COURSE 7 – DEPLOY AND MAINTAIN POWER BI ASSETS AND CAPSTONE PROJECT

Module 2: Deploying Assets

MICROSOFT POWER BI DATA ANALYST PROFESSIONAL CERTIFICATE

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TABLE OF CONTENT

INTRODUCTION – Deploying assets

In this module, you will delve into the deployment of Power BI assets, gaining a thorough understanding of the processes and strategies involved. You will explore deployment pipelines in detail, learning how they function and why they are essential for maintaining data integrity within an organization. By examining the critical role of these pipelines, you will discover how they ensure that data remains accurate, reliable, and consistent throughout the deployment process.

This module will equip you with the knowledge and skills needed to effectively manage Power BI assets, emphasizing the significance of deployment pipelines in safeguarding data integrity and enhancing overall data quality in business operations.

Learning Objectives

  • Create, implement and manage Workspaces
  • Create and publish an app in Power BI
  • Manage and refresh datasets.

SELF-REVIEW: CREATING A SHARED WORKSPACE

1. What contents are created in Power BI Service when uploading a .pbix file?

  • A report, a dashboard, and a dataset. (CORRECT)
  • A report, a dashboard, and a data model.
  • A report, a data model, and a dataset.

Correct! These three report parts are uploaded as different content parts on the Power BI Service.

2. What percentage of storage capacity is consumed by the Orders Report content against the total workspace storage capacity?

  • 0.01% (CORRECT)
  • 1%
  • 10%

Correct! The Orders Report utilizes 1MB of space. So, it occupies merely 0.01% of the 10GB storage capacity provided with a Pro license.

3. True or False: When republishing a report in a workspace, a warning appears onscreen that the dashboard is about to be overwritten.

  • True 
  • False (CORRECT)

Correct! A warning does appear on the screen when re-publishing a report. However, it warns that the dataset with the same name is about to be overwritten, not the dashboard.

4. Which of the following statements best describes the primary distinction between personal and shared workspaces in Power BI?

  • Personal workspaces are for individual analysis, while shared workspaces enable team collaboration. (CORRECT)
  • Personal workspaces offer more options than shared workspaces for data security.
  • Personal workspaces are for storing data, while shared workspaces are for visualization.

Correct! Personal workspaces are for individual tests and experimentations, while shared workspaces are the collaboration hub for the team.

5. True or False: Changes made to a report in Power BI desktop are automatically reflected in the version of the report in a shared Power BI Service workspace.

  • True
  • False (CORRECT)

Correct! To push your changes to Power BI Service, you must re-upload the report to the shared workspace.

6. True or False: Individuals assigned the role of Viewer can add and modify content in a shared workspace.

  • True
  • False (CORRECT)

Correct! The role of Contributor allows an individual to add and modify content.

KNOWLEDGE CHECK: DEPLOYING ASSETS

1. What is the main purpose of workspaces in Power BI Service?

  • Workspaces are used to collaborate on data. (CORRECT)
  • Workspaces are used to develop data models.
  • Workspaces are used to visualize data.

Correct! A Power BI Service workspace is a collaborative area where you can share dashboards and reports.

2. Which of the following options can be modified by a user through Power BI Service workspace settings? Select all that apply.

  • System Storage (CORRECT)
  • Workspace Access
  • Contact list (CORRECT)
  • License Mode (CORRECT)

Correct! System storage settings are a major part of workspace settings, providing information and configurations on managing the workspace storage capacity.

Correct! The Contact list is a part of workspace settings, depicting which users or groups will be notified of workspace issues.

Correct! The License mode of every workspace can be directly modified using workspace settings.

3. True or False: A senior data analyst who collaborates on a workspace’s content and is also responsible for adding new analysts should be granted the Contributor role.

  • False (CORRECT)
  • True

Correct! The Member role provides this level of permission. Although the Contributor role would enable the senior data analyst to modify the content, it would not enable him to grant access to others.

4. Which of the following can be integrated as content into workspace apps? Select all that apply.

  • Dashboards (CORRECT)
  • Reports (CORRECT)
  • Datasets
  • External links  (CORRECT)

Correct! Dashboards can be incorporated into workspace apps as content.

Correct! Reports are one of the main content types that can be integrated into workspace apps.

Correct! External links can be directly implemented in workspace apps, providing variety in the app outcome.

