Business Data Analytics & Advanced Excel · Intermediate level

Intermediate level · Module 5: Report Operations and Governance · Lesson 1 of 3

Workspaces, Sharing and Access

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

In this lesson you will

  • Publish to workspaces and apps
  • Assign roles and share appropriately

Key concepts

workspaceappworkspace rolesleast privilege

The lesson

Workspaces hold reports and models for a team; apps package reports for wider audiences. Separate development from published content where possible.

Workspace roles control who can edit and who can only view. Give the least access needed.

Review access regularly and remove people who leave. Sharing depends on licences and organisational settings.

Step by step

  1. Plan workspaces for the solution.
  2. Define roles for each user group.
  3. Publish to a practice workspace if available.
  4. Write the access review schedule.

Practice activity

Write the access plan for the reporting solution.

Expected result: A least-privilege access plan with review dates.

Check your understanding

  1. What is a Power BI app for?

    Show answer

    Packaging reports for a wider audience.

  2. What principle guides access?

    Show answer

    Least privilege: only the access needed.

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