Activity: Create a workspace

Introduction

Microsoft Power BI workspaces provide a collaborative environment for sharing business intelligence
content like reports, dashboards, datasets, and dataflows. You can also create and store Power BI
reports directly in your workspace area. In this activity, you will create a workspace using the Power
BI service.

Scenario

Picture yourself as Adventure Works' top Power BI data expert. You’ve been tasked with building a
workspace using the Power BI service where team members can easily add their data, reports, and
dashboards to work together.

Instructions

Step 1: Open your Power BI online service and log in to your account

 Go to https://app.powerbi.com and login with your email and password. You will be taken to
your Power BI service homepage.
Step 2: Open Workspaces

 On the left side of the page, there is a navigation bar. Select the second last icon, called
"Workspaces".

Step 3: Create a new workspace

 By default, a workspace named My Workspace is present in the Power BI online service.

Select+ New workspace to create a new workspace.

Note: when you create a new workspace it gets created within the Workspace section.
Step 4: Add workspace name and description

1. On the right side of the screen, a new pane named Create a workspace will open.

2. Add the workspace name and a description to your newly created workspace. You can also add an
image or icon as a logo for the workspace.

3. Select Apply.
Step 5: Apply changes and upload content

 You will be taken to this newly created workspace. From here you can start uploading
content to this workspace.

Conclusion

Creating a workspace in Power BI Service is a simple process that can be done in a few steps.
Workspaces are shared environments for groups to collaborate on creating dashboards, reports, and
datasets. By creating a workspace, you can add other people to the workspace and give them access
to edit or read the content. It's important to note that the number of workspaces you can create
depends on the license you have.
Additionally, you should avoid using the Workspace tab to share content with others because it is a
personal workspace that may also contain other reports. Instead, you should create a new
workspace and give it a unique name and description. By following the steps outlined in this guide,
you can easily create a workspace in your Power BI Service area and start collaborating with your
team.

Publish, import, or update assets in a workspace

Introduction

Microsoft Power BI workspaces provide a collaborative environment for sharing business intelligence
content like reports, dashboards, datasets, and dataflows. Publishing new assets, importing existing
assets, and updating assets properly in workspaces is key for maintainability and governance.

In this reading you will learn about the tasks required to maintain your Microsoft Power BI
workspace assets.

What are these tasks?

1. Importing assets: This refers to the process of introducing new datasets, reports,
dashboards, and other elements into your Power BI workspace. Importing is essential for
initial setup or when introducing new data sources or reports to your existing workspace.

2. Publishing assets: After creating a report or dashboard in Power BI Desktop, you need to
share it with others in your organization. Publishing enables this by uploading the created
asset to the Power BI Service, where it can be accessed by others.

3. Updating assets: As data evolves and changes over time, your reports and dashboards may
need updates to reflect the latest insights. Updating ensures that the visualizations and
reports in the Power BI Service reflect the most recent data and modifications.

Power BI apps

Power BI apps are collections of dashboards, reports, and other data assets that can be packaged
together and shared with other users. As with other assets, the content within a Power BI app also
requires timely updates to ensure it remains relevant and up to date.

Importing content in a Power BI workspace

Importing introduces assets developed in other workspaces or Power BI desktop apps into a new or
an existing workspace. To import assets to a workspace, follow these steps:

1. Navigate to the workspace, select Upload, and select the resources from your computer.

2. Import as many Power BI files as you want.

1. After uploading the files, they will look like this in your workspace area in the default list
view.

1. You can also find your files in lineage view, which shows how they relate to each other.
Updating content in a workspace

Updating maintains assets by applying incremental changes. If you want to update an existing
content in your workspace, simply upload the updated file. This will ask you if you want to replace
the existing file. From here you can select cancel or proceed to replace the older file with the newer
one.

Also, there are a few other important points you need to remember regarding this update process.

