Up and Running With Power BI Service

UP & RUNNING WITH
POWER BI
SERVICE
With Power BI Expert Aaron Parry
*Copyright 2021, Maven Analytics, LLC

COURSE STRUCTURE
This is a practical, hands-on, and engaging course for students looking

to learn cloud-based business intelligence with Power BI Service
Course resources include:

Downloadable PDF eBook to serve as a helpful reference when you’re
offline or on the go (or just need a refresher!)
Quizzes and Homework Exercises to test and reinforce key concepts

throughout the course, with detailed step-by-step solutions
Interactive, hands-on demos to keep you engaged, with downloadable

project files that you can use to follow along from home
COURSE OUTLINE
Meet Power BI Service, its account tiers & user
1 Introducing Power BI Service personas, interface, building blocks and workspaces
Review administration roles & types, admin settings &

2 Power BI Service Administration options, and tenant settings
Connect data to Power BI Service, and explore features

3 Connecting to Data like gateways, dataflows, and scheduled refresh
Create reports & dashboards, and explore tools like

4 Reports & Dashboards data driven alerts, Q&A, and quick insights
Share workspaces & collaborate with your team,

5 Sharing & Collaboration publish apps, publish to web, and more
Create static & dynamic roles with DAX to restrict data

6 Row-Level Security access to users
Review core Premium Per User functionality, features,

7 Premium Per User considerations, and use cases

SETTING EXPECTATIONS
This course is designed as part of a larger Power BI series

• It is strongly recommended that you complete Up & Running with Power BI Desktop before proceeding
to Power BI Service, as it provides important context and covers several core topics in depth
What you see on your screen may not always match mine
• Power BI features are updated frequently, so tools and interface options may change over time
• I’m using a Chrome browser on a PC/Windows machine; some features are not available for Mac
The goal is to get you up & running with Power BI Service

• This course is designed to provide a foundational understanding of Power BI Service; some concepts
may be simplified, and we won’t cover some advanced tools (ML/AI, premium administration, etc.)
You’ll need a compatible email address to access PRO features

• Sharing and collaboration features are only accessible with a pro license (60-day free trial available)
• Compatible emails must be associated with work or school addresses; personal email domains ending
with gmail.com, hotmail.com, outlook.com, etc. will not work
HELPFUL RESOURCES
The “Help & Support” menu provides access to documentation and training
videos from Microsoft support, as well as links to blogs, Power BI communities,
and service updates
The Power BI Community is a place to connect, The Microsoft Power BI blog publishes The Power BI YouTube Channel publishes
learn, and discuss business intelligence with your monthly summaries of new features demos, feature summaries, and advanced
peers and experts (community.powerbi.com) (powerbi.microsoft.com/blog) tutorials (check out “Guy in a Cube” too!)

INTRODUCING THE COURSE PROJECT
THE Congratulations! You’ve just been hired as an analyst for Maven Inspectional Services*, a
SITUATION restaurant health inspection agency based in Los Angeles, California
All you’ve been given is a collection of raw csv files containing health inspection records, along
THE with details about each restaurant, health inspector, and violations
BRIEF Your goal is to use Power BI Service (and Desktop) to build scalable reports & dashboards
from the inspection data that can be shared across the company for collaboration
• Load the raw Maven Inspectional Services data into Power BI Service
THE • Build reports & dashboards within a company workspace
OBJECTIVES • Automate dataflows and schedule updates
• Share and collaborate with your peers and teams
*This data is adapted from the Los Angeles County Environmental Health site and is for informational purposes only . The data was adapted, and content was added, for the
purpose of this course. The example inspectors and email addresses depicted herein are fictitious, and no association with any real person is intended or should be inferred.
THE MAVEN INSPECTIONAL SERVICES DATA MODEL
Table Name Table Type Definition

Restaurant This table contains inspection and violation data
Fact including date, facility, geo data, grade, etc.
Inspection Data
Calendar Date Contains date, month, week, quarter and year details
City Lookup Two-column lookup table with facility city and region id
Multi-column table with inspector name, email, assigned
Inspector Lookup region, role, etc.
Two column lookup table with facility region and

Region Lookup associated region id
Restaurant
Lookup One column lookup table with unique facility name
Name
Sanitary Grade Lookup One column lookup table with A, B, or C values

INTRODUCING POWER BI SERVICE

INTRODUCING POWER BI SERVICE
In this section we’ll get you set up and familiarized with Power BI Service, including its
different account tiers & user personas, interface, building blocks, and workspaces
TOPICS WE’LL REVIEW:
Power BI Ecosystem Account Tiers User Personas Account Creation
Interface Overview Workspaces Building Blocks

MEET POWER BI SERVICE
Power BI
Ecosystem Power BI Desktop
Account Tiers
Power BI Service (aka Power BI online) is a
cloud-based business intelligence service Service
User Personas designed to help users visualize, analyze and
share data in a centralized online environment
Account Creation
With Power BI Service, users can:
Interface • Connect to online or on-premises data sources Mobile
Overview • Build or publish reports and dashboards
• Collaborate through shared workspaces
Workspaces
More info at powerbi.microsoft.com

Building Blocks

POWER BI: DESKTOP VS. SERVICE
Power BI POWER BI DESKTOP POWER BI SERVICE

Ecosystem
Account Tiers Many Data Limited Data

Sources Sources
User Personas
Power Query
Dashboards
Modeling &
Account Creation Relationships Calculated Columns
(M code only) Apps &
Interface Workspaces
Overview Measures & Visualization Tools
Calculated (Custom, bookmarks,
Columns (DAX) Gateways &
Workspaces interactions, etc.) Dataflows
Building Blocks Roles Creation Roles Management

INDIVIDUAL ACCOUNT TIERS
Power BI
Ecosystem
Power BI Power BI Power BI
Account Tiers
FREE PRO PREMIUM PER USER
No license required but users have Individually licensed and can leverage Individually licensed and can leverage
limited access and can’t collaborate all content creation and interaction all content creation, interaction and
User Personas or distribute content features most premium features
Capabilities: Capabilities: Capabilities:

Account Creation • No license Required All from Free tier + All from Pro tier +
• Connect to 110+ Data Sources • User-based License • AI Capabilities (ML, Impact
(desktop & service) • Workspaces Analysis, Cognitive Services)
Interface • Publish to Web • Email Subscriptions • Advanced Dataflows (Direct
Overview • Export to PowerPoint, Excel, • Peer-to-Peer Sharing Query)
CSV • Publish Apps • Deployment Pipelines
• Share with Pro or Premium • Analyze in Excel & Power BI • XMLA Endpoint Connectivity
Workspaces Desktop • Paginated Reports
• Enhanced Automatic Page
Refresh
Building Blocks

