1. Power BI Governance 101 Dustin Ryan Data Platform TSP
Power BI Governance 101

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8. Who is this person? Dustin Ryan Data Platform TSP, Microsoft
Previously BI Consultant at Pragmatic Works
Designing & implementing BI solutions for 10+ years
Author, blogger, speaker
Call Jacksonville, Florida home with wife and 3 ankle-biters
SQLDusty.com
@SQLDusty
youtube.com/c/DustinRyan
Linkedin.com/in/sqldusty

10. Introduce you to how data governance methods are applied to Power BI
Goal
Introduce you to how data governance methods are applied to Power BI

11. Agenda What is data governance? Why is governance needed?
How is Power BI deployed?
What do we govern?
How do we govern?

12. What is data governance?
Includes the people, processes and technologies needed to manage and protect the organization’s assets
DATA ASSETS
Understandable
Correct
Complete
Trustworthy
Secure
Discoverable
Data Governance includes the people, processes and technologies needed to manage and protect the company’s data assets in order to guarantee generally
understandable,
correct,
complete,
trustworthy,
secure and
discoverable corporate data.

13. The goal of data governance
The purpose is to establish methods to standardize, integrate, protect, and store data
The goals…
Minimizing risks
Establishing rules for data use
Securing data
Implementing compliance requirements
Improving communication
Increasing the value of data
Reducing costs
At its core, data governance is about establishing methods, and an organization with clear responsibilities and processes to standardize, integrate, protect and store corporate data. The key goals are to:
Minimize risks
Establish internal rules for data use
Securing data
Implement compliance requirements
Improve internal and external communication
Increase the value of data
Reduce costs

14. data governance is between 80 and 95 percent communication.
“At the inaugural Data Governance Conference in Orlando, Florida, in December 2006, leaders of successful data governance programs declared that in their experience,
data governance is between 80 and 95 percent communication.
Clearly, data governance is not a typical IT project.”
Leaders of successful data governance programs declared in December 2006 at the Data Governance Conference in Orlando, FL, that data governance is between 80 and 95 percent communication."[11]
That stated, it is a given that many of the objectives of a Data Governance program must be accomplished with appropriate tools.
Hopwood, Peter (June 2008). "Data Governance: One Size Does Not Fit All". DM Review Magazine.

15. Why is governance needed?
Deliver consistent, uniform data
Increase the scalability of the IT landscape
Central control mechanisms optimize costs
Increasing efficiency through reusing processes & data assets
Higher confidence in data
Achieving compliance guidelines
Security for internal and external data
Clear communication through standardization
Most companies already have some form of data governance for individual applications or business departments, although it is not necessarily comprehensively institutionalized. The systematic introduction of data governance is therefore often an evolution from informal rules to formal control.
Formal data governance is normally implemented once a company has reached a size at which cross-functional tasks can no longer be implemented efficiently.
Data governance is a prerequisite for numerous tasks or projects and has many clear benefits:
Consistent, uniform data and processes across the organization are a prerequisite for better and more comprehensive decision support;
Increasing the scalability of the IT landscape at a technical, business and organizational level through clear rules for changing processes and data;
Central control mechanisms offer potential to optimize the cost of data management (increasingly important in the age of exploding data sets);
Increased efficiency through the use of synergies (e.g. by reusing processes and data);
Higher confidence in data through quality-assured and certified data as well as complete documentation of data processes;
Achieving compliance guidelines, such as Basel III and Solvency II;
Security for internal and external data by monitoring and reviewing privacy policies;
Increased process efficiency by reducing long coordination processes (e.g. through clear requirements management);
Clear and transparent communication through standardization. This is the prerequisite for enterprise-wide data-centric initiatives;
Further, specific benefits result from the specific nature of each data governance program.
More than ever, data governance is vital for companies to remain responsive. It is also important to open up new and innovative fields of business, for example by big data analyses, which do not permit the persistence of backward thinking and overhauled structures.

16. Why is governance needed with Power BI?
Plan for self-service BI success
Avoid uncontrolled proliferation of unsupported BI applications
Ensure data is secure but accessible
Implement processes for auditing, data classification and data governance
Proper governance processes
Increase user adoption
Drive infrastructure and technology decisions
Reduce risks since both business and IT are involved

17. Important Considerations
Securing data uploaded to the service
Publish data to the entire organization
Share content to external users
Publish data to be available to anyone over the internet
Share data with partners (e.g. Esri)
Audit report usage metrics
Audit Azure AD Audit Logs
If you don’t decide up front, someone else will decide for you.

18. Power BI Delivery Approaches
Business-Led Self-Service BI
IT-Managed Self-Service BI
Corporate BI
Type
Bottom-Up Approach
Blended Approach
Top-Down Approach
Description
Analysis using any type of data source; emphasis on data exploration and freedom to innovate
A “managed” approach wherein reporting utilizes only predefined/governed data sources
Utilization of reports and dashboard published by IT for business users to consume
Ownership
Business supports all elements of the solution
IT: data & models Business: reports
IT supports all elements of the solution
Scope of Power BI use by Business users
Data preparation, data modeling, report creation & execution
Creation of reports and dashboards
Execution of published reports
Governed by
Business
IT & Business IT
Level of Business User Involvement and Control
Ownership Transfer
IT may decide at some point to adopt an end-user Power BI solution if the solution provides enough critical business value.
Given the report has already proven valuable to the business, requirements are already known, then IT adoption can represent a win/win scenario for both IT and business users.
Typically the following benefits are seen by the business when ownership transfer to IT occurs:
Data can be centrally refreshed, often on a faster time schedule.
Data size limits are typically no longer a constraint.
Additional security capabilities become available.
The solution can receive formal IT support and fall under existing service level agreements (SLAs).
Frees up business users to continue exploring new data patterns while maintaining other Power BI solutions which are not yet production-ready, or an ownership transfer to IT does not make sense from a cost/effort perspective.
Adoption of Power BI reports by IT can become a standard process, in which Power BI assets (queries, models, and/or reports and dashboards) are certified by adhering to IT compliance rules.
These compliance rules include validations such as:
Usage of standardized, supportable data sources
Utilization of conformed dimensions (for a consistent user experience
Calculations follow accepted best practices
Report layout follows standards
In summary, although the Power BI delivery modes are independent from each other, they are complementary within an overall Power BI deployment strategy.

