PowerBI – Major Licensing Changes

powerbi-getting-startedPowerBI is a fantastic visualisation and reporting tool that I’ve written about extensively on this blog already, as well as having created numerous screencasts and blogs in an educational context from my time at St Andrew’s College.

Last week, Microsoft announced some major changes to the licensing of PowerBI which will come into effect on June 1st 2017 with some potential ramifications for schools that are currently exploring the functionality in the free version. If you’re unfamiliar with the product in general, then PowerBI.com is the best place to start for an overview, and the key changes from the announcement on 3rd of May can be found on this blog post from PowerBI.com.

My take on these changes is as follows:

  • PowerBI Free = still available, you can download the free PowerBI Desktop app here, and you can still publish reports/dashboards to PowerBI.com in the cloud but you can no longer share these with other users in the free version (this will require a Pro license – see below). Perhaps a better way of looking at this would be “PowerBI Personal” – i.e. for your own data explorations and visualizations in situations where you have no intention to share or collaborate with others. The update is there is some increased functionality around frequency of data refresh rates using the Data Gateway, along with increased volumes of data.
  • PowerBI Pro = Very similar to what was previously being delivered with this paid for license (academic pricing is generally available in most countries) but it appears this is increasingly becoming the “default” license if you’re wanting to share or collaborate on reports, or have your data automatically refreshing using the Personal Data Gateways from a wider range of data sources. The best link to understand what constitutes content requiring a PowerBI Pro license can be found here and I would encourage you to check this out. From my quick scan, the features which have moved out of the “free” and into the “Pro” license appear to be:
    • Data from a dataset that connects to on-premises data using the Power BI Gateway – Personal or the On-premises Data Gateway, and for which a scheduled refresh is set.
    • A dashboard or report that’s installed from an app or an organizational content pack.
    • Export to CSV/Excel
    • Peer to Peer dashboard sharing
  • PowerBI Premium = The newest feature, all details can be seen here, this is intended for large scale deployment of dashboards and reports across your organisation, including the ability to share content with users who are not necessarily licensed in the traditional way as an individual user. It has a higher financial entry point, with a fixed monthly cost and I don’t see much application at a K-12 level (outside of a school investing in sharing PowerBI reporting with parents too). However this could be a game changer at HighEd / Tertiary institutions that are wanting to enable their entire staff and students to make better data-driven decision making.
    • Importantly, it appears that the embedding of dashboards into web apps and web pages is now a feature reserved for Premium usage, so this will have consequences for third party developers / ISVs wanting to use PowerBI as the reporting engine in their software.
PowerBI Dashboard.png

Example K-12 Education dashboard made in PowerBI

It is going to take a bit for for me to fully understand how these changes will ultimately affect schools. For those that have invested in PowerBI Pro licenses for staff/students, not much will change I suspect and it will be business as usual. For those schools that have been experimenting with PowerBI and the free licenses I think the major implications are likely to be:

  • No ability to share content that has been refreshed automatically using the Personal Data Gateway, or has come from any sort of database / web source.
  • Restricted to sharing content that has been manually populated into PowerBI.com from limited data sources such as either PowerBI Desktop, Excel or CSV.

Given most schools want to move towards a “set and forget” approach when it comes to data configuration, it would appear that using PowerBI Pro licenses is the way forward for most schools.

For an external view of these changes have a read of this interesting summary from Matt Allington in Australia where he highlights five different user scenarios and identifies how the changes benefit them. He picks up on the value add for large organisations and the ability to deploy easily across users, splitting users between content creators (who will still need a PowerBI Pro license) and consumers (who will be covered by organisational PowerBI Premium consumption licenses).

 

Tips & Tricks: PowerBI Slicer Settings

This is the first of what I hope to be many quick and easy tips and tricks with various technologies I learn along the way.

I’ve been working my way through the free edX Analyzing and Visualizing Data with PowerBI Course  and I learnt something new about PowerBI Slicers (something I thought I was pretty familiar with already). The trainer described slicers as “on canvas visualization filters” which I thought was quite apt and he then showed how you can change them from being vertical to horizontal.

This is how I would typically have used a slicer:

Vertical Slicer.png

Slicer with the default vertical configuration

In the above, you can see the circled tick boxes and the default vertical configuration on the right hand side. By changing this to horizontal, the visual looks far more like a button than it does a check box:

Horizontal Slicer.png

The same slicer, this time with a horizontal configuration

Clearly, the second option takes up more space in the above example, however on some reports it would be far more likely to work visually as buttons rather than check boxes.

Reminder: to get in and change this you need to select the slicer on the canvas, go to the visualizations menu on the right and then click the paintbrush / rollerbrush and look under ‘General’ settings for this visualization.

Happy visualizing!