Publishing Dataset to Powe BI Workspace

This article provides information on how to publish a dataset to a Power BI workspace. In this case, the dataset and report files are separated.

Detailed Information

  1. Open Power BI Desktop to create a new report. 
  2. Connect to the data source. You can follow one of the following pages:
  3. Build the model. Check the following checklist. Read Tips for Refining Your Data Model for tips.
  • format data
  • Check data type
  • Assign friendly field names 
  • define all the relationships and filter directions
  • Apply sort order of the field
  • DAX measures
  • custom columns
  • hide all the key/id fields
  • document model

4. Test the model and calculations 

5. Create a simple test visual. The visual can be simple since the actual report creation will happen later.

6. Configure RLS and test roles if needed. See the Row Level Security in Power BI page for more information.

7. Save as a PBIX or PBIT file on a SharePoint folder to source control. Give it an appropriate name, and then append the name with “- Dataset”. Make sure your desktop and SharePoint folder are synced. If not, please see Sync SharePoint User Libraries to Your Computer for instructions.

        showing the name and location of the Power BI SharePoint file in the File Explorer.

8. Click "Publish" to publish the report to a Power BI service. (Make sure you were signed in) Pick the designated data workspace.
        showing the location of the publish button.

9. Once that report is published, click the link on the pop up window and go to Power BI Service. There will be both a dataset and a report in the workspace.
         showing the link to click to go to the Power BI.

showing how the census workspace contains a Power BI workbook and dataset.

10. The report can now be deleted from the data workspace so that the workspace only contains the dataset. This will not affect the dataset.

11. Configure Read and Build permissions as needed for users and groups who will be using the data

    1. Give "Read" access to the dataset for the consumers:
      Click the ellipses next to the dataset and choose "Manage Permissions".

      Uncheck the boxes and enter email addresses:
      showing the Add User pop up window with the two boxes unchecked.
      The access should show as "Read".
      showing a list of users and their access permissions for the Census Dataset.
    2. Give access to the data workspace (Choose either Admin/ Member/ Contributor/ Viewer) if the user uses the dataset. Click "Access" at the top of the page and add email addresses. If the consumers only read the reports via the app, they don't need to get access to the workspace. The "Read" access set up on the step above will take care of the access.
       
  2. 12. Configure Row-Level Security (RLS) on the dataset level and assign all users and groups to appropriate roles.
               showing the location of the security button in the more drop down menu where you would configure row-level security.
  3. 13. Perform all the additional QA and Testing, and follow through the Dataset Certification process (coming soon)

    14. Document the model 

Other Resources:

Environment

  • Power BI
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