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FAQs

Power BI
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FAQsGetting Started

    Our most frequently asked questions about Power BI. If you have any further questions or need any more information please contact your account manager.

    I like what I see – How do I get started?

    Contact your Account Manager to register your interest. They will be able to arrange a demo of our current Power BI reports and dashboards offerings and arrange a quotation.

    Do I need to have a Power BI subscription?

    Yes – this is not part of our commercial offering. Microsoft prices for Power BI start at £7.50 per month per user. 

    What do you advise I do now – Prior to implementation?

    Ensuring you have completed all the areas covered in the ‘Readiness’ guide will allow your implementation to move ahead quickly once your order is received. You could also perform a data review, with a focus on clarity of holding areas for data eg.“parking lots” for WIP in specific categories etc.

    What is the current lead time for implementation – When could we get started?

    This will vary on the type of practice and specific implementation. Lead times for delivery will be in the region of 12 weeks dependent on demand and the quality of, and your knowledge of your data. We are working with customers now on implementations and are doing this on a “first come, first served” basis.

    Do I need an onsite technical person?

    Yes –it is important we can work with a contact in your business who has technical knowledge and an understanding of databases. Most importantly, we’ll need someone to liaise with on queries and who will take ownership of questions relating to the implementation.

    Can I connect it to workbooks or other third-party software?

    This is possible – but will not be delivered or supported by Wolters Kluwer.

    Will you release future versions?

    Yes – the dashboards may evolve with builds based on customer feedback and Power BI improvements or to include data from other CCH products.

    Related documents

    How do I get started?
    This document serves as a prerequisite guide for implementing Power BI within a practice. It outlines essential steps such as purchasing a Power BI Pro license, ensuring staff proficiency through available online courses, and installing a gateway for data access. Additionally, it emphasizes the need to create a workspace for reports and maintain a detailed employee spreadsheet. The aim is to thoroughly prepare practices for effective Power BI deployment, offering resources like webinars for further education.
    What is it?
    CCH Central has integrated with Microsoft Power BI, providing a comprehensive business intelligence tool that enhances data visualization and decision-making from a single platform. Users can access customized dashboards, track practice and staff performance, and quickly respond to growth opportunities. The tool promotes a data-driven culture, supports seamless sharing across devices, and empowers businesses to harness their data for strategic insights. By adopting this solution, practices can improve efficiency and offer value-added services, driving business growth in a competitive landscape. Customer case studies highlight the successful implementation of Power BI in various practices.
    Power BI Consultancy online
    This consultancy is for additional follow up Power BI Consultancy after Solutions Consultancy and roll-out.
    Power BI Essentials service
    The Power BI Essentials service offers customized dashboards for analyzing Central and Practice Management data, designed to support decision-making and strategic planning. To prepare for implementation, businesses need to purchase Microsoft Power BI Pro, configure an on-premises gateway, and create a dedicated workspace. The service involves four consultancy sessions, including initial dashboard build, delivery meeting, amendments based on feedback, and final sign-off. Post-project support is provided for six weeks for ongoing queries. Each session is conducted online and lasts no more than three hours.
    Power BI Enterprise service
    This service is for the delivery and configuration of a set of Power BI reports connected to your Central Database. The service is suitable for CCH Central users and those who are responsible for reporting and analysis of the performance of the business. The consultant will assist you with modifying your reports to suit your business requirements.