Managing Power BI Datasets


Managing Power BI Datasets
Data Gateway
3m 56s

Typically the life cycle of a Power BI dataset doesn't end with publishing. This course looks at managing Power BI datasets after they have been deployed. More often than not, the source data changes regularly, so we look at updating functionality available within the Power BI service and other cloud-based methods for keeping your data fresh. Not all source data is cloud-based and readily accessible to the Power BI service, so we'll see how to use data gateways to access on-premises data, which ironically also includes data residing on cloud-hosted virtual machines.

Sometimes you'll need to grant access to datasets beyond just viewing the data. We see how you can permit users and user groups to repurpose a dataset for reports they publish. Row-level security groups are a good way to partition data for different audiences, but assigning domain users to each group can be tedious. You'll see how to assign users to row-level security groups by leveraging Office 365 user group membership. The course finishes by going through the global options in Power BI Desktop to see how to customize the user experience and improve performance.

Learning Objectives

  • Learn how to implement a data gateway to access on-premises data sources
  • Learn to map Office 365 user groups to Power BI row-level security groups
  • Permit other report designers to use a deployed dataset for their own purposes
  • Understand the different options for keeping deployed data fresh
  • Learn about the global file options in Power BI Desktop

Intended Audience

This course is designed for anyone who wants to learn how to manage their Power BI datasets after they have been deployed.


To get the most out of this course, you should be comfortable using Power BI desktop and have some knowledge of publishing reports to


Hi and welcome to this Managing Power BI Datasets course, where we look at important aspects of maintaining a deployed dataset. The course's main themes are keeping your data fresh by regular updates and providing users with access to deployed datasets. Deployed datasets can be populated from other cloud sources, or the originating data source may be on-premises. We look at accessing on-premises data sources through a gateway and options offered by different Power BI account types for scheduled data refreshes. Sometimes you need to make your deployed dataset available so others can use it in their reports. We look at utilizing Office 365 user groups to grant access via row-level security through group membership. After granting access, we see how permissions can be assigned via workspaces or directly to a dataset and the interplay between those methods of permissions assignment. We'll finish the course by looking at Power BI Desktop's Global Options and how they can impact behavior and performance.

This course is aimed at those who are comfortable using Power BI desktop and have some knowledge of publishing reports to

My name is Hallam Webber, and I'll be your instructor for this course. When I created this course, all information was current. If you have any feedback, positive or negative, or if you notice anything that needs to be updated or corrected, please reach out to us at


Let's jump into accessing data sources through a gateway.

About the Author
Learning Paths

Hallam is a software architect with over 20 years experience across a wide range of industries. He began his software career as a  Delphi/Interbase disciple but changed his allegiance to Microsoft with its deep and broad ecosystem. While Hallam has designed and crafted custom software utilizing web, mobile and desktop technologies, good quality reliable data is the key to a successful solution. The challenge of quickly turning data into useful information for digestion by humans and machines has led Hallam to specialize in database design and process automation. Showing customers how leverage new technology to change and improve their business processes is one of the key drivers keeping Hallam coming back to the keyboard.