Distribute Power BI reports professionally

Collaborating on Reports in the Power BI Service

• Advantages and disadvantages of the various locations for storing PBIX files.
• Understanding, setting up, and effectively using workspaces in the Power BI service for collaboration:
  • Publish and manage reports in workspaces.
  • Share workspaces with other report authors.
• Centrally provide semantic models (datasets) and reuse them for multiple reports.
• The use of data flows and how they differ from semantic models (datasets).
• A brief overview of Microsoft Fabric as the foundation for a centralized data platform or data warehouse.

Provide reports securely and in a way that is tailored to the target audience

• Deliver reports on Power BI apps tailored to specific audiences.
  • Bundle and share different reports.
  • Add links to other resources such as websites.
  • Various security considerations regarding the provision of data and reports.
• Make reports accessible to different target groups.
• Best practices and common mistakes in report distribution.
• Manual data updating and its practical application.
• Scheduled Data Refresh:
  • Configure schedules for automatic updates.
  • The need for an on-premises data gateway to access local corporate data.
• Display of the last update time in the report.
• Publishing reports in Microsoft Teams or SharePoint.
• Opportunities and Limitations of Publishing Reports on the Internet.

Controlling Data Access with Row-Level Security

• Fundamentals of Row-Level Security (RLS) for role-based data access.
• Understand safety rollers and safety filters.
• Set up security roles in Power BI Desktop.
• Define security filters for different user groups.
• Static authorizations in practice.
• Dynamic authorizations in practice.

Reports from the perspective of the users

• Protective mechanisms and ways to interact with reports.
• Set up subscriptions for the automatic delivery of reports.
• Differences Between Power BI Reports and Power BI Dashboards.
• Use comments and personal bookmarks effectively when working with reports.