Frequently Asked Questions for Power BI

Most frequent questions and answers

Power BI is a powerful tool that allows your team to visualize and analyze financial and operational data swiftly and efficiently.

Power BI for finance reporting greatly reduces the manual efforts typically associated with consolidating and reporting financial data from disparate sources such as accounting systems, CRMs, and CMSs. It automates the process of data consolidation, report creation, and dashboard generation adding advance analytics and business intelligence features.

Check out the full benefits explained in our dedicated whitepaper Power BI for Finance Professionals

An illustration of various tools and Excel files seamlessly funneling into Power BI, resulting in the creation of an automated, data-driven analytical dashboard for enhanced financial insights

Power BI Desktop can be downloaded for free, and a basic Power BI Service registration is also available at no charge with a business email. This offers a great start for individual report building. However, if you need to share and distribute reports within your organization, a Power BI Pro license becomes necessary. Power BI licensing, including the Pro version, is managed via Office 365 administration. For specific details about Power BI pricing and cost, refer to the official Power BI pricing page:

As you have seen in the previous answer, Power BI can be downloaded for free and license price for PRO usage are very affordable. On top of the usual Microsoft licenses, you will need a Power BI Consultant to help you:

  1. Gaining a thorough understanding of your current process for building reports.
  2. Connecting Power BI to your source systems.
  3. Modelling data within Power BI.
  4. Creating dynamic metrics, analytics, and KPIs using business intelligence features.
  5. Training your team and then handing over the newly automated, visual, and dynamic dashboard.


This service is tailored to your business, and the full scope will vary depending on your company size. For a price estimate, please reach out to us with some basic information about your company and its data needs, and we will get back to you with a personalized quote.

Yes, integrating Xero with Power BI is absolutely achievable. While Microsoft’s direct integration with Xero was deprecated in May 2019, there are still several ways to connect these two platforms. One common approach is to use a third-party connector, but be aware that these typically come with additional costs. Alternatively, our Power BI consultants can model a solution that does not require sharing your financial data with a third party, maintaining the integrity and security of your data.

Absolutely, Power BI excels in cross-analysis of various data types across your business functions. It’s not just a tool for visualizing financial data, but a comprehensive platform that allows for integrative analytics. Whether it’s combining marketing and sales metrics with financial KPIs or blending in data from other business areas, Power BI paints a holistic picture of your business performance.

Yes. Our Power BI modelling service can correlate marketing expenditure with customer acquisition, or tie churn rate to revenue fluctuations. A concrete example is calculating Customer Acquisition Cost (CAC), which blends financial and CRM data. Power BI allows for such integrations by connecting with both your accounting systems (like Xero, Microsoft Dynamics, Oracle, etc.) and CRM platforms (such as Hubspot, Salesforce, etc.).

By using tailored measures and cross-analysis, Power BI can provide more precise insights into financial performance, customer acquisition, and other critical business areas, providing valuable input for strategic decision-making.

We’re always open for a conversation. Please get in touch with us to discuss your needs, ask questions, or find out more about our services. We look forward to hearing from you.