ENTERPRISE ACCOUNT & COMPARISON
Pro Premium per User Premium

Power BI
Ecosystem Licensing
Power BI Individual (Shared Capacity) -
Account Tiers
PREMIUM Dedicated Capacity (Storage Allocation & Monitoring)
- -
Deployment & Administration
Licensing based on dedicated capacity vs.
number of users; content can be viewed On-premises & Paginated Reporting
-
User Personas without additional per-user costs Multi-geo Deployment
- -
Incremental Data Refresh (per day) 8 48 48
Capabilities:
Account Creation • Capacity-based license
Widespread Content Distribution w/o Pro License - -
Max Dataset Size 1G 10G 10G
• Publish company reports without
need for individual user licenses Max Storage (per Tenant) 10G 100G 100G
Interface
Overview
• Greater scale & performance AI, Adv. Dataflows, Deployment Pipelines, etc.
-
•
than shared capacity
Works with on premises Power BI
Bring Your Own Key - -
Best-In-Class Security & Encryption
Report Server
Workspaces Data Prep, Modeling & Consumption
NOTE: Pro licenses still required to publish, Creation of Visuals, Reports, Dashboards & Apps
share, and collaborate Access to Data Connectors & Dataflows
Building Blocks
Analyze Data in Excel
View & Interact with Content (Web & Mobile App)
Embed Content in Teams, SharePoint & other SaaS Applications
For more detailed information about pricing and a full comparison of features, head to:
https://powerbi.microsoft.com/en-us/pricing/#powerbi-comparison-table *Copyright 2021, Maven Analytics, LLC
COMMON USER PERSONAS
Power BI Power BI Service can be used to serve different types of user personas
Ecosystem
Account Tiers THE CREATOR – Creator's design, build, and maintain reports & dashboards
These users play a key role in the entire BI workflow – from data wrangling to modeling
User Personas and visualization – and must have a deep, well-rounded Power BI skillset
Account Creation THE ANALYZER – Analyzers explore and manipulate data to extract key insights
These users often create and edit visuals, define calculated measures and columns with
Interface DAX, and use features like Q&A, interactions, report filters and bookmarks
Overview
Workspaces THE COLLABORATOR – Collaborators publish and share reports, apps and
workspaces to ensure that everyone has access to the data they need
These users should be familiar with configuring user roles, row-level security (RLS), and
Building Blocks
app/workspace environments

CREATING A NEW POWER BI ACCOUNT
Head to powerbi.microsoft.com/landing/signin Enter your name, create a password, verify your

Power BI 1 and click TRY FREE 2 e-mail, and confirm you’re not a robot ☺
Ecosystem
• Note: Head to Step 3 if you already have an account
Account Tiers
User Personas
Account Creation
Once you’ve created your account, navigate directly

Interface 3 to app.powerbi.com to log in
Overview
Workspaces
HEY THIS IS IMPORTANT!

Building Blocks Microsoft requires a work or school email address.
Domains like @gmail, @yahoo, @outlook will not
be accepted

PRO TIP: SIGNING UP WITH A NON-WORK/SCHOOL EMAIL
Power BI You can sign up for a free Office 365 E5 trial account with any email address, which
Ecosystem
includes an automatic sign-up for Power BI Pro
Account Tiers • Head to: https://www.microsoft.com/en-us/microsoft-365/enterprise/compare-office-365-plans
• Select Try for free within the Office 365 E3 or E5 menu and receive a 30-day free trial
User Personas
Enter your email and click

1 Set up account
Account Creation
Fill in the required info and

Interface 2 verify your phone number
Overview
Set up a domain name,

Workspaces
3 username and password
You’re ready to use

Building Blocks
4 Power BI Service (Pro)!

ACTIVATING YOUR TRIAL
Power BI
Ecosystem
1 Your trial period lasts for 60 days, and you’ll see your
remaining time in the header bar each time you log in
Account Tiers
2
User Personas
Account Creation
Interface
Overview HEY THIS IS IMPORTANT!
3 We are activating a Premium per User (PPU) trial
All Pro features are included with a PPU trial, and
Workspaces
we’ll focus on additional features included with
PPU later in the course
Building Blocks
Refer to Microsoft’s site for post-trial pricing: powerbi.microsoft.com *Copyright 2021, Maven Analytics, LLC
QUICK TOUR OF THE INTERFACE
SETTINGS MENU
Power BI OFFICE 365 APP LAUNCHER NAVIGATION PATH WORKSPACE OPTIONS Quick links for settings, help,
Ecosystem Email, OneDrive, Calendar, etc. Highlights the active workspace, Change view, update settings, feedback, downloads etc.
app, report or dashboard manage access & search
Account Tiers
User Personas
Account Creation NAVIGATION PANE

Key Power BI views,
including Favorites,
Apps, Workspaces, etc.
Interface
Overview
Workspaces
Building Blocks
GET DATA CONTENT CANVAS

Import, create or discover new Displays all your datasets, visuals,
data connections & content reports, dashboards, and workbooks

WORKSPACES
Power BI There are two types of workspaces in Power BI Service: My Workspace & Workspaces
Ecosystem
Account Tiers
My Workspace Workspaces
User Personas
• Personal workspace for a single user • Shared workspace for many users
(Free or paid license) (with paid licenses)
Account Creation
• Only you can access its content • Multiple users can access & collaborate
(can’t collaborate with others) on content
Interface
Overview • Content can be shared with individual • Content can be created & shared across
Pro/PPU users (shared with me) your organization
Workspaces
• Contains core building blocks (datasets, • Contains core building blocks (datasets,
workbooks, reports, and dashboards) workbooks, reports, and dashboards)
Building Blocks plus dataflows

CREATING A WORKSPACE
Power BI
Ecosystem Add a Name (required) and optional
Description for your workspace
Account Tiers
User Personas
Account Creation
Interface
Overview
Workspaces
Building Blocks

COMMON WORKSPACE ACTIONS
Power BI Content Datasets + Dataflows

Ecosystem
Share – Reports & Dashboards with colleagues & coworkers Refresh Now - Refresh underlying source data
Account Tiers
Favorite – Add selected report or dashboard to Favorites Scheduled Refresh – Set automated refresh schedule
User Personas More – Contextual menu with additional settings & options More – Contextual menu with additional settings & options
Account Creation
Reports Dashboards Datasets Dataflows*
• Analyze in Excel • Delete • Analyze in Excel • Delete
• Delete • Settings • Create Report • Edit
Interface
Overview
• Quick Insights • View Usage Metrics • Delete • Export .json
• Save a Copy • View Lineage • Quick Insights • Properties
• Settings • Security • Refresh History
Workspaces
• View Usage Metrics Workbooks • Rename • Settings
• View Lineage • Refresh Now • Settings • View Lineage
Building Blocks • Edit • Download (.pbix or .rdl) *Dataflows not available through My Workspace
• Settings • Manage Permission
• Delete • View Lineage

BUILDING BLOCKS OF POWER BI SERVICE
Power BI Workspace
Ecosystem
Account Tiers
Datasets &
Reports Dashboards
Workbooks
User Personas
Account Creation CSV
Interface
Overview
Workspaces
Building Blocks

BUILDING BLOCKS OF POWER BI SERVICE
Power BI Power BI Service’s building blocks are datasets, workbooks, reports, and dashboards
Ecosystem
Account Tiers
User Personas
• Datasets: data you’ve imported or

Account Creation connected to
NOTE: Dataflows will be covered later in the course

Interface
Overview
Workspaces
PRO TIP: The same
datasets can be used across
• Reports: visuals built from individual datasets or workbooks multiple reports, workspaces,
Building Blocks
• Dashboards: collections of reports and tiles from multiple datasets visualizations and dashboards

POWER BI SERVICE ADMINISTRATION

POWER BI SERVICE ADMINISTRATION
In this section we’ll provide an overview of the core Power BI administration roles and types,
common admin settings and options, along with an introduction to tenant settings
TOPICS WE’LL COVER: COMMON USE CASES:
• Enabling features and functionality for your

