processing supports asynchronous operations for background data loading/calculation in the Power BI Service. | |
|
Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
Failover and geographically redundant storage are handled by Microsoft Azure for Power BI. | |
|
Elastic Resource Allocation Dynamically assigns resources based on load. |
No information available | |
|
Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
Service monitoring and usage stats are provided within Power BI admin portals. |
|
Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
Power BI includes statistical calculations like mean, median, standard deviation, built in via DAX. | |
|
Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
Integration is available with R and Python scripts for analytics. | |
|
Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
What-if analysis and scenario modeling can be implemented via slicers and DAX measures. | |
|
Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
Power BI includes built-in forecasting models based on exponential smoothing and others. | |
|
Custom Formula Editor Allows users to define custom calculations using formulas or code. |
Users can define calculated columns/measures with custom formulas in DAX or Power Query. | |
|
Regression Analysis Supports building and visualizing regression models. |
Regression visualization can be created with built-in analytics or Python/R integration. | |
|
Correlation Analysis Identify and visualize relationships between variables. |
Power BI visualizations can chart correlation between variables (scatter plots, custom visuals, R/Python). | |
|
Anomaly Detection Built-in tools to flag and visualize outlier data points. |
Built-in anomaly detection can be applied to time series data. | |
|
Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
Clustering visualizations via K-means and other methods (through custom visuals, R/Python support). | |
|
Natural Language Query Enables users to ask questions in plain English and get visual answers. |
Power BI Q&A supports natural language queries with AI-driven visual responses. | |
|
Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
Back-testing scenarios for investment strategies possible by integrating Power BI with Python/R. |
|
Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
Dashboard and report branding is customizable to organizational requirements. | |
|
Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
Marketplace for custom visuals and partner extensions is available via AppSource. | |
|
Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
Custom scripts (M, DAX, R, Python) are all supported within Power BI. | |
|
API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
APIs exist for REST SDK integrations and data programmatic access. | |
|
Custom Visual Component Creation Users/developers can build and add their own chart types. |
Custom visuals can be created and published via SDK. | |
|
Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
ETL processes can be constructed with Power Query and dataflows, supporting transformation pipelines. | |
|
Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
Alerting on dashboards and conditions can be set up for notifications in Power BI Service. | |
|
Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
No information available | |
|
Localization and Internationalization Supports translation and adaptation to local conventions. |
Localization and international conventions supported through language, currency, and format settings. | |
|
White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
No information available | |
|
Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
Workflow automation via Power Automate is natively integrated. |
|
Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
Data cleansing tools are available in Power Query for identifying and correcting errors. | |
|
Data Aggregation Easily group and summarize data at various levels. |
Aggregation and grouping are core Power BI features in both report and Power Query layers. | |
|
Calculated Fields Create new fields based on custom equations or logic. |
Custom calculated fields exist in Power BI (DAX measures/columns). | |
|
Time-series Data Handling Recognizes and handles time-based records efficiently. |
Special support for time-series data is provided with time intelligence functions. | |
|
Data Normalization Standardizes disparate values for improved comparison. |
Normalization and scaling functions are available within Power Query transforms. | |
|
Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
Pivot and unpivot transformations are directly available in Power Query. | |
|
Hierarchy Building Create parent-child relationships between data elements. |
Parent-child and hierarchy relationships can be modeled in Power BI. | |
|
Data Sampling Take representative samples for performance and testing. |
Data sampling for experimentation is available via Power Query. | |
|
Automated Join Detection Recommends potential joins between tables based on schema analysis. |
No information available | |
|
Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
No information available | |
|
Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
Reusable queries and dataflows allow building repeatable data pipelines. |
|
Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
Report delivery and scheduling are supported natively in Power BI Pro for subscribed users. | |
|
Report Customization Modify the layout, branding, and content of generated reports. |
