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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive, Suite 830
Houston, TX 77056

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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

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Using Power BI Mobile Apps for Cloud and On-Premises Data and Reports

Errin O\'Connor
December 2025
8 min read

The Power BI mobile app for iOS and Android brings enterprise business intelligence to every executive, manager, and field worker regardless of location. Whether your data resides in the Power BI cloud service, on-premises Power BI Report Server, or a hybrid of both, the mobile app provides secure, real-time access to dashboards and reports with touch-optimized interactions. EPC Group has deployed Power BI mobile solutions for organizations with thousands of mobile users across healthcare, manufacturing, and field services operations.

Connecting to Cloud Data (Power BI Service)

For reports published to the Power BI Service (app.powerbi.com), the mobile app provides seamless access with the same security and permissions applied on the web.

  • Sign in with your organizational Azure AD account to see all reports and dashboards you have access to
  • Favorites, recent items, and shared-with-me content sync automatically between web and mobile
  • Power BI apps (curated collections of dashboards and reports) appear in the mobile app's Apps section
  • Real-time data alerts push notifications to your mobile device when KPIs cross defined thresholds
  • Reports render with mobile-optimized layouts if the author has configured a mobile layout in Power BI Desktop
  • Q&A natural language queries allow you to ask questions of your data by typing or speaking

Connecting to On-Premises Data (Power BI Report Server)

Organizations that keep data on-premises for compliance, latency, or regulatory reasons can still deliver mobile analytics through Power BI Report Server.

  • Configure the mobile app to connect to your Power BI Report Server URL (e.g., https://pbirs.yourcompany.com/reports)
  • Authentication supports Windows Authentication (NTLM/Kerberos) and Azure AD when configured with Azure AD Application Proxy
  • Both Power BI reports (.pbix) and paginated reports (.rdl) hosted on Report Server are accessible from the mobile app
  • The app supports multiple server connections, allowing users to access both cloud and on-premises content from a single app
  • On-premises reports maintain the same row-level security and data source credentials as when accessed via the web portal

Mobile-Optimized Report Design

Reports designed for desktop screens often render poorly on mobile devices. Power BI Desktop includes a mobile layout editor that lets report authors design dedicated phone-optimized views.

  • In Power BI Desktop, switch to View > Mobile Layout to access the phone canvas editor
  • Drag visuals from the desktop layout onto the phone canvas and resize them for portrait orientation
  • Prioritize the most important KPIs at the top of the mobile layout for instant visibility
  • Use card visuals and gauge visuals for single-metric displays that render well on small screens
  • Minimize the number of visuals per mobile page to avoid scrolling and improve load performance
  • Test mobile layouts on actual devices (both phones and tablets) before publishing to production

Enterprise Security and MDM Integration

Enterprise mobile deployments require security controls beyond basic authentication. Power BI mobile integrates with leading Mobile Device Management (MDM) and Mobile Application Management (MAM) platforms.

  • Microsoft Intune MAM: Apply app protection policies including PIN enforcement, copy/paste restrictions, and data encryption
  • Conditional Access: Require compliant devices, managed apps, or specific network locations for Power BI mobile access
  • Biometric authentication: Require Face ID, Touch ID, or fingerprint to open the Power BI app
  • Data loss prevention: Block screenshots, restrict data sharing to managed apps only, and prevent data backup to personal cloud storage
  • Remote wipe: Selectively wipe Power BI data from a lost or stolen device without affecting personal data
  • Certificate-based authentication: Use client certificates for stronger identity verification in high-security environments

Offline Access and Data Caching

Mobile workers in field environments, manufacturing floors, or healthcare facilities may have intermittent connectivity. Power BI mobile provides offline capabilities to keep data accessible.

  • Favorite dashboards and reports are cached locally for offline viewing (read-only, last-synced data)
  • The app automatically syncs when connectivity is restored, refreshing cached content with the latest data
  • A banner indicates when offline data is being displayed and shows the last refresh timestamp
  • Interactive filtering and drilling work on cached data, providing a functional offline experience
  • For environments with consistently poor connectivity, design reports with smaller datasets that cache efficiently

Real-Time Alerts and Notifications

Power BI data alerts transform mobile devices into proactive notification channels for critical business metrics.

