Category: Power BI Governance

Azure, Business Intelligence - BI, Data Catalog, Power BI, Power BI Governance, Purview, Self-Service BI

Power BI Governance, Good Practices: Setting up Azure Purview for Power BI

Power BI Governance, Good Practices: Setting up Azure Purview for Power BI

Microsoft newly announced a piece of very exciting news that Azure Purview now supports Power BI. This is massive news from a data governance point of view. Azure Purview is the next generation of Azure Data Catalog with more metadata discovery power and the ability to use sensitivity labels. After reading the news, I immediately decided to set up my test environment and give it a go. I followed the steps mentioned in this article on the Microsoft documentation website but I faced some difficulties to get it to work. And here we are, another blog post to help you to set up the Azure Purview for Power BI.

Note: In this blog post I am not intending to explain what Azure Purview is. You can find heaps of useful information here.

Creating an Azure Purview Resource

We first need to have an Azure subscription, if you don’t have, don’t worry, you can start your Azure free trial subscription here. The following steps explain how to set up Azure Purview for Power BI:Login to the Azure Portal

  1. Click Create a resource button
Creating Azure Purview resource in Azure Portal
Creating Azure Purview resource in Azure Portal

2. Type in Purview in the search box

3. Click Azure Purview

Searching for Purview resource in Azure Portal
Searching for Purview resource in Azure Portal

4. Click the Create button

5. Select your Subscription

6. Select a Resource group or Create new if you don’t have any

7. Type in a name in the Purview account name text box

8. Select the Location

9. Click Review + Create (if you require to do more configurations click Next:Configuration > button)

Creating Azure Purview Account
Creating Azure Purview Account

At this point, Azure validates the configurations and requirements. You may get an error message like below:

Continue reading “Power BI Governance, Good Practices: Setting up Azure Purview for Power BI” →
Business Intelligence - BI, Power BI, Power BI Desktop, Power BI Governance, Power BI Service, Self-Service BI

Power BI Governance, Good Practices, Part 2: Version Control with OneDrive, Teams and SharePoint Online

Power BI Governance, Version Control with OneDrive for Business, Microsoft Teams and SharePoint Online

One of the most important aspects of the software development life cycle is to have control over different versions of a solution, especially in a project where there is more than one developer involved in the implementation. Just like when you normally create a project in visual studio and you commit the changes back to a source control system like GitHub or Azure DevOps, it’s advised to keep the history of different versions of your Power BI reports. What we expect from a source control solution is to keep tracking of all changes happening in the source code while developing a project. So you can easily roll back to a previous state if you like to. 

The other benefit of having a source control process in place is when multiple developers are working on a single project. Every single one of them makes changes in the source code then they commit all the changes into the source control server without overwriting each others’ work. 

With Power BI things are a bit different though. Power BI report files are PBIX files which are stored in binary format (well, PBIX is basically a zip file isn’t it?) which at the time of writing this post, there is no official way to enforce Power BI source control in any source control solutions like GitHub or Azure DevOps (YET). 

Microsoft announced a fantastic feature last week (6/05/2020) named “Deployment Pipelines” which does exactly what we’re after, but it is currently a preview feature which is only available only to organisations with Power BI Premium. So it is out of the game for the majority of us.

Having said that, there is still a way to keep history of changes in the shape of different versions of PBIX files. This is called Version Control.

There are several ways you can enable version control over your PBIX files while developing the report. Regardless of the version control platform you need to think about having multiple environments and who can access them for doing what.

EnvironmentAccessible toDescription
DevelopmentDevelopersData modellers and report writers access this environment for development purposes.  
User Acceptance Test (UAT)Developers, SMEs, Technical Leads, Power BI AdminsAfter the development is finished the developers deploy the solution to the UAT environment. The solution will then be tested by SMEs (Subject Matter Experts) to make sure the business requirements are met.
Pre-prod (Optional but recommended)Technical Leads, Power BI AdminsAfter the solution passed all UAT testing scenarios Technical Leads or Power BI Admins will deploy it to Pre-prod for final checks to make sure all data sources are correctly pointing to production data sources and all reports and dashboards are working as expected.  
ProductionTechnical Leads, Power BI Admins, End UsersAfter pre-prod checks completed Technical Leads or Power BI Admins deploy the solution to the Production environment which is then available to the end users.

