Power BI implementation planning

In this video, watch Matthew introduce you to the Power BI implementation planning series of articles.

Successfully implementing Power BI throughout the organization requires deliberate thought and planning. The Power BI implementation planning series of articles is intended to help you accomplish your Power BI implementation. The articles include key considerations, actions, decision-making criteria, recommendations, and describe implementation patterns for important common usage scenarios.

The series is a work in progress. The plan is to gradually release new and updated content over time. When completed, the series will:

  • Complement the Power BI adoption roadmap, which describes considerations for successful Power BI adoption and a healthy data culture. Power BI implementation planning guidance that correlates with the adoption roadmap goals will be added to this series.
  • Replace the Planning a Power BI enterprise deployment white paper, which was designed to describe a variety of technical factors when deploying Power BI. Relevant white paper content will be merged into this series, in a new format that's more discoverable and actionable.
  • Replace the Power BI adoption framework (together with the Power BI adoption roadmap), which is a lightweight set of resources (videos and presentation slides) that were designed to help Microsoft partners deploy Power BI solutions for their customers. Relevant adoption framework action items will be merged into this series.


To set yourself up for success, it's recommended that you work through the following steps:

  1. Read the complete Power BI adoption roadmap, familiarizing yourself with each roadmap subject area. Assess your current state of Power BI adoption, and gain clarity on the data culture objectives for your organization.
  2. Explore Power BI implementation planning articles that are relevant to you. It's recommended that you start with the Power BI usage scenarios, which convey how Power BI can be used in diverse ways. Be sure to understand which usage scenarios are used in your organization, and by whom. Also, consider how these usage scenarios may influence the implementation strategies you decide on.
  3. When necessary, refer to additional Power BI documentation for details on specific topics.

Target audience

The intended audience of this series of articles may be interested in the following outcomes:

  • Identifying areas to improve or strengthen their Power BI implementation.
  • Increasing their ability to efficiently manage and securely deliver Power BI content.
  • Planning the implementation of Power BI within their organization.
  • Increasing their organization's return on investment (ROI) in Power BI.

This series of articles is certain to be helpful for organizations that are in the early stages of a Power BI implementation or are planning an expanded implementation. It may also be helpful for those who work in an organization with one or more of the following characteristics:

  • Power BI has pockets of viral adoption and success in the organization, but it's not consistently well-managed or purposefully governed.
  • Power BI is deployed with some meaningful scale, but there are many unrealized opportunities for improvement.


Some knowledge of Power BI and general business intelligence concepts is assumed. To get the most from this content, it's recommended that you become familiar with the Power BI adoption roadmap first.


This series of articles was written by Melissa Coates, Data Platform MVP and owner of Coates Data Strategies with significant contributions from Peter Myers, Matthew Roche, Alex Powers, and Chris Webb.

Next steps

In the next article in this series, learn about usage scenarios that describe how Power BI can be implemented in many different ways.

Other helpful resources include:

Experienced Power BI partners are available to help your organization succeed with the migration process. To engage a Power BI partner, visit the Power BI partner portal.