Practical Power BI Organising your Groups Workspaces and
Practical Power BI – Organising your Groups, Workspaces and Power BI Apps Greg Nash Power. BIWorld. Tour. com #PBIWorld. Tour
Session Objectives… • Understand Identity and Security in Power BI • Learn about workspaces (My Workspace, App workspaces, Apps) • Learn options for sharing reports • Learn strategies for organising reports Power. BIWorld. Tour. com #PBIWorld. Tour
Session Agenda • Wait. . Why do I care again? • Understanding Power BI Identity • App Workspaces and O 365 Groups • Power BI App Workspace Approaches/Strategies Power. BIWorld. Tour. com #PBIWorld. Tour
Greg Nash • • • Principal Consultant Dear Watson Consulting http: //powerbiprofessionals. com PUG Melbourne Leader @Nashtastic Power. BIWorld. Tour. com #PBIWorld. Tour
Wait. . Why do I care about workspaces? Power. BIWorld. Tour. com #PBIWorld. Tour
Power. BIWorld. Tour. com #PBIWorld. Tour
Why you should care? • It’s easy to get workspaces/groups/apps wrong • You might create a mess in Office 365 groups • People will find Power BI confusing • It creates a barrier to usability • You may purchase the wrong type/number of licenses • You might upset IT access managers / helpdesk • You might need to rebuild/copy reports to multiple workspaces • You will struggle to publish reports and keep track of versions Power. BIWorld. Tour. com #PBIWorld. Tour
In other words. . • It’s more expensive • It will make you unpopular • It creates more work for you You Power. BIWorld. Tour. com #PBIWorld. Tour
Understanding Power BI Identity Power. BIWorld. Tour. com #PBIWorld. Tour
Power. BIWorld. Tour. com #PBIWorld. Tour
Power. BIWorld. Tour. com #PBIWorld. Tour
Power. BIWorld. Tour. com #PBIWorld. Tour
Power. BIWorld. Tour. com #PBIWorld. Tour
Power. BIWorld. Tour. com #PBIWorld. Tour
Power. BIWorld. Tour. com #PBIWorld. Tour
Power BI Workspaces Power. BIWorld. Tour. com #PBIWorld. Tour
What is “My Workspace” • It is created by default for your account • a repository for Power BI content in the service • It is a place for you to build and test content • It could a place for users to access reports Power. BIWorld. Tour. com #PBIWorld. Tour
What is “My Workspace” • It is created by default for your account • a repository for Power BI content in the service • It is a place for you to build and test content • It could a place for users to access reports Power. BIWorld. Tour. com #PBIWorld. Tour
What is an “App Workspace” • Can be used to restrict access to reports • It is a repository for Power BI content in the service • It is a place for content creators to collaborate • It could be a place for testers to test • It could a place for end users to access reports Power. BIWorld. Tour. com #PBIWorld. Tour
What is an “App Workspace” • Can be used to restrict access to reports • It is a repository for Power BI content in the service • It is a place for content creators to collaborate • It could be a place for testers to test • It could a place for end users to access reports (actually… maybe) Power. BIWorld. Tour. com #PBIWorld. Tour
Power. BIWorld. Tour. com #PBIWorld. Tour
Winter is here… IN THE PAST: • An App Workspace had a one to one relationship with an Office 365 group – this was bad. AUGUST 2018 Release: • An Office 365 group is no longer created by default (if you try the new experience) • Groups can be associated with workspaces if you wish. Power. BIWorld. Tour. com #PBIWorld. Tour
So now… what is RLS? • RLS stands for Row Level Security • Used to restrict access at the DATA level • E. g Regional manager only sees his region when accessing the report Power. BIWorld. Tour. com #PBIWorld. Tour
Refresher - App Workspaces, Office 365 Groups and Row Level Security Power. BIWorld. Tour. com #PBIWorld. Tour
Power BI Apps and Embedded Power. BIWorld. Tour. com #PBIWorld. Tour
So what is a “Power BI App”? • It is a way to share content to end users • It has a searchable experience • It will be more of a focus when “Home” becomes GA • It should be used with large user bases Power. BIWorld. Tour. com #PBIWorld. Tour
Demo – Power BI Apps Power. BIWorld. Tour. com #PBIWorld. Tour
The Power BI Development Process and Workspace Strategies Power. BIWorld. Tour. com #PBIWorld. Tour
Basic Development Process • Content Creator builds some content in Power BI • CC publishes this report to a workspace (NOT “My Workspace”) • CC shares report to end users • CC make changes as required and updates the report in the workspace Power. BIWorld. Tour. com #PBIWorld. Tour
Demo – Basic Development Process Power. BIWorld. Tour. com #PBIWorld. Tour
Intermediate Development Process • Content Creator builds some content in Power BI • CC publishes this report to a shared workspace • CC shares report to end users for testing • CC make changes as required and updates the report in the workspace • Once tested they submit the report for publishing • Publisher publishes report to production workspace • Report is shared to end users via an App Power. BIWorld. Tour. com #PBIWorld. Tour
Demo – Intermediate Development Process Power. BIWorld. Tour. com #PBIWorld. Tour
Advanced Development Process • • • Content Creator builds some content in Power BI CC publishes this report to a sandpit workspace CC shares report to test user group for testing CC make changes as required and updates the report in the workspace Once tested they submit the report for publishing BI Developer redevelops solution from scratch based on CC prototype BI Developer publishes to Test workspace and shares for testing Once tested and verified report is submitted for publishing Publisher publishes report to production workspace Report is shared to end users via an App Power. BIWorld. Tour. com #PBIWorld. Tour
Demo – Advanced Development Process Power. BIWorld. Tour. com #PBIWorld. Tour
Strategies for Organising your Workspaces 1. Workspaces – Basic Development Process 2. Dev Workspace / Production Apps – Intermediate Development 3. Test + Prod Workspaces/Apps – Advanced Development Power. BIWorld. Tour. com #PBIWorld. Tour
Summary • Lock down Workspace creation • Define functional and cross functional workspace/reporting requirements based on user groups • Consider using Row Level Security to reduce the number of reports • Think about your development process • Use a workspace strategy that suits your development process • Use Onedrive or Sharepoint to manage file versions Power. BIWorld. Tour. com #PBIWorld. Tour
Session Objectives… • Understand Identity and Security in Power BI • Learn options for sharing reports • • • Can I just use Desktop? What is an App Workspace? What is a Power BI App? What is RLS? What is Power BI Embedded? • Learn strategies for organizing reports Power. BIWorld. Tour. com #PBIWorld. Tour
Don’t forget to join your local PUG to enjoy year-round networking and learning. http: //www. pbiusergroup. com/melbourne
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