Using & Managing the Power BI Service

Intermediate 2 days

In this course you will learn to

  • Understand the Power BI architecture
  • Understand the Power BI service
  • Understand workspaces
  • Understand datasets
  • Understand content and its distribution
  • Understand apps
  • Manage the on-premises data gateway
  • Handle row-level security
  • Administer the portal
  • Plan deployment and data management

Included in this course

  • Hands-on exercises
  • Course manual

Suggested attendees

Power BI administrators, BI managers and others managing an organization’s Power BI tenant, Premium instances and workspaces.

Choose Format

Self-paced learning

Course Outline

  • Understand the Power BI architecture
    • Review the Power BI desktop
    • Look at the Power BI service
    • Review licensing modes
    • Understand the mobile app
    • Discuss on-premise and cloud data sources
    • Examine the gateway
  • Understand the Power BI service
    • Navigate the service
    • Cover settings
    • Explore page layout
    • Show filtering
    • Understand Shared with me
    • Look at deployment pipelines
    • Discuss Learn
  • Understand workspaces
    • Review workspace settings
    • Discuss access and security
    • Set advanced settings
  • Understand datasets
    • Discuss an overview of datasets
    • Examine storage modes
    • Review dataset views
    • Navigate to datasets
    • Creating reports from datasets
    • Cover Analyze in Excel
    • View lineage
    • Look at table view
    • Show impact analysis
    • Manage permissions
    • Share datasets
  • Understand content and its distribution
    • Using reports
    • Building dashboards
    • Integration with Microsoft Teams
    • Embedding with SharePoint
    • Publishing to the web
    • View report insights
    • Creating alerts and subscriptions
    • Using analyze in Excel
  • Understand apps and how to use them
    • Manage the on-premises data gateway
    • Planning the on-premise gateway
    • Installing and configuring the gateway
    • Setup data sources in the service
    • Troubleshoot and monitor the gateway
  • Handle row-level security
    • Understand parameters
    • Work with row level security
    • Designing for RLS
    • Use DAX for dynamic RLS
    • Leverage the AAD
  • Administer the portal
    • Review portal admin settings
    • Use metrics reports
    • Create metrics reports
    • Understand audit logs
  • Plan deployment and data management
    • Understand project roles
    • Review deployment workflow
    • Discuss methodology and framework
    • Examine data governance
    • Understand deployment pipelines
    • Cover general best practices

  • Payments by purchase order and invoice incur a $50 service fee.
  • Paying party will receive a payment confirmation email upon receipt of payment.
  • Each registered student will receive an email with the course details.
  • Students will receive electronic copies of the course materials and may print one hard copy for their personal use. The course materials are copyrighted and any other reproduction or distribution of these materials is strictly prohibited.

This class requires a local copy of Power BI Desktop. Download it for free

Instructor-led online

We recommend using two monitors to simultaneously view the training presentation and hands-on class work.

You’ll receive a Zoom link to join the class. We recommend using a headset instead of the computer’s microphone and speakers. You may also listen to the audio by phone.

Instructor-led online

  • 100% refund for cancellations made more than 10 days before the first class
  • 50% refund for cancellations made 5-9 days before the first class
  • No refund for cancellations made less than 5 days before the first class


  • Subscriptions start when payment is received
  • Full refund if cancelling within 24 hours of registration
  • $15 fee for cancellations after 24 hours of registration
  • No refund for cancellations after 15 days of registration
  • Shared subscriptions will be immediately deactivated and no refund issued

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