Power BI Governance This is a Header Strategies

Power BI Governance This is a Header Strategies THIS Chris IS Seferlis A SUBTITLE – Practice Manager – NE/NY

About me: • Former CIO – 20+ years in IT This is a Header THIS IS A SUBTITLE • Worked with Microsoft Data Platform for about 10 years • Speak, blog, tweet @bizdataviz • US Army Veteran • Linked. In: cseferlis • blog. pragmaticworks. com • blog. bizdataviz. com

What is Data Governance • Wikipedia: Data governance is a data management concept concerning the capability that enables an organization to ensure that high data quality exists throughout the complete lifecycle of the data. The key focus areas of data governance include availability, usability, consistency, data integrity and data security. This includes establishing processes to ensure effective data management throughout the enterprise such as accountability for the adverse effects of poor data quality and ensuring that the data which an enterprise has THIS IS A SUBTITLE can be used by the entire organization. This is a Header

Governance… aka: • Wikipedia: Data governance is a data management concept concerning the capability that enables an organization to ensure that high data quality exists throughout the complete lifecycle of the data. The key focus areas of data governance include availability, usability, consistency, data integrity and data security. This includes establishing processes to THIS IS A SUBTITLE ensure effective data management throughout the enterprise such as accountability for the adverse effects of poor data quality and ensuring that the data which an enterprise has can be used by the entire organization. This is a Header

Qaulity Data… what is? This is a Header THIS IS A SUBTITLE • Generally: • Verified/Validated • Consistent • Without Duplicates (Clean) • What does it mean to you? • What does it mean to your organization? • How do we get there? • Who is responsible?

AVAILABILITY USABILITY CONSISTENCY DATA SECURITY UNDERLYING PROCESS What else? This is a Header THIS IS A SUBTITLE DATA INTEGRITY

The Evolution of BI 3 rd wave End user BI Everyone This is a Header 2 nd wave Self-service BI THIS IS A SUBTITLE 1 st wave Corporate BI Analyst to end user IT to end user

Approaches to Data Prep: Access Share Clean Visualize Mash-up This is a Header THIS IS A SUBTITLE Explore

Deployment Approaches Business-Led Self-Service BI IT-Managed Self-Service BI Corporate BI Bottom-Up Approach Blended Approach Top-Down Approach Analysis using any type of data source; emphasis on data exploration and freedom to innovate A “managed” approach wherein reporting utilizes only predefined/governed data sources Ownership: Business supports all elements of the solution Ownership: IT: data + semantic layer Business: reports Utilization of reports and dashboards published by IT for business users to consume Scope of Power BI use by business users: Data preparation, data modeling, report creation & execution Governed by: Business Scope of Power BI use by business users: Creation of reports and dashboards Governed by: IT: data + semantic layer Business: reports This is a Header THIS IS A SUBTITLE Ownership: IT supports all elements of the solution Scope of Power BI use by business users: Execution of published reports Governed by: IT

Phases of Delivery Phase 2: Phase 1: Current State Assessment Prototyping This is a Header THIS IS A SUBTITLE Phase 4: Support & Scalability Phase 3: Publishing & Monitoring

Phase 1: Assessment §Evaluate Current vs Desired State §User Surveys §Cross-functional team development §SME interviews §Outcome: Use Case Development This is a Header §Low complexity – quick wins THIS IS A SUBTITLE §High value – build confidence §Governance impact §Establish early on who should be able to access what, when, and how

Phase 2: Prototyping § Use Case Development § What’s required? § § § Extraction Cleansing/Mashing Modeling Measures/Calculations Reports This is a Header Governance! THIS IS A SUBTITLE § Who are the key personnel – who takes point? “Better a diamond with a flaw than a pebble without” Confucius

Phase 3: Publishing and Monitoring § Workspace Management (Dev, UAT, Prod) § Data Refresh/Validation § Report/Dataset User Security and RLS § Data Classification Tags § Incremental Improvements THIS IS A SUBTITLE § Data Catalog § Data Dictionary § Usage Patterns This is a Header

Phase 4: Support and Scalability § Evaluate stability of deployment § Will it support enterprise-level scale? Does it need to? § How do reports/refresh perform? § Is consolidation required? § What isis your of defense for Developers and Users? This a line Header § How new users added? How do we keep track of THIS IS are A SUBTITLE licensed users? § Are reports being deployed efficiently? Are we refreshing the same model multiple times? § Are deployed reports being used and taking up unnecessary space in your tenant?

Training § How is the process defined/information disseminated? § Who is developing what? § What is the best method for your environment? This is a Header § Workshops? § On-Demand? § Ad-Hoc? THIS IS A SUBTITLE § How do you ensure standards are followed?

