Getting Started with Power BI

Power BI is Microsoft’s data visualization and business intelligence platform. It helps you connect, model, and visualize data through interactive dashboards and reports. You can combine data from multiple sources while maintaining accuracy, consistency, and security.

What can I do with Power BI?

  • Build and share interactive dashboards and reports
  • Collaborate securely using shared datasets and workspaces
  • Embed insights in Teams, SharePoint, and other Microsoft 365 apps
  • Monitor business or research metrics in near real time
  • Support faster, data-driven decision making

Power BI vs. Excel

FeaturePower BIExcel
PurposeBusiness intelligence and visualizationData entry and analysis
ScalabilityHandles large and complex datasetsLimited by file size and performance
CollaborationCloud-based workspaces with real-time sharingFile-based sharing and version control
Data sourcesConnects to a wide range of cloud and on-premises sourcesMore limited direct integrations
VisualizationInteractive dashboards and reportsStatic charts and tables

Accessing Power BI

Web version: Sign in at Power BI or through the Microsoft 365 Portal and select Power BI from the app launcher. Available on Windows and macOS.

Browser compatibility: Works best in Microsoft Edge, Google Chrome, or Firefox.

Power BI Desktop (Windows only): A downloadable application for building reports offline with advanced data modeling before publishing to the Power BI Service.

Power BI Licensing at KAUST

Power BI Pro (Default at KAUST)

Power BI Pro is provided by default to most members of the KAUST community.

  • Share dashboards, reports, and workspaces
  • Collaborate in shared workspaces
  • Access and consume shared content across teams

Depending on your affiliation with KAUST, such as student, staff, or faculty, a license may not be automatically assigned. If you do not see Pro features available, you can request access at the Microsoft 365 Request Portal.

Power BI Free

  • Create personal dashboards and reports
  • View content in your own workspace

Power BI Premium

  • Dedicated capacity for improved performance and large data models
  • Paginated reports, dataflows, and advanced AI features
  • Power BI Report Server for on-premises reporting
  • Broader access to content without requiring Pro for viewers

Note: Premium is capacity-based and typically managed at the department or workspace level. For enterprise or high-performance reporting needs, contact the IT Service Desk.

Storage and Capacity Limits

  • Pro: Up to 10 GB per user
  • Premium: Up to 100 TB per capacity

Reports that exceed workspace limits may need to be moved to a Premium workspace. For guidance, contact the IT Service Desk.

Data Refresh and Gateways

Keep your reports up to date with scheduled refreshes.

  • Cloud sources: Can refresh on a defined schedule
  • On-premises sources: Require a Power BI Gateway

Best Practices

  • Use shared workspaces instead of emailing PBIX files
  • Organize datasets and reports to avoid duplication
  • Apply Row Level Security for sensitive data
  • Schedule data refreshes
  • Use KAUST-managed data sources for official reporting

Accessibility tip: Use clear labels and accessible color combinations. Power BI includes an Accessibility Checker to help ensure reports are usable by everyone.

Data Security and Compliance

  • Follow KAUST data classification and sharing guidelines
  • Store and share reports only through KAUST-managed Microsoft 365 accounts
  • Do not share confidential or restricted data externally
  • Use approved platforms such as DataWaha or Research Workstations for large datasets

Power BI at KAUST

Power BI supports operational dashboards, research insights, and planning analytics across the University. It keeps reporting within KAUST’s secure Microsoft cloud and aligns with Information Security and Data Privacy standards.

  • Research metrics and KPIs
  • IT service performance dashboards
  • HR and training insights
  • Procurement and financial reporting

Quick Start Checklist

  1. Sign in to Power BI
  2. Connect to a data source
  3. Create and publish your first report
  4. Confirm or request a Pro license
  5. Explore Microsoft Learn resources

Need Help?

  • Use VITA on the IT website to log a ticket
  • Visit the IT Service Desk in Building 14, Sunday to Thursday, 8:00 AM to 5:00 PM
  • Call 910 or 012-808-0910 during business hours