5. What is the purpose of managing audiences in workspace apps?

  • Distributing the contents of a report to multiple users and groups.
  • Configuring content visibility for different users and groups. (CORRECT)
  • Assigning workspace roles to users and groups.

Correct! Managing audiences enables users to access only relevant content within a workspace app.

6. True or False: A workspace app is a collection of workspace dashboards, reports and datasets.

  • True (CORRECT)
  • False

Correct! Workspace apps collect all workspace content (reports, dashboards and datasets) in a single place for ease of use.

KNOWLEDGE CHECK: MONITORING WORKSPACES

1. What new type of metric does the Workspace Metrics Preview feature introduce?

  • User Engagement Trend
  • Usage Metrics
  • Report Performance (CORRECT)

Correct! Report Performance and opening time latency is the new metric introduced in the Workspace Metrics.

2. What feature enables a user to compare report usage across the workspace?

  • Report Performance 
  • Report Usage
  • Report List (CORRECT)

Correct! The Report list page in the new usage report enables users to compare report usage among all workspace’s reports.

3. True or False: The improved Usage Metric report refreshes daily with new monitoring data.

  • True  (CORRECT)
  • False

Correct! The improved Usage Metrics report updates every day with new data.

4. What does a Report View represent in the improved Usage Metrics report?

  • The last refresh date of the dataset.
  • The number of times the report has been opened. (CORRECT)
  • The number of reports and dashboards in the workspace.

Correct! Report View analyzes the number of times users have opened the report.

5. Which actions may require you to resume a scheduled refresh in the Usage Metrics report? Select all that apply.

  • A report is updated with changes to the dataset.
  • The update to the new workspace metrics usage feature.
  • The user who first launched the Usage Metrics report leaves the organization. (CORRECT)
  • The credentials of the report’s dataset expire. (CORRECT)

Correct! If the user who first launched the report leaves, then resuming a scheduled refresh may be necessary.

Correct! The expiration of the dataset’s credentials would halt a scheduled refresh. You would then be required to resume a scheduled refresh.

6. What new metrics have been introduced in the recent update with the Workspace Metrics Feature in Power BI? Select all that apply

  • Report access frequency
  • Report performance review (CORRECT)
  • Usage metrics
  • Workspace reports metrics (CORRECT)

Correct! With the new metrics feature, users can monitor the performance of the workspace reports.

Correct! The new metrics feature allows users to access the usage metrics of all reports simultaneously.

7. Where can you find information on the new metrics introduced in the Workspace Usage report feature?

  • In the Power BI community forums.
  • In the workspace settings documentation.
  • In the FAQ page of the new usage report feature. (CORRECT)

Correct! The new usage report feature contains a detailed FAQ page with all necessary information about its new tools.

SELF-REVIEW: CONFIGURING A DATASET

1. True or False: A new gateway must be installed for each new workspace created.

  • False  (CORRECT)
  • True

Correct! A gateway must be installed once for every user connecting their local machine to the Power BI Service.

2. What maximum number of scheduled refreshed instances could you set up daily?

  • 8   (CORRECT)
  • 3
  • Unlimited

Correct! For .xlsx files that use Import mode in Power BI, 8 is the maximum number of daily refreshes.

3. Why was the Certified option disabled when endorsing the dataset?

  • A dataset must first be promoted before it can be certified.
  • Dataset owner permissions are needed to certify a dataset.
  • Tenant admins must enable the dataset certification option.  (CORRECT)

Correct! An admin must enable the certification option before other users can certify content.

4. True or False: Dataflows can collect and transform data from only one dataset type.

  • True
  • False  (CORRECT)

That’s correct. Dataflows collect and transform data from various sources like SQL databases and Excel files, which are then loaded into datasets. These datasets, a collection of processed data, feed into the reports.

5. True or False: A Power BI gateway establishes a secure and reliable connection between your on-premises data and the Power BI service on Microsoft’s cloud.

  • True (CORRECT)
  • False

That’s correct. A Power BI gateway connection allows the Power BI service to access and retrieve data from on-premises data sources.

6. What does the incremental refresh policy need to function?

  • Power BI Desktop datetime range parameters. (CORRECT)
  • A Power BI time-based refresh schedule.
  • For a user to select Refresh in Power BI service.