  • Set alerts on dashboard tiles (cards, gauges, KPIs) when values exceed or fall below thresholds
  • Receive push notifications on your mobile device the moment an alert condition is triggered
  • Tap the notification to navigate directly to the dashboard tile and investigate the underlying data
  • Combine with Power Automate to trigger business workflows from the same alert conditions
  • Configure alert frequency: real-time (on each refresh), hourly, or daily digest

Why EPC Group for Power BI Mobile Deployment

EPC Group deploys Power BI mobile solutions for enterprises that need secure, production-grade mobile analytics. We handle everything from mobile layout design and Report Server configuration to Intune MDM integration and Conditional Access policy design.

  • Mobile-optimized report design for phone and tablet layouts
  • Power BI Report Server configuration for on-premises mobile access
  • Intune MAM/MDM integration and Conditional Access policies
  • Hybrid cloud and on-premises mobile architecture
  • Real-time alert configuration and Power Automate integration

Ready to Deploy Power BI Mobile for Your Organization?

Contact EPC Group to discuss mobile analytics for your workforce.

Schedule a ConsultationCall (888) 381-9725

Frequently Asked Questions

Which mobile platforms does Power BI support?

Power BI mobile is available for iOS (iPhone and iPad), Android (phones and tablets), and Windows tablets. The iOS and Android apps are the most feature-rich and frequently updated. All platforms support both Power BI Service (cloud) and Power BI Report Server (on-premises) connections.

Can I access on-premises reports without a VPN?

Yes. Azure AD Application Proxy or a Web Application Proxy can publish your Power BI Report Server to the internet securely without requiring end users to connect to a VPN. Authentication is handled through Azure AD, and Conditional Access policies ensure only compliant devices can access the reports. This is the recommended approach for large mobile workforces.

Do users need a Power BI Pro license for mobile access?

For content in shared workspaces, yes, a Pro or PPU license is required. For content in Premium capacity workspaces, free Power BI users can view reports on mobile. For Power BI Report Server, access is governed by the Report Server license (included with Premium or SQL Server Enterprise SA) and Active Directory permissions, not per-user Power BI licenses.

How do I prevent data leakage on mobile devices?

Use Microsoft Intune App Protection Policies to enforce data loss prevention controls. You can block copy/paste from Power BI to unmanaged apps, disable screenshots, require encryption at rest, enforce a PIN or biometric lock on the app, and block data backup to iCloud or Google Drive. These policies apply without requiring full device enrollment (MAM without MDM).

Can I annotate and share reports from the mobile app?

Yes. The Power BI mobile app includes annotation tools that let you draw, highlight, and add text notes on report snapshots. Annotated snapshots can be shared via email, Teams, or other apps directly from the mobile device. This is particularly valuable for executives who want to highlight specific data points during meetings or share insights with their teams on the go.

Why Organizations Choose EPC Group

EPC Group is a Houston-based Microsoft consulting firm with 29 years of enterprise implementation experience and over 10,000 successful deployments across Power BI, Microsoft Fabric, SharePoint, Azure, Microsoft 365, and Copilot. We serve organizations across all industries including Fortune 500, federal agencies, healthcare, financial services, government, manufacturing, energy, education, retail, technology, and global enterprises.

What sets EPC Group apart is our governance-first approach. Every engagement begins with a security and compliance assessment. Our team of senior architects brings hands-on delivery experience across HIPAA, SOC 2, FedRAMP, and CMMC environments. We own outcomes, not hours.

  • Fixed-fee accelerators with predictable pricing and defined deliverables
  • Senior architect engagement on every project, not rotating juniors
  • Compliance-native delivery for regulated industries
  • End-to-end coverage from strategy through 24/7 managed services
  • 11,000+ enterprise engagements refined into repeatable, risk-controlled patterns

Call (888) 381-9725 or email contact@epcgroup.net for a free assessment.

Power BI Strategy: 2026 Considerations for Using Power BI Mobile Apps For Cloud And On Premises Data And Reports

Power BI capacity sizing in 2026 starts with the F-SKU economics: F2 ($263/mo) covers small workloads with up to 4 GB of memory and roughly 30 reports, F4 ($526/mo) handles a typical mid-market deployment with semantic-model refresh windows under 10 minutes, and F64 ($5,257/mo) is the sweet spot for enterprises consuming Power BI alongside Microsoft Fabric data engineering, lakehouse storage, and real-time intelligence. Capacity right-sizing should be revisited every 90 days because Microsoft adjusts F-SKU memory allocations, paginated report performance, and Direct Lake mode availability with each major service update.

