- [Paul] Hello, and welcome to this video series
on the Power BI Adoption Framework,
which is about empowering every decision maker.
I'm Paul.
- [Manu] And I'm Manu.
- [Paul] And in this video, we will talk about
what you need to govern.
Before deciding on how to govern Power BI,
it is important to understand what tools are currently
being used across the business and how Power BI
will fit into this ecosystem.
If you already have a governance plan for these tools
or self-service BI, then make sure that this
is available for everyone involved in making
the governance decisions and planning for Power BI.
If one does not already exist, then
we would recommend documenting the current technologies,
including who is using them,
what types of reporting they're used for,
and the future plan of these technologies.
When introducing Power BI, it is important to understand
and document what as an organization you are
looking to get from Power BI.
Do you want to consolidate your use of BI tools
to just Power BI?
Do you want to use it for self-service BI reporting?
Are you looking to use it for real-time reporting
or to host a dashboard on screens in walkways?
Whilst you do not need to list every reason,
knowing when to use Power BI and having some
great use cases in mind will really help
everyone else in the business understand
why and when to use it.
- [Manu] Whilst the organization may already have
a governance plan, there are a number of
elements of Power BI that require consideration
in order to support corporate and self-service BI.
As an organization, you need to consider
the various environment administration settings
such as the tenant settings you want disabled
or only available to a subset of users.
You also need to consider who will be responsible
for making changes to these settings or
which users will be responsible for
administering the enterprise gateways required
to refresh data from your on-premises data sources.
You need to understand and consider the
security implementations of data in the multitenant
environment and what data is appropriate to share with
different groups of individuals within the organization.
In scenarios where reports go through
a development and testing phase,
it is really important to understand
how to configure this and enable rolling back
to previous version.
It is also worth considering whether reports
need a consistent look and feel.
You should also consider what source data
are you making available to users to
create reports and how you can reuse models
that have been created by other parts of the business.
For organizations without a data governance plan
or for organizations that are just starting out
in self-service BI,
it is really important to consider
data asset governance.
Which sources are going to be
available to which individuals?
How does someone request for access to these sources?
To make these assets more accessible,
should you be cataloging the data sources
and defining the various objects that exist inside them?
How can you ensure the quality and stability
of data sources you are making available?
And most importantly, how can you ensure
that once an individual has access to a data source,
they're only seeing the data relevant to them
and only sharing it with relevant individuals
following the principle of least privileges?
At this point, you should discuss
the key data sources that will be accessible for analysis.
The intention for asking this question
is to understand what the key data sources are
and how they will be accessed.
The action point here is to document the key data sources,
what monitoring is in place on these data sources,
whether these data sources are documented,
which is more important in self-service BI scenarios,
and if there is guidance around how to use
these data sources.
Also, make sure you ask about the location.
If it is on-premises, you will need to make sure
data gateways are covered later.
In addition to documenting the answers to
the questions listed on this slide,
also provide guidance in the write-up on how to check and
perform quality assurance on these data sources,
how to catalog which sources are available and
how they can be shared with others,
methods to create definitions for fields and
measures on these data sources,
how to connect to these sources and
also create security guidance on any restrictions
on how this data can be used.
We have included a link to the slides that we have used
in this presentation in the description below.
Thanks for listening, and if you have any feedback
or questions, please leave a comment below.
See you in the next one.