POWER BI FUNDAMENTALS

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Power BI Fundamentals
Introduction to Power BI in ABB
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Agenda
What is PowerBI
Definition;
Key components;
 Desktop, Service, Mobile App, Gateway, Embedded for SharePoint, Embedded for external application, Report Server, Custom visuals,
Power BI ABB Template;
Workspaces;
- Definition;
- Type of Workspaces;
- Lifecycle;
- Documentation;
Dataflows;
Security and Data Classification;
Licensing and cost model.

10/6/21 Slide 2
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Key Features of Power BI

• Self-service data prep -- Using Power Query, business analysts can ingest, transform, integrate and enrich big data into the Power BI web service.
Ingested data can be shared across multiple Power BI models, reports and dashboards.
• Hybrid deployment support -- This feature provides built-in connectors that allow Power BI tools to connect with a number of different data sources
from Microsoft, Salesforce and other vendors.
• Quick Insights -- This feature allows users to create subsets of data and automatically apply analytics to that information.
• Artificial Intelligence -- Users can access image recognition and text analytics in Power BI, create machine learning models using automated machine
learning capabilities and integrate with Azure Machine Learning.
• Customization -- This feature allows developers to change the appearance of default visualization and reporting tools and import new tools into the
platform.
• APIs for integration -- This feature provides developers with sample code and application performance interfaces (APIs) for embedding the Power BI
dashboard in other software products.
• Common data model support -- Power BI's support for the common data model allows the use of a standardized and extensible collection of data
schemas (entities, attributes and relationships), using dataflows

10/6/21 Slide 3
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What is Power BI – definition and key components - 1
Definition: “Power BI is a business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence
capabilities with an interface simple enough for end users to create their own reports and dashboards” (Wikipedia)

Key components of the Power BI ecosystem (Wikipedia) (ABB Inside Training Material)
Power BI performs functions of data sourcing and preparation, Data Analysis and Data Visualization:
Power BI Desktop
The Windows-desktop-based application for PCs and desktops, primarily for designing and publishing reports to the Service.
Power BI Service
The SaaS (software as a service) based online service (formerly known as Power BI for Office 365, now referred to as PowerBI.com or simply
Power BI).
Power BI Mobile Apps
The Power BI Mobile apps for Android and iOS devices, as well as for Windows phones and tablets.

10/6/21 Slide 4
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Power BI Desktop
Definition: Power BI Desktop is a free application you can install on your local computer that lets you connect to, transform, and visualize
your data. With Power BI Desktop, you can connect to multiple different sources of data, and combine them into a data model that lets you
build visuals, and collections of visuals you can share as reports, with other people inside your organization.
The most common uses for Power BI Desktop are the following:
• Connect to data
• Transform and clean that data
• Create visuals, that provide visual representations of the data
• Create reports that are collections of visuals
• Share report with others using Power BI service.
There are three views in Power BI Desktop, along the left side of the canvas:
• Report View - this is where you create reports and visuals, 
• Data View - here you can see the tables, measures, and other data used in the data model associated with your report, and transform the
data for best use in the report's model.
• Model View - in this view you see and manage the relationships among tables in your data model.
Read further about Power BI Desktop here

10/6/21 Slide 5
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Power BI Service
Definition: The Power BI service (app.powerbi.com) is a cloud-based business analytics service that enables the user to visualize and analyze data with
greater speed, efficiency, and understanding. It connects users to a broad range of cloud-based and on-premises data through easy-to-use dashboards,
interactive reports, and compelling visualizations that bring data to life.
The main features of Power BI Service include:
• Share content to external user and can enable for the entire organization
or for specific security group.
• Users in the organization can export Power BI reports as PowerPoint files.
• Ability to customize standard report or build new analyses
on Shared datasets.
• Users in the organization can publish reports to web.
The main advantages of using Power BI Service are:
• Set up automatic data refresh & rapidly publish reports, allowing users to avail
latest information.
• Transform your Enterprise data into rich visuals & accurate reports for enhanced decision making.
• Integrates seamlessly with advanced Cloud services like Cortana, to provide results for verbal data queries.

