1. Home
  2. Training Library
  3. Big Data
  4. Courses
  5. Creating and Managing Power BI Workspaces

Promoting or Certifying Power BI Content

Start course
Overview
Difficulty
Intermediate
Duration
45m
Students
100
Ratings
5/5
starstarstarstarstar
Description

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.

Transcript

In addition to sensitivity labels, we can apply other labels to Power BI content to help it become more visible or sanctioned to our organization. This is called promoting or certifying Power BI content. Let's take a look at how this is done. Power BI has always been intended to be a self-service business intelligence tool. Users should be able to discover and explore various data and build their own reports or search out their own unique insights.

Users that have been provided with "build" permission to a dataset often have this ability to connect to previously created data models and design additional reports using those tables, measures and relationships. However, over time, the quantity of datasets in an organization can grow quite large and it could become difficult to know which ones are important to a particular user. This is where promoting and certifying content can come in handy. Promoting and certifying content can be applied to datasets, data flows, reports and apps. These options often appear in the Settings menu of the particular content item.

In this particular menu from a dataset, we can see there are two options that appear in the endorsement and discovery panel to either make it promoted or certified. Promoted is an option that every user has the ability to select on content they have created. Promoted content highlights it as something of value that others in the organization may want to explore. Think of it as bumping its visibility to the top of the list. In this way, users that are searching for datasets or data flows will see promoted items first and then non-promoted items after. This content can even be made discoverable to others in the organization that may not have been given access to it, at which point they could request it.

Certified content is the highest designation available to Power BI content. It should be regarded as authoritative and that it meets the organization's highest quality standards. We can think of this content as federated or sanctioned for consumption and use. The ability to label content as certified is managed in the Power BI admin portal under tenant settings. It is recommended to only provide this level of access to a small group of individuals rather than the entire organization.

Once selected as certified, this content will now appear at the top of the content list, even above promoted content. Similarly, we have the option to make this content visible to others in the organization who may not have access so that they can later request access to it. We can label reports as certified or promoted by selecting the settings and choosing the appropriate option from the sidebar menu. These experiences are similar for data flows in apps.

Once a dataset or report has been endorsed, the label will appear in the endorsement column of the workspace page as demonstrated here. If we open Power BI Desktop and search for a Power BI dataset that has been shared with us, we can see that the certified content is also labeled appropriately here as well. Had there been more content on this list, the certified datasets would appear first followed by promoted and then everything else. If we open the dataset in the workspace, we can also see the certified label appears on the page with some additional information about who certified it. This can help in tracking down access issues or reaching out to the appropriate business stewards when questions arise about this issue.

About the Author
Avatar
Steven Wise
Solutions Architect
Students
221
Courses
2

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.