cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Super User I
Super User I

Confusion over building Reports in Service or in Desktop

I always do training based on the assumption that you should create your reports in Desktop, publish them to service, created dashboards and then publish an app

 

However, you can connect to your data in Service and even create reports in service

 

So with that in mind, people have been asking me, what is the point to doing it in desktop when you can do it all in Service.

 

How do I answer that question? 

2 ACCEPTED SOLUTIONS

Accepted Solutions
Highlighted
Super User II
Super User II

I get this question a lot too @DebbieE
Here's my two cents on the subject:
Desktop offers three views: Report, Data, Model AND it offers Query Editor.
Power BI Service offers: Dashboards, Reports, Datasets.

If what you want to do can be done in the Report view in Desktop, choose your favourite place to edit - just be consistent because otherwise you can end up with copies and different versions of the report (they don't sync). You can always download the pbix file for major updates (provided the data source allows for this and you don't have a large incremental refresh data source for example).

If you want to do DAX, or anything in Data, Model or Power Query then you MUST use desktop.

Some data sources only connect directly to service though, so have to weigh up the pros and cons of each.

Great question, and keen to hear other people's ideas.

 


______________


Has this post solved your problem? Please mark it as a solution so that others can find it quickly and to let the community know your problem has been solved. 


If you found this post helpful, please give Kudos.


I work as a trainer and consultant for Microsoft 365, specialising in Power BI and Power Query. 


excelwithallison.com

View solution in original post

Highlighted

hi @DebbieE - Just adding a visual and dots that differentiate Power BI Desktop and Service

Some of the unique features of Power BI Desktop include:

  • Data transformation, modeling and modeling
  • Calculated columns
  • Python y DAX
  • Creating RLS

Some of the unique features of Power BI Service include:

  • Panels
  • Share
  • RLS management
  • Gateway connections

Sumanth_23_0-1600428368089.png

View solution in original post

7 REPLIES 7
Highlighted
Super User II
Super User II

I get this question a lot too @DebbieE
Here's my two cents on the subject:
Desktop offers three views: Report, Data, Model AND it offers Query Editor.
Power BI Service offers: Dashboards, Reports, Datasets.

If what you want to do can be done in the Report view in Desktop, choose your favourite place to edit - just be consistent because otherwise you can end up with copies and different versions of the report (they don't sync). You can always download the pbix file for major updates (provided the data source allows for this and you don't have a large incremental refresh data source for example).

If you want to do DAX, or anything in Data, Model or Power Query then you MUST use desktop.

Some data sources only connect directly to service though, so have to weigh up the pros and cons of each.

Great question, and keen to hear other people's ideas.

 


______________


Has this post solved your problem? Please mark it as a solution so that others can find it quickly and to let the community know your problem has been solved. 


If you found this post helpful, please give Kudos.


I work as a trainer and consultant for Microsoft 365, specialising in Power BI and Power Query. 


excelwithallison.com

View solution in original post

Highlighted

thats fantastic,

 

I can definitely explain the DAX angle. I thought that Power Query was available in Service now because of the dataflows though?


But I can totally go with 'If you want to do DAX, or anything in Data, Model  then you MUST use desktop'

 

I still say always go with Desktop. I find the ability to edit reports in Service so confusing because if someone amends the desktop versions its going to overwrite anything that happens in Service anyway

Highlighted

hi @DebbieE - Just adding a visual and dots that differentiate Power BI Desktop and Service

Some of the unique features of Power BI Desktop include:

  • Data transformation, modeling and modeling
  • Calculated columns
  • Python y DAX
  • Creating RLS

Some of the unique features of Power BI Service include:

  • Panels
  • Share
  • RLS management
  • Gateway connections

Sumanth_23_0-1600428368089.png

View solution in original post

Highlighted

perfect visual to get that question answered.

Thank you

Highlighted

@DebbieE Yeah, it's easy to get two different versions of the report if you're not careful, and since desktop gives you DAX and Data Model, you often end up needing to go back there anyway so it is probably still best to just recommend using Desktop for editing reports.

I forgot about themes, so love the visual @Sumanth_23 has posted too. 🙂

 

UPDATE: Oh, and regarding Power Query in Service - that does only work with dataflows as far as I know right? So if the report doesn't use dataflows then you still need desktop.

 


______________


Has this post solved your problem? Please mark it as a solution so that others can find it quickly and to let the community know your problem has been solved. 


If you found this post helpful, please give Kudos.


I work as a trainer and consultant for Microsoft 365, specialising in Power BI and Power Query. 


excelwithallison.com

Highlighted

@DebbieE 

This topic might be worthy of a community blog post. Just a thought...





Did I answer your question? Mark my post as a solution!
In doing so, you are also helping me. Thank you!

Proud to be a Super User!
Paul on Linkedin.






Highlighted

Really good idea. I might have a look at that

Helpful resources

Announcements
Community Conference

Power Platform Community Conference

Check out the on demand sessions that are available now!

Community Conference

Microsoft Power Platform Communities

Check out the Winners!

secondImage

Power Platform 2020 release wave 2 plan

Features releasing from October 2020 through March 2021

Top Solution Authors
Top Kudoed Authors