Admin Roles Admin Portal organization
• Managing individual user and team roles and
Tenant Settings Custom Branding permissions
• Configuring and customizing your Power BI tenant

ADMIN ROLES & TYPES
Scope & Admin Role Tasks Typical Role

There are four types of admin roles Scope
Scope &
& Admin
Admin Role
Role Tasks
Tasks Typical
Typical Role
Role
Power BI Service
MicrosoftPremium
O365
related to Power BI: Power BI Embedded
-Unlimited
-Unlimited access
access to
totoall organizational
allthe
organizational features
features
Global
Global Admin -Assign
-Full workspaces
access to to
Power capacity tasks
Power
Admin -Assigns
-Assigns roles
roles to otherBIusers
other
management
users IT / Director /
Power BIBI Embedded
Premium Admin -Manage user permission to
-Enable & disable Power BI Featuresthe capacity
Power
Admin Admin
BI -Manage workloads to configure memory usage Team
ManagerLead/
Admin Roles Billing Admin
Admin
-Report on
-Manage
-Manage
-Restart
Usage & Performance
subscriptions
subscriptions
the capacityauditing Team Lead
Billing -Review
-Purchase & Licenses
manage
-Purchase Licenses
11. MS O365 admins can manage, configure
License Admin
License Admin -Assign or
-Assign or remove
remove licenses
licenses for
for users
users
IT
IT // Business
Business Owner
Owner
& monitor all Microsoft 365 services -Create

-Create and
and manage
manage users
users and
and groups
groups
Admin Portal User
User Admin
Admin -Reset user passwords
-Reset user passwords
22. Power BI Premium admins can create, Power BI Service

manage & monitor Premium capacities -Full access to Power BI management tasks
IT / Director /
Tenant Settings Power BI Admin
-Enable & disable Power BI Features
Manager /
-Report on Usage & Performance
Team Lead
-Review & manage auditing
33. Power Embedded admins can create,
Power BI Premium
Custom Branding manage & restart Embedded capacity
-Assign workspaces to the capacity
-Manage user permission to the capacity IT / Director /
Power BI Premium Admin
-Manage workloads to configure memory usage Team Lead
44. Power BI Service admins can manage -Restart the capacity
tasks & users, enable & disable features, Power BI Embedded
analyze usage, etc. Power BI Embedded

-Assign workspaces to the capacity
-Manage user permission to the capacity IT / Director /
Admin -Manage workloads to configure memory usage Team Lead
-Restart the capacity
For more detailed information about admin roles and types visit:
https://docs.microsoft.com/en-us/power-bi/admin/service-admin-administering-power-bi-in-your-organization *Copyright 2021, Maven Analytics, LLC
ADMIN PORTAL SETTINGS & OPTIONS
The admin portal allows you to:

• Monitor usage across your organization
Admin Roles • Manage users and access audit logs (O365 admin center)
• Configure your tenant settings
Admin Portal • Set capacity settings for Power BI Premium & Embedded
• Manage, View, and Edit
Tenant Settings • Embed Codes
• Organizational visuals
• Workspaces
Custom Branding • Featured Content
• Apply custom branding
• Monitor data protection metrics and sensitivity labels

Admin portal features may not be available to everyone!
Reach out to the person in your organization that fills the IT role & ask for access

TENANT SETTINGS
Tenant Settings are a way to configure and manage the different capabilities and
features within Power BI Service
Admin Roles ✓ Tenant-wide New Look Settings • Information Protection (requires Azure
✓ Help & Support Settings Information Protection Premium P1 or P2
license)
Admin Portal ✓ Workspace Settings
• Integration Settings (XMLA endpoints, ArcGIS
✓ Export & Sharing Settings maps, SSO, etc.)
Tenant Settings ✓ Content Pack & App Settings • Developer Settings
✓ Power BI, R, and Python Visuals • Template App Settings
Custom Branding ✓ Audit & Usage Settings • Advanced Networking
✓ Dashboard Settings
✓ Dataflow Settings
✓ Q&A Settings HEY THIS IS IMPORTANT!
Some options could expose your organization to risk; always configure
your tenant to align with your organization’s policies and best practices

PRO TIP: CONFIGURING CUSTOM BRANDING
Custom branding allows you to customize the look and feel of your Power BI tenant
for your entire organization
Admin Roles
Admin Portal
Logo – Add your company or client's logo that’ll
appear on the top left of the navigation pane
Tenant Settings
Cover Image – Add a cover image that’ll be featured

Custom Branding from the Home screen
Theme Color– Customize the color used for the

background of the top navigation bar on every page

BEST PRACTICES: POWER BI SERVICE ADMINISTRATION
Set & adjust common tenant settings

• Make sure teams across your organization have the tools they need to perform their jobs
• Activate features within Workspace, Dashboard, and Dataflow settings to easily provide access
Enable option to publish helpful links & resources

• The “Publish Get Help Information” feature allows you to link to your organizations’ training
documentation, discussion forums, licensing requests, and internal help desk
Adhere to your organizations’ policies & best practices

• Sharing content with external users or publishing to web can open your organization to
unnecessary risk
• Add information protection and incident & service outage notifications as management tools
Use custom branding to customize your tenant

• It’s a great way to bring life to your Power BI tenant and let your team & clients feel more at home

CONNECTING TO DATA

CONNECTING TO DATA
In this section we’ll cover different ways to connect to data in Power BI Service, and explore
features like gateways, dataflows, and scheduled refresh
• Adding new content by connecting to flat files or

Connection Options Local Files publishing Power BI Desktop reports
• Connecting data between a local computer or on-
Data Gateways Dataflows premises source to Power BI Service
• Building independent queries that run within Power
Query in the cloud
Scheduled Refresh Automation
• Keeping reports up to date with scheduled refresh

DATA CONNECTION OPTIONS
Connection Power BI Service can connect to many types of data sources, but is not as robust as
Options
the Desktop environment
Local Files My Organization Template Apps
Data Gateways
Dataflows
Files Databases*
Scheduled Refresh
Automation
PRO TIP: Use Power BI Desktop to connect to database sources and build your relational models, then
publish the .pbix file to Power BI Service to make your reports available on the cloud

LOADING A LOCAL FILE
Connection
Options
Local Files
Data Gateways
Dataflows A newly added dataset shows up in

My workspace and automatically
creates a blank dashboard
Scheduled Refresh
Automation

LOADING DATA FROM EXCEL
Connection You can load Excel data as a data table or as a workbook

Options
• NOTE: Workbooks are a special type of dataset within Power BI Service
Local Files
Data Gateways
Dataflows
Scheduled Refresh
Automation
When you “Import Excel Data into Power BI” (vs. “Upload your Excel File”),
Power BI will search for data formatted as a table and create a new Dataset in
your workspace, NOT a new Workbook
Remember, your file must include at least one table!

