Refreshing Power BI Data

Typically the life cycle of a Power BI dataset doesn't end with publishing. This lesson 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 lesson 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 lesson is designed for anyone who wants to learn how to manage their Power BI datasets after they have been deployed.

Prerequisites

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