This course is designed to lead users through the experience of working with Power BI content in the Power BI service. This web-enabled environment is where content creators and business users go to develop, deploy, and consume content. This course will walk through the process of creating Power BI workspaces in this environment, provisioning user roles, and publishing content to these spaces. It will also walk through the steps necessary to make that content available to a larger business audience by developing workspace apps.
Content in Power BI is also constantly iterated upon, and this course will establish best practices for development lifecycle strategy and the use of premium features like deployment pipelines. Once Power BI content is deployed, it must also be accessible and discoverable. This course will examine processes for promoting and certifying Power BI content and configuring subscriptions so that content can be emailed to users at a defined frequency.
Learning Objectives
- Create a Power BI workspace
- Assign workspace roles
- Publish a Power BI desktop file
- Create a workspace app
- Create a dashboard in a workspace
- Certify a dataset
- Configure a subscription
Intended Audience
This course is designed for individuals who are working with Power BI and those studying for Microsoft’s Power BI Certification assessment.
Prerequisites
To get the most from this course, you should have reasonable experience working with Power BI. If you're new to Power BI, we recommend taking our Introduction to Power BI course.
Once content has been published to a workspace and shared with business users, it's important for organizations to have the ability to label certain documents and files with additional sensitivity markers to advise and prevent unwanted sharing or access. In the Microsoft 365 Ecosystem, there is the ability to create sensitivity labels, to provide this type of additional visibility on documents that an organization would want to mark as highly confidential or confidential. These labels are originated in the Microsoft 365 Compliance Center, and once activated can be applied to documents and content across the entire Microsoft 365 universe.
These labels include highly confidential, confidential, general, personal, and none. There is also an option for organizations to create their own customized labels to provide more detailed descriptions. Once these labels have been activated in the Compliance Center, they can be applied to Power BI content saved to a workspace. These labels would appear in the sensitivity column on the workspace page, as outlined in this image. To add labels to power BI content already saved in a workspace, we click on the settings option from the Power BI content. In this case, a dataset.
On the following page, we would look for the section labeled sensitivity and then select the label we wish to use from the dropdown menu. There is also an option for us to apply the same label to all downstream content connected to this dataset. For example, any report built off this dataset would inherit this confidential label as well. If we want to apply sensitivity labels to Power BI content while it's being built in Power BI Desktop, there is a sensitivity label that we can select from the sensitivity menu as well. In this option, the button is grayed out, because labels have not been activated for this particular organization.
Once labels have been applied to Power BI content, they will also move with any data that is exported from the report. So for example, if a business user exports data from a report visual that has a confidential label, that downloaded content will also maintain a confidential label and only be available to those users authorized to open and view confidential information from the business.
Steve is an experienced Solutions Architect with over 10 years of experience serving customers in the data and data engineering space. He has a proven track record of delivering solutions across a broad range of business areas that increase overall satisfaction and retention. He has worked across many industries, both public and private, and found many ways to drive the use of data and business intelligence tools to achieve business objectives. He is a persuasive communicator, presenter, and quite effective at building productive working relationships across all levels in the organization based on collegiality, transparency, and trust.