Data and BI · guide

Power BI: corporate reporting and data models

Power BI is Microsoft's business analytics platform. It brings Excel, SQL, CRM and dozens of other sources into one data model and turns it into interactive reports. It is the standard BI tool in companies on Microsoft 365.

Made by
Microsoft
Price
Desktop is free, sharing needs a licence
Language
DAX and Power Query
Ecosystem
Microsoft 365, Azure

What is Power BI?

Work in Power BI has three layers: cleaning data with Power Query, relationships between tables in the data model, and metrics calculated with DAX. Reports are shared with the team in the Power BI Service and refresh on a schedule.

For marketing its strength is working in the same model as finance and sales data: you can join ad spend with real revenue and with the customer in the CRM. It is more complex than Data Studio, but more powerful.

What Power BI makes possible

  1. Data model

    Joining several sources in related tables.

  2. DAX measures

    Calculations such as CAC, LTV and ROMI.

  3. Scheduled refresh

    Reports that refresh automatically.

  4. Row-level security

    Each manager sees only their own data.

  5. Mobile reports

    A phone view for leadership.

  6. Excel integration

    Querying the model straight from Excel.

What Power BI works with

  • Google BigQuery

    A serverless data warehouse. GA4 raw data and large-scale SQL analysis.

    Open the guide
  • Power Automate

    No-code workflow automation for Microsoft 365.

    Open the guide
  • Google Analytics 4

    Event-based web and app analytics. Funnels, conversions and audiences.

    Open the guide
  • Matomo

    Open-source web analytics where you keep the data.

    Open the guide

My experience

Projects where I used Power BI:

  • [Project: brand, what I built, result %]
  • [Project: brand, what I built, result %]
See the cases

Power BI resources

  • KPI dashboard for leadership

  • Build a decision system, not a dashboard

  • Google Data Studio guide

Questions about Power BI

Is Power BI free?

Power BI Desktop is free. Sharing reports with a team needs user licences.

Data Studio or Power BI?

Data Studio if your sources are mostly Google and speed matters. Power BI if you have a complex data model and the Microsoft ecosystem.

How do I connect GA4 data?

The most reliable way is to export GA4 to BigQuery and connect Power BI to BigQuery.

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