Over time, data sources may be updated with new information, or there may be changes in the
design of the reports or dashboards. To ensure that users always have access to the latest insights,
assets like datasets in Power BI need to be updated.
Automatic updates: If your data source is set up with a scheduled refresh in Power BI Service, the
reports and dashboards linked to it will be updated automatically based on the refresh frequency.

Manual updates: For datasets that are not on a scheduled refresh or for immediate updates:

1. Navigate to the dataset in the Power BI Service workspace.

2. Select More Options (often represented by three dots) and select Refresh Now.

1. Additionally, if there are changes made to the report design in the Power BI Desktop and you
republish the report, the existing report in the Power BI Service workspace will be
overwritten with the new design.

Publishing content in a workspace

Publishing introduces new artifacts into a workspace. Follow these steps when publishing to a
workspace.

Develop and design the asset in the Power BI Desktop app and thoroughly test the asset's
functionality - including all visuals, filters, slicers, and drill downs. Resolve any issues.

Once the asset is ready for release, select Publish from the Home tab ribbon.
In the publish dialog, choose the appropriate workspace to publish it to. This is typically a team or
department workspace.

After publishing, verify all credentials and connections for datasets and dataflows are correctly
inherited in the published artifact. Re-enter any missing credentials.

A final validation is required so that all visuals, filters, slicers, drill downs work correctly after
publishing.

Conclusion

Effectively managing assets in Microsoft Power BI requires understanding the procedures of

importing, publishing, and updating. These tasks are crucial for ensuring that data insights are timely,
accurate, and actionable. In this article, you have learned how to perform these actions in Power BI.

Activity: Create dashboards

Introduction

Microsoft Power BI workspaces provide a collaborative environment for sharing business intelligence
content like dashboards, reports, datasets, and dataflows. You can also create and store Power BI
dashboards and reports directly in your workspace area.

In this activity, you will create a dashboard inside your workspace using a previously created Power BI
report.

Instructions

Step 1: Download and publish the Sales Report

1. Download the Sales Report.pbix Power BI File and publish this report to your workspace.
After successful publishing, your workspace will contain a dataset and a report called “Sales
Report.”
Sales Report

PBIX File

Step 2: Open the Sales Report

1. Open the Sales report inside your workspace. Select the sales report name, and it will open
inside the Power BI editor.

2. This report has five pages, and each of these pages contains some visuals.

Step 3: Pin visuals to the dashboard

1. It’s time to pin these visuals to a new dashboard. To do that, hover on each of these visuals,
and select the pin visual.

1. The first time you select this pin visual, you will be prompted with a new window where you
can select an existing dashboard or type the name of a new dashboard. This time, type a
name like “Sales Dashboard” and select Pin.

1. Repeat this process for the second visual. This time when you select the pin visual, that same
dialog box will open. Select Existing Dashboard and from the dropdown select the newly
created Sales Dashboard.
 1. Repeat the same process for the third visual on Page 1.

Open Page 2, 3 and 4 repeat this pinning process for the visuals on these pages. Each time select the
existing Sales Dashboard for pinning.
Step 4: Open the Sales Dashboard workspace

1. Open your workspace by selecting the workspace icon on the left sidebar. This time you can
explore all the previous files and the newly created Sales Dashboard.
 1. Select the Sales Dashboard file. It will open in the Power BI editor inside your workspace.
This time it will appear with disorganized visuals.

Step 5: Reposition and resize visuals

1. You can reposition and resize these visuals just like you would in your Power BI editor.

2. Feel free to drag them to their appropriate positions, resize each visual as necessary, and
arrange them neatly to create an organized layout.
Step 6: Pin report page to a dashboard

1. You also have the option to pin an entire page from your report to either a new dashboard or
an existing one. To achieve this, revisit your workspace and locate your report file labeled
Sales Report.

2. Open the report in the editor and navigate to Page 5, where you'll find a pre-designed
dashboard.

1. Select More options(…) on the top.

1. It will open a new dropdown menu. Select Pin to a dashboard and then select your existing
Sales Dashboard from the box and select Pin live.
 1. Now return to your workspace and open the Sales Dashboard. Notice how this new page has
been added at the bottom of your dashboard.

