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Best Practices
Report Naming
Report naming standards are based on the ability to organize Power BI report within the Cloud services. Currently we have decided to name report with a 3 to 4 letter abbreviation that quickly identifies the the data contained within the report, followed by a "_" (Underscore), then the actual report name.
Example: Publications Reports will start with PUB_PublicationDetails. Naming of all reports should be pre-planned prior to saving to the Published Cloud so easy location and report deployment can be completed without any confusion.
Power BI Shared Location
Shared Power BI (PIBX) files will be saved on a shared drive created on a Main Campus shared location. Jayakumar Unnikrishnan will be setting up access for all BI&A users so access and version management can be handled by all users within the team.
The BI & A report templates are in the IT-BIA/Projects/PowerBI/Templates folder.
A look at the landscape and terminology
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- Display data labels for values. This makes it easier to identify specific values. To do this, open the Formatting pane, and set Data labels to On.
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Figure
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labels
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The bar chart above is really useful to compare one measure against many at a single point in time. While the line chart above showed us the trend over time, the bar chart shows us the trend for a single category at a specific point in time. At a glance, our bar chart shows us Spain has one of the worst unemployment rates in the world, at 25%.
When an entire Bar/Column chart doesn’t fit into the allotted space, Power BI adds scrollbars. When possible, and if it makes sense, structure the visual and report to show the entire chart so the reader gets an overview of the entire distribution. Unfortunately this is not possible in our example given the significant number of countries around the world.
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If you are an Admin in the workspace you will always be able to see all data when you open a report no matter what is your security role assigned for a particular report.
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Based on testing and review, RLS still needs to be worked through in greater details. I have added links to better help with future build and testing of RLS. • With PowerBI: https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-rls/ |
Whenn When it's ready, he publishes a new version of the content pack.
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Now that you understand apps and app workspaces, let's start creating and publishing an app.
Create an app workspace
For ITBIA Team members
- Unnikrishnan, Jayakumar (jayu@usf.edu) will be creating new App Workspaces.
- The process will be to email, Spehar,Craig (cspehar@health.usf.edu) , Praveen Partheepan (Praveen Kumar Partheepan) requesting setup of the necessary workspaces.
For external teams
Once users in an area have been setup with licenses within O365, a team workspace needs to be created where all the reports developed by the area/developers can deploy and share their reports. This team workspace is created in O365 and can be accomplished by putting in a Service Now ticket addressed to the Office 365 team. You can request for a specific workspace name which will be used in accordance with existing naming conventions to create the said workspace. As a part of this workspace creation, one or more users of the workspace will be set up as “administrators” of the workspace. This role will let these specific users add more users to the workspace or remove them as needed.
(Optional) - For any groups that want to share the developed reports on PowerBI to users who do not also have a PowerBI Pro license, it is necessary to add the workspaces hosting those reports into the ‘Premium Capacity’ license. There is currently no formal process for this. The best way to go about this is to request the Office 365 team for premium access via a Service Now ticket at which point it will run the request by IT senior leadership. Once cleared by IT senior leadership, O365 admins can turn on the ‘Premium Capacity’ on the specific workspace. Any dashboard on this workspace can now be shared with users who may not have a pro license themselves.
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