Correct! A datetime range needs to be adjusted on a table to apply an incremental refresh policy.

7. What benefit does promoting a dataset in Power BI offer?

  • It ensures the dataset is accessible to all workspace members.
  • It removes outdated or unreliable datasets from the workspace.
  • It makes the dataset easily discoverable and flags it as trusted. (CORRECT)

Correct! Promoting a dataset highlights it in the workspace, encouraging collaboration and making it easily discoverable.

KNOWLEDGE CHECK: DATASETS AND GATEWAYS

1. What steps must you take before setting up a refresh schedule?

  • Promote the dataset.
  • Configure incremental refresh parameters.
  • Create a gateway connection. (CORRECT)

Correct! You must create a gateway connection before setting up a refresh. This connection bridges the dataset with its data sources.

2. True or False: A Power BI admin must enable promotion and certification through the portal.

  • False (CORRECT)
  • True

Correct! Power BI admins must enable certification, but the promotion feature is always available.

3. What does a dataset certification in Power BI signify?

  • The dataset has recently been refreshed.
  • The dataset’s data quality has been verified. (CORRECT)
  • The dataset has been created by an administrator

Correct! A certified dataset is a verified source of information ready to be used to build accurate, standardized reports.

4. Which of the following refresh options are available in Power BI? Select all that apply

  • Triggered refresh when new data is generated in the data source.
  • Manual on-demand refresh by a workspace user. (CORRECT)
  • Weekly refresh on a Monday morning. (CORRECT)
  • Refresh button in workspace apps.

Correct! Power BI allows users to refresh a dataset anytime using the on-demand refresh feature.

Correct! Power BI supports a scheduled refresh. This enables users to organize the dataset refresh in specific intervals.

5. Which of the following can be endorsed in Power BI? Select all that apply.

  • Dashboards
  • Datasets (CORRECT)
  • Gateways
  • Apps (CORRECT)

Correct! Datasets can be endorsed in Power BI.

Correct! Apps can be endorsed in Power BI.

KNOWLEDGE CHECK: MAINTAINING WORKSPACES AND DATASETS

1. What is the default name of the final environment in Power BI development lifecycles?

  • Production environment (CORRECT)
  • Live environment
  • Development environment

Correct! The default name given by Power BI development lifecycles is the Production environment.

2. What is the optimal environment to use when developing new features in Power BI?

  • Production environment
  • Test environment
  • Development environment (CORRECT)
  • Workspace app

Correct! All new features and overall changes in your data and reports should be initially implemented in the development environment.

3. True or False: Caching in Power BI Premium or Embedded stores query results temporarily, making data retrieval faster by reducing the need to fetch data repeatedly.

  • True (CORRECT)
  • False

Correct! Caching maintains user selections, bookmarks and filters on reports, directly enhancing the report’s performance.

4. Which Workspace options let you view the relationships between all workspace components?

  • Lineage view (CORRECT)
  • List view
  • Impact analysis

Correct! Lineage view shows the complete path of data sources to all their respective datasets, reports, and dashboards.

5. Which feature in Power BI service allows users to assess the potential impact of dataset changes on downstream reports and dashboards?

  • Quick Insights
  • Impact analysis (CORRECT)
  • Cache Query

Correct! With impact analysis, a user can easily identify all the components across workspaces that a change in this dataset would impact.

6. In which environment are the finalized Power BI reports made accessible to end-users?

  • Production environment (CORRECT)
  • Test environment
  • Development environment

Correct! The Production environment is where the Power BI reports finally become available to end-users, after having been meticulously tested.

7. Which of the following environments is NOT a default option in a new Power BI Deployment pipeline?

  • Production
  • Staging (CORRECT)
  • Development

Correct! A Staging environment is not one of the default stages of a Power BI deployment pipeline

8. True or False: The Lineage view provides a visual representation of the relationships between your data elements.

  • True (CORRECT)
  • False

Correct! The lineage view displays relationships between datasets, dataflows, reports, and dashboards.

9. True or False: Query caching can directly improve a dataset’s performance in Power BI, when its DirectQuery connection loads large amounts of data.

  • True
  • False (CORRECT)

Correct! Not quite. Query caching is unavailable in DirectQuery mode. It’s specifically tailored for Import mode in Power BI Premium or Embedded.