Conclusion

In this activity, you have explored the capabilities of Power BI workspaces, a collaborative hub for
sharing and creating business intelligence content. By following the outlined steps, you have
successfully created a new dashboard within your workspace. This dashboard is now populated with
visuals pinned from a Power BI report, each thoughtfully organized and positioned to create an
efficient and visually appealing layout.
Activity: Apply sensitivity labels

Introduction

Data sensitivity labels in Microsoft Power BI are a crucial feature that allows organizations to classify
and protect their data based on its sensitivity or confidentiality level. These labels help ensure that
sensitive information is handled appropriately, shared securely, and accessed only by authorized
users. Sensitivity labels are part of Microsoft's broader Information Protection ecosystem and can be
used in conjunction with other Microsoft 365 services like Microsoft Azure Information Protection
and Microsoft 365 Sensitivity Labels.

Various types of sensitivity labels

There are several types of sensitivity labels in Power BI that you can use.

 Personal: This label is used for data that is not sensitive and can be freely shared with
anyone. Personal data sensitivity labels don't impose any restrictions on sharing or access.

 Public: Public data sensitivity labels are for information that can be shared publicly. While it's
still considered non-sensitive, using this label indicates that it's suitable for public
consumption. It can be helpful for compliance or transparency purposes.

 General: This label is for data that has some sensitivity but can still be shared relatively
broadly within the organization. It might contain data that is not confidential but should be
handled with care.

 Confidential: Confidential labels are used for sensitive data that should be accessed and
shared only with authorized individuals or teams within the organization. It typically includes
data that, if exposed or mishandled, could cause harm or legal issues.

 Highly Confidential: Highly confidential sensitivity labels are reserved for the most sensitive
data within an organization. This label is applied to data that requires the highest level of
protection and should be accessible only to a limited group of individuals with explicit
permissions.

 Restricted: The Restricted sensitivity label is used for data that is sensitive and has strict
access restrictions. This label is typically applied to information that should only be accessed
by a specific group of authorized personnel, often with the highest level of security
clearance. Data labeled as "Restricted" should be handled with the utmost care, and access
is tightly controlled to prevent any unauthorized use or exposure.

These labels persist and roam with the content as it is used and shared throughout Power BI.
Sensitivity labels can be used to ensure that only authorized people can access your data, and they
can enforce protection settings that are appropriate for the sensitivity of that data.

In this activity, you are going to apply sensitivity labels to the dashboard you created in previous
exercises.

Instructions

Step 1: Open the workspace

1. Open the workspace where you created your dashboard.

 2. With the dataset, report, and dashboard files in your workspace, take note of the sensitivity
column.

Step 2: Apply a sensitivity label

1. On your dashboard, select more options (…). Then, select Settings.

2. From the Settings panel on the right-hand side, you will find the Sensitivity label section at the
bottom.
Step 3: Apply the Confidential label

1. Select the dropdown and choose any of your preferred labels. For this activity, let’s select the
Confidential label. Then select Save.

2. The sensitivity label has now changed for the dashboard in your workspace.
3. Select the dashboard to open it, and the sensitivity label will be located beside the dashboard
name.

4. You can also change the sensitivity label anytime by selecting this label and choosing the
appropriate label.
Conclusion

Sensitivity labels in Microsoft Power BI are essential for classifying and protecting data according to
its privacy level. They help organizations manage data security, compliance, and access control,
ensuring that sensitive information is handled appropriately throughout its lifecycle.

In this activity, you have successfully applied a sensitivity label to your dashboard.

Global options for files

Introduction

One of the most important features of Microsoft Power BI is its global options, allowing users to
configure settings that apply to all Power BI Desktop files, or a specific file created by a user. In this
reading, you will receive a guide on how to configure global options for files like Data Load, Report
Visualizations etc.

What are global options in Power BI desktop?

Power BI desktop provides a variety of global file options that control default settings for data
loading, data types, visual formatting, and other behaviors when interacting with reports.

