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Course Outline

Microsoft Power BI Desktop Online Capabilities

  • The role of Power BI within the Microsoft Power Platform ecosystem.
  • An overview of version distinctions, including the specific capabilities and constraints associated with the online environment.
  • Overview of licensing requirements and account classifications for online operations.

Navigating Workspaces and Dashboards in the Power BI Service

  • Procedures for establishing a workspace and identifying its core components.
  • Methods for managing user access rights and permissions within a workspace.
  • Definition and utility of “My workspace.”
  • Creation and modification protocols for dashboards.
  • An assessment of dashboard components, including functional capabilities and operational limitations.

Online Reporting Functionality

  • Utilizing reports developed in Power BI Desktop within the online environment.
  • Exporting reports to PDF, Excel, and PowerPoint formats, including embedding capabilities for presentations.
  • Differentiating between sharing reports with authorized colleagues and publishing content in a public mode.
  • Analyzing report usage metrics to monitor engagement.

Data Sets and Data Repositories

  • Construction of data sets and repositories, including their constituent elements.
  • Integration of existing data sets into new reports.
  • Procedures for retrieving a data source as a .pbix file and conducting data set analysis in Microsoft Excel.
  • Tools for visualizing dependencies among Power BI Online queries and objects.

Dataverse and Power Query Online Operations

  • Conceptual overview of Dataverse and its application scenarios within organizational workflows.
  • Creation, management, and connection to Dataverse data sources, including data import procedures.
  • Distinctions between the organization area and user-specific areas.
  • Configuration of data source synchronization schedules and access control measures.

Online Data Refresh Protocols and Security Standards

  • Manual data refresh procedures via report republishing.
  • Installation and configuration of the On-premises Data Gateway to enable automated data refreshes.
  • Adding new data sources to the gateway and automating refresh processes using Power Automate.
  • Establishment of permission-controlled tables and their integration into data models.
  • Creation, editing, and assignment of access rules and user memberships.

Report Subscription Management

  • Mechanisms governing the operation of report subscriptions.
  • Procedures for adding users to specific subscription configurations.
  • Configuration of notification frequency settings.

Power BI System Integration

  • Application configuration and publication processes.
  • Management of application permissions.
  • Access to and deployment of pre-built applications.
  • Publishing applications to SharePoint sites and external web platforms.
  • Integration of Power BI reports within Microsoft Teams environments.
  • Optimization of report preparation for mobile device compatibility.
  • Utilization of dedicated mobile views and specific design principles for mobile reporting.

Data Gateway Infrastructure

  • Deployment procedures for personal gateways.
  • Management of data gateway connections.
  • Scheduling mechanisms for data updates.
  • Implementation of security measures and access control protocols.

Requirements

This instruction serves for government entities requiring personnel engaged in the processing and analysis of extensive datasets, including analysts and accountants. The curriculum encompasses the online publication and administration of data models.

 14 Hours

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Price per participant

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