Instruction: Recognize the unique advantages of Power BI compared to other reporting tools

• Seamless Integration: Power BI integrates effortlessly with Microsoft 365, Azure, and other Microsoft services.
• User-Friendly Interface: Offers intuitive drag-and-drop features suitable for both technical and non-technical users.
• Cost-Effective: Provides robust features at competitive pricing, especially beneficial for organizations already using Microsoft products.

Instruction: Familiarize yourself with the different licensing models to choose the best fit for your organization.

• Power BI Free: Allows individual users to create reports and dashboards for personal use.
• Power BI Pro: Enables sharing and collaboration with other Pro users; suitable for small to medium teams.
• Power BI Premium Per User (PPU): Offers advanced features like AI capabilities and larger data models for individual users.
• Power BI Premium Capacity: Provides dedicated cloud capacity, ideal for large organizations requiring extensive data processing and sharing capabilities.

Instruction: Understand how to plan and manage capacity to ensure optimal performance.

• Capacity Models: Choose between shared and dedicated capacities based on your organization's needs.
• Performance Monitoring: Utilize tools like the Power BI Premium Capacity Metrics app to monitor and optimize performance.
• Scaling: Adjust capacity as your organization's data and user base grow.

Instruction: Know when to use dashboards versus reports to effectively present data.

• Reports: Multi-page documents that provide detailed data analysis; ideal for in-depth insights.
• Dashboards: Single-page summaries that offer a high-level overview; best for quick insights and monitoring key metrics.

Instruction: Organize and manage your Power BI content using workspaces.

• Purpose: Workspaces serve as collaborative environments where teams can develop, test, and publish reports and dashboards.
• Access Control: Assign roles (Admin, Member, Contributor, Viewer) to control access and editing rights.
• App Creation: Bundle related reports and dashboards into apps for easier distribution.

Instruction: Tailor your Power BI implementation strategy according to your organization's size.

Organizations with < 50 Employees:

• Licensing: Power BI Pro for all users.
• Capacity: Shared capacity is typically sufficient.
• Workspaces: Single workspace may suffice; focus on essential reports and dashboards.‍

Organizations with 100–500 Employees:

• Licensing: Mix of Power BI Pro and Premium Per User licenses.‍
• Capacity: Consider dedicated capacity for departments with heavy data usage.‍
• Workspaces: Multiple workspaces for different departments or projects.

Organizations with 1000+ Employees:

• Licensing: Power BI Premium Capacity for organization-wide deployment.
• Capacity: Dedicated capacities with performance monitoring and scaling strategies.
• Workspaces: Structured workspace hierarchy aligned with organizational units; implement governance policies.