Global options in Power BI desktop are settings that apply to all Power BI desktop files created or
accessed by the user. These options are stored on the user's computer and affect all the reports that
the user creates from that computer. Global options only need to be set once and concern settings
that are applied to all reports. In contrast, current file options must be defined for each Power BI
Desktop file.

Configuring these options appropriately helps optimize performance, enforce modeling best
practices, and define how Power BI interacts with your data.

Configuring global options in Power BI Desktop

To configure global options in Power BI Desktop, follow these steps:

 1. Open Power BI Desktop.

2. Select the File menu in the top left corner.

3. Select Options and settings.

4. Choose Options.

5. In the left pane, select the option you want to configure.

6. Configure the settings as desired.

7. Select OK to save the changes.

Important global options

There are two important global options in Power BI Desktop, Data Load, and Report Visualizations.

Data Load

This section relates to settings that dictate how data is loaded into the current Power BI file. There
are various settings available. Let’s explore what these options are and what do they do.

Type Detection:

Type Detection deals with how Power BI detects the data types for columns when you import or
connect to data.

 Detect column types and headers for unstructured sources: This option allows Power BI to
automatically determine and assign the appropriate data types to columns and identify
headers when importing from unstructured sources. This can be helpful when loading data
from sources where the structure is not rigidly defined, like certain types of text or CSV files.

Relationships:
This area allows users to manage how Power BI identifies and maintains relationships between tables
either when data is first loaded or during refresh operations. Learn more about creating and
managing relationships in Power BI Desktop.

 Import relationships from data sources on first load: This option, when enabled, lets Power
BI detect and import relationships (like foreign keys) that are already defined in the source
data.

 Update or delete relationships when refreshing data: If selected, Power BI will check and
apply any changes to relationships in the source data when the data is refreshed.

 Autodetect new relationships after data is loaded: With this option enabled, Power BI will
attempt to identify new relationships between tables after the data has been loaded, based
on matching column names and data.

Time intelligence:

This setting enables Power BI to automatically recognize and construct date hierarchies, facilitating
time-based data exploration and analysis.Learn more about this feature as the Auto date/time option
is introduced and described here.

 Auto date/time: This feature automatically creates date hierarchies (Year, Quarter, Month,
Day) for any date columns in your data. It's useful for time-based analysis without manually
creating these hierarchies.

Background Data:

In this section, you can decide whether Power BI should asynchronously fetch data previews, which
can help speed up report design and user experience.

 Allow data previews to download in the background: This option allows for quicker
previews of your data in the Power BI interface. When enabled, as you work on other aspects
of your report, data previews will be fetched in the background so they're ready when you
need them.

Parallel loading of tables:

This configuration dictates how Power BI should load multiple tables during a data refresh, including
setting limits on concurrent table loads. More about this setting can be found by changing the
maximum number of concurrent jobs settings in Power BI Desktop here.

This option lets you define how Power BI loads tables when refreshing data:

 Default: Uses the standard loading method.

 One (disable parallel loading): Only one table is loaded at a time.

 Custom: Allows you to set a specific number of tables to load concurrently.

Let’s explore another important section called Report Visualization.

Report Settings

This section provides settings to customize and enhance the user experience in Power BI reports. It
governs visual aesthetics, filter behavior, data export, and interactions between different reports.
Let’s check these options and what they do.

Persistent filters:

This section determines how filters are retained in Power BI service. Enabling this prevents end-users
from saving their filter selections on the report, ensuring consistent views between sessions.

Visual options:

This area allows customization of the visual header appearance and its default behavior in reading
views.

 Hide the visual header in reading view: Allows for a cleaner view by removing the header
from visuals during reading.

 Use the modern visual header with updated styling options: Activates a more
contemporary and stylized header for visuals.

 Change default visual interaction from cross highlighting to cross filtering: Modifies the
default interaction mode; instead of highlighting related data when selecting a visual
element, it will filter the data.

Export data:

This section provides settings for permitting or restricting data export in specific layouts and formats
from Power BI.

