Data Sharing and Template Apps Overview
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Questions and Answers

What is a primary benefit of sharing datasets in Power BI?

  • It removes the need for permissions in dataset management.
  • It enables developers to use previously transformed and modeled data. (correct)
  • It ensures all users have a complete understanding of the data.
  • It allows developers to independently create new datasets from scratch.

What do the blue Promoted and green Certified tags indicate about a dataset in Power BI?

  • The dataset is either endorsed or certified as high quality. (correct)
  • The dataset is frequently updated.
  • The dataset has been audited for compliance.
  • The dataset is restricted for personal use only.

Which permission allows recipients to build new content from a shared dataset?

  • Read
  • Write
  • Build (correct)
  • Execute

What is a feature of Power BI template apps?

<p>They provide prepackaged reports that can connect to live data. (C)</p> Signup and view all the answers

What happens to datasets saved to a new workspace in Power BI?

<p>They are automatically shared with other new workspaces. (D)</p> Signup and view all the answers

Which method is used to control user access to shared datasets in Power BI?

<p>Manage permissions (D)</p> Signup and view all the answers

What is the primary purpose of the AppSource repository in Power BI?

<p>To provide users with downloadable template apps. (D)</p> Signup and view all the answers

Which of the following is NOT a benefit of using shared datasets in Power BI?

<p>Allows all users to edit the underlying data directly. (C)</p> Signup and view all the answers

What is the purpose of the 'Connect' option on the Get started with your new app screen?

<p>To connect the app to the user's own data sources (B)</p> Signup and view all the answers

Which option allows designers to share multiple reports and dashboards as a single entity?

<p>Building apps (C)</p> Signup and view all the answers

What will happen when a consumer modifies filters in a Power BI report?

<p>Changes will be saved only for that consumer's account. (A)</p> Signup and view all the answers

Which type of filter applies to all pages within a Power BI report?

<p>Report filter (C)</p> Signup and view all the answers

How does Power BI notify consumers about updated data points?

<p>Through email alerts when data reaches a specified threshold (A)</p> Signup and view all the answers

What type of visualization is a slicer in Power BI?

<p>A filtering mechanism displaying checkboxes (D)</p> Signup and view all the answers

When a consumer subscribes to a report, what is the outcome?

<p>They get snapshots of the report sent to their email. (D)</p> Signup and view all the answers

What does the Advanced filtering option allow in Power BI?

<p>Application of Boolean operators for complex filters (C)</p> Signup and view all the answers

What feature is NOT supported in Power BI dashboards regarding data display?

<p>Advanced filtering (D)</p> Signup and view all the answers

What is one of the roles of the Filters pane in report designing?

<p>It specifies default filter settings for visualizations. (A)</p> Signup and view all the answers

In which scenario is a Drillthrough filter used?

<p>To enable detailed analysis from a specific tile. (D)</p> Signup and view all the answers

What is the outcome of exporting Power BI content in CSV or Excel format?

<p>Data and its formatting are preserved. (B)</p> Signup and view all the answers

Which filter type only impacts the current page of the report?

<p>Page filter (B)</p> Signup and view all the answers

Flashcards

Shared Datasets Benefits

Sharing datasets allows developers to access data that has been already transformed and modeled, saving time and effort when creating reports and dashboards.

Dataset Endorsement

Datasets can be tagged or endorsed to indicate their quality and suitability for use by other developers.

Workspace Dataset Sharing

Power BI workspaces automatically share datasets with other workspaces within the same organization.

Dataset Permissions

Permissions can be applied to datasets to control user access and actions, like reading or building new content with the data

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Power BI Template Apps

Power BI template apps offer pre-packaged reports and dashboards that can be easily connected to users' own data sources.

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Creating and Sharing Template Apps

Developers can create their own template apps and share them within their organization on the AppSource repository.

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Downloading and Connecting Template Apps

Users can download template apps from the AppSource repository, connecting them to their own live data.

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Template App Benefits

Template apps can be used to create reports and dashboards without starting from scratch, saving time and effort for users.

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Get started with your new app screen

Provides options to either connect the template to your own data sources, explore with sample data, or customize the app.

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Filters in Power BI

A feature in Power BI that enables users to specify what data is displayed in their reports. This applies only to reports, not dashboards.

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Building apps in Power BI

A way designers can share Power BI content by packaging multiple reports and dashboards into an app. This can be shared with consumers through workspaces, installation links, or websites.

