FAQ
Questions we hear a lot.
Power BI and licenses
Do my viewers need Power BI licenses?
No. Your viewers don't need Power BI licenses or Microsoft accounts to view reports in your portal. They sign in with their email.
Do I still need Power BI Desktop?
Yes. Your report builders keep building in Power BI Desktop and upload the PBIX file to the portal.
What about the Pro licenses we already have?
Keep them for the people who build reports. Many teams move their viewers to the portal when their licenses come up for renewal.
Data and reports
Which data sources work?
Most cloud sources that use a database login, an API key or a service account, like SQL Server, PostgreSQL, MySQL and web APIs. The portal has setup guides for common sources. Sources that only let you sign in through a browser, like Salesforce or Google Sheets, need another approach, so contact us and we'll work it out with you.
Can each person see only their own data?
Yes, with row-level security on Growth and Premium. Use the roles you set up in Power BI Desktop and match them to people or groups in the portal.
What happens when I upload a new version of a report?
It replaces the old one in place. The link, folder, sharing and email subscriptions stay the same, and we keep every earlier version.
Where is my data?
In Microsoft Azure, in the United States (Central US).
Is it for health data?
No. Please don't upload reports that contain patient health information.
Your account
Can it use my own domain?
Your portal has its own address under ours, with your company name in it. For your own domain, contact us.
Is there a free trial?
Yes, 14 days. A card is required at signup, and you can cancel anytime.
Can I cancel?
Yes, anytime. Ask us for a full export of your data first. The Terms describe how long we keep it afterward.
Billing questions are on the pricing page. Something else?Contact us.