 Allow end users to export data with current layout and summarized data from the Power
BI service or Power BI Report Server: Grants permission for users to export data in its
current state.

 Allow end users to export data with current layout, summarized data, and underlying data
from the service or Report Server: Permits a more detailed export, including the underlying
raw data.
  Don't allow end users to export any data from the service or Report Server: Restricts any
data export capabilities for the users.

Filtering experience:

This segment allows adjustments for enhancing the user's interaction with filtering options.

 Allow users to change filter types: Grants users the flexibility to modify the type of filters
they use.

 Enable search for the filter pane: Facilitates quick searching within the filter options to find
specific items.

Cross-report drill through:

This portion allows or restricts the use of drill through targets from other reports, enabling more in-
depth exploration across multiple reports.

Personalize visuals:

This part enables users to adjust and customize visuals according to their requirements, promoting a
tailored experience.

Conclusion

In this article, you have learned about various global options for files, such as Data Load and Report
Visualization, within Power BI. Learning how to configure these settings is important because it
allows for more tailored and efficient data processing, enhances visual representation, and ensures a
more seamless and intuitive user experience.

In-depth: Create and manage workspaces and assets

Introduction

By completing this lesson, you’ve prepared for the data sources section of the PL-300 exam. If you’d
like to delve deeper into the topics you’ve covered in the Microsoft Power BI Analyst Professional
Certificate program, you can revisit the content in previous courses.

Workspaces

Workspaces are central to asset management in Microsoft Power BI. They empower you to develop
new reports, import existing ones, and efficiently share them with your intended audience.
Additionally, you can use workspaces as a launchpad to create dashboards, apps, and publish your
insights effectively.

Creating workspaces

In the Deploy and maintain Power BI assets and Capstone project course, you explored Power BI
workspaces and learned how to create your own. You also got an in-depth understanding of various
workspace settings, which are crucial for controlling access to your workspace assets.

One interesting aspect covered was the concept of sharing workspace content through apps and how
to manage audience for these apps. Once your workspace contains essential content, the ability to
share it with diverse audience groups while maintaining precise control over permissions emerges as
a standout feature of the Power BI service.

Creating Dashboards

In Power BI, a dashboard is a single-page, often interactive, visualization tool that consolidates
multiple data sources and visuals into a cohesive and easily digestible view. It provides a high-level
snapshot of key metrics and performance indicators, allowing users to make data-driven decisions
quickly. In the course Data analysis and visualizations with Power BI, you have learned how to a
create dashboard and how to improve its usability. Dashboards in Power BI are customizable,
shareable, and can connect in real-time to various data sources, ensuring that the most up-to-date
information is always at your fingertips.

Security monitoring

In the course Deploy and maintain Power BI assets and Capstone project, you learned about
Sensitivity labels in Power BI which are vital tools for data governance, allowing organizations to
classify and protect data based on its confidentiality and content. These labels can automatically
enforce policies on data, ensuring that sensitive information is accessible only to those with proper
permissions.

On another note, in Deploy and maintain Power BI assets and Capstone project, you compared
promoting and certifying and learned that content promotion and certification in Power BI provides a
structured approach to ensuring data quality and accuracy. Content promotion moves reports from
development environments to production, ensuring they are ready for wider consumption.
Meanwhile, certification signifies that a dataset meets organizational standards and is trusted,
helping users to identify and rely on authoritative sources of data within the platform.

Also, in the course Deploy and maintain Power BI assets and Capstone project, was an exploration of
Power BI subscriptions. This feature allows users to receive scheduled snapshots of specific reports
and dashboards directly in their email or other configured destinations. This ensures that users are
consistently updated with the latest insights without needing to manually access Power BI. On the
other hand, alerts are set up to notify users in real-time when data within a report reaches a specific
threshold or undergoes significant changes.

Both subscriptions and alerts empower users to stay informed and responsive to data trends and
anomalies, enhancing decision-making processes and proactive responses.

