Simplifying Power BI Workspace Management for Enhanced Results
Managing Power BI
Workspaces
•
Jason Theophanes
•
IT Manager
•
Old Trapper Smoked Products
•
Power BI: Workspace
Organization & Management
•
Managing Automated
Scheduled Refresh of
Datasets
•
On-Premise Gateway
Workspace Organization
•
Department-based naming schemas
•
Local organization & storage of .PBIX files
•
Usage of ‘My Workspace’ minimized
Workspace prefix examples:
•
Power BI Reports are built using
the Desktop Application.
•
.PBIX Files centrally maintained &
organized by department.
•
Recommended Storage options:
- On-Premise File Server
- Cloud-based Storage
Local Management of .PBIX files:
Power BI - Scheduled Refresh & Datasets:
Scheduled Refresh:
•
After publishing a Power BI Report to a workspace,
you need to set the frequency & time of the refresh.
•
You can select ‘Daily’ and choose up to 8 times to
have the report update during that day.
•
Direct Query reports offers more frequent refresh
intervals.
Import vs Direct
Query
•
Data is imported so it provides
better performance
•
More options for importing data
•
More options for DAX functions
& data manipulation
Import
Direct Query
•
Build visuals from large datasets
•
Faster scheduled refreshes
•
No Size limitation
Power BI - Scheduled Refresh & Datasets:
Dataset Management:
•
Each dataset needs to be configured & mapped
to the on-premise gateway
On-Premise Gateway
Some Examples:
•
On-Premise ERP
•
On-Premise SharePoint
•
SQL Server
•
Local Folder Structure
•
Local Files, Excel
The Gateway provides an automated & secure
bridge between on-premise and cloud datasets.
•
Install Gateway on a local server
•
Login using 365 authentication
On-Premise Gateway
Check out these upcoming
Power BI Sessions!
•
Power BI: Optimizing End-User Experience
Wednesday, 12
th
10:45am-11:45am
Lafayette 4 – Convention Center, Mezzanine
•
9½ Tips for Awesome Visualizations in Power BI
Wednesday, 12
th
2:00pm - 2:45pm
Lafayette 3 – Convention Center, Mezzanine
•
Power BI Embedded in Dynamics 365 F&O
Thursday, 13
th
9:00am – 9:45am
Suwannee 2 – Convention Center, Mezzanine
Explore best practices and strategies for managing Power BI workspaces effectively, including workspace organization, local file management, scheduled refresh of datasets, and import versus direct query considerations. Join the largest independent gathering of the Microsoft user ecosystem to learn from fellow users and optimize your Power BI experience.
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Presentation Transcript
The Largest IndependentGathering of the Microsoft User Ecosystem For Users, By Users Managing Power BI Workspaces Jason Theophanes IT Manager Old Trapper Smoked Products Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Agenda For Users, By Users Power BI: Workspace Organization & Management Managing Automated Scheduled Refresh of Datasets On-Premise Gateway The Largest Independent Gathering of the Microsoft User Ecosystem @ 2022 Dynamic Communities
Workspace Organization Decrease Complexities, Deliver Results. Department-based naming schemas Local organization & storage of .PBIX files Usage of My Workspace minimized Workspace prefix examples: For Users, By Users @ 2022 Dynamic Communities
Local Management of .PBIX files: For Users, By Users Power BI Reports are built using the Desktop Application. .PBIX Files centrally maintained & organized by department. Recommended Storage options: - On-Premise File Server - Cloud-based Storage The Largest Independent Gathering of the Microsoft User Ecosystem @ 2022 Dynamic Communities
Power BI - Scheduled Refresh & Datasets: Scheduled Refresh: After publishing a Power BI Report to a workspace, you need to set the frequency & time of the refresh. You can select Daily and choose up to 8 times to have the report update during that day. Direct Query reports offers more frequent refresh intervals. Decrease Complexities, Deliver Results. For Users, By Users @ 2022 Dynamic Communities @ 2022 Dynamic Communities
Import vs Direct Query Decrease Complexities, Deliver Results. Import Data is imported so it provides better performance More options for importing data More options for DAX functions & data manipulation Direct Query Build visuals from large datasets Faster scheduled refreshes No Size limitation For Users, By Users @ 2022 Dynamic Communities
Power BI - Scheduled Refresh & Datasets: Dataset Management: Each dataset needs to be configured & mapped to the on-premise gateway Decrease Complexities, Deliver Results. For Users, By Users @ 2022 Dynamic Communities @ 2022 Dynamic Communities
On-Premise Gateway For Users, By Users The Gateway provides an automated & secure bridge between on-premise and cloud datasets. Some Examples: On-Premise ERP On-Premise SharePoint SQL Server Local Folder Structure Local Files, Excel The Largest Independent Gathering of the Microsoft User Ecosystem @ 2022 Dynamic Communities
Install Gateway on a local server Login using 365 authentication Decrease Complexities, Deliver Results. On-Premise Gateway For Users, By Users @ 2022 Dynamic Communities
For Users, By Users Thank you for attending! Check out these upcoming Power BI Sessions! Power BI: Optimizing End-User Experience Wednesday, 12th 10:45am-11:45am Lafayette 4 Convention Center, Mezzanine 9 Tips for Awesome Visualizations in Power BI Wednesday, 12th 2:00pm - 2:45pm Lafayette 3 Convention Center, Mezzanine Power BI Embedded in Dynamics 365 F&O Thursday, 13th 9:00am 9:45am Suwannee 2 Convention Center, Mezzanine The Largest Independent Gathering of the Microsoft User Ecosystem Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