10/6/21 Slide 6
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Power BI Mobile Apps

Power BI offers a set of mobile apps for iOS, Android, and Windows 10 mobile devices. In the mobile apps, you connect to and interact with
your dashboards and reports, whether on premises or in the cloud. Reports and dashboards that are available for you in PowerBI service are
also available in the Power BI mobile apps.
Features:
• View and explore your favorite dashboards, KPI’s and reports.
• Ask for insights with the Q&N feature.
• Share dashboards.
• Scan a Power BI QR code with your android phone to open a related dashboard tile or report.
Advantages:
• Explore the data in dashboards, and share with your colleagues in email or text messages.
• View and interact with your company dashboards from anywhere, with live, touch-enabled mobile access.

10/6/21 Slide 7
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What is Power BI – key components - 2
Definition: “Power BI is a business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence
capabilities with an interface simple enough for end users to create their own reports and dashboards” (Wikipedia)

Key components of the Power BI ecosystem

Power BI Gateway
Gateways used to sync external data in and out of Power BI.
Power BI Embedded
Power BI REST API can be used to build dashboards and reports into the custom applications that serves Power BI users, as well as non-Power
BI users.
Power BI Report Server
An On-Premises Power BI Reporting solution for companies that won't or can't store data in the cloud-based Power BI Service.
Power BI Visuals Marketplace
A marketplace of custom visuals and R-powered visuals.

10/6/21 Slide 8
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Power BI (On premises) Gateway
Definition:
• On-premises data gateway acts as a bridge, providing quick and secure data transfer between on-premises data (data that is not in the
cloud) and the Power BI service. It allows multiple users to connect to multiple on-premises data sources. You can use an on-premises data
gateway with all supported services, with a single gateway installation. This gateway is well-suited to complex scenarios with multiple
people accessing multiple data sources.

ABB Enterprise Power BI gateway (it is strongly recommended to be used; the personal gateways are not allowed):
• To request the set up of the connection between the ABB Enterprise PowerBI gateway and the data source:
Please use request  in MyServices - Create / Modify PowerBI gateway
• Is configured as High Availability clusters of On-premises data gateway installations, to ensure the access of on-premises data resources
used in Power BI reports and dashboards.
• Gateway works also in load balanced mode – distributing workload to 2 nodes.
• Gateway can be maintained without downtime for users.
• Gateway supports connections in Import mode, Direct-query mode and Live-connection mode

10/6/21 Slide 9
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Power BI Embedded for SharePoint Online
With Power BI's new report web part for SharePoint Online, you can easily embed interactive Power BI reports in SharePoint Online pages.
For Embed in SharePoint Online reports to work, the following is required:
• A Power BI Pro license or a Power BI Premium capacity for Workspace.
• The Power BI web part for SharePoint Online requires Modern Pages.
With the new Embed option for Power BI reports, you can easily and securely embed reports in internal web portals. These portals can
be cloud-based or hosted on-premises, such as SharePoint 2019. Embedded reports respect all item permissions and data security
through row-level security (RLS). They provide no-code embedding into any portal that accepts a URL or iFrame.
Grant access to reports:
Embedding a report in SharePoint Online doesn't automatically give users permission to view the report - you need to set view permissions in
Power BI. There are two ways to provide report access in Power BI:
• Using an Office 365 Group to build your SharePoint Online team site and list the user as a member of the workspace within the Power
BI service and the SharePoint page.
• To embed a report within an app and share it directly with users.
Users or groups need access to both the SharePoint Online page and the report in the Power BI app to see the report on the
SharePoint page.

