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 Duration 14 hours

Course Outline

Microsoft Power BI Desktop online

  • Integrating Power BI within the broader Power Platform ecosystem
  • Distinguishing between Power BI editions, specifically outlining the capabilities and constraints of the online service
  • Managing licensing structures and account types to facilitate online operations for government users

The workspace and dashboard of the Power BI service

  • Establishing workspaces and identifying their core functional components
  • Administrating access controls and permission hierarchies within a workspace
  • Understanding the functional scope and usage of "My workspace"
  • Constructing and modifying dashboards to suit specific analytical needs
  • Evaluating dashboard components, including their operational capabilities and inherent limitations

Power BI online reporting

  • Utilizing pre-existing reports developed in Power BI Desktop for online distribution
  • Exporting report content to PDF, Excel, and PowerPoint formats, as well as embedding elements within PowerPoint presentations
  • Comparing internal report sharing protocols with public publishing modes
  • Analyzing report usage metrics to assess engagement and impact

Data sets and data repositories

  • Developing data sets and repositories, including an examination of their structural elements
  • Repurposing existing data sets within new report frameworks
  • Retrieving data sources as PBIX files and conducting data set analysis using Microsoft Excel
  • Examining the dependencies of Power BI Online queries and associated objects

Dataverse and Power Query Online

  • Defining Dataverse and identifying its applications in professional workflows
  • Establishing and managing Dataverse data sources, including data import and connection processes
  • Distinguishing between organization-level and user-level areas of control
  • Configuring data source synchronization schedules and implementing access control measures

Online data refresh and security

  • Executing manual data refreshes through the republishing process
  • Implementing the Data Gateway infrastructure to enable automated data refreshing
  • Incorporating new data sources into the gateway and automating refresh cycles via Power Automate
  • Creating tables with granular permission controls and integrating them into the data model
  • Formulating and editing access rules, as well as assigning user roles to these rules

Report subscriptions

  • Understanding the operational mechanics of report subscriptions
  • Enrolling specific users in individual subscription lists
  • Configuring the frequency and timing of notification dispatch

Power BI integration

  • Configuring application settings and managing the publishing process
  • Defining and enforcing application-level permissions
  • Acquiring and deploying pre-built application templates
  • Distributing applications across SharePoint sites and external web properties
  • Integrating Microsoft Teams with Power BI reporting capabilities
  • Preparing reports for optimization on mobile devices
  • Designing dedicated mobile views and ensuring responsive report layouts

Data gateways

  • Installing and configuring a personal data gateway
  • Managing data gateway connections and connectivity status
  • Scheduling automated data update cycles
  • Implementing security protocols and access control measures for gateway operations

Requirements

This training is intended for personnel engaged in the processing and analysis of large-scale data, including analysts and accountants. The curriculum scope encompasses the publication and management of online data models.

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