This blog post will give a quick review of all the Q/A that were discussed in our Microsoft Data Analyst Associate Day 10 Live Session, which helps you to gain a better understanding and make it easier for you to learn the Microsoft Data Analyst Associate, clear the [DA100] Certification & get a better-paid job.
In this blog, we are going to share some quick tips, including Q/A and Important topics from Day 9 of Microsoft Data Analyst, Covering Module 12 & Module 13: Manage Datasets in Power BI and Implement Row-level security, Where we covered topics like Create dynamic reports with parameters, Manage and promote datasets, On-Premises Gateway, Configure Row-Level Security, etc.
On Day 9 Session, we covered an overview of Create and Manage Workspaces in Power BI.
A week before, on Day 8 Session, we covered an overview of .
>Create Dynamic Reports with Parameters
Dynamic reports are reports in which the data can be changed by a developer according to user specifications. Dynamic reports are valuable because a single report can be used for multiple purposes.
Creating dynamic reports allows you to give users more power over the data that is displayed in your reports; they can change the data source and filter the data by themselves.
>Create What-If Parameters
What-if parameters are used to run scenario-type analysis on your data. What-if parameters enable you to look at historical data to analyze potential outcomes if a different scenario had occurred.
Additionally, what-if parameters can help you look forward, to predict or forecast what could happen in the future.
You can use what-if parameters in multiple situations, such as to determine the effect of increased sales to deeper discounts, or to let sales consultants see their compensation if they meet certain sales goals or percentages.
To create a what-if parameter, follow these steps:
- Go to the Modeling tab and select New Parameter.
- The below image is an example of a what-if parameter window.
After you have created a what-if parameter, the parameter and the measure will become part of your model; therefore, they will be available throughout the report and can be used on other report pages.
> On-Premises Gateway
Gateway software acts as a bridge; it allows organizations to retain databases and other data sources on their on-premises networks and access that on-premises data in cloud services, such as Power BI and Microsoft Azure Analysis Services.
A gateway facilitates quick, behind-the-scenes communication that flows from a user in the cloud to your on-premises data source and then back again to the cloud.
There are two types of on-premises gateways are:
- Organization mode – Allows multiple users to connect to multiple on-premises data sources and is suitable for complex scenarios.
- Personal mode – Allows one user to connect to data sources. This type of gateway can be used only with Power BI and it can’t be shared with other users, so it is suitable in situations where you’re the only one in your organization who creates reports. You will install the gateway on your local computer, which needs to stay online for the gateway to work.
>Define filter parameters
Whether you are using incremental refresh or not, large datasets are commonly filtered when they are imported into Power BI Desktop because the PBIX file is limited by the memory resources that are available on the desktop computer.
- In Power BI Desktop, they are the filtering window because they restrict the user data to the range that is listed in the start and end dates.
- After they have been published to the service, the parameters are taken over to be the sliding window to determine what data to pull in
The below image is an example of Adding filter parameters.
> Manage and Promote Dataset
Business intelligence involves collaboration, and sharing datasets across workspaces is a powerful way to collaborate within your organization.
However, if your organization has many different datasets that can be accessed by many users, you might want to take measures to manage those datasets.
To ensure that your organization has consistent data for making decisions and a healthy data culture, it’s important to create and share optimized datasets and then endorse those datasets as the one source of truth.
Power BI provides two ways to endorse your datasets:
- Promotion – Promote your datasets when they’re ready for broad usage. Power BI Admins have permission to promote datasets.
- Certification – Request certification for a promoted dataset from an admin user that is defined in the Dataset Certification tenant admin setting. This certification adds another layer of security to your datasets
>Promote a Dataset
- In the Endorsement settings, select the Promoted option, and then select Apply.
- When you return to your workspace, a badge in the Endorsement column for that dataset will appear, indicating that it’s ready for viewing by all of your users.
>Configure row-level security with the static method
The static method in row-level security (RLS) uses a fixed value in the DAX filter, while the dynamic method uses a DAX function.
>Create RLS roles in Power BI Desktop
After creating the Reports in Power bI Desktop, To create RLS roles in Power BI Desktop, select the Modeling tab, and then select Manage Roles.
- Power BI row-level security (RLS) uses DAX to control who can see which data. Consider it as always adding another filter to the appropriate users, regardless of the filters, slicers, or interactions that the users choose on a Power BI report.
- On the Manage roles page, you can create a role for each department and then add a DAX expression to it.
- The below image is an example of the Manage roles window showing roles, tables, and table filter DAX. expression.
Q/A Asked During The Session
Q1. What are Dynamic reports?
A. Dynamic reports are reports in which the data can be changed by a developer according to user specifications. Dynamic reports are valuable because a single report can be used for multiple purposes.
Q2. What is the Scheduled refresh feature?
A. The Scheduled refresh feature in Power BI allows you to define the frequency and time slots to refresh a particular dataset.
Scheduling the refresh of your data will save you time because you don’t have to manually refresh the data.
Q3. What is the Incremental refresh feature?
A. The Incremental refresh feature in Power BI is a popular feature because it allows you to refresh large datasets quickly and as often as you need, without having to reload historical data each time.
Q4. When can you promote your Dataset?
A. You can only promote a dataset if you’re a Power BI admin user or the owner of that dataset.
Q5. How to certify the Datasets?
A. You can only certify a dataset if you’ve been listed as a user in the tenant settings. The certification option will appear dimmed for other users.
Q6. Where are dataset-scheduled refreshes configured?
A. Dataset-scheduled refreshes are configured in the Power BI service.
Q7. What to do when a report fails to refresh?
A. When a report fails to refresh, ensure that your data source credentials are up to date. if your data source credentials are not up to date, you’ll need to take further action to investigate and resolve the issue.
Q8. What is Query caching?
A. Query Caching is a local caching feature that maintains results on a user and reports basis. This service is only available to users with Power BI Premium or Power BI Embedded.
Q9. What differs Static Row-level security from Dynamic row-level security?
A. The static method in row-level security (RLS) uses a fixed value in the DAX filter, while the dynamic method uses a DAX function.
Q10. Where can you test RLS by using different security roles?
A. You can use Power BI Desktop and Power BI service to test RLS
Q11. How many times does RLS need to be set up?
A. You can set up row-level security only once, without the need to continue maintaining it dynamically.
References
- Microsoft Certified Data Analyst Associate [DA100]: Everything You Need To Know
- Microsoft Certified Data Analyst Associate [DA100] Step By Step Activity Guides (Hands-On Labs)
- [DA-100 Day 1 Q/A Review] Data Analytics, Prepare Data in Power BI
- [DA-100 Day 2 Q/A Review] Clean, Transform, And Load Data In Power BI
- [DA-100 Day 3 Q/A Review] Work With Tables, Data Modeling, Data Granularity In Power BI
- [DA-100 Day 5 Q/A Review] Work With Visuals and Create Data-Driven Story In Power BI
- [DA-100 Day 6 Q/A Review] Analyze Performance, Reduce Cardinality Levels
Next Steps to begin with DA100 Certification:
Our Microsoft Data Analyst Associate Training Program will cover all the exam objectives, 11 Hands-On Labs, and practice tests if you want to begin your journey towards becoming a Microsoft Certified: Data Analyst Associate [DA-100] by checking our FREE CLASS.
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