Deploy and

manage Power BI
service items

aka.ms/PL300-7

© Copyright Microsoft Corporation. All rights reserved.

Agenda

• Power BI workspaces
• Distribute and manage content
• Dashboards in Power BI service
• Row-Level Security overview

© Copyright Microsoft Corporation. All rights reserved.

Create and manage
workspaces

© Copyright Microsoft Corporation. All rights reserved.

Create Power BI workspaces

© Copyright Microsoft Corporation. All rights reserved.

Assign workspace roles
Use workspaces for collaboration with other developers, not content sharing.

© Copyright Microsoft Corporation. All rights reserved.

Publish reports to a workspace

© Copyright Microsoft Corporation. All rights reserved.

Explore different workspace items

© Copyright Microsoft Corporation. All rights reserved.

Identify relationships between items with Lineage
view

Semantic
Data sources models/ Reports Dashboards
Dataflows

© Copyright Microsoft Corporation. All rights reserved.

Provide feedback in report comments

• Comment pane

• Tag specific people

• Comment on specific visuals

© Copyright Microsoft Corporation. All rights reserved.

Distribute and
manage content

© Copyright Microsoft Corporation. All rights reserved.

Configure apps for distribution

© Copyright Microsoft Corporation. All rights reserved.

Keep data up to date

On-demand or scheduled refresh

• 8 times per day for shared

• Up to 48 times per day with Premium

Automatically pauses after

• 5 consecutive failures Semantic model
owner
• 2 months of inactivity

© Copyright Microsoft Corporation. All rights reserved.

Incremental refresh

• Works best with query folding

• DirectQuery requires

Premium/PPU

How to enable:

• Define the filter parameters

• Use the parameters to apply a

filter

• Define the incremental refresh

policy
© Copyright Microsoft Corporation. All rights reserved.
Data protection report settings

• If and how users can export data. • Set data sensitivity.

© Copyright Microsoft Corporation. All rights reserved.

Semantic model endorsement
Provide trusted semantic models and encourage reusability.

© Copyright Microsoft Corporation. All rights reserved.

Leverage Usage Metrics report for insights

© Copyright Microsoft Corporation. All rights reserved.

Connect to on-premises data sources

• Gateways allow Power BI to

connect and refresh

on-prem data sources.

• Organizational or personal

gateways available.

• Require credentials to data

source.

© Copyright Microsoft Corporation. All rights reserved.

Power BI licensing overview

License Shared workspace Premium workspace

• Access to their own content. • Access workspace content.

Free • Cannot distribute any • Cannot distribute any
content. content.
• Access all workspace
• Access to all workspace
content.
Pro content.
• Distribute content to all
• Distribute to other Pro users.
users.
• Access all workspace
Premium Per • Access to all workspace
content.
User content.
• Distribute content to all
(PPU) • Distribute to other PPU users.
users.

© Copyright Microsoft Corporation. All rights reserved.

DEMO
Manage files and semantic models in Power BI service

© Copyright Microsoft Corporation. All rights reserved.

Knowledge check: manage service items

Which one of the following options is the best description of a workspace?

⃣A feature in Power BI service that allows you to view reports only.
⃣A centralized location to store and collaborate on content.
⃣A feature that allows you to edit the data model and build reports.

Where are semantic model-scheduled refreshes configured?

⃣Power BI service
⃣Power BI Desktop
⃣AppSource

© Copyright Microsoft Corporation. All rights reserved.

Create and use
dashboards

© Copyright Microsoft Corporation. All rights reserved.

What is a Power BI dashboard?
• Single page

• Visuals pinned from

reports

• Tiles are static

• Default Q&A feature

• Refreshes with semantic

model

– DirectQuery every 15

min
© Copyright Microsoft Corporation. All rights reserved.
Pin visuals to a dashboard

• Specific visuals
• Entire pages (pin
live)

© Copyright Microsoft Corporation. All rights reserved.

Enhance your dashboard with a theme

© Copyright Microsoft Corporation. All rights reserved.

Design mobile layout for dashboards on the go

© Copyright Microsoft Corporation. All rights reserved.

Use natural language to explore with Q&A

© Copyright Microsoft Corporation. All rights reserved.