Conclusion

Power BI seamlessly integrates data visualization, management, and governance tools. Its
capabilities, from workspaces to interactive dashboards, emphasize accurate and efficient data
representation. With governance features like sensitivity labels and mechanisms like content
promotion and certification, it ensures data integrity. By utilizing subscriptions and alerts, users are
kept abreast of vital data trends, enhancing swift and informed decisions. The lessons covered offer a
comprehensive guide to harnessing the full potential of Power BI. To pass the Microsoft PL-300 and
excel in the field, mastering these skills is imperative.

Additional Resources: Deploy and maintain assets

Introduction

Congratulations on finishing another important lesson on workspaces and asset management in

Microsoft Power BI service. Here are some additional resources that will help you to expand your
knowledge.

Dashboards

Power BI dashboards are a single-page, often interactive, visualization tool that consolidates multiple
data sources and visuals into a cohesive and easily digestible view. Learn more about Dashboard
Design in Power BI.

Workspaces

A Power BI workspace is a container or place where you can collaborate with colleagues to create,
manage, and publish collections of related dashboards, reports, and datasets. Learn more about the
details of creating workspaces.

Apps

A Power BI app is a packaged collection of dashboards, reports, and datasets that can be shared with
other Power BI users. Read this discussion of the app publishing process.

Subscriptions

A Power BI subscription allows users to receive regular updates or snapshots of their Power BI
reports and dashboards. It automates the delivery of insights to users' inboxes or other specified
locations. Check out this detailed guide to understand the Power BI subscription mechanism better.

Conclusion

Using these resources can deepen your understanding of workspaces and asset management. You
will gain knowledge that you can apply in real-world situations as you continue to develop your
career in data analysis.

Activity: Configure a dataset scheduled refresh

Introduction

In this exercise, you will install a personal data gateway, set it up with your Microsoft Power BI
account, and then configure a scheduled refresh for a dataset inside the workspace.

Scenario

Imagine you work at Adventure Works, and your task is to create insightful reports tracking sales
performance across regions. Without a data gateway, you have to manually update these reports
with the latest Excel data. That process is time-consuming and error-prone. However, by following
the steps in this activity to install and configure a personal data gateway in Power BI, you can
automate the data refresh process. In that way, your reports will seamlessly update at specified
intervals, ensuring that your team always has access to the most current sales data, saving time and
ensuring data accuracy for better-informed decisions and business growth.

Instructions

Step 1: Download the Power BI data gateway (personal mode)

  Visit this URL https://powerbi.microsoft.com/en-us/gateway/ and download the Power BI
data gateway personal mode application.

Step 2: Install the gateway

1. Open the downloaded installer and start the installation. It will ask for the email address of
your Power BI service account.

2. Sign in with your email address and password. It will show that the application is running and
is online. Leave it running.
Step 3: Begin a schedule setup

1. Now open a Power BI Report and publish it to your workspace.

2. Then, in your workspace, hover over a previously published dataset for which you want to
set up a schedule refresh.

3. Select Schedule refresh, beside the dataset name, to start setting up the schedule refresh for
this dataset.
Step 4: Check the gateway connection

1. Check the next screen, which has various settings for your dataset. If your gateway is
properly connected with your Power BI service, you will see a Gateway and cloud
connections section here.

2. Scroll down and open the Gateway and cloud connections section.

Step 5: Edit credentials

1. Scroll down to the Data source credentials section and open it.

2. Select Edit credentials.

Step 6: Credentials settings

1. In the Configure popup, select Windows without Impersonation as the Authentication

method

2. Then select Organization as the Privacy level setting for this data source.

3. Select Sign In and you are done with your gateway configuration.

Step 7: Refresh interval

1. Scroll further down and open the Refresh section. The refresh schedule is set to Off by
default.
 2. Turn the refresh schedule to On.

