Distribute Power BI reports professionally
Effective report distribution with a suitable authorization concept
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Machine Learning Engineer
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.
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
- You will learn how to distribute your reports efficiently and securely to the right target groups.
- You will learn how to upload and share reports in the Power BI web service and how to prepare them optimally for different user groups.
- You will learn how to protect your reports from unauthorized changes and at the same time provide interactive and up-to-date data.
- You will benefit from practical tips on user-friendliness and managing access rights in order to professionally organize data distribution in your company.
Presentation, practical examples and independent exercises on the PC, sample solutions, tips and tricks.
Due to the workshop nature of the seminar, questions, tasks and your own suggestions for solutions are very welcome and practical relevance is guaranteed.
To participate in the training , you need your own laptop with Microsoft Excel (Office 365 recommended) and integrated Power BI (current version recommended) installed.
controllers and users from other areas who want to import, process, analyze and visualize large amounts of data from different sources.
A good basic knowledge of MS Excel is required. The training is not suitable for Excel newcomers .
Previous knowledge of Power BI is necessary. Participation in the training "Power BI - The modern Business Intelligence tool" is helpful.
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