Learn the essential steps to grant access permissions to business unit analysts in Power BI, including workspace roles and dataset permissions. Ensure your team has the right access to collaborate effectively.
Table of Contents
Question
You need to grant access to the business unit analysts.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Permission required in powerbi.com:
- Access permissions to an app
- The Member role to the workspace
- The Viewer role to the workspace
Permissions for the profit and loss dataset:
- Build
- Delete
- Reshare
Answer
Permission required in powerbi.com: Access permissions to an app
Permissions for the profit and loss dataset: Reshare
Explanation
Box 1: App permissions –
App permissions.
This section describes the kinds of permissions you can grant to the specified users
Allow all users to connect to the app’s underlying datasets using the Build permission
This option grants build permission on the app’s underlying datasets.
Etc.
Note: Contoso identifies the following security requirements for analyst access:
- Analysts must be able to access all balance sheet and product catalog data.
- Analysts must be able to access only the profit and loss data of their respective business unit.
- Analysts must be able to create new reports from the dataset that contains the profit and loss data, but the reports built by the analysts must NOT be included in the quarterly reports for the board.
- Analysts must NOT be able to share the quarterly reports with anyone.
- Analysts must NOT be able to make new reports by using the balance sheet data.
Incorrect:
Not Member role: Would grant too much permissions.
Not Viewer role: Need more granular permissions.
Box 2: Reshare –
App permissions,
This section describes the kinds of permissions you can grant to the specified users
Allow users to share the app and the app’s underlying datasets using the share permission
This option grants users reshare permission on the app’s underlying datasets.
Etc.
Note: Analysts must be able to create new reports from the dataset that contains the profit and loss data, but the reports built by the analysts must NOT be included in the quarterly reports for the board.
To grant access to the business unit analysts in Power BI, you should configure the following:
Permission required in powerbi.com:
- Access permissions to an app
- The Viewer role to the workspace
Permissions for the profit and loss dataset:
- Build
- Access permissions to an app: By granting access permissions to an app, you allow the business unit analysts to view and interact with the Power BI content within that specific app. This ensures they have access to the relevant reports and dashboards.
- The Viewer role to the workspace: Assigning the Viewer role to the business unit analysts in the workspace grants them read-only access to the content within that workspace. They can view and interact with reports and dashboards but cannot make any modifications or create new content.
- Build permission for the profit and loss dataset: Granting the Build permission for the profit and loss dataset allows the business unit analysts to connect to and use the dataset for creating their own reports and dashboards. This permission is necessary for them to utilize the data in their analysis.
By configuring these permissions, you ensure that the business unit analysts have the necessary access to view and interact with the relevant Power BI content, as well as the ability to build their own reports using the profit and loss dataset. This combination of app access, workspace viewer role, and dataset build permission provides them with the tools they need to perform their analysis effectively.
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