10/6/21 Slide 10
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Power BI Embedded for SharePoint Online (Contd.)
Advantages:

.• Embedding is simple you just need to enter the URL and embed it into a Power BI object in the SharePoint online.
• Easy way of adding an interactive Power BI report into a SharePoint online page.
• Using the new Embed in SharePoint Online option, embedded reports are fully secure, so you can easily create secure
internal portals.
Limitations:
• This method only works on Power BI reports and not on dashboards.
• Users need to be part of a paid Power BI subscription to use this feature (PRO license or Premium for Workspace)

Read further about Power BI Embedded link

10/6/21 Slide 11
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Power BI embedded for an External application
With this new secure Embed option, you can easily integrate your report with any internal site or portal so long as it allows embedding using
an HTML code snippet or a URL.
When to use:
• The new Embed option allows you to securely embed reports from Power BI in portals that do not have a native integration with Power
BI.
• Use it whenever you need to embed in a web portal and you need to keep the data in the report secure.
• If you want to make you report public and embed it in a public website then Publish to web is the right option.
Advantages:
• Enables business users who do not have any coding skills to easily and securely embed reports in internal web portals, whether cloud-
based or hosted on-premises.
• Reports embedded in this way respect all item permissions set in Power BI and data security through row-level security (RLS).
• The Embed option also supports basic URL Filters and URL settings, which allow you to build experiences into your portals using
rudimentary HTML and JavaScript skills.

10/6/21 Slide 12
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Power BI embedded for an External application (Contd.)

Limitations:
• The user will need to sign-in to view the report whenever they open a new browser window.
• Some browsers require you to refresh the page after sign-in, especially when using InPrivate or InCognito modes.
• The automatic authentication capability provided with the Embed option does not work with the Power BI JavaScript API.
• Secure embed does not support paginated reports or dashboards.
• Embedding in Portals for Azure B2B users is not yet supported.

To get more detailed information please refer the below link:

https://powerbi.microsoft.com/en-us/blog/easily-embed-secure-power-bi-reports-in-your-internal-portals-or-websites/

10/6/21 Slide 13
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Power BI Report Server
Definition: Power BI Report Server is an on-premises report server with a web portal
in which you display and manage reports and KPIs, publish reports directly to Power
BI Report Server and also; organize your reports in folders, manage access, and update
as and when necessary.

How it would be useful:

• A specific version of PowerBI Desktop allows to create reports, paginated reports,
mobile reports, and KPIs;
• Users can access those reports in different ways: viewing them in a web browser
or mobile device, or as an email in their in-box;
• There is no need for user licenses;
• Use MyIS PowerBI Information Request for further details

When to use:
• To explore visual data and quickly discover patterns to make better, faster decisions.
• Generate pixel-perfect paginated reports your business needs.
• To store and manage Power BI reports on premises in the Power BI Report Server web portal, just as you can store
• Power BI reports in the cloud in the Power BI service.

10/6/21 Slide 14 Introduction to Power BI Fundamentals

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Power BI Report Server (Contd.)
Advantages:
• Power BI Report Server gives users access to rich, interactive reports, and the enterprise reporting capabilities of SQL Server Reporting
Services.
• You also have the ability to confidently scale to thousands of users because Power BI Report Server is based on a proven, enterprise-
grade platform.
• Power BI Report Server is available as part of Power BI Premium and compatible with SSRS reports, allowing the deployment and
distribution of interactive Power BI reports—and traditional paginated reports—on-premises within the boundaries of an organization’s
firewall.

To get more detailed information about Power BI Report Server, please visit the links below:
ABB Power BI Portal: https://abb.sharepoint.com/sites/PowerBI/SitePages/Power%20BI%20Report%20Server.aspx
Microsoft: https://powerbi.microsoft.com/en-us/report-server/

10/6/21 Slide 15
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Use of custom visuals
• Custom Visuals in Power BI are created using custom visuals SDK. These visuals enable
business users to see their data in a way that best fits their business. Report authors can then
import the custom visual files into their reports and use them as any other Power BI visuals.
• Custom visuals can be filtered, highlighted, edited.
• Custom visuals are packages that include code for rendering the data served to them. Anyone
can create a custom visual and package it as a single .pbiviz file, that can then be imported
into a Power BI report.
• Custom visuals are deployed in three ways:
 Custom visual files
 Organizational visuals
 Marketplace visuals