Report layouts, themes, and export contents are customizable. | |
|
Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
Report and dashboard export to PDF/Excel/PPT/CSV is supported. | |
|
Parameterized Reports Allows users to input parameters and receive tailored reports. |
Parameterization of reports supported using Power Query parameters and report-level filters. | |
|
Bursting Distributes personalized sections of a report to corresponding recipients. |
No information available | |
|
Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
Interactive, drill-through and filter capabilities are retained in shared Power BI reports. | |
|
Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
Archiving policies that conform with compliance requirements are implemented via Microsoft 365 solutions. | |
|
Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
Dashboard and visual export (as HTML/SVG) with retained interaction is supported via Power BI Embedded, partially with Pro export options. | |
|
On-demand Report Generation Authorized users can create reports instantly as needed. |
Ad-hoc report generation is enabled for authorized users. | |
|
Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
Email and Teams notifications are available for newly available reports. | |
|
Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
No information available |
|
Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
Extensive online and in-app documentation is available for all users and developers. | |
|
In-app Tutorials Step-by-step tutorials available within the platform. |
In-app, stepwise tutorials are embedded in both Power BI Desktop and Service. | |
|
24/7 Support Round-the-clock technical support for global teams. |
24/7 support is available through Microsoft support contracts. | |
|
Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
Active online community forums and user groups exist for Power BI. | |
|
Professional Training Formal training sessions, webinars, or certifications for users and admins. |
Webinars, training, and certifications are regularly provided by Microsoft. | |
|
Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
Knowledge base and FAQ repository maintained on Microsoft Docs. | |
|
Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
Microsoft offers various support tiers; custom support packages available for enterprise clients. | |
|
Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
New features and updates are released monthly on the Power BI blog. | |
|
Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
Bug reporting and feedback can be submitted through the Power BI Community and Microsoft Feedback Portal. | |
|
Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
Support is accessible via multiple channels: web, chat, phone, and ticketing. | |
|
Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
Enterprise customers have access to SLAs with Microsoft support. |
Visualization tools that track key performance indicators for insurance products, helping teams identify trends and make data-driven optimization decisions.
More Product Performance Dashboards
More Product Development ...
|
Multi-Source Connectivity Connects to multiple internal and external data sources (e.g., policy admin, claims, CRM, external data services). |
Power BI Pro connects to multiple internal and external data sources, including policy admin, CRM, and third-party data services. Verified by product documentation and wide connector library. | |
|
Real-Time Data Sync Supports updating data in real-time or near real-time for up-to-date dashboard views. |
Power BI Pro supports real-time dashboards and streaming data sets for near real-time data sync as per official documentation. | |
|
APIs Support Offers robust API access for inbound and outbound data ingestion. |
Power BI provides robust REST APIs for inbound and outbound data integration; confirmed by Microsoft documentation. | |
|
Scheduled Data Refresh Automates regular data refreshes at configurable intervals. |
Scheduled refreshes are configurable for published datasets in Power BI Pro. | |
|
Manual Data Upload Allows users to upload and import data files directly into the dashboard. |
Users can manually upload spreadsheets, CSV files, and local data sources into Power BI dashboards. | |
|
Data Model Flexibility Can accommodate varying data models or schemas (custom fields, entity adjustments). |
Custom tables, schemas, and calculated fields are supported by Power BI's flexible data modeling features. | |
|
Data Validation Automatically checks and highlights data inconsistencies, missing values, or errors upon ingestion. |
Power BI runs validation on data during import and highlights missing or incompatible fields. | |
|
ETL (Extract, Transform, Load) Automation Automates extraction, transformation, and loading of data for dashboard preparation. |
ETL processes can be automated via Power Query and scheduled refresh. Power BI supports Extract, Transform, Load automations. | |
|
Data Volume Handling Maximum data records supported per dashboard update cycle. |
No information available | |
|
Data Latency Time between data generation and its representation on the dashboard. |
No information available |
|
Custom KPI Configuration Ability to define new KPIs tailored to specific product or project needs. |
Users can define custom KPIs and calculated measures within Power BI reports. | |
|
Pre-Built Insurance KPIs Includes a library of commonly used insurance KPIs (loss ratio, claims frequency, policy growth, etc.). |
