In the previous post I explained the basic concepts around endorsement in Power BI. We discussed that users’ ability to collaborate in creating and sharing artifacts is one of the key aspects of users’ experience in Power BI. But it would be hard, if not impossible, to identify the quality of the artifact without a mechanism to identify the artifact’s quality in large organisations. Endorsement is the answer to this challenge. We discussed the following in the previous post:
In this post, I explain the following:
- How do Power BI administrators enable certification and grant rights to security groups?
- How to certify the artifacts?
How do Power BI administrators enable certification and grant rights to security groups?
In the previous post, we discussed that a Power BI administrator must enable certification and grant sufficient rights to the security groups. Therefore, all members of the specified security group are authorised to certify the artifacts. If you are a Power BI administrator, follow these steps to do so:
- After logging into Power BI Service, click the Settings button
- Click Admin Portal
- From the Tenant settings, scroll down to find the Export and sharing settings
- Find and expand the Certification setting
- Enable certification
- Put the certification process documentation URL (if any)
- It is not recommended to enable this feature for the entire organisation. So, select the Specific security groups option
- Type the security group name and select it from the list
- Click the Apply button
The following image shows the above steps:
It may take up to 15 minutes for the changes to go through. After that, all the members of the specified security can certify the artifacts. In the next section, we see how to certify the supported artifacts.
Everyone who has “write” permission on the Workspace containing the artifact can promote it. Therefore, the users or security groups with one of the Admin, Member, or Contributor roles in the Workspace can promote the artifacts.
However, one should not promote the artifacts just because he/she can. The organisations usually have a promotion process to follow, but the boundaries around promoting are often much more relaxed than certifying it.