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Slicers in Power BI

A feature that allows consumers to select specific information to be displayed in interactive visualizations, such as bar charts or tables, within a report.

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Filter settings in Power BI

A feature that allows consumers to customize their report view by specifying particular values to be displayed. These filter settings are saved for the consumer's account.

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Report filter

A type of filter in Power BI that applies the filter setting to all the pages within a single report, ensuring consistency across the report.

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Page filter

A type of filter in Power BI that applies the filter setting only to the current page of a report.

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Visual filter

A type of filter in Power BI that applies the filter setting to a single visual element or tile within a specific page of the report.

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Drillthrough filter

A type of filter in Power BI that allows for a drill down into more detailed information from a specific visual element or tile within a report.

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Filters pane in Power BI

A section in the Editing view of Power BI used by designers where they can drag data fields and apply filter settings that will be visible to consumers.

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Data sharing in Power BI

The process of creating content in Power BI and then sharing it with others.

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Alerts in Power BI

The capability to receive email notifications whenever a specific data point in a Power BI report or dashboard reaches a predefined threshold.

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Subscriptions in Power BI

A feature that allows consumers to subscribe to specific dashboards or reports via email, allowing them to receive a snapshot of the content in their inbox.

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Shared with me page in Power BI

A place where users can view and interact with Power BI content that has been shared with them.

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Power BI content sharing

The process of making Power BI reports, dashboards, and other content available to others for viewing and interaction through various methods like sharing links, publishing to the service, and building applications.

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Comments in Power BI

A feature that allows users to leave comments on dashboards and reports, enabling collaboration and discussion. These comments are viewable by other users.

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Study Notes

Shared Datasets Use Cases

  • Simplified Data Preparation: Shared datasets allow users to access already transformed and modeled data, saving time and effort on data preparation.
  • Workspace Sharing: Datasets saved in a new workspace automatically share with other new workspaces.
  • Dataset Quality: Endorsed datasets (Promoted and Certified) indicate high quality and suitability for other developers.
  • Permissions Control: Owners can manage access permissions controlling users' actions (e.g., Read, Build) on a dataset.
  • Collaboration: Shared datasets facilitate collaboration by centrally providing pre-processed data to report and dashboard builders.

Template Apps Use Cases

  • Pre-packaged Reports/Dashboards: Template apps provide pre-built reports and dashboards accessible from AppSource.
  • Data Connection: Users can connect a downloaded template app to their own data sources for use with their data.
  • Sample Data Exploration: The template app can be explored by users with sample data included in the download.
  • Customization Options: Template apps include a customization option enabling users to modify reports/dashboards or study their construction.
  • Distribution: Developers can distribute template apps within organizations or publish them on AppSource.

Power BI Content Viewing Options

  • Publishing: Sharing reports and dashboards by emailing links, which consumers install in their Shared With Me page.
  • Apps: Packaging reports into apps to distribute allowing download in workspaces, sending links, or posting on websites.
  • Exporting: Printing reports, exporting data (Excel, CSV), or entire reports to PowerPoint or PDF. Includes storage options like OneDrive for Business.
  • Subscriptions: Setting up email notifications for content updates.
  • Alerts: Receiving email alerts when data values reach predefined thresholds.
  • Comments: Sharing comments on dashboards and reports for collaborative interaction.

Power BI Report Filters and Slicers

  • Data Filtering: Filters are used for specifying displayed data in reports, not dashboards.
  • Filter Types: Report-wide, page-wide, visual-specific, and drill-through filters.
  • Slicers: Visualization acting as a filter, allowing users to select data segments with checkboxes (e.g., for different executives).
  • Filters Pane: Allows designers to create, apply, and manage filters. Contains sections for visual-specific, page-wide and report-wide filters.
  • Advanced Filtering: Enables complex filter logic (e.g., Boolean operators) for reports.
  • Filter Default Settings: Reports maintain user modifications in their accounts, even between devices.
  • Reset Button: Allows returning filters to initial settings.
  • New Filter Pane Design: The new design offers improved formatting, hiding/showing filters, and locking filters from modification.

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Description

Explore the key use cases of shared datasets and template apps, highlighting their roles in simplified data preparation, collaborative reporting, and dashboard creation. Learn how these tools facilitate data access, quality assurance, and user permissions for enhanced workflow efficiency.

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