PRO TIP: LOADING DATA FROM SHAREPOINT
Connection You can load SharePoint data by entering the site URL or clicking Connect and
Options
navigating to the root
Local Files
Data Gateways
Excel in Power BI is view only, so
any changes made will not be saved
Dataflows
Click “Edit” to launch the desktop
app or Excel online
Scheduled Refresh
Automation

ASSIGNMENT: LOADING LOCAL DATA TO A WORKSPACE
MAVEN
I N S P E C T I O N A L SER VICES
David Schmitt (Lead Inspector)
3:15 PM KEY OBJECTIVES:
CHANNELS (8)
Hey there, welcome to the team! Hope you’re 1. Create a new workspace
having a great first week
2. Load Excel data as a table &
as a workbook
I have a small project for you – we’re trying to
centralize our reporting on the cloud. 3. BONUS: Practice loading data
from SharePoint
See following text lesson for instructions
MESSAGES (3) Could you create a company workspace in
Power BI Service and upload the Inspections
data?
David Schmitt 1

UNDERSTANDING DATA GATEWAYS
Connection Power BI Service

Options
A data gateway acts like a bridge that connects
Local Files
your local data to Power BI Service in the cloud
✓ Allows you to keep data securely on your network
Data Gateways ✓ Enables options like scheduled refresh
Data Gateway
Dataflows
Scheduled Refresh
Gateways are only supported for Windows
Automation To use scheduled refresh with Excel, your
file must contain a data model
Local Data
(on-premises)

GATEWAY TYPES
Connection There are two types of gateways in Power BI: Personal Mode & Standard Mode
Options
Local Files
Personal Mode Gateway Standard Mode Gateway
Data Gateways • Can only be used by you • Can be shared and used by multiple users
• Can’t be used with other apps or services • Can be used by Power BI, PowerApps, Flow, etc.
• Only supports scheduled refresh in Power BI • Supports scheduled refresh for Direct Query,
Dataflows
Dataflows, and Analysis Services
Scheduled Refresh
Automation
PRO TIP: Recommend always using the Standard Mode Gateway; it allows for everything the personal
mode gateway does, can be used with Power Apps, and lets you share it with others in your organization
For information about specific system requirements head to:

https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install for details *Copyright 2021, Maven Analytics, LLC
SETTING UP A DATA GATEWAY (STANDARD MODE)
Select Data Gateway from the Download menu or head directly to

Connection 1 powerbi.microsoft.com/gateway and click “Download Standard Mode” 2 Select On-premises data gateway (recommended)
Options
Local Files
Data Gateways
Dataflows
3 Sign in using your Power BI Service credentials, then click Configure to create a gateway name and recovery key (password)
Scheduled Refresh
Automation
CONFIRMING GATEWAY STATUS
Connection To confirm gateway status, click the gear icon and then select “Manage gateways”
Options
• Gateways should be listed under “Gateway Clusters” with status “Online: You are good to go”
Local Files
Data Gateways
Dataflows
Scheduled Refresh
Automation
PRO TIP: If your Gateway Cluster shows this

message, click show details for troubleshooting

UNDERSTANDING DATAFLOWS
Connection Dataflows are queries that run independently within Power BI Service (Power Query
Options
in the cloud!) and are used to ingest, transform, store, and integrate data
Local Files
Why Dataflows?
Data Gateways
✓ Reuse queries across multiple Power BI Desktop or Service reports
✓ Run ETL (extract, transform & load) processes on specific schedules
Dataflows
✓ Create a centralized data warehouse to serve as a single source of truth
Scheduled Refresh
How are Dataflows Implemented?
1. Create and build dataflows in Power BI Service
Automation
2. Refresh dataflow in Power BI Service
3. Connect to a dataflow as the dataset in Power BI Desktop

UNDERSTANDING DATAFLOWS
Connection Dataflows connect to raw data sources, apply a series of steps (Power Query), and
Options
store data as tables or entities
Local Files • You can connect to a dataflow from Desktop and publish to Service as a dataset
Data Gateways Dataflow Power BI Desktop

Dataset
Data Sources Entities
Dataflows Applied Steps
(Power Query)
Marketing Web Traffic Leads
Scheduled Refresh
Targets Discounts Budget
Automation
Products Customers Employees
PRO TIP: You can map entities to Microsoft’s

Sales Returns Inventory Common Data Model to standardize them across
your organization, including their attributes,
metadata, and relationships

COMMON DATAFLOW USE CASES
Connection USE CASE #1 Create entities to recycle common queries across multiple Power BI reports
Options
Multiple .pbix Reports
• Need to use the same query across multiple reports? Single Dataflow
Create a single dataflow and connect to it as a data
Local Files source, instead of creating a brand-new connection
and replicating your applied steps each time
Data Gateways
USE CASE #2 Create scheduled refreshes to align with reporting cadence

Dataflows
• For example, schedule one dataflow to refresh at 7 am
for your internal KPI report, and another to refresh
weekly for your executive client dashboard
Scheduled Refresh
Automation USE CASE #3 Centralize critical ETL processes to ensure data quality
• Maintaining separate ETL processes across reports with

the same data is tedious, inefficient, and error-prone
• Dataflows allow you to create, manage, and QA those
processes in one central place

CREATING A NEW DATAFLOW (LOCAL FILE)
Connection 1 Create a new dataflow and choose a data source to define the entities
Options
Local Files
Data Gateways
Dataflows
Scheduled Refresh
Automation

Connection 2 Enter your connection settings & credentials

Options
Local Files
Paste complete file path to CSV

Data Gateways
Dataflows
Select the installed, running gateway
Choose Windows authentication method

Scheduled Refresh
Automation


Options
Option A: Enter an administrator

Local Files
account username & password
that can sign you in to all apps
Data Gateways
Dataflows
Scheduled Refresh
Enter your username & password (Windows Settings > Accounts > Email & Accounts)
Automation

You may need to adjust your password settings by
heading to Account > Sign-in options (Windows 10)


Options
Option B: Type “whoami” in the Command Prompt & press Enter to find your
Local Files
username (your password should be what you use to sign-in to your computer)
Data Gateways
11
Dataflows
Scheduled Refresh
Enter your username & password

Automation

Connection 3 Use the Power Query editor to clean or transform the data prior to loading
Options
Data preview to ensure you’re working with the right data
Local Files
Data Gateways
Dataflows
Scheduled Refresh
Automation
Transform your data by adding applied

steps (just like Power BI Desktop!)

Connection 4 Save, name, and refresh your dataflow

Options
Local Files
Data Gateways
Click Refresh now to “lock in” your dataflow
Dataflows
Scheduled Refresh
Automation Name, describe, and save your dataflow HEY THIS IS IMPORTANT!
You must refresh your dataflow before
it’s usable as a data source in Power BI;
Click Save & close to trigger do it first so you don’t forget!
Power BI and validate the queries

QUICK TOUR OF THE DATAFLOW INTERFACE
ENTITIES | MACHINE LEARNING MODELS EDIT ENTITIES ADD ENTITIES

Connection Opens Power Query in the cloud Add a new or linked
Switch between views to see your Entities &
Options to enable edits & updates entity to your dataflow
Machine Learning Models
Local Files
Data Gateways
ENTITY NAME
Dataflows Expand to see a list of
the columns contained
within the entity
Scheduled Refresh
Automation
EDIT ENTITIES APPLY ML MODEL PROPERTIES INCREMENTAL REFRESH

Opens Power Query in the cloud Apply a defined machine Add a description of your Configure an incremental refresh
and links to selected entity to learning model to the entity to add additional policy for your entity defining row
enable edits & updates selected entity context storage and refresh
Note: Requires Premium Workspace

CONNECTING TO A DATAFLOW IN DESKTOP
Connection Connect to a dataflow and load it as a dataset in Power BI Desktop

Options
Local Files
Data Gateways
Dataflows
Scheduled Refresh
Automation
If your dataflow isn’t displaying,
make sure you’ve refreshed it!
The dataflow won’t populate if it
hasn’t been refreshed in service