Power BI includes DAX functions, templates, and pre-built KPI visualizations for insurance metrics (loss ratio, claims, policy growth). | |
|
Metric Drill-Down Navigate from high-level KPIs into underlying metrics, products, or business segments. |
Drill-through and drill-down features let users navigate KPIs to see deeper metrics, segments, and detail. | |
|
Trend Analysis Visualizes KPIs over time to highlight trends and seasonality. |
Trend analysis is supported with line, area, and scatter plots, plus time series and trendline capabilities. | |
|
Target/Benchmark Comparison Compare current performance against predefined targets or historical benchmarks. |
Power BI allows benchmarking current KPIs to historical or custom targets using built-in visualizations. | |
|
Variance Analysis Highlights variances between actual, forecasted, and target KPIs. |
Variance analysis is available via custom DAX measures or variance visuals. | |
|
Real-Time KPI Updates KPIs are updated automatically as soon as data changes. |
KPIs update in near real time with DirectQuery and streaming datasets. | |
|
Automated Alerts on KPI Changes Sends notifications when KPIs cross certain thresholds. |
Power BI supports data-driven alerts, sending notifications when KPIs cross thresholds. | |
|
KPI Calculation Speed Average computation time to refresh or recalculate KPIs. |
No information available |
|
Chart Types Range of visualizations supported (bar, line, pie, heatmaps, waterfall, etc.). |
No information available | |
|
Interactive Dashboards Users can filter, drill down, and interact with dashboard elements in real time. |
Dashboards are highly interactive, allowing users to filter, select, and drill-down. | |
|
Customizable Layouts Flexibility in arranging and customizing dashboard views and widgets. |
Users can change dashboard layouts and customize views with drag-and-drop. | |
|
Theming/Branding Options Can apply organization-specific colors, logos, and styles. |
Custom themes and branding with corporate colors and logos are supported. | |
|
Mobile Responsiveness Dashboard interfaces adjust for optimal display and use on mobile devices. |
Dashboards and reports are optimized for mobile by default, with a dedicated mobile app. | |
|
Export/Download Visualizations Export charts, dashboards, or data in various formats (PDF, Excel, PNG, etc.). |
Visualizations and data can be exported as PDF, Excel, CSV, or image formats. | |
|
Dashboard Load Time Time it takes for a dashboard to become interactive after opening. |
No information available | |
|
Widget Library Size Number of pre-built widgets or visualization tools available. |
No information available | |
|
Accessibility Compliance Supports WCAG or similar accessibility standards for diverse user needs. |
Power BI has accessibility features and supports WCAG 2.1 for dashboards. |
|
Commenting/Annotation Users can annotate dashboards, data points, or charts for discussion. |
Users can add comments and annotate visuals or dashboards for collaboration. | |
|
Sharing Controls Granular control over who can share, publish, or distribute dashboards. |
Granular sharing permissions control who can see, edit, or distribute dashboards. | |
|
Role-Based Access Set permissions by role or user group (view, edit, admin, etc.). |
Role-based permissions can be set, including view and edit roles. | |
|
Real-Time Collaborative Editing Multiple users can view and edit dashboards simultaneously. |
Multiple users can work together with collaborative editing enabled in workspaces. | |
|
Task Assignment & Workflow Integration Assign tasks related to dashboard insights and link to workflow tools (JIRA, Asana, etc.). |
Basic workflow integration is possible via Power Automate and task assignment in Teams/JIRA via connectors. | |
|
Version Control Track changes and revert to previous dashboard versions as needed. |
Version history is tracked for reports in workspaces, supporting revert features. | |
|
Insight Sharing Frequency Maximum scheduled dashboard/email share events supported per day. |
No information available | |
|
User Notification Options Supports multiple modes of user notification (email, in-app, SMS, etc.). |
Notifications can be sent via email, in-app, and via Teams integrations. |
|
Data Encryption at Rest Data stored within the system is encrypted for security. |
Data at rest is encrypted in Microsoft cloud; confirmed by Power BI security whitepapers. | |
|
Data Encryption in Transit Data is encrypted during transmission between systems or users. |
Data encryption in transit (TLS/SSL) is standard for Power BI cloud services. | |
|
Audit Logging All user access and changes are logged for review and audit. |
Audit logs are available for user access and activity through Microsoft 365 compliance portal. | |
|
Single Sign-On (SSO) Support Supports secure, centralized authentication via SSO. |
Power BI supports Single Sign-On via Azure Active Directory and other IdPs. | |
|
Multi-Factor Authentication Requires more than one method to authenticate user access. |
Multi-factor authentication is enforced via Microsoft 365/Azure AD policies. | |
|
GDPR/Data Privacy Tools Supports data subject requests and other privacy obligations. |
Data privacy and GDPR compliance tools available; supports data subject requests. | |
|
Role-Based Security Policies Policies can be tailored to different user types and roles. |
Role-based security policies are configurable in Power BI via workspaces and Azure AD roles. | |
|
Regulatory Compliance Certifications Holds recognized certifications (SOC 2, ISO 27001, etc.). |
