Business Data Analytics & Advanced Excel · Intermediate level

Intermediate level · Module 5 of 6 · 13 guided hours

Report Operations and Governance

Run reports reliably: publish, refresh, secure and govern them so people can trust the numbers.

Learning objectives

  • Publish to workspaces and manage access
  • Plan and troubleshoot refresh
  • Govern data accuracy, ownership and row-level security

Topics

  • workspaces and apps
  • roles and access
  • scheduled refresh and gateways
  • refresh troubleshooting
  • data ownership and accuracy
  • row-level security

Lessons

  1. Lesson 1 Workspaces, Sharing and Access

    Organise published content in workspaces and give the right people the right access.

    workspaceappworkspace rolesleast privilege

  2. Lesson 2 Refresh and Troubleshooting

    Keep reports current with scheduled refresh and fix refresh failures quickly.

    scheduled refreshon-premises data gatewayrefresh historyfailure notifications

  3. Lesson 3 Governance and Row-Level Security

    Assign ownership, protect accuracy and restrict what each user sees with row-level security.

    data owneraccuracy checksrow-level securitytesting roles

Practical activity

Write the reporting solution's operations and governance plan, implement row-level security for branch managers and simulate a refresh failure.

Expected outcomes

  • Reliable, trusted reporting operations
  • Appropriate data access

Assessment

Governance plan review and a row-level security test.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.