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Module 01 of 1235 min readMixed

Orientation — Desktop, Service, Pro vs Premium

What lives where: Desktop is the IDE, Service is the cloud, Premium is the capacity tier. Licensing landmines (Pro, PPU, Premium per capacity) you'll be asked to advise on.

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Learning objectives

By the end of this module, you should be able to:

  • 01Identify the Power BI surfaces (Desktop, Service, Mobile, Report Builder) and what each is used for
  • 02Explain Pro vs Premium per User (PPU) vs Premium per Capacity licensing
  • 03Set up Power BI Desktop and publish a basic report to the Service

Power BI is Microsoft's answer to Tableau. As of 2026 it is the most-deployed BI tool in enterprises globally, primarily because of Microsoft 365 integration and licensing — most Microsoft-shop CFOs and IT directors find it 'already paid for'. Power BI's design language is more form-fill than Tableau's drag-and-drop, but its analytics depth — especially DAX — is enormous.

The surfaces

  • Power BI Desktop: free Windows app for authoring. Where 90% of analyst work happens.
  • Power BI Service: cloud platform (powerbi.com) for publishing, scheduling, sharing, and consumption.
  • Power BI Mobile: iOS / Android consumption app. Important for executive use.
  • Power BI Report Builder: paginated reports — the equivalent of Crystal Reports. Used for pixel-perfect operational reports.
  • Power Query: ETL component embedded in Desktop (and also available standalone in Excel).

Licensing — the decision that determines everything

Pro vs PPU vs Premium per Capacity

Pro: per-user, ~$10/month, included in Microsoft 365 E5. Required for both authors and consumers. PPU (Premium Per User): ~$20/month, unlocks larger datasets, paginated reports, AI features. Premium per Capacity: ~$5,000/month minimum, dedicated cloud capacity, consumers can be free. For most organisations, the math: <500 users → Pro; >500 users → Premium per Capacity becomes cheaper.

The author-publish-consume loop

Authors build in Desktop, save .pbix files (binary), publish to a workspace in the Service. Consumers access via Service web, mobile app, or embedded in Teams/SharePoint. Scheduled refresh keeps datasets current. The Apps surface lets you package multiple reports under a single 'app' icon for distribution to large groups.

Exercise

Install Power BI Desktop (free, Windows-only). If you're on Mac/Linux, use the Power BI Service trial or run a Windows VM. Connect to any CSV — KNBS quarterly GDP works well — and build a one-page report with a line chart and a card visual. Save as .pbix and reopen. Note what's in the workspace.

Key takeaways

  • Power BI Desktop authors; Power BI Service distributes; Mobile and Report Builder are specialised.
  • Licensing matters more than features for most enterprise decisions.
  • If your company has Microsoft 365 E5, Power BI Pro is included — for many, that's the decisive factor.
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