Direct Lake mode has changed the economics of enterprise Power BI in 2026: instead of importing data into Vertipaq, semantic models now query OneLake-resident Parquet files at near-Import-mode performance without the refresh-window cost. For a Fortune 500 finance organization migrating from a 30-minute Import-mode refresh, the equivalent Direct Lake model typically queries fact data in under 800 ms while removing the entire refresh-orchestration job from Azure Data Factory.

Decision factors EPC Group evaluates

  • Capacity sizing decision (F2/F4/F64+) tied to peak concurrent users and refresh window
  • Copilot grounding quality assessment of semantic-model metadata
  • Direct Lake mode adoption for Fabric-resident semantic models
  • License optimization audit (Pro vs Premium Per User vs F-SKU)
  • Row-level security via service principal authentication

See related EPC Group services at /services or schedule a discovery call at /contact.

Using Power BI Mobile Apps for Cloud and on Premises Data and Reports delivered by senior Microsoft architects

EPC Group delivers Using Power BI Mobile Apps for Cloud and on Premises Data and Reports as a core practice within the Microsoft consulting portfolio. Engagements are led by senior architects with hands-on Fortune 500 delivery experience and a bench of hundreds of Microsoft-certified consultants spanning SharePoint, Microsoft 365, Power BI, Azure, Microsoft Copilot, and Microsoft Purview.

Every Using Power BI Mobile Apps for Cloud and on Premises Data and Reports engagement is engineered for the regulatory and operational environment it serves. Healthcare deployments carry HIPAA controls from day one; financial services deployments meet SOC 2 and FINRA retention requirements; government deployments map to FedRAMP and CMMC controls with audit-ready evidence.

Fixed-fee accelerators with real scope

Predictable scope, predictable price, predictable outcome. Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, and Teams Governance ship as defined accelerators where Big 4 firms quote open-ended time-and-materials. Most projects land in the $25K-$150K range for accelerators or $150K-$750K for full programs.

How EPC Group engages

Six-phase methodology applied to every engagement, compressed for fixed-fee accelerators and extended for full programs.

  1. Discovery — two-week assessment of the current estate, gap analysis, risk register, target architecture, costed remediation roadmap.
  2. Design — senior architect produces the target topology, identity framework, Conditional Access, Purview, governance model, and security posture, reviewed by client leads.
  3. Pilot — 25 to 100 user pilot in a real business unit. Migrate, apply baselines, test integrations, capture feedback.
  4. Wave rollout — migrate in waves of 500 to 2,500 users with communications, training, hypercare, and a per-wave retrospective.
  5. Adoption — role-based training, Champions network, executive sponsor enablement, metrics tracked against a measured baseline.
  6. Operate — optional managed-services retainer for license optimization, governance reviews, security monitoring, and quarterly business reviews.

Government and defense contractors

For federal agencies and CMMC-regulated suppliers, EPC Group delivers FedRAMP Moderate and High posture, GCC and GCC High tenants, CUI handling, and ITAR-controlled data segregation. Errin O'Connor (CEO and founder) is a contributor to the FedRAMP framework; that direct authorship shows up in how we architect Conditional Access for government endpoints.

Healthcare and life sciences

For hospitals, payors, and pharmaceutical companies, EPC Group enforces HIPAA, business associate agreements, and Microsoft Purview sensitivity labels for protected health information. Epic and Cerner integration patterns are part of our regulated-industry library, alongside 21 CFR Part 11 e-signature controls for clinical trials and validated SharePoint document workflows for life-sciences manufacturing.

Microsoft-only since 1997

29 years of Microsoft-exclusive consulting. Microsoft Solutions Partner with core designations across Modern Work, Security, and Data & AI.

EPC Group was the oldest continuous Microsoft Gold Partner in North America from 2016 until program retirement in 2022. Errin O'Connor authored four Microsoft Press bestsellers covering Power BI, SharePoint, Azure, and large-scale migrations.

Engagement models

Three engagement models cover most enterprise needs. Most clients start with a fixed-fee accelerator and grow into a full program or a managed-services retainer.

  • Fixed-fee accelerators — Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, Teams Governance. Defined scope and price. Typical range $25,000 to $150,000 over four to twelve weeks.
  • Project engagements — full migration or governance program with milestone-based billing. Discovery through hypercare. Typical range $150,000 to $750,000-plus over three to nine months.
  • Managed services — tiered retainer for ongoing operations. Named senior architect on the account. From $3,500 per month with a twelve-month minimum.

Talk to a senior architect

30-minute discovery call. No pitch deck. Call (888) 381-9725 or schedule a discovery call and a senior architect responds within one business day.