Read more about on Microsoft: Custom Visuals in Power BI

10/6/21 Slide 16
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Power BI ABB Template
The Branding Template is adhered by Power BI users at ABB for creating reports and dashboards in Power BI desktop and service. ABB
Branding principles provide guidance for successful implementation at all levels, ensuring a seamless, fully-integrated brand experience, for
all audiences.

The branding package contains a Power BI theme (.json file) and some ready-to-use templates (.pbit file),which the user can import directly
into Power BI desktop and start creating new reports. Also,the guidelines to use the template are provided in the document inside the
branding package.

The report template proposes various layouts consisting of different number of filters and visualization graphs, which can be utilized by the
users according to their requirements.One sample layout(for reference) is displayed in the next slide.
There is a dedicated space in header section of template to provide:
● Data Classification for the report
● Field with Time/Date for data accuracy
● Link to related application / resources

10/6/21 Slide 19
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Sample Report created using Power BI ABB Template

10/6/21 Slide 20
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Workspaces in Power BI
Power BI workspaces reside within capacities and they represent security, collaboration and
deployment containers for dashboards, reports, workbooks, and datasets. There are two types of
workspaces: 
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When are new Workspaces needed:
• For creating different workspaces for Development / QA (testing) / Production
• Based on consumers of the reports and dashboards, for ensuring that only assigned users will have
access to their particular workspaces, depending on the roles defined.

Note: Production Workspaces should be on premium capacity when you are distributing to large
audience.
Power BI is also introducing a new workspace experience (aka Workspace v2). Know more about it
here.

10/6/21 Slide 21
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Types of Workspaces

My workspace  App workspaces

• • They are used to collaborate and share content with

It is the personal workspace for any Power BI user to work
with their own content. colleagues.
• • The access can be setup on workspace level or during
Only the user will have access to My workspace.
• Dashboards and reports can be shared from My Workspace. publishing as App.
• App workspace members need Power BI Pro licenses
(both creator and consumer requires to have PRO License)
• Although, for organizational purposes user should avoid (except Viewers role when Workspace is on Premium)
• App Workspace can be assigned to Premium Capacity;
sharing from My workspace.
• My Workspace cannot be assigned to Premium capacity enabling advanced features & removing the need for
PRO License for viewers

10/6/21 Slide 22
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Workspace Lifecycle
Power BI assets undergo multiple phases. A user requirement is analyzed, developed, tested and then deployed.
Generally, there are separated workspaces created for Development, QA, and Production purposes for a single
project.
Phases of Workspace Lifecycle –
Major phases that a workspace undergoes in corporate BI environment are –
• Development: Available to BI developers only to create and edit the reports.
• Quality Assurance (QA): Available to a select group of users for purposes of user acceptance testing after
development phase is completed.
• Production: Available to relevant functional users based on job role, subject area, department, project, etc.
The workspace can be either be shared as an App or direct report sharing. ABB best practices recommend to workspace assigned to a Premium
capacity is easily identified by
deploy workspace on Premium Capacity as the free users in the organization can also access it freely. the diamond icon that adorns the
workspace name
It is recommended to distribute Workspace as App as you can easily share the apps to your whole
organization or to specific people or groups.
Workspaces can be assigned to a Premium capacity in the Power BI Admin portal or, for an app workspace, in
the Workspace pane. *
Premium capacity can be requested via MyServices - Assign / Modify PowerBI Premium workspace

10/6/21 Slide 23 * For More info on Assigning Workspace to Premium Capacity visit the link- https://docs.microsoft.com/en-us/power-bi/service-premium-capacity-manage
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Workspace Documentation
Workspaces are places to collaborate with colleagues to create collections of dashboards and reports, which you can bundle into apps and
distribute to your whole organization or to specific people or groups. Please refer to the documentation on ABB PowerBI Portal to learn how
to create workspaces and distribute as an app.