Version Control Options

If your organisation does not have a Premium capacity then “Deployment Pipelines” feature is not available to you. So you need to come up with a solution though. In this section I name some Version Control options available to you

  • OneDrive for Business
  • Microsoft Teams/SharePoint Online
Continue reading “Power BI Governance, Good Practices, Part 2: Version Control with OneDrive, Teams and SharePoint Online” →
Power BI, Power BI Governance, Self-Service BI

Introducing Power BI Governance and Adoption Good Practices Series

Introducing Power BI Governance Series

In my experience working in IT industry from early 2000 one aspect of dealing with data that is always taken very seriously is data governance.

For many years the industry learnt how important it is to have a data governance process in place to keep your data safe and healthy so you get the most out of your data. Power BI is no different to any other data platforms, so data governance is an important part of it. However, the concept of self-service data management which offers all the beauties and power an agile approach caused some organisations not to think about their governance approach from the outset.

On the other hand, some people find governance as a burden which slows down the adoption. Some people think even worse, they think governance is a stopper which puts a lot of unnecessary restrictions in place which decreases efficiency.

But in reality if you start data governance planning sooner than later you can protect your organisation from a lot of risks down the road which can get really nasty and costly like:

  • Risk of law suits due to data leakage and privacy issues
  • Untrusted data analysis and reporting due to poor quality of data
  • Poor performing solution due to lack of auditing
  • Inefficient development outcomes due to undefined environments
Risks of lack of governance
Continue reading “Introducing Power BI Governance and Adoption Good Practices Series” →
Business Intelligence - BI, Good Practices, Power BI, Power BI Governance

Power BI Governance, Good Practices, Part 1: Multiple Environments, Data Source Certification and Documentation

Power BI Governance, Good Practices, Part 1: Multiple Environments, Data Source Certification and Documentation

Power BI is taking off, and it’s fast becoming the most popular business intelligence platform on the market. It’s easy to engage with and get professional results quickly, making it the perfect tool for organisations looking to beef up their BI prowess and make data driven decisions through-out the organisation.

Gartner 2020 Magic Quadrant for Analytics and Business Intelligence Platforms
Did you know that Gartner named Microsoft as the 2020 leader in their Magic Quadrant for Analytics and Business Intelligence Platforms?

In this post we’re going to look at three good practices for implementation and give you the tips you need to make sure you avoid common pitfalls so you are on the fast track to success with Power BI on your organisation.

1. Setup multiple environments

When working on a Power BI implementation project, it’s wise to have multiple environments to manage the lifecycle of your BI assets. Below we’ve listed several environments that should be considered depending on the complexity of the project and your organisation’s needs.

Development (aka Dev)

Being able to keep on top of the many reports you’re testing, and having the ability to track changes that occur, is essential as you get setup. Without a specific Dev environment, your production environment will quickly become overwhelmed with assets, making it hard to maintain and manage.  

When working in the dev environment, make sure that you have data sources specifically for development. We’ve seen production data used in dev on many occasions which can lead to serious privacy and data sovereignty issues. Your dev data sources shouldn’t contain sensitive data. 

These development environments can be on your local network or in cloud storage (like OneDrive for Business or GitHub). It is recommended to have separate Workspaces in Power BI Service for each environment.

Tip: The data sources of all published reports to Power BI Service must be sufficient for development use only and should avoid including confidential data.

User Acceptance Testing (aka UAT) 

The people who will be using the reports daily are the ones who should be testing them – they know the business best, and will be able to identify opportunities and gaps that the development team may not be able to identify themselves. By making sure the user is brought into the process early on, it maximises the value added to the business.

User acceptance testing is the last phase of testing. The UAT environment should only be created once the solution has been fully tested in Dev and approved by senior Power BI developers.

Continue reading “Power BI Governance, Good Practices, Part 1: Multiple Environments, Data Source Certification and Documentation” →