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.
Let's walk through the process of creating a workspace app. From our testing workspace, both our dashboard and report are selected to be included in the app. We'll then select create app, which opens a window that allows us to give our app a name. In this case, we'll call it testing app. We can also add a description which I'll make simply description. We can add an app logo and theme color. On the navigation page, we can change the order that these items appear in the app menu. We can also change the name of this report.
On the permissions tab, we can share this with the entire organization or with specific individuals. We can also toggle whether or not users have access to the underlying data set connected to this app. Once we're all set, we'll click publish app. And in this case, we need to go retrieve the app. So we'll navigate to the app menu. We'll click get app, and we'll navigate to organizational apps. And here we see the app we just created. We can click get it now, and that will add the app to our Power BI environment.
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.