A workspace documentation is an all-in-one document which contains information about the Workspace like:
• Dataset details
• Tables and Relationships
• Report details
• Measure details

The workspace documentation template can be assessed at ABB PowerBI Portal

10/6/21 Slide 24 Introduction to Power BI Fundamentals

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Import Mode & Security
Import Data Connectivity mode lets you import data into Power BI cache. It is recommended when,
• The data size is less than 1 GB * (higher limits on Premium)
• Data is not continually changing and scheduled refresh are preferred.
• Need to Import data from Multiple sources.
With Import Mode data security should be implemented by using Row Level Security Feature. We can define roles which will restrict the
data access for users.
You can read more on how to setup RLS at - https://docs.microsoft.com/en-us/power-bi/service-admin-rls
Note -
• Unauthorized disclosure of non-public information can lead to business disruption, impact to ABB reputation, loss of business
opportunities, legal action and/or other significant adverse effects on ABB.
• Power BI users, developers, publishers who are downloading and sharing data from ABB data sources like ABACUS, ProMIS, Risk
Review, SCMIS, SalesForce, ATLAS, HRGT and other systems with access control are fully responsible not to violate ABB access
restrictions to such data.
• Please keep control with whom you share information, as recipients of the report will same data as you.

10/6/21 Slide 25 * Higher limits on Premium

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Direct Mode
DirectQuery – No data is imported or copied into Power BI Desktop or PowerBI service. For relational sources, the selected tables and columns
appear in the Fields list. For multi-dimensional sources like SAP Business Warehouse, the dimensions and measures of the selected cube appear in
the Fields list. As you create or interact with a visualization, Power BI Desktop queries the underlying data source, which means you’re always
viewing current data.
Benefits of using Direct Query
• Direct Query lets you build visualizations over very large datasets, where it would otherwise be unfeasible to first import all of the data with pre-
aggregation
• Underlying data changes can require a refresh of data, and for some reports, the need to display current data can require large data transfers,
making re-importing data unfeasible. By contrast, DirectQuery reports always use current data
• The 1-GB dataset limitation does not apply to Direct Query
Limitations of Direct Query
• If the Query Editor query is overly complex, an error will occur. To remedy the error you must either delete the problematic step in Query Editor,
or Import the data instead of using DirectQuery. For multi-dimensional sources like SAP Business Warehouse, there is no Query Editor
• Time intelligence capabilities are not available in DirectQuery
• Limitations are placed on DAX expressions allowed in measures to ensure that queries sent to the underlying data source have acceptable
performance.

10/6/21 Slide 26 * Higher limits on Premium

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Live Connect
Live Connect – No data is imported or copied into Power BI Desktop or PowerBI service. Live connect is possible only to connect to Microsoft
Analysis Services sources.
The data model exposed in Analysis Services is ready to use within PowerBI, and no changes to model are possible. Users can create additional
measures based on data available in model.
Benefits of using Direct Query
• Data model is ready to use
• No data is transferred to PowerBI service; Queries are sending limited number of data.
• Security defined on data model applies to all users in PowerBI
• The 1-GB dataset limitation does not apply to Live Connect
Limitations of Direct Query
• It’s not possible to extend models or rebuild models.
• Performances of model is depended on the source system

10/6/21 Slide 27 * Higher limits on Premium

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Data confidentiality
Data Data handling in
Definition
Classification Power BI
Public Information approved for public release by ABB management. use Power BI service
​Internal  Information that, if compromised, could have a limited adverse effect on use Power BI service
ABB reputation, operations, assets,
its customers, suppliers, business partners or individuals.
Confidential Information that, if compromised, could have a serious adverse effect on
ABB reputation, operations, assets,
its customers, suppliers, business partners or Individuals. Confidential information use Power BI service
should only be shared with
individuals who have a valid business need for the information.
Strictly Information that, if compromised, could have a severe or catastrophic adverse effect on Use PowerBI Report Server
Confidential  ABB reputation, operations, or in Power BI Desktop or
assets, its customers, suppliers, business partners or individuals. This information should request separate InfoSec
not be distributed without Assessment to use within
the express consent of the owner of the information. Power BI service

