Security and Sharing in Power BI.

Introduction

As businesses continue to embrace the power of data-driven decision making, many are turning to Power BI to provide the tools and resources needed to analyze business data in ways that weren’t possible before. Power BI is a cloud-based business intelligence platform that enables users to analyze data from a variety of sources and present it in visually appealing ways. It’s easy to use, and its intuitive user interface makes it accessible to anyone, regardless of technical expertise.

However, like any software that handles sensitive data, it’s important to understand how to properly configure Power BI for security and sharing. This article will provide a step-by-step guide to setting up Power BI for secure and effective business analysis.

Step 1: Create a Workspace

A workspace is like a folder for Power BI. It is a place to store reports and dashboards, as well as any data sources used in creating them. When working with Power BI, it’s important to create a workspace for each project or analysis you’re working on. This will help ensure that your data is kept separate from other projects and is only accessible to those who have permission to view it.

To create a workspace, simply open the Power BI app and select the “New Workspace” option. You can then enter a name and description for your workspace.

Step 2: Invite Members

Once your workspace is created, you can invite members to join. This is done by entering their email addresses in the “Invite Members” section. You can also set their permission levels, which will determine what type of access they have to the workspace. For example, some members may only have viewing access, while others may have editing access.

Step 3: Add Data Sources

Once you’ve invited members to your workspace, you can add data sources. Data sources are the files, databases, and other data sources that you want to use in your analysis. To add a data source, simply select the “Add Data Source” option from the workspace menu. You can then select the type of data source you want to use and enter the appropriate connection information.

Step 4: Create Reports and Dashboards

Once you have added data sources to your workspace, you can start creating reports and dashboards. To do this, simply select the “Create Report” or “Create Dashboard” option from the workspace menu. You can then choose the data sources you want to use and start creating your report or dashboard.

Once you’ve created your reports and dashboards, you can share them with other members of your workspace. To do this, simply select the “Share” option from the workspace menu. You can then enter the email addresses of the members you want to share your report or dashboard with. Once they’ve accepted the invitation, they will be able to view your report or dashboard.

Conclusion

Power BI is a powerful business intelligence platform that can help businesses make data-driven decisions. However, it’s important to understand how to properly configure Power BI for security and sharing. This article provided a step-by-step guide to setting up Power BI for secure and effective business analysis. By creating workspaces, inviting members, adding data sources, creating reports and dashboards, and sharing them with other members, businesses can ensure that their data remains secure and can be easily accessed by those who need it.