ASSIGNMENT: CONNECTING TO A DATAFLOW
MAVEN
Susie Salt (Inspector)
3:15 PM KEY OBJECTIVES:
CHANNELS (8)
Hey there! I know you’ve been working with
1. Use the Inspections Data
the team and have started building our new dataflow to add new CSV/Text
report. entities
Hoping you could do me a favor…

2. Add data transformations with
Power Query
3. Connect to the dataflow in
MESSAGES (2) Would you be able to add the rest of the data
sources by the end of the week? Power BI Desktop to create a
dataset
Susie Salt 1

DEMO: CREATING A DATAFLOW (MYSQL)
Connection You can create a dataflow from database sources in the cloud
Options
• For example, below we’re connecting to a MySQL database hosted on Amazon Web Services (AWS)
Local Files
Data Gateways
Dataflows
Scheduled Refresh
Automation

DEMO: CREATING A DATAFLOW (LOCAL MYSQL)
Connection You can create a dataflow from locally hosted databases

Options
• For example, below we’re connecting to MySQL Community Server
Local Files
Data Gateways
Local host address
& database name
Dataflows
Gateway running
on my computer
Scheduled Refresh
Username &
Automation password used to
connect to
community server

We will not be setting up community server as part of this course; the purpose is to show that you can connect
to MySQL running on your computer and don’t need to pay for an AWS type solution to store data in an RDS

SCHEDULED REFRESH (DATAFLOW)
Connection Scheduled refresh allows you to keep your Power BI reports up to date by
Options
automatically refreshing dataflows based on a given frequency & time of day
Local Files
Go to the Dataflows section

Data Gateways
Dataflows
Scheduled Refresh
Set daily or weekly refresh
frequencies based on a time zone
Automation
Pro licenses can add up to eight

refreshes per day

SCHEDULED REFRESH (DATASET)
Connection You can also configure scheduled refresh for other types of datasets
Options
Select the dataset to refresh and

Local Files click Scheduled Refresh or Settings
from the ellipsis menu options
Confirm dataset refresh is working
properly (schedules align, errors, etc.)
Data Gateways
Dataflows
Scheduled Refresh
Set a Frequency (daily or weekly),

Automation Time Zone, and Time (half-hour
increments AM/PM)
PRO TIP: Offset the dataflow and

dataset scheduled refresh times, if
they run concurrently the dataset
won’t reflect recent updates

DEMO: REAL WORLD AUTOMATION SETUP
Connection Relational Database Service Virtual Cloud-based Computer Maven Analytics Tenant
Options
Local Files
Data Gateways Power BI Service
Dataflows
Amazon RDS Amazon EC2
Scheduled Refresh
Automation
MySQL Database Data Gateway Scheduled Refresh
MySQL database is installed & Data gateway is installed & running Power BI Service dataflows, datasets,
accessible on a service in the cloud on a computer that is always on reports, etc. with scheduled refresh

BEST PRACTICES: CONNECTING TO DATA
Use SharePoint to host local flat files (xlsx, csv, etc.)

• SharePoint Lists have added functionality like Excel Online and allow for query folding when using
incremental refresh (more on this later!)
Configure the standard gateway by default

• The standard gateway can be shared, installed on a server, and supports services like Power BI,
Power Apps, Power Automate, Dataflows, Azure Analysis Services, etc.
Set up dataflows for an enterprise-focused data prep solution

• Dataflows can be used across many Power Platform apps integrating data prep outside of Power BI
Leverage automation when possible

• Scheduled refreshes are a quick and easy way to keep the reports in Service up to date

ASSIGNMENT: FINISHING THE POWER BI FILE
MAVEN
Dirk Gently (Inspector)
9:13 AM KEY OBJECTIVES:
CHANNELS (8)
1. Build the data model in Power
Hey there - happy Monday! I just got word
from Samantha that we need to have a first BI Desktop
draft of the report by this Friday 2. Create DAX measures
Quick, I know… 3. Publish to Power BI Service
MESSAGES (2)
Would you be able to wrap up your work in
Power BI Desktop and publish to Service so
we can start building visuals?
Dirk Gently 1

REPORTS & DASHBOARDS

REPORTS & DASHBOARDS
In this section we’re going to cover creating visuals, reports, and dashboards along with
tools like data driven alerts, natural language queries, and quick insights
Reports & • Building visuals from a Power BI workbook

Data Lineage
Dashboards • Configuring data-driven alerts to automate KPI updates
• Leveraging natural language queries and quick insights
Natural Language to create new visuals and understand your data
Data Driven Alerts
Queries
• Designing a mobile version of your report
Quick Insights Mobile Design

DATA LINEAGE
Data Lineage
Data lineage refers to the flow of data from a data source to a report and dashboard
Reports Datasets Reports Dashboards

Data sources you’ve Visuals built from a Reports & tiles built
connected to single dataset from multiple datasets
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design

DATA LINEAGE VIEW
Data Lineage
Lineage view shows how data is linked across multiple data sources & dependencies
List View
Reports
Dashboards
Data Driven Alerts Lineage View
Natural Language
Queries
Quick Insights
Mobile Design

DATA LINEAGE TOOLS
Data Lineage
Reports
Dashboards Shows the impact analysis for the data source or Opens the report or Highlights the data lineage
dataset selected dashboard selected path based on the selection
Data Driven Alerts
Natural Language
Queries
PRO TIP: Use the lineage path tool to help diagnose
errors in reports and dashboards that get data from
Quick Insights multiple dataflows; this is especially useful when
sharing dataflows and datasets across workspaces
Mobile Design

THE REPORT INTERFACE
Data Lineage
Report Reading View Report Editing View
Tools & options for interacting, exploring, filtering, and Tools & options for editing, modifying, and creating
pinning tiles and pages to dashboards individual or multiple report visuals
Reports
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Pages (Navigate between different Report Pages (Similar to Excel tabs, each
pages in your report) serves a blank reporting canvas)
Mobile Design
Filters Pane (Visual-Level, Page-Level,
Visualization & Formatting Options (Charts, Slicers, Maps, Matrices, etc.)
Report-Level, and Drill through Filters)
Filters Pane (Drill through Filters)

REPORT READING TOOLS
Data Lineage
Reports
Switch to Edit mode
Dashboards
Data Driven Alerts

Export to PowerPoint, PDF & Excel Share to Microsoft Teams
Natural Language Comment or Subscribe to report

Queries
Additional Menu options
Quick Insights Reset Filter selection
Add Personal Bookmarks

Mobile Design
Change View (fit to screen, page, full screen)
Refresh report & add to Favorites

REPORT EDITING TOOLS
Data Lineage
Reports
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design
Use natural language Insert text, shapes, Add a duplicate page Pin entire report
to ask questions or buttons into the same report to a dashboard

INSERTING BASIC VISUALS
Data Lineage
Reports Select a visualization type to create

a blank chart template on the canvas
Dashboards
Data Driven Alerts (or)
Natural Language
Queries
Drag fields into the report canvas to
automatically generate a new visual
Quick Insights (typically a column chart, by default)
Mobile Design

CHART FORMATTING OPTIONS
Example: Line & Column Chart Example: Matrix Example: Donut Chart
Data Lineage
Reports
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design

PRO TIP: ADDING PERSONAL BOOKMARKS
Data Lineage
Personal Bookmarks capture static states of a visual or report page
• They work exactly like bookmarks in Power BI Desktop, except that they’re accessible only by you
Reports
Report Reading View Report Editing View

Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design

PRO TIP: ADDING AN IMAGE
While adding images to reports in Power BI Desktop is simple, the process isn’t as
Data Lineage
straightforward in Power BI Service
Reports Select any visual with plot area (bar, line, area, etc.) add Add an image from file to the plot area (format pane)
1 a dimension to the axis but leave all other fields blank 2 and change Image Fit to “Fill”
Dashboards
Data Driven Alerts
Natural Language
Queries
Remove the Title & X axis label, remove or
3 format the background, and resize as needed
Quick Insights
Mobile Design
PRO TIP: Plan ahead! If you know you’ll need an image in the report, add in Power BI Desktop first

ASSIGNMENT: BUILDING A REPORT
MAVEN
Dillion Krueger (Inspector)
CHANNELS (8)
Hey there! Dirk let me know that you were
1. Use Power BI Service to
able to get the data model and measures all create and add visuals to
set up last week – nice work! “MIS Restaurant Inspections”
2. Format & clearly arrange
Do you think you can finish building the rest visuals on the report canvas
of the report and add in the visuals we talked See following text lesson for instructions
MESSAGES (2) about the other day?
Dillon Krueger 1

PINNING TILES TO A DASHBOARD
Data Lineage
Use the pushpin icon to pin an individual visual to a dashboard
Reports
Dashboards
Data Driven Alerts
Natural Language
Queries
HEADS UP!
Quick Insights Slicers have some limitations in Power BI, and cannot:
• Drill down non-hierarchical fields

Mobile Design • Support visual level filters
• Be pinned to a dashboard individually
(they can be pinned as part of a live page)

PINNING ENTIRE REPORTS TO A DASHBOARD
Data Lineage
Use the Pin Live Page option to pin an entire report to a dashboard
Reports
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design PRO TIP: Pinning a live page will

import slicers, preserve functionality,
and reflect any updates to the report

THE DASHBOARD INTERFACE
Data Lineage
Reports
TOOLBAR
Tools to add new tiles,
add/view comments,
Dashboards ASK A QUESTION subscribe, share, set as
Allows you to use natural featured dashboard, etc.
language queries to
generate new tiles from
Data Driven Alerts within your dashboard!
Natural Language
Queries
Quick Insights
Mobile Design

DASHBOARD TOOLS
Data Lineage
Reports
Share via email or to Subscribe to receive
Microsoft Teams periodic email updates
Dashboards
Data Driven Alerts
Natural Language
Queries Add comments & start a
data-driven conversation
Quick Insights
Mobile Design

PRO TIP: ADDING A LIVE PAGE
Data Lineage
Reports
Dashboards
Update the URL in the code below

to customize your web content
Data Driven Alerts
<iframe width="100%" height="100%"
src=https://www.mavenanalytics.io
Natural Language frameborder="0"
Queries allowfullscreen></iframe>
Quick Insights
Mobile Design
PRO TIP: You can tweak the HTML code to produce different styles and features (see link for options)
https://docs.microsoft.com/en-us/power-bi/create-reports/service-dashboard-add-widget#tips-for-embedding-web-content

ASSIGNMENT: ASSEMBLING A DASHBOARD
MAVEN
Samantha Cook (CIO)
CHANNELS (8)
David shared the report you put together, and
1. Add a new report page with a
I wanted to let you know how impressed I am! slicer for region, a map to show
the number of violations by zip
code, and trending violations
I’d love to be able to show the number of
violations by zip code as a filled map too. 2. Update “Inspection Dashboard”
with the new report page and
MESSAGES (2)
Could you create a new report with this map additional core KPIs
that can be filtered by region and add it to the
dashboard with our other key metrics? See following text lesson for instructions
Samantha Cook 1

ADDING DATA DRIVEN ALERTS
Data Lineage
To add a new alert, click the
1 ellipsis next to a dashboard tile
and select Manage alerts Configure your alert with a name,
Reports 2 condition threshold, and notification
cadence, then click Save and close
Dashboards
Data Driven Alerts
Natural Language
Queries
Alerts can ONLY be set on gauge charts,
Quick Insights KPI cards, and cards; they DO NOT work
with live pinned report pages
Mobile Design

EXPLORING DATA WITH Q&A
Data Lineage Q&A allows you to visualize and explore your data using natural language queries
(currently English only; Spanish is in Preview)
Reports
Dashboards
Data Driven Alerts
Natural Language “Top 10 Restaurant with most

Queries Violations”
Quick Insights
Mobile Design You can even pin the

visual to a dashboard!
For tips on asking questions in Power BI Q&A, visit:

https://docs.microsoft.com/en-us/power-bi/consumer/end-user-q-and-a-tips *Copyright 2021, Maven Analytics, LLC
GENERATING QUICK INSIGHTS
Data Lineage The Quick Insights tool searches for trends and patterns in your dataset and displays
up to 32 individual insight cards with visuals and descriptions
Reports
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design HEY THIS IS IMPORTANT!

Roles (RLS) and Direct Query are not supported,
so Quick Insights will be grayed out in either case

WEB VS. MOBILE LAYOUT
Data Lineage
Mobile Layout allows you to design reports optimized for mobile viewing (vs. web)
• NOTE: You can’t build content within the Mobile Layout view; you need to build in Web Layout and
Reports
assemble select visuals to share via the Power BI mobile app
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design

THE POWER BI MOBILE APP
Data Lineage
Power BI’s mobile app lets you view your reports and dashboards on the go
Reports
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design

CORE MOBILE APP FUNCTIONALITY
Data Lineage
1 View & interact with dashboard and reports
• Interact with report visuals and filters, or use Q&A features to discover new insights
Reports
2 Share dashboards or reports straight from your phone

Dashboards • Share links to workspace reports and dashboards to anyone else with a Pro account
Data Driven Alerts

3 Draw & comment anywhere on your screen
• Add annotations that you can share with your team using text, drawings, icons and more
Natural Language
Queries
4 Notify users & set alerts to stay up-to-date on key changes

Quick Insights
• Get notifications based on any alerts you’ve configured, or when you’ve been @mentioned
Mobile Design

CORE MOBILE APP FUNCTIONALITY
INTERACT SHARE DRAW NOTIFY

Data Lineage
Reports
Dashboards
Data Driven Alerts
Natural Language
Queries
Quick Insights
Mobile Design

BEST PRACTICES: REPORTS & DASHBOARDS
When building reports, start in Power BI Desktop

• Power BI Desktop contains more robust tools for building data models, calculations, and reports
Use dashboards to assemble data from different reports/datasets

• Use dashboards to combine visuals from multiple sources to create centralized reporting views
Create data-driven alerts when important thresholds are met

• Allow users to automatically receive alerts when there are meaningful changes in your data
Be deliberate about mobile vs. desktop design

• Eliminate noise and feature only the most important visuals and KPIs for mobile users

ASSIGNMENT: ALERTS AND Q&A
MAVEN
Bret Finnegan (Inspector)
CHANNELS (8)
Hey there, some of the other inspectors are
1. Configure data-driven alerts
asking if there is any way to be alerted if the 2. Use the Q&A feature to add a
average sanitation grade drops below 92.
new visual to the dashboard
Is that doable? See following text lesson for instructions
MESSAGES (2) Also, is there a quick way to compare the

Bret Finnegan 1 number of inspections by inspector?

