Microsoft Certified: Power BI Data Analyst Associate PL-300 Book

"The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data" => one dataset and two separate workspaces Reason: All data can be imported into one dataset also if these are two logical models. Shared dimensions can be reconsumed in both models. Reports and additional materials can be shared to the board with an app. The "profit and loss" data model needs RLS for the analysts and the analysts must have just read access to the original workspace. In a separate workspace with contributer (or more rights) they can create new reports (with live connection to the dataset). It is also stated that the new reports mustn't be shared so therefore no need to include them into the app. Import vs. DirectQuery: Due to RLS requirements an imported dataset is needed. It is not possible with file sources and Sharepoint lists.

Box 1: The Viewer role to the workspace

The Viewer role gives a read-only experience to its users. They can view dashboards, reports, or workbooks in the workspace, but can’t browse the datasets or dataflows. Use the Viewer role wherever you would previously use a classic workspace set to “Members can only view Power BI content”.

Box 2: Build

The analysts must be able to build new reports from the dataset that contains the profit and loss data.

Scenario: The reports must be made available to the board from powerbi.com.

The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.

Scenario: Revenue projections are set at the monthly level and summed to show projections for the quarter.

Box 1: IF

Box 2: ISFILTERED

ISFILTERED returns TRUE when columnName is being filtered directly. If there is no filter on the column or if the filtering happens because a different column in the same table or in a related table is being filtered then the function returns FALSE.

Box 3: SUM

Box 1: Using a workspace membership

Scenario:

The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.

Note: Workspace is a shared environment for a group of people. You can have multiple Power BI content in a workspace. One workspace can have hundreds of dashboards, reports, and datasets in it.

Box 2: A mail-enabled security group

Scenario: Security Requirements

The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.