Datasets Sharing with Best Practices in Power BI

What problem are we solving today?
Share content within the organization so consumers can access it, use it in other Power BI reports, add to it if they want more functionality and measure by adding it in Composite model.

This post will explain how a Power BI Developer may leverage existing Power BI datasets as a data source in their new report. Additionally, programmers can create a Composite Model, a hybrid dataset, using local datasets. A dataset can be marked as Endorsed or Certified if the owner, developer, or architect wants to make it accessible to all developers. The following parts describe a step-by-step procedure.

Endorse:

Promotion and certification are two options offered by Power BI for endorsing your material to raise its visibility.
 

Promotion:

Promoting content is a way to draw attention to the content you believe is beneficial for others to use. It promotes the shared usage and dissemination of content inside an organization.

When individuals feel the content should be shared, any content owner and any user with write access to the workspace where the content is housed may promote it. 

Certification:

Certification signifies that the content satisfies company’s data or other requirements and is fit for usage within the organization. Content may only be certified by authorized reviewers (as permitted by the Power BI administrator for that content). 

Currently, endorsing is available for:

  • Datasets
  • Dataflows
  • Reports
  • Apps
Endorsed datasets may be made discoverable in your organization if dataset discoverability has been enabled. Users who don’t have access to a dataset will be able to locate it and seek access if it is discoverable. For additional information, see Discoverability of datasets. Make sure the dataset contains an informative description before endorsing it. The description is crucial since it appears to users in the dataset information tooltip in the datasets hub and on the details page for the dataset. Users can more easily find datasets that could be of value to them by using descriptions. For information on how to submit a dataset description, see Dataset description.
 

Promote Content:

To promote content, you need write permissions to the workspace where the content is located.

  1. Go to the settings of the content you want to promote.
  2. Expand the endorsement section and select Promoted.
A Make discoverable checkbox indicates that you may make it easy for users who do not have access to the dataset to locate it when you are promoting a dataset. Information about dataset discovery is provided.
 

Steps to Certify Content:

 1.  In the Admin portal, go to Tenant settings.
 2.   Under the Export and sharing settings section, expand the Certification section.
 
steps to certify content

 

Certify:

Material certification is a significant responsibility, and only authorized users are permitted to certify content. Content certification might be requested by other users.
  1. Get write access to the workspace containing the material you wish to certify. These rights can be obtained from the content owner or anybody with admin access to the workspace.
  2. After carefully reviewing the content to ensure that it fits with corporate regulations, navigate to the workspace where it is stored, and then access the settings for the content you wish to certify.
  3. Click Apply.
 

Request to Certify:

Follow the procedures below if you want to certify your material but are not permitted to do so.

  1. Go to the workspace where the material you wish to certify is hosted, and then click Settings.
  2. Extend the section on endorsements. Because you are not permitted to certify material, the Certified button is greyed out. Click the link to learn how to certify your material.
 
If you followed the link but was redirected, it signifies that your Power BI administrator has not made any information available. Contact the Power BI administrator directly in this scenario.
 
 
See this link for more information and guidelines directly from Microsoft on Content endorsements.
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    Shahid Khan

    Shahid Khan

    Shahid is a maestro in Data Architecture, Azure, Power BI – basically everything data.
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