SHARING & COLLABORATION

SHARING & COLLABORATION
In this section we’ll cover the sharing and collaboration options in Power BI Service,
including publishing apps, publishing to web and monitoring usage reports
• Sharing reports and dashboards with individuals

Sharing & Viewing Sharing Workspaces
• Collaborating with a team or group
• Distributing published apps across your organization
Publishing Apps Publishing to Web
• Learning how reports are being used and by whom
Usage Reports

SHARING OPTIONS
Ideal for quickly exporting reports or dashboards as static PDFs or

Sharing & Viewing 1 Print or Export a Report PowerPoint documents (great for handouts!)
Sharing
Best for sharing individual pieces of content, especially when recipients
Workspaces 2 Share Reports or Dashboards only need to view and interact with content (not edit)
Publishing Apps
Easiest way to collaborate with a team by sharing ownership and
3 Share a Workspace management of all content (datasets, reports, dashboards, etc.)
Publishing to Web
Great for distributing content to large groups or teams, and for publishing
4 Publish an App specific sets of datasets, reports or dashboards
Usage Reports
Used for securely embedding content to a website you own through

5 Embed Securely Online SharePoint Online, via URL, or iframe
Only use the Publish to Web option if you want your content to be publicly
6 Publish to Web visible to anyone online (use with caution!)

SHARING OPTIONS
Reports Dashboards Apps

Sharing & Viewing
Sharing
Workspaces
Publishing Apps
Publishing to Web
Usage Reports
INDIVIDUALS TEAMS ORGANIZATIONS
PRO TIP: When sharing reports & dashboards, the maximum number of recipients is 100 at a time (or
500 total); if you need to share with more than 100 recipients, split into multiple sends or use groups

VIEWING RIGHTS
Sharing & Viewing When a developer shares a report or dashboard or publishes an app, users must
have either a pro license or access to premium capacity in order to view
Sharing
Workspaces
Shares
Developer
Publishing Apps
Publishing to Web
Views
User Pro License? YES
Usage Reports NO
Premium
YES
Capacity?
NO
Users with Pro licenses can share content
with PPU but not the other way around
No Access

USER PERMISSIONS
Sharing & Viewing When sharing workspaces, you can assign roles based on these levels of permissions:
Sharing VIEWER CONTRIBUTOR MEMBER ADMIN

Workspaces
• View workbooks, reports, Lifts Viewer restrictions, plus: All Contributor rights, plus: All Member rights, plus:
and dashboards
Publishing Apps • Publish, create, edit, and • Add members or users with • Update/delete workspaces
• Can’t access datasets, delete content lower permission levels • Add or remove other users
dataflows, or edit content
• Can’t add people to new • Publish and update apps (including admins)
Publishing to Web roles or modify members
• Share an item or app
• Can share if the content has
been previously shared but • Allow others to reshare
can’t share new content
Usage Reports

PUBLISHING APPS
Sharing & Viewing You can select reports and dashboards to publish as an app so large groups of
people, both internal and external to your organization, can view them
Sharing
Workspaces
2 Select Create app to publish the app
Publishing Apps
Publishing to Web
Usage Reports
From within a workspace, select any reports

1 and dashboards you want to include

PUBLISHING APPS
Sharing & Viewing

After selecting Create app, configure the setup, navigation, and permissions
Sharing In the Setup tab, name the app, add

3 a description, logo, and color theme
Workspaces
In the Navigation tab, use the navigation builder to
4 customize the order, name, and navigation width
Publishing Apps
In the Permissions tab, add
5 individuals, groups, or entire
organizations to the App
Publishing to Web
Usage Reports
6 Publish the app!

PUBLISHING APPS
Sharing & Viewing

After publishing the app, you’ll be provided a link for direct access
Sharing Menu options allow users to do things like print, chat in Teams, add
Workspaces comments, subscribe, favorite, edit (permissions depending), etc.
Publishing Apps
Publishing to Web
Usage Reports

PUBLISHING TO WEB
Sharing & Viewing Use Publish to Web to host reports online publicly
Sharing
Workspaces
Pay Attention to this Warning!
You’re about to make the report 100%
Publishing Apps accessible to anyone on the internet
Publishing to Web
Usage Reports
PRO TIP: Go to Settings >

manage embed codes to delete the
Publish to Web report

PRO TIP: GENERATING USAGE REPORTS
Sharing & Viewing The usage metrics tool monitors how your dashboards and reports are being used
Sharing
Workspaces
• REPORT USAGE
Publishing Apps Displays metrics like opens, views,
viewers, users, etc.
• REPORT PERFORMACNCE
Publishing to Web Displays typical open time,
browser, device, etc.
• REPORT LIST
Shows key metrics by report across
Usage Reports
entire workspace
• FAQ
Like term & calculation definitions,
plus links to additional info
PRO TIP: Choose “Save report as” from the file menu to access the underlying data to build and customize
your own usage metrics report

BEST PRACTICES: SHARING & COLLABORATION
Share workspaces to collaborate with team members

• Sharing options allow you to assign different roles to your team members for collaboration
Publish apps to distribute content to a large audience

• Reports and dashboards included in an app are accessible to people in and out of your organization
Publish to web to make your reports and dashboards public

• Publish to web is a great way to showcase non-sensitive data or share a portfolio of your work
Analyze usage reports to see how your reports are being used
• Monitor top consumed reports to help prioritize development needs

ASSIGNMENT: SHARING & COLLABORATION
MAVEN
Bret Finnegan (Inspector)
CHANNELS (8)
Hey there! Could you help me prep for an
1. Export the “MIS Inspections
upcoming meeting? We’re going to have a mix Report” to PowerPoint
of in-person and remote attendees and Sam
2. Add usage metrics report visual
wants printed copies of the report
to app & update
Plus, she asked if we could add the report
MESSAGES (2) usage metrics into the App for the remote
Bret Finnegan 1 attendees to view.
Can you help me out?

ROW-LEVEL SECURITY

ROLES (ROW-LEVEL SECURITY)
In this section we’ll cover roles, also known as row-level security (RLS), which are used to
restrict data access to users at the row level and limit what they’re able to view
• Creating static roles to filter data based on an

Static RLS Dynamic RLS individual’s role or responsibilities
• Dynamically creating roles for your organization with
RLS in Service the USERPRINCIPALNAME function
• Managing what users can and cannot view

STATIC ROW-LEVEL SECURITY
Static roles allow you to define filtered views for specific audiences (territory
managers, department leads, execs, etc.) using simple DAX statements
Static RLS • This is not the same as bookmarks or pre-filtered views; roles filter data out of your model and
limit what audiences can access
• Static roles must first be configured in Power BI Desktop and then applied in Power BI Service
Dynamic RLS
RLS in Service

DAX expressions used to define roles must
use expressions that filter rows and cannot
reference a column, table, or measure alone

TESTING ROW-LEVEL SECURITY
As a best practice, use the View as option to confirm that the security role properly
limits the data prior to publishing to Power BI Service
Static RLS
Dynamic RLS
RLS in Service

DYNAMIC ROW-LEVEL SECURITY
Dynamic roles allow you to define filtered views for a specific list of users with the
DAX function USERPRINCIPALNAME
Static RLS • This DAX function requires adding an additional table into your data model
• Dynamic roles must first be configured in Power BI Desktop and then applied in Power BI Service
Dynamic RLS
RLS in Service
This dynamic role will filter by
the users in this table