This is a Header THIS IS A SUBTITLE Congrats! You’ve now deployed your use case and are harnessing the value of Power BI! So, now what? Well…

Power BI: Total Support Requires Collaboration Office 365 Admin Power BI Admin Data Stewards IT Help Desk DBA Team Architecture Team Development Teams PBI License Management User Security Data Governance PBI User Support Data Refresh Management Workspace & App Architecture Development Best Practices New Report Development This is a Header PBI Environment Management Dataset Monitoring Personal Gateway Support Enterprise Gateway Mgmt PBI Data Security Compliance Reporting Internal Data Q&A PBI on Premises Server Support THIS IS A SUBTITLE PBI Architecture PBI Developer Support Code & Design Review PBI Update Management PBI Developer Support Report Maintenance Performance Optimization

Top Customer Challenges with Power BI This is a Header Security and License Management Compliance & Governance PBI user and developer Support THIS IS A SUBTITLE Backup & Recovery of Reports Monitoring & Report Automation development backlog Architecture standards & Update management

Security and License Management Challenges: 1. Ensure proper distribution of licenses to users by role and needs. 2. Understanding who has access to what reports. This is a Header 3. Who has access to the data sources. THIS IS A SUBTITLE 4. Be alerted of violations

Data Proliferation and Compliance Challenges: • Knowing who has access to what datasets • Widespread dataset duplication across the enterprise • Understand what reports have THIS IS A SUBTITLE personal / HIPPA data in them This is a Header

Power BI Tenant Metadata Considerations § Reviewing report usage patterns § Ensuring data balances § Monitoring security for reports and data § Monitoring licenses extended and being used § Eliminating data duplication THIS IS A SUBTITLE § Checking capacity status and refresh times This is a Header

Power BI Usage Metrics § Log in to your Power BI Admin Portal to review information about: § Users § Global Tenant Settings § Capacity Settings (Premium or Pro) This is a Header § Premium offers breakdown of CPU and memory Usage § Dataflow Storage (preview) THIS IS A SUBTITLE § Use ADLS Gen 2! § https: //docs. microsoft. com/en-us/power-bi/service-dataflows-azure-datalake-integration https: //docs. microsoft. com/en-us/power-bi/service-adminportal

Power BI Tenant Metrics This is a Header THIS IS A SUBTITLE

Getting Your Security Audit Logs § Office 365 Audit Logs (in the O 365 portal): § Get access to the logs and download them § Search for only Power. BI Activities § Review or Export the data for further analysis § Over 70 Power BI events are captured This is a Header § Use Power. Shell to export and search audit logs THIS IS A SUBTITLE § Many parameters and operations to work with § API call from within Power BI in JSON format – but only gives 7 days https: //docs. microsoft. com/en-us/power-bi/service-adminauditing

Tracking Power BI Service Health § Log in to your Microsoft 365 Tenant § Check the Service Health Specifying Power BI § Review details of advisories or adverse health conditions This is a Header https: //docs. microsoft. com/en-us/power-bi/service-admin. THIS IS A SUBTITLE health

Management with Power. Shell § Data Module § Power. BIDatasource § Power. BIDataset § Power. BITable § Power. BIRow § Power. BIColumn THIS IS A SUBTITLE • Profile Module – Power. BIService. Account, This is a Header Power. BIAccess. Token, Power. BIRest. Method, Power. BIError • Reports Module – Power. BIReport, Power. BITile, Power. BIDashboard, Power. BIImport https: //docs. microsoft. com/en-us/powershell/power-bi/overview? view=powerbi-ps

Power BI: Total Support Requires Collaboration Office 365 Admin Power BI Admin Data Stewards IT Help Desk DBA Team Architecture Team Development Teams PBI License Management User Security Data Governance PBI User Support Data Refresh Management Workspace & App Architecture Development Best Practices New Report Development This is a Header PBI Environment Management Dataset Monitoring Personal Gateway Support Enterprise Gateway Mgmt PBI Data Security Compliance Reporting Internal Data Q&A PBI on Premises Server Support THIS IS A SUBTITLE PBI Architecture PBI Developer Support Who gets assigned what tasks? Code & Design Review PBI Update Management PBI Developer Support Report Maintenance Performance Optimization

Power BI Governance and Deployment Approaches Whitepaper This whitepaper discusses governance and ways to deploy Power BI. It was published March 2016, but the ideas and processes discussed are still relevant. https: //powerbi. microsoft. com/en-us/documentation/powerbi-admingovernance/ Best Design Practices for Reports and Visuals This page provides a wealth of information about design principles for effective Power BI data visualizations. https: //docs. microsoft. com/en-us/power-bi-visualization-bestpractices This is a Header THIS IS A SUBTITLE Bidirectional Filtering in Power BI This whitepaper discusses the impact of using bidirectional cross-filtering in Power BI Desktop (and Analysis Services), including behaviors a data modeler/author needs to be aware of in order to use the capability without unintended side effects. https: //docs. microsoft. com/en-us/power-bi/desktop-bidirectional-filtering Other Important Docs

Have Any Questions? Thank you! This is a Header THIS IS A SUBTITLE @pragmaticworks blog. pragmaticworks. com @bizdataviz youtube. com/pragmaticworks