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Recommending a Development Lifecycle Strategy

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Overview
Difficulty
Intermediate
Duration
45m
Students
94
Ratings
5/5
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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

Through the course of Power BI report development, it's important that we consider a best practice method for how reports will be developed and deployed to business users. A development lifecycle is the iterative process around creating and deploying Power BI content. These are generally categorized into steps, where each step encompasses certain attributes as the report is matured and refined. Let's take a closer look at each of these three steps.

The first step in report creation is the development step. Here, a report is created, likely in Power BI Desktop, and deployed to a development workspace. This workspace exists as the first landing zone for new Power BI content, where workspace users can collaborate on building and refining the report. Once content has been finalized, it's moved into the second step of the lifecycle, which is called the test phase. Here, the report will be migrated to a new workspace and likely deployed in an app, where a small group of users will review, test, and provide feedback on the content.

In many cases, as reports move from development to tests, the data sources are also updated accordingly to a test database, if one exists. The final step in the report development lifecycle is the production step. This is where the report is moved to a production workspace and deployed to business users in a production workspace app. This represents the highly consumable content we wish our business users to digest. As we gather feedback from them, we will continuously move the report through this lifecycle again as changes are developed, tested, and deployed.

A question that often comes up during lifecycle discussions is around version control of Power BI projects. In the previous slides, we demonstrated how a Power BI report would exist in three different workspaces at the same time. But what happens to the original report once changes are made? This is the idea of version control. And unfortunately, Power BI has no native system for managing each version of the same Power BI report. If we save the Power BI desktop file to OneDrive or SharePoint, we can use the standard version control that exists in those programs.

Alternatively, we can save Power BI reports to the service with different names, although this is not as elegant and efficient. Efforts are underway to amend this in the Power BI service. As mentioned in previous lectures, workspaces should be considered for development activities only. Generally, only report creators and testers should be invited to these spaces. As reports move through the lifecycle, they will be deployed to business users via a workspace app. These should always be considered the final destination for consumable Power BI content.

About the Author
Avatar
Steven Wise
Solutions Architect
Students
206
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.