USERPRINCIPALNAME
USERPRINCIPALNAME() Returns the user’s name as their email address (i.e., aaron@mavendemo.com)
Static RLS =USERPRINCIPALNAME( )
Dynamic RLS USERPRINCIPALNAME doesn’t have any parameters
Examples:
RLS in Service
• [Email] = USERPRINCIPALNAME()

User Principal Name (UPN) looks like an email address,
but technically it’s a combination of three items:
1. Person’s username (i.e., aaronp)
2. “@” symbol
3. Company domain (i.e., maven inspectional services)

APPLYING RLS IN SERVICE
Once RLS rules have been defined in Power BI Desktop, they can be applied to users
who you’ve shared reports with or have Viewer permissions in Power BI Service
Static RLS
1 Confirm that users impacted by RLS 2 Add people or groups to the RLS rule
are assigned to the Viewer role
Dynamic RLS
RLS in Service

If a user is assigned as an Admin, Member,
or Contributor, RLS will be overridden

BEST PRACTICES: ROW-LEVEL SECURITY
Set up static roles for small teams or simple cases

• This can be an easy way to filter data without needing to add additional tables into your data model
Use dynamic roles for larger teams or where team members change
• Creating a person-specific lookup table and using the USERPRINCIPALNAME function allows you to
manage permissions from a single table
Always test your roles in Desktop & Service before applying

• Testing your roles ensures they are filtering data as expected in Desktop and in Service
• Remember that the workspace access type must be set to Viewer for RLS to work

ASSIGNMENT: ROW-LEVEL SECURITY
MAVEN
David Schmitt (Lead Inspector)
CHANNELS (8)
Hey! Reaching out with a (hopefully) quick
1. Create a new RLS role to give
request… David the access he needs
2. Test the role in Desktop
Samantha wants me to help increase the avg
sanitation grade for regions 1-8, but right now 3. Publish to Service and use “view
I only have access to data for region 6 as role” to confirm it’s working
MESSAGES (2) See following text lesson for instructions
Is there any way you could update my
permissions so I can view the others?
David Schmitt 1

PREMIUM PER USER (PREVIEW)

PREMIUM PER USER
Power BI Premium Per User (PPU) allows organizations to license Premium features on a
per-user basis instead of purchasing a Premium Capacity
TOPICS WE’LL COVER: BENEFITS:
• Fills the gap between Power BI Pro and Power BI

PPU Workspaces PPU Features Premium capacity
• Useful for business that have demanding analytical
requirements but don’t have enterprise size
• Made for people who are both consumers and
builders
• Allows you to access premium features at a more
affordable price point

PREMIUM PER USER WORKSPACE
Create a new workspace and assign it to a premium capacity in the advanced options
PPU Workspaces
New icon indicates a Premium Per User workspace
PPU Features Pro license workspace
Premium Per User workspace

Datasets, reports, or dashboards that are created within
Power BI Premium Per User workspaces can only be
consumed by users that also have Premium Per User licenses

PREMIUM PER USER FEATURES
Premium Per User includes many of the same Premium
features as Premium capacity, and offers several Per User Per Capacity
Tenant Storage (total) 100 TB 100 TB
benefits unavailable in Pro (Paginated reports,
PPU Workspaces Model Size Limit 10 GB 10 GB
AI, Deployment pipelines, etc.)
Refresh Rate 48/day 48/day
• If you have Premium Per User access you do not Paginated Reports
PPU Features need a Pro license as well AI Capabilities
• Organizations with Premium capacity already in Advanced Dataflows
place can supplement with PPU licenses but not Usage-based Optimization
required to publish content Deployment Pipelines
XMLA Endpoint Connectivity
Enhanced Automatic Page Refresh
Multi-Geo Support -
Unlimited Distribution -
Power BI Reports (On-premises) -
Bring Your Own Key -
60-day Free Trial -
Incremental Refresh

Machine Learning Models

• Automated machine learning for dataflows to
train, validate, and use ML models in Service
PPU Workspaces • Power BI extracts the most relevant features from
the dataset and selects an appropriate algorithm
PPU Features
Power BI Report Builder

• Ideal for developing paginated reports
(designed to be printed or shared) that are
optimized for publishing to Power BI Service
Deployment Pipelines
• Manage the lifecycle of your organizations
content by developing and testing it in Power BI
before it’s consumed by the end-user

Incremental Refresh (Dataflows)

• Create a refresh procedure on large dataflows to
decrease their run time based on a date field
PPU Workspaces • Define the rows you want to store (“load only once
and never load again”) and the rows you want to
refresh (“data I want to re-load each time”)
PPU Features
Common Use Cases

Example 1: Macro Data (i.e. population)
• 20+ years of data
• Daily-level data
• 1 Billion records
Example 2: Micro Data (i.e. sensor data)

• 3 years of data
• Daily-level (hours, minutes, seconds)
• 100 Million records

LEARN ON!
THANK YOU!

Up and Running With Power BI Service

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UP & RUNNING WITH

*Copyright 2021, Maven Analytics, LLC

This is a practical, hands-on, and engaging course for students looking

Course resources include:

Quizzes and Homework Exercises to test and reinforce key concepts

Interactive, hands-on demos to keep you engaged, with downloadable

Review administration roles & types, admin settings &

Connect data to Power BI Service, and explore features

Create reports & dashboards, and explore tools like

Share workspaces & collaborate with your team,

Create static & dynamic roles with DAX to restrict data

Review core Premium Per User functionality, features,

*Copyright 2021, Maven Analytics, LLC

This course is designed as part of a larger Power BI series

The goal is to get you up & running with Power BI Service

You’ll need a compatible email address to access PRO features

*Copyright 2021, Maven Analytics, LLC

Table Name Table Type Definition

Two column lookup table with facility region and

*Copyright 2021, Maven Analytics, LLC

*Copyright 2021, Maven Analytics, LLC

TOPICS WE’LL REVIEW:

Power BI Ecosystem Account Tiers User Personas Account Creation

Interface Overview Workspaces Building Blocks

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More info at powerbi.microsoft.com

*Copyright 2021, Maven Analytics, LLC

Power BI POWER BI DESKTOP POWER BI SERVICE

Account Tiers Many Data Limited Data

Building Blocks Roles Creation Roles Management

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Capabilities: Capabilities: Capabilities:

*Copyright 2021, Maven Analytics, LLC

Pro Premium per User Premium

View & Interact with Content (Web & Mobile App)

Embed Content in Teams, SharePoint & other SaaS Applications

*Copyright 2021, Maven Analytics, LLC

Head to powerbi.microsoft.com/landing/signin Enter your name, create a password, verify your

Once you’ve created your account, navigate directly

HEY THIS IS IMPORTANT!

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Enter your email and click

Fill in the required info and

Set up a domain name,

You’re ready to use

*Copyright 2021, Maven Analytics, LLC

Account Creation NAVIGATION PANE

GET DATA CONTENT CANVAS

*Copyright 2021, Maven Analytics, LLC

*Copyright 2021, Maven Analytics, LLC

*Copyright 2021, Maven Analytics, LLC

Power BI Content Datasets + Dataflows

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Account Creation CSV

*Copyright 2021, Maven Analytics, LLC

• Datasets: data you’ve imported or

NOTE: Dataflows will be covered later in the course

*Copyright 2021, Maven Analytics, LLC

*Copyright 2021, Maven Analytics, LLC