Microsoft compliance documents confirm SOC 2, ISO 27001, and other certifications for Power BI cloud. |
|
Threshold-Based Alerts Users can set thresholds on KPIs to trigger notifications. |
Threshold-based data alerts are native in Power BI. | |
|
Frequency of Notification Frequency at which the system can send notifications for events or alerts. |
No information available | |
|
Multi-Channel Notification Delivery of alerts via multiple channels (email, SMS, push, in-app). |
Alerts can be delivered through multiple channels: email, Teams, via Power Automate for SMS or additional integrations. | |
|
Alert Customization Users can define severity, channel, and format of notification. |
Users can customize alert severity and notification types in the service. | |
|
Summary Digest Emails Option to receive summarised reports on performance periodically. |
Summary digest and scheduled report emails are standard features in Power BI Pro. | |
|
Escalation Protocols Unresolved alerts can be escalated and re-assigned automatically. |
No information available |
|
Statistical Analysis Tools Built-in options for statistical evaluation (correlations, distributions, significance tests, etc.). |
Statistical functions and visualizations are built-in (correlation, distributions, regression, etc.). | |
|
Predictive Analytics Integration Can include or connect to predictive models for forecasting performance. |
Power BI can integrate predictive analytics through R, Python, and Azure ML integration. | |
|
Segmentation Analysis Supports analysis by customer cohort, product line, or other segments. |
Segmentation analysis is enabled with filtering/dax and user-defined cohorts. | |
|
Historical Data Archiving Archives historical data for longitudinal analysis. |
Power BI supports historical data storage and snapshotting for longitudinal analysis. | |
|
Anomaly Detection Automatically surfaces outliers or unexpected patterns. |
Anomaly detection options and visuals are available and can be configured. | |
|
Scenario/What-If Analysis Test the impact of changing variables on key metrics. |
What-if/Scenario analysis tools feature prominently with sliders and parameter inputs. | |
|
Advanced Filtering Capabilities Complex slicing and dicing of data for granular views. |
Advanced filtering with slicers, drill levels, cross-filtering, and custom DAX. | |
|
Time to Insight Average time from query/action to answer/insight surfaced. |
No information available |
|
Project Management Integration Connects with project management tools to feed insights into agile cycles. |
Integrates with project management platforms via Power Automate or 3rd party add-ons connecting insights to agile tools. | |
|
Product Version Tracking Links performance data to specific product releases/versions. |
Version tracking for reports enables linking data and performance to specific releases as described in enterprise documentation. | |
|
A/B Testing Support Handles side-by-side comparisons of product variants in real time. |
A/B testing in side-by-side visuals is supported; real-time analysis available with live datasets. | |
|
Feature Impact Analysis Determines how individual product features affect performance KPIs. |
DAX and data modeling can link features to outcomes for feature impact analysis. | |
|
Change Log Visualization Timeline tracking of key product changes and their outcomes. |
Dashboards can visualize change logs and display change impacts over time. | |
|
Feedback Loop Integration Links user or broker feedback directly to dashboard metrics. |
User/broker feedback can be integrated into dashboard metrics via Power Automate. |
|
User Provisioning & Deprovisioning Automated user account creation/removal via central directory or manually. |
User provisioning and deprovisioning are managed via Azure AD, with automation supported. | |
|
User Audit Reporting Periodic reporting of user activity for compliance. |
User audit logs are available through Microsoft compliance tools for Power BI activity. | |
|
Bulk User Upload Ability to onboard large groups of users at once. |
Bulk user onboarding supported via Azure Active Directory synchronization and CSV import. | |
|
License Usage Analytics Tracks assigned vs. used licenses and access patterns. |
License analytics available from Power BI Admin portal and Microsoft 365 console. | |
|
Custom Role Definitions Set up custom roles with tailored permissions. |
Custom roles can be configured in Power BI and Azure AD for workspace or content access. |
|
User Onboarding Flow Guided onboarding tours and tutorials for new users. |
Onboarding tours and tutorials are embedded for first-time users in Power BI service. | |
|
Context-Sensitive Help In-app help that adjusts to context or screen. |
Contextual help and in-app guidance are present within the Power BI interface. | |
|
24/7 Customer Support Access to vendor support at all times. |
Power BI Pro users have access to Microsoft 365 support 24/7. | |
|
Community Forum/Knowledge Base Searchable resource for best practices, FAQs. |
Rich knowledge base and forum at community.powerbi.com. | |
|
Documentation Completeness Level of detail in documentation provided. |
No information available | |
|
Training Materials Available Provision of videos, webinars, and other learning resources. |
Power BI provides training videos, documentation, and webinars via Microsoft Learn and community. | |
|
Onsite Training Option Option for live, instructor-led training at customer location. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.