10. Which of the following issues could trigger a refresh failure in Power BI? Select all that apply.

  • Modified data source credentials. (CORRECT)
  • Incorrect gateway configurations. (CORRECT)
  • A syntax error in a DAX query.
  • Slow report loading times.

Correct! A modification to the data source credentials will result in a failure when the dataset is refreshed because the gateway no longer has secure access.

Correct! An incorrect gateway configuration will prevent the dataset from being refreshed because it disrupts the connection between Power BI and the data source.

MODULE QUIZ: DEPLOYING ASSETS

1. What is the primary difference between personal and shared workspaces in Power BI?

  • Shared workspaces can be created by Power BI admins only. Any user can create personal workspaces.
  • Personal workspaces allow multiple users. Shared workspaces are restricted to one user.
  • Personal workspaces are for individual users. Shared workspaces are for teams. (CORRECT)

Correct! Personal workspaces are for individual use, while shared workspaces are designed for collaboration.

2. A member of Lucas’s team needs to create and publish content but should not be able to add or remove other workspace users. What role should Lucas assign to this user?

  • Contributor (CORRECT)
  • Admin
  • Member
  • Viewer

Correct! Contributors in Power BI can create and publish content but cannot modify other users’ access rights.

3. Adio has created a new Workspace app for Adventure Works. How can he distribute content to distinct users or teams with this app?

  • By managing the app’s audiences. (CORRECT)
  • By configuring the Workspace access settings.
  • By assigning users to separate versions of the app.

Correct! App authors can create different versions of the app by enabling & disabling parts of content according to separate audience groups.

4. Which of the following are new features added in the updated Usage metrics report? Select all that apply.

  • Report performance. (CORRECT)
  • Report usage across the workspace. (CORRECT)
  • Number of report views.
  • List of users accessing the report

Correct! The updated usage metrics report contains a new page analyzing the loading times of report pages.

Correct! The updated usage metrics report enables access to the report views of all reports in a workspace.

5. On which of the following workspace contents can Adio configure a Power BI personal gateway?

  • Dataset (CORRECT)
  • Dashboard
  • Report

Correct! The Power BI gateway is configured on top of datasets to allow the connection of on-premises data sources to Power BI Service.

6. Which refresh option in Power BI desktop requires the user to set parameters?

  • Incremental Refresh. (CORRECT)
  • Scheduled Refresh.
  • On-demand refresh.

Correct! Incremental Refresh ensures that the dataset is partially refreshed according to parameters set by users. In Power BI Desktop, before publishing the report.

7. Only Power BI administrators can enable the Promoted endorsement for datasets.

  • False (CORRECT)
  • True

Correct! Power BI administrators can enable Certified endorsements for datasets. Promoted is always enabled.

8. Which of the following is a benefit of Deployment Pipelines in Power BI?

  • Real-time data refresh capabilities.
  • Increased data storage capacity.
  • Improved data integrity and collaboration. (CORRECT)

Correct! Deployment Pipelines improve productivity, enable faster delivery of content updates, and reduce manual work and errors

9. Lucas’s report has been validated for data quality and is ready to be shared with end-users. In which deployment pipeline environment should Lucas place this report?

  • Test
  • Production (CORRECT)
  • Development

Correct! The Production environment is where finalized content is placed for consumption by end users.

10. What is the primary purpose of conducting Impact Analysis on a dataset in Power BI Service?

  • To calculate the storage impact of a workspace.
  • To troubleshoot potential connectivity issues.
  • To identify what reports or dashboards could be influenced by the changes. (CORRECT)

Correct! Impact Analysis analyses the effects of changes to the dataset by identifying the workspaces, reports, and dashboards that these changes could impact.

11. A member of Lucas’s team needs to update and delete workspaces. What role should Lucas assign to this team member?

  • Viewer
  • Admin (CORRECT)
  • Contributor
  • Member

Correct! Admins can update and delete a workspace.

12. True or False: A single report can be added to multiple apps in the same workspace.

  • True
  • False  (CORRECT)

13. Lucas wants to analyze the usage metrics of his reports. He is specifically interested in finding out the total views of a report. Which usage metrics report page should Lucas visit to access metrics on the total views of the report?

