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  • Up and Running With Power BI Service 21

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    juan gutierrez
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    This document outlines common actions that can be taken on reports, dashboards, datasets, and dataflows within a Power BI workspace. Some key actions include sharing reports and dashboards with colleagues, refreshing underlying data sources, setting automated refresh schedules, deleting or editing various items, and managing permissions and data lineage. The interface allows analyzing items in Excel, saving copies, setting usage metrics and permissions.

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    635348004-Up-and-Running-with-Power-BI-Service-21

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    This document outlines common actions that can be taken on reports, dashboards, datasets, and dataflows within a Power BI workspace. Some key actions include sharing reports and dashboards with colleagues, refreshing underlying data sources, setting automated refresh schedules, deleting or editing various items, and managing permissions and data lineage. The interface allows analyzing items in Excel, saving copies, setting usage metrics and permissions.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    7 views1 page

    Up and Running With Power BI Service 21

    Uploaded by

    juan gutierrez
    This document outlines common actions that can be taken on reports, dashboards, datasets, and dataflows within a Power BI workspace. Some key actions include sharing reports and dashboards with colleagues, refreshing underlying data sources, setting automated refresh schedules, deleting or editing various items, and managing permissions and data lineage. The interface allows analyzing items in Excel, saving copies, setting usage metrics and permissions.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    COMMON WORKSPACE ACTIONS

    Power BI Content Datasets + Dataflows


    Ecosystem

    Share – Reports & Dashboards with colleagues & coworkers Refresh Now - Refresh underlying source data
    Account Tiers
    Favorite – Add selected report or dashboard to Favorites Scheduled Refresh – Set automated refresh schedule

    User Personas More – Contextual menu with additional settings & options More – Contextual menu with additional settings & options

    Account Creation
    Reports Dashboards Datasets Dataflows*
    • Analyze in Excel • Delete • Analyze in Excel • Delete
    • Delete • Settings • Create Report • Edit
    Interface
    Overview
    • Quick Insights • View Usage Metrics • Delete • Export .json
    • Save a Copy • View Lineage • Quick Insights • Properties
    • Settings • Security • Refresh History
    Workspaces
    • View Usage Metrics Workbooks • Rename • Settings
    • View Lineage • Refresh Now • Settings • View Lineage
    Building Blocks • Edit • Download (.pbix or .rdl) *Dataflows not available through My Workspace
    • Settings • Manage Permission
    • Delete • View Lineage

    *Copyright 2021, Maven Analytics, LLC

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