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.
- 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
This course is designed for individuals who are working with Power BI and those studying for Microsoft’s Power BI Certification assessment.
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.
Now that we've finished all of the course material, let's review some of the major points from each of those nine sections. Workspaces are the core location in the Power BI Service for reports, datasets, dataflows and dashboards. They are intended to be a collaborative environment where team members can develop and refine content. They also apply a secure-access layer since workspace access is limited to only those who have been provided a role.
There are four roles available to workspace users. Admins have the highest authority and run the workspace. Members are nearly as enabled and have nearly all the same functionality as admins. Contributors are the team members actively participating in creating and delivering report content. Viewers are the only members impacted by row-level security and are used mostly for testing this functionality. Reports should be developed in Power BI Desktop and then publish to a workspace. We can also originate content in the workspace, such as dataflows and dashboards.
Any updated content we publish will overwrite previously published content if they share the same name. Workspace content should be shared with business users via a workspace app. We can create one app per workspace and the app contains permissions that allow us to limit its delivery to a small group of users or to the entire organization, depending on what is desired. Development lifecycle strategy involves moving Power BI content through three distinct stages: development, where reports are originated, test, where a small group of users provide feedback on the content, and production, where the reports are shared with business users.
Deployment pipelines is a feature in Power BI that automates the development lifecycle strategy and moves reports between distinct workspaces designed to hold development, test and production content. We can also apply sensitivity labels to Power BI content, which provides an additional layer of security. Content marked as highly confidential or confidential will only be available to users allowed access. These labels also follow content after it is exported from Power BI. Power BI content can be promoted, which increases its overall visibility to other users looking for content to explore. Certified content is sanctioned or federated by the business for official use and represents the highest endorsement available in Power BI. Subscriptions allow for Power BI content to be emailed to a user, who must set these up individually in the Power BI Service, where they are also managed.
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.