  • The FAQ page. 
  • The Report performance page.
  • The Report usage page. (CORRECT)

Correct! The Report views and Report opens metrics can be found on the Report usage page of the Usage metrics report

14. What is the primary function of a Power BI gateway?

  • Connecting on-premises data sources to cloud content. (CORRECT)
  • Bridging Power BI Desktop with Power BI Service.
  • Sharing reports to external users.

Correct! With a Power BI gateway, you can establish a secure connection and refresh data from on-premises data sources to Power BI reports and dashboards.

15. What is the primary purpose of Deployment Pipelines in Power BI?

  • To deploy Power BI content on external websites
  • To delete outdated reports and dashboards.
  • To maintain separate environments for efficient deployment processes. (CORRECT)

Correct! Deployment Pipelines establish development, test, and production environments. This enables an efficient deployment process.

16. Lucas has created a sales report for Adventure Works management. In which deployment pipeline environment should Lucas initially place this report?

  • Production
  • Development (CORRECT)
  • Test

Correct! The Development environment is where new or updated content is initially placed for building and preliminary testing.

17. Which of the following are common issues that can be encountered when troubleshooting failing report refresh scenarios? Select all that apply.

  • Missing dataset endorsement.
  • Missing data points.
  • Missing data source credentials. (CORRECT)
  • Missing gateway. (CORRECT)

Correct! A data source that has not been authenticated will block the refresh of a Power BI dataset.

Correct! A gateway connection always needs to be configured when refreshing a dataset in Power BI Service.

18. Which of the following statements regarding Scheduled Refresh and Incremental Refresh are true? Select all that apply.

  • An Incremental refresh is only available for Direct Query datasets. 
  • A Scheduled Refresh refreshes the entire dataset, while Incremental Refresh only refreshes new or updated data. (CORRECT)
  • An Incremental Refresh requires a Power BI Premium subscription, while a Scheduled Refresh does not.
  • A Scheduled Refresh can be configured in Power BI Service, while Incremental Refresh is configured in Power BI Desktop. (CORRECT)

Correct! An Incremental refresh is the ability to refresh specific parts of the dataset, while A Scheduled refresh refreshes the whole dataset.

Correct! Incremental Refresh policies are defined in Power BI Desktop, while Scheduled Refresh settings are configured in Power BI Service.

19. Lucas wants to endorse a high-quality dataset in his team’s Workspace so all members can quickly identify and access accurate information without requesting specific endorsement permissions from an admin. Which of the following endorsement options can he use?

  • Certified
  • Discoverable
  • Promoted (CORRECT)

20. Which of the following is true about shared workspaces in Power BI?

  • They can only be created by Power BI administrators, unlike personal workspaces.
  • They allow multiple users to collaborate. (CORRECT)
  • They can’t be accessed by external users.

Correct! Shared workspaces are designed to facilitate collaboration among multiple users.

21. True or False: Adventure Works has assigned three pipeline workspaces to its data analytics team. However, the team doesn’t need to use all three.

  • True (CORRECT)
  • False

Correct! Power BI suggests three pipeline workspaces by default but allows users to create a customized deployment pipeline of 2-10 stages.

22. True or False: You must install a Power BI personal gateway when publishing content with an on-premises data source for the first time in a workspace.

  • False
  • True (CORRECT)

Correct! A Power BI personal gateway must be installed and configured the first time an on-premises data source is used in Power BI Service.

23. Lucas wants to analyze his report’s usage metrics to discover how long his content takes to load. Which report page should Lucas access to view the loading times?

  • The Report usage page.
  • The FAQ page.
  • The Report performance page. (CORRECT)

Correct! The report performance page analyzes the loading times of report pages in a workspace.

24. What is the primary purpose of endorsing datasets in Power BI?

  • To endorse the report’s accessibility.
  • To highlight high-quality content. (CORRECT)
  • To transfer ownership of datasets to other users.

Correct! Endorsing datasets through promotion or certification highlights valuable content and increases its visibility.

CONCLUSION – Deploying assets

In conclusion, this module equips you with the skills to deploy Power BI assets effectively and provides a deep understanding of deployment pipelines and their critical role in ensuring data integrity. By mastering these concepts, you will be able to maintain accurate, reliable, and consistent data throughout the deployment process, thereby enhancing the overall quality of data in business operations. This knowledge is essential for managing Power BI assets efficiently, ensuring that your organization can rely on robust and trustworthy data to drive informed decision-making and achieve business success.

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