Distribute Power BI reports professionally

Working on reports with multiple report creators

• Advantages and disadvantages of the different storage locations of the pbix file.
• Understand and set up workspaces in the Power BI web service:
  • Upload reports in workspaces.
  • Share workspaces with other report authors.
• Save central datasets separately and share them with others.
• The use of dataflows in contrast to datasets.
• Brief outlook on Microsoft Fabric, e.g. to set up a central data warehouse.

Grant access to reports to report readers

• Distribute reports to report readers via app.
  • Bundle and share different reports.
  • Add links to other resources such as websites.
  • Various security aspects of data and reports.
• Make reports accessible to different target groups.
• Dos and don'ts when distributing reports to report recipients.
• Manual data updating and its practical application.
• Automatic data updating and its practical application:
  • Set up schedules to have data updated automatically.
  • Need for a gateway to access local company data.
• Display of the last update time in the report.
• Publish reports in Teams or SharePoint.
• Publish reports on the Internet.

Control of data access using row level security

• With Row Level Security, every report reader only has access to "his:her" data for which he:she is authorized.
• Understand safety rollers and safety filters.
• Setting up security roles in Power BI Desktop.
• Definition of security filters for different user groups.
• Static authorizations in practice.
• Dynamic authorizations in practice.

Reports from the readers' perspective

• Protection and interactivity of the reports.
• Setting up subscriptions for the regular delivery of reports.
• Set up notifications for report changes.
• Power BI reports vs. dashboards.
• Comments and personal bookmarks when dealing with reports.