Introduction
The Power BI mobile app allows you to stay connected to your important business data and insights even when you are away from your desktop. It provides mobile-optimized viewing of dashboards and reports from your Power BI account on your phone or tablet.
The app brings interactive reporting and exploration tools to your fingertips with an intuitive touch-based interface designed for ease of use on mobile devices. Rich capabilities like offline access, notifications, annotations, and sharing enable productivity and quick insights on the go.
The mobile app complements the desktop experience with seamless transitions and synced favorites across devices. Whether you need to monitor dashboards, analyze reports, highlight findings, or share insights, the Power BI mobile app enables you to make data-driven decisions anytime, anywhere.
Key Features and Capabilities
Here is a detailed look at some of the key features and capabilities of the Power BI mobile app:
Mobile Optimized Dashboards and Reporting
- Responsive layouts: Dashboards and reports are formatted to fit optimally across phone and tablet displays in both portrait and landscape orientation. The visuals resize and reflow responsively to make the best use of the limited screen real estate on mobile devices. For example, a dashboard with vertical bar charts stacking on the left and card visuals on the right on a desktop may stack into one column on mobile with the card visuals on top. Similar formats are applied to optimize reports and visualizations.
- Touch navigation: You can easily use intuitive touch gestures like swipe, scroll, pinch, and zoom to navigate seamlessly through dashboards and reports. Swipe left/right to move across report pages, scroll up/down to see additional visuals etc.
- Focus mode: Tapping on a particular visual brings it into focus mode by enlarging it on the screen with relevant headlines and filters. This allows easier exploration of a visual without the distraction of other content.
Interactive Reporting
- Filters: Dashboards and reports can be filtered by selecting from slicers or by tapping on legends and data points. For example, in a sales report, you can filter to see data for only the Western region by toggling the slicer for that region.
- Highlighting: Isolate or highlight insights by tapping or long pressing on a particular data point, like a bar in a bar chart or a line in a time-series line chart. Only the selected data will remain visual, while the rest dims to focus just on the highlighted piece.
- Tooltips: Interactive tooltips provide details on demand by simply tapping or hovering over a data point on the visualization to see the underlying data without having to drill down into a report.
- Drill down: To explore further, you can drill down from a visual on a dashboard into the underlying report page by just tapping on the visual. For example, selecting a bar in a region-wise revenue chart can take you to full revenue report filtered by that region.
- Zooming: Pinch and zoom gestures allow you to zoom into visualizations like maps and charts to look at a particular section in more detail. You can then pan across the entire visualization for detailed analysis.
Offline Mode
- Set favorites: You can mark frequently accessed dashboards and reports as favorites. This downloads the content locally onto your mobile device.
- View favorites offline: The favorites marked for offline access can be viewed even when there is limited or no internet connectivity. The locally cached data is used to display favorites in offline mode.
- Interactivity: Offline favorites still allow filtering, highlighting, and other interactive capabilities to enable analysis and insights even without live connectivity.
- Syncing: Any changes, like new favorites, annotations, filters, etc., are synced back when online access is restored. So, you switch seamlessly between online and offline modes.
Notifications and Alerts
- Dashboard alerts: Threshold or target-based alerts set up in dashboards will trigger notifications on your mobile app in real-time. For example, if revenue goes below a threshold, you can get an alert.
- Push notifications: These alerts are pushed as notifications on your mobile device, prompting you to take a closer look at the data. Tapping the notification opens the associated dashboard or report.
- In-app notifications: You will also see notifications within the Power BI mobile app for any alert triggers, even if you are currently using the app.
Annotations and Sharing
- Add annotations: You can add annotations like arrows, shapes, and text boxes on visualizations to highlight key insights, trends, or observations.
- Annotated snapshots: These annotated views can be shared from the app itself as images via SMS, email, teams, or other apps.
- Share visuals: Not just static images, you can share interactive visuals or entire reports for collaborative analysis by copying the link or embedding it in emails or IM.
Cross-device transitions
- Synced favorites: Dashboards and reports marked as favorites sync across Power BI on desktop and mobile apps. This enables a seamless transition of monitoring and analysis work between devices.
- Desktop to mobile: You can easily shift from tracking a dashboard on the desktop to drilling down into supporting details on the go from your mobile device.
- Ubiquitous access: The Power BI mobile app enables ubiquitous access and identical experience across platforms like iOS, Android, and Windows, giving flexibility.
Integration
- Single sign-on: The mobile app allows single sign-on using the same credentials as the Power BI Desktop for unified access and improved security.
- Excel: You can view Excel workbooks published to Power BI within the mobile app with full interactivity.
- Teams: When reports are shared via Teams channels, you can seamlessly access them on the go from Teams mobile into the Power BI app.
- Outlook: Email links to reports and dashboards can be opened on mobile using the Power BI app for easy access from Outlook.
- Other apps: Seamless integration with Office mobile apps improves workflows and productivity across platforms.
Interface and Navigation
- iPad optimization: The iPad version is optimized to take advantage of the larger canvas with multi-tasking capabilities and Apple Pencil integration.
- Dark mode: Dark mode support provides better viewing and a seamless user experience for working in low-light conditions.
- Menu: The navigation menu provides easy access to content through tabs like Home, Favorites, Recents, Shared with Me, and Apps. Search helps find specific dashboards or reports quickly.
- Mobile layout: The mobile layout adjusts visuals to fit small screens by using focus mode, overlays, scrollable areas, etc., to avoid squeezing content.
Security
- Authentication: Access to the mobile app is controlled through authentication using your Power BI login credentials or SSO providing enterprise-grade security.
- Data protection: Power BI mobile leverages data protection capabilities like row-level security defined in the Desktop client to prevent unauthorized data access.
- App lock: Additional app lock can be configured requiring a fingerprint or PIN for access even after login to keep it secure.
- Audit logs: Administration capabilities allow monitoring usage, and audit logs provide traceability for governance compliance.
Administration and Licensing
- Licensing: Accessing Power BI mobile requires a user license to be assigned either Power BI Pro or Premium capacity. Licensing enables access control.
- App administration: Power BI admins can blacklist specific apps, limit access to content or restrict data sharing through mobile app administration policies.
- Restrict content: Sensitive dashboards or reports can be blocked from mobile access for additional security using Power BI admin capabilities.
Conclusion
The Power BI mobile app delivers an interactive, secure, and integrated experience to extend analytics from desktop to mobile. The touch-based navigation, coupled with key capabilities like offline access, notifications, and annotations, transform workflows providing ubiquity. This enables true pervasive, anywhere access to business data and insights on the go from Power BI.