This course outlines critical Power BI Administration & Governance for successful deployment in your organization, covering topics like deployment, data refresh, security, collaboration, data governance, and auditing.
Proper Power BI Administration and Governance is a critical aspect of having a successful Power BI deployment across your organization. This course provides the framework necessary to successfully integrate Power BI into your corporate environment. In this course we cover various topics such as deployment, data refresh, security, collaboration, data governance, auditing and more.
Course Outline ( Free Preview)
Module 00 - What You Need to get Started
Module 01 - Introduction
In this Power BI Service Administration class, Greg introduces students to the essential roles and responsibilities of a Power BI administrator, also known as a Fabric administrator. Greg covers key topics such as service architecture, workspace management, tenant-level settings, and user management, emphasizing the importance of a reliable and educated administrator. Students will also learn about advanced tools and strategies, including PowerShell, sensitivity labels, and data gateways, to effectively manage and protect their organization's data.
Module 02 - Power BI Administration Roles and Responsibilities
In this module, Greg explains the key responsibilities of a Power BI service administrator, emphasizing the importance of managing and maintaining the Power BI service architecture and ensuring data security. Critical tasks include controlling collaboration and sharing policies, monitoring usage and performance, and ensuring compliance with local laws and organizational guidelines. Greg also highlights the dual role of administrators as both leaders and educators, ensuring that all users adopt best practices and understand the policies in place.
Module 03 - Am I a Power BI Administrator?21 min.
In this module, Greg explains how to determine if you are a Power BI Service administrator, focusing on three main methods: using the Power BI service itself, the Microsoft 365 Admin Center, and the Azure portal. He emphasizes the importance of identifying the "Fabric Administrator" role, which encompasses the traditional Power BI Service administrator responsibilities, and provides detailed steps to check and manage these roles.
Module 04 - Power BI Service Architecture22 min.
In this session, Greg provides an overview of the Power BI service architecture, emphasizing the transition from a Power BI user to an administrator. He highlights the importance of the admin portal, tenant settings, and the various functionalities available to administrators, such as managing workspaces, connections, and gateways.
Module 05 - Power BI Licensing Options23 min.
In this video, Greg explains the various Power BI licensing options, emphasizing the differences between free, Pro, and Fabric capacities. He highlights the importance of understanding data capacity, refresh rates, and the distinction between shared and dedicated capacities, which are crucial for efficient data management and performance.
Module 06 - Deployment3 min.
In this video, Greg discusses the deployment options for Power BI, focusing on cloud-based and on-premises methods. He explains that cloud-based deployment to Power BI service is seamless and user-friendly, while on-premises deployment using Power BI Report Server involves more steps and limitations, particularly with data sources and mobile BI integration. Greg also touches on the importance of workspaces in organizing reports and the governance considerations for allowing users to create their own workspaces.
Module 07 - Sharing and Collaboration16 min.
In this session, Greg explains the essentials of sharing and collaboration in Power BI, focusing on creating and managing workspaces. He highlights the importance of controlling who can create workspaces to avoid clutter and emphasizes the use of Power BI templates (PBIT files) for version control. Additionally, Greg discusses the benefits of using apps for sharing reports with specific audiences, including internal teammates and external guest users.
Module 08 - Managing Power BI Workspaces12 min.
In this video, Greg explains the importance of managing workspace settings in Power BI, emphasizing the need to prevent crucial reports from being hosted in personal workspaces due to their limitations. He demonstrates how to create a new workspace, assign it to a relevant domain, and adjust tenant-level settings to control who can create workspaces and share content.
Module 09 - Promoting and Certifying Datasets16 min.
In this session, Greg explains the importance of promoting and certifying data sets within an organization using Power BI. He highlights that promoting a data set makes it more visible and encourages user interaction, while certifying it ensures it meets specific quality and compliance standards.
Module 10 - Usage Metrics16 min.
In this session, Greg delves into the management of Power BI workspaces, emphasizing the importance of understanding roles such as administrator, member, contributor, and viewer, and their respective permissions. He highlights the significance of report usage metrics, which allow workspace administrators to track report interactions, user engagement, and performance trends.
Module 11 - Security13 min.
In this module, Greg introduces the concept of row-level security (RLS) in Power BI, emphasizing its importance in managing data access without creating multiple reports for different users. He explains how RLS allows administrators to define roles and assign them to users, ensuring that individuals only see data relevant to their role, such as East Coast or West Coast sales. Greg also highlights the use of DAX expressions to create dynamic RLS, which can adapt based on user logins, making data security more efficient and manageable.
Module 12 - Sensitivity Labels38 min.
In this video, Greg explains the importance of sensitivity labels in data management within Power BI, highlighting how these labels help classify and protect sensitive information by applying labels such as public, confidential, and highly confidential. He demonstrates how to apply these labels to reports and semantic models, ensuring that the labels carry downstream to all related content, thereby maintaining data security and compliance. Greg also introduces the Purview Hub, a tool for tracking and managing sensitivity labels and endorsements across the organization, emphasizing its role in enhancing data protection and visibility
Module 13 - Data Gateways19 min.
In this module, Greg explains the concept of data gateways, emphasizing their role in facilitating secure data transfer between on-premises data and cloud services. He covers the installation and configuration process, the importance of scheduling data refreshes, and the differences between DirectQuery and live connections.
Module 14 - Dataflows10 min.
In this module, Greg explains the concept of data flows in Power BI, emphasizing their role in standardizing the extract, transform, and load (ETL) process. He highlights how data flows can streamline data preparation by organizing and cleaning data consistently, making it reusable and easier to manage. Greg also demonstrates the practical application of data flows using Power Query online, showing how to import, transform, and publish data efficiently.
Module 15 - PowerShell Integration6 min.
In this video, Greg explains how Power BI administrators can enhance their capabilities using Windows PowerShell. He demonstrates the installation of the Power BI Service Management module, connecting to a Power BI account, and retrieving a list of workspaces using specific PowerShell commands.
Module 16 - Goals9 min.
In this session, Greg introduces the concept of goals within Power BI, emphasizing their importance in tracking business metrics. He demonstrates how to create a scorecard, link it to live data, and set dynamic goals that adapt to changes, using examples like tracking failed banks and sales targets.
Module 17 - Class Wrap Up1 min.
Congratulations! You have successfully completed the Power BI Service Administration course. As a Power BI Service Administrator, you are now equipped with the knowledge and skills to tackle the challenges of managing and optimizing Power BI services within your organization. Remember, the Power BI ecosystem is constantly evolving, so stay updated and continue to perfect your craft. Use this course as a reference guide for future updates and enhancements. We wish you the best of luck in your journey as a Power BI Service Administrator.
Gregory Trzeciak has his master’s degree in Education from the University of Florida. He has 9 years of teaching experience in high school, college level, and summer programs where he was recognized as a top educator and leader in interactive education. As a trainer at Pragmatic Works, his primary goal is to help individuals gain confidence in using Power BI and the Power Platform. While not in the office, he enjoys fantasy football, walking his dog, and running half-marathons!
To follow along with this class you will need the following:
- A Power BI Pro Account
- Optional Power BI administrative rights
- Optional O365 administrative rights