For More Info Please visit:

10/6/21 Slide 28
https://abb.sharepoint.com/sites/PowerBI/SitePages/Data%20Confidentiality.aspx
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Dataflows in Power BI
A dataflow is a collection of entities that are created and managed in app workspaces in the Power BI service. The dataflow supports
following features –
• Add and edit entities in your dataflow
• Manage data refresh schedules
• Only owner of any dataflow can edit it.
• All members of the app workspace who have read or write permissions to the app workspace can connect to dataflow in Power BI
Desktop

Please refer the link on how to create dataflows - https://docs.microsoft.com/en-us/power-bi/service-dataflows-create-use

Also refer to the https://docs.microsoft.com/en-us/power-bi/service-dataflows-overview for more understanding of the working of Dataflows
and to check the comparison of Dataflow capability for Power BI Pro and Power BI Premium.

10/6/21 Slide 29
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Dataflows in Power BI (Contd.)
Use cases for Dataflow -
Dataflows can be used in multiple scenarios, few usage are mentioned as below –
• Re-usable tables or queries across multiple Power BI files, are one of the best candidates for Dataflow. For example, using One Power
Query Table in Multiple Power BI Reports.
• When each query(or table) has a different schedule cycle. Dataflow can run extract, transformation, and load (ETL) process on a different
schedule for every query (or table).
• Dataflow can be an important part of building a centralized data warehouse for your Power BI solution. For example, You can configure
Azure Data Lake storage and dataflows can be used to load data into it.
• Dataflow can be used for versioning the data from the source into multiple destination tables. For example, you can create different
dataflow processes to run the ETL anytime you want and store it in a different output table each time.

More details on how to add data sources in Dataflow can be found here -
https://docs.microsoft.com/en-us/power-bi/service-dataflows-data-sources

10/6/21 Slide 30
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PowerBI Licensing model in ABB
PRO license is an individual license that allows access to the content and capabilities in the Power BI service.
When is Pro License needed:
• To  publish and consume content from app workspaces, share dashboards and reports, and subscribe to dashboards and reports.
• To analyze data in Excel and Power BI Desktop.
• For embedding APIs and control.
PREMIUM Capacity – this is Licensing based on server capacity not users:
• Specific workspaces can be assigned to premium
• Consumer can access the content with FREE License only (via App or with Viewer role)
• Some advanced features are possible on Premium (Dataflows, AI, Paginated reports)
FREE LICENSE:
• At ABB, users are assigned by default with Power BI free license. This license allows to use Power BI for your own analysis and also to access some
applications that are distributed on Power BI Premium Capacity.
• With FREE license you will not be able to share content with other users, or view content shared by others. For this you need to have PRO license.
Find information related to raising a request for Pro license on ABB Power BI Portal

10/6/21 Slide 31
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Power BI Cost Model at ABB
In the Power BI service, users have defined capabilities based on their utilization of content:

Power BI Pro Power BI Premium

Yearly cost of PRO license is 60 USD per user. ABB
Global IS charges this fee to countries based on License
Register.
Self-service and modern BI
Collaboration, publishing, sharing, and ad hoc analysis
Cost is covered by ABB Global IS. For 2019 there is no
chargeback to countries nor business.
Enterprise BI, big data analytics, cloud and on-premises reporting
Advanced administration and deployment controls, Dedicated
cloud compute and storage resources

Needed for content creators Content on premium capacity can be viewed by Free users.

For more information on features by License- type refer to this link.

Cost model valid for 2019 and 2020

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