Discover more with Quick Insights

• Uses Machine Learning

algorithms.

• Generate visual interactions.

• Find insights missed during

development.

© Copyright Microsoft Corporation. All rights reserved.

Create Real-time dashboards
Stream data and update dashboards as soon as the data is logged.

© Copyright Microsoft Corporation. All rights reserved.

DEMO
Create a dashboard in Power BI service

© Copyright Microsoft Corporation. All rights reserved.

Lab: Create a Power BI dashboard (30 minutes)

Create a dashboard | GitHub Exercise

In this lab, you’ll create the Sales

Monitoring dashboard in the Power BI
service using an existing report.
• Pin visuals to a dashboard
• Use Q&A to create dashboard tiles

© Copyright Microsoft Corporation. All rights reserved. © Copyright Microsoft Corporation. All rights reserved.
Knowledge check: dashboards

What’s the difference between a report and a dashboard?

⃣In reports, you can have multiple pages; in dashboards, you can have
only one page.
⃣You can only build reports and dashboards in Power BI service.
⃣There’s no difference between reports and dashboards.

Where can you configure and set data alerts?

⃣Data alerts can be set only in Power BI service on specific visuals such
as KPI cards, gauges, and cards.
⃣Data alerts can be set in both Power BI service and Power BI Desktop on
any kind of visual.
⃣Data alerts can be set in Power BI service on any kind of visual.

© Copyright Microsoft Corporation. All rights reserved.

Row-level security
overview

© Copyright Microsoft Corporation. All rights reserved.

Security overview in Power BI

© Copyright Microsoft Corporation. All rights reserved.

Configure roles with Static method

© Copyright Microsoft Corporation. All rights reserved.

Use a dynamic value with DAX filters

© Copyright Microsoft Corporation. All rights reserved.

DEMO
Implement row-level security in Power BI

© Copyright Microsoft Corporation. All rights reserved.

Lab: Enforce row-level security in Power BI (20
Minutes)
Row-level security | GitHub Exercise

In this lab, you’ll enforce row-level security

to ensure that a salesperson can only
analyze sales data for their assigned
region(s).
In this lab you learn how to:
• Enforce row-level security

© Copyright Microsoft Corporation. All rights reserved. © Copyright Microsoft Corporation. All rights reserved.
Knowledge check: row-level security

Which function will tell you the username used in the Power BI service?
⃣USERPRINCIPALNAME()
⃣LOOKUPVALUE()
⃣USEROBJECTID()

Where can you test RLS by using different security roles?

⃣Power BI Desktop only
⃣Power BI service only
⃣Both Power BI Desktop and Power BI service

© Copyright Microsoft Corporation. All rights reserved.

Recap
In this section, we covered:

Creation and management of workspaces in the Power BI service.

Management and distribution of content via apps.
Data refresh, protection, and endorsement.
Usage Metrics report for your content.
Licensing overview.
Creating compelling dashboards.
Implementation of row-level security.

© Copyright Microsoft Corporation. All rights reserved.

Thank you for attending this course
Quick reminders

Celebrate your Let us know Become

new skills how we did Microsoft Certified
• Redeem your
• Give us your feedback • Explore additional
achievement resources to help
• Survey will be sent via
• Share with us and your prepare
email
network • Schedule your exam

 Tag us social: #AlwaysLearning

© Copyright Microsoft Corporation. All rights reserved.
What could be next in your learning journey?

Use DAX in Power BI Desktop DP-600: Microsoft Fabric Ana

lytics Engineer
This learning path introduces
Data Analysis Expressions (DAX) The primary audience for this
and provides you with course is data professionals with
foundational skills required to experience in data modeling,
enhance data models with extraction, and analytics.
calculations. Module topics DP-600 is designed for
include: professionals who want to use
• Using DAX iterator functions. Microsoft Fabric to create and
• Modifying DAX filter context. deploy enterprise-scale data
• Using DAX time intelligence analytics solutions.
functions.

© Copyright Microsoft Corporation. All rights reserved.

Thanks
Resources

Create and manage workspaces

Manage semantic models in Power BI

Create a Power BI dashboard

Implement row-level security