3. Select Refresh frequency and Time zone.

4. You can also set the Time manually.

5. Select Apply, and you are done.

Conclusion

In this activity, you learned how to install a personal data gateway, set it up with your Microsoft
Power BI account, and configure a scheduled refresh for a dataset inside your workspace. This
knowledge is crucial for ensuring that your Power BI reports and dashboards are up to date with the
latest data, providing accurate insights for better decision-making.
In-depth: Manage datasets

Introduction

By completing this lesson, you’ve prepared for the data sources section of the PL-300 exam. If you’d
like to delve deeper into the topics you’ve covered in the Microsoft Power BI Analyst Professional
Certificate program, you can revisit the content in previous courses.

Datasets and gateways

Power BI datasets are the backbone of data visualization and analytics in the Power BI ecosystem.
They provide a structured foundation upon which reports and dashboards are built, pulling from
various data sources to deliver consolidated insights. By managing and refining these datasets, users
can ensure accurate, up-to-date, and meaningful visualizations for decision-making.

Previously, in the course called Deploy and Maintain Power BI Assets and Capstone project, you were
introduced to the concept of Power BI data gateways and how they facilitate the updating of cloud-
based data sources from both personal and organizational databases. You also learned about various
gateway types and their specific roles. This lesson provided a deeper understanding of the underlying
mechanics of these gateways and the advantages they offer to businesses. As part of the practical
activity work, you also went through the steps of installing the Power BI Data

Scheduled refresh in Power BI is a critical feature that ensures your reports and dashboards remain
updated with the latest data. Instead of manually updating data sources, users can set up a schedule,
allowing Power BI to pull the newest data at defined intervals automatically. This is especially
valuable for organizations that rely on timely insights, as data can change frequently. You learned
how to set up schedule refresh for the datasets in your Power BI workspace. This was also taught in
the Item Configure Dataset Refresh.

Security and monitoring

Also in Deploy and Maintain Power BI Assets and Capstone project, was the topic of: What is row
level security? There you learned about row level security (RLS), a powerful feature designed to
enhance data protection and access control within reports and dashboards. It allows report creators
to implement restrictions on data at a granular level, ensuring that viewers can only access
information pertinent to their role or function. There are two types of RLS: static and dynamic. While
static RLS requires explicit user-role assignments for data access, dynamic RLS controls data visibility
based on user attributes or login credentials. During the Deploy and maintain Power BI Assets course,
you also learned how to configure static RLS and dynamic RLS in your Power BI workspace.

You learned that permissions to access datasets in Power BI can be provided in multiple ways,
primarily through sharing within a workspace or by using a workspace app. While sharing directly
through a workspace grants collaborative capabilities and direct interaction with datasets,
disseminating them through a workspace app encapsulates reports, dashboards, and datasets in a
more controlled package. You also learned how to configure dataset permissions. There was a useful
permission cheat sheet provided. Finally, you learned how these dataset permissions can affect
different departments in an organization and how to share data outside the organization effectively.

Conclusion

Power BI helps users manage and visualize data effectively. You've looked at how data is updated
through gateways, kept current with scheduled refreshes, and kept secure with row-level security.
Different ways to share and control access to this data were also discussed. These tools and features
ensure that everyone gets access to the right data at the right time. The lessons covered offer a
comprehensive guide to harnessing the full potential of Power BI. To pass the Microsoft PL-300 and
excel in the field, mastering these skills is imperative.

Additional Resources: Manage datasets

Introduction

You’ve learned many things about dataset management. Here are some additional resources that will
help you expand your knowledge.

Data gateways

A data gateway is a bridge that provides quick and secure data transfer between on-premises data
(data that isn't in the cloud) and cloud-based services like Power BI. You can download the data
gateway applications and learn more about the installation and configuration process.

Scheduled refresh

You already know how a scheduled data refresh can help you keep your datasets in the cloud up to
date automatically. This ensures viewers of your report always see the latest data. Read more about
data refresh in Power BI.

Row-level security

Finally, more information on row-level security and how to configure it with the built-in enhanced
row-level security editor.

Conclusion

Continue your upskilling on dataset management with these and other resources that you find
relevant to your studies.