19. Power BI system governance
Regardless of the deployment mode used, there are some elements that we recommend tracking in a Power BI governance program
System Usage
User access
Popular datasets, models, reports
Auditing of actions
Logins
Creating a Gateway
Security
Workspaces
Data sets
Dataflows
Apps
Data Gateways
Tenant Settings
Report Performance
Power BI model performance
Frequently used reports and dashboards
Capacity performance
Data Source Usage
Power BI Premium Capacity Metrics App
Report Usage Metrics
There are some elements that we recommend tracking in a Power BI governance programs:
System Usage: Including user access frequency, as well as popular datasets, models and reports. Also includes auditing of publishing actions. This information can be used for security and compliance, identification of support needs, identification of critical reports, and/or potential ownership transfer opportunities.
Security: Report sharing activities and row-level security defined in the Power BI Service, as well as ownership of datasets, reports, and dashboards. This information is important for validation of security and compliance. There are three main approaches to sharing with others:
Sharing a read-only dashboard from a workspace
Including a colleague as a member of an app workspace
Including a colleague as a recipient of a published app.
Report Performance: A critical feature to enable adoption is report rendering speed. In many cases, a well-designed, accurate report is so slow that the perceived value to the users is diminished.
Data Source Usage: Including data sources utilized, data refresh operations, data model sizes, as well as calculations. This information can be used to identify potential flaws in data integrity or even overlap in effort. It is also important to monitor growth of models which have data imported, given the maximum size limit of 250 MB.

20. What do we govern?
Successful deployment of a managed self-service BI platform requires the following elements for governance
Published data sources (data sets), Dataflows, and data models
Power BI tenant and workspaces
Power BI Premium Capacity
Security standards for accessing data sources and business information in Power BI reports

21. Roles and Responsibilities

22. Corporate Sponsor Description Role requirements/skills
“I am responsible for the strategic direction of the organization and am keen to enable self-service BI in order to empower each and every individual”
Role requirements/skills
Ability to influence organizational strategy around the use of BI tools
Responsibilities
Tool assessment
Prioritization of business areas
Project approval and sign-off

23. Power BI Administrator
Description
“I make sure that the services configured correctly and ensure that the services are appropriately monitored”
Role requirements/skills
Knowledge of IT Service management, authentication
Responsibilities
Initial set up
Coordination with the O365/Azure teams
License assignment
Set up for monitoring of the service
Gateway management
Show how to see which users have a Power BI license
Tenant settings
Embed Codes
Workspaces

26. Personal workspaces are of type PersonalGroup.
Classic workspaces are of type Group.
New workspace experience workspaces are of type Workspace.

27. Power BI Capacity Administrator
Description
“I ensure that the Power BI Premium capacities are optimized for our workloads, manage how we use the capacity, and ensure that the Premium capacities are appropriately monitored.”
Role requirements/skills
Knowledge of Analysis Services resource management, Power BI service management
Responsibilities
Set up Premium capacities
Coordination with the O365/Azure teams
Workspace assignment & management
Set up for monitoring of the Premium capacity
Capacity workload management
Coordination with architect & development team(s)
Capacity settings
Assigning/removing workspaces to capacities
Monitoring of capacities

32. Data/Information Security Manager
Description
“I ensure that we follow all security compliance policies, our data is always stored securely and accessible”
Role requirements/skills
Knowledge of IT Service management, auditing, security
Data Classification
Responsibilities
Data Residence
Auditing
Data Policy enforcement
Data Policy enforcement – make sure data is used in accordance with Internal and External compliance regulations
Which data sources are stored in the cloud and on-premises?
Auditing of Azure AD activities?
Which users and/or Security Groups have access to Power BI Data Gateways?

35. Data Steward Description Role requirements/skills Responsibilities
"I create and maintain business metadata and rules, assess and enhance data quality, and share and collaborate across business and technical stakeholders“
Role requirements/skills
Data modelling, mashups and provisioning
Responsibilities
Create and maintain business Metadata and enhance data quality
Maintain the Data Catalogue, and the Data Dictionary
Data profiling
Stewarding of Azure Data Catalog

38. Data Architect Description Role requirements/skills Responsibilities
“I design a technical architecture based on the business requirements”
Role requirements/skills
Knowledge of on premise and cloud data technologies
Responsibilities
Matching business requirements with technical capabilities
Thorough knowledge of data governance standards
Developing an architecture that meets the security and governance standards of the organization

39. BI Developer Description Role requirements/skills Responsibilities
“I develop BI solutions and enable data sources for self-service BI”
Role requirements/skills
Full understanding of the capabilities of the Microsoft BI platform
Responsibilities
Develop new IT delivered solutions
Enhance existing solutions
Release management process
Make new data sources available for self-service

40. Power BI Champion Description Role requirements/skills
“I help teams in adopting self-service BI”
Role requirements/skills
Subject matter experts (SMEs) who are also Excel/BI savvy and develop full understanding of the capabilities of Power BI
Responsibilities
Help evangelize the vision of rapid and highly valuable report and dashboard development.
Collaborate with the Power BI corporate sponsor to strategically deploy Power BI across the organization or their team
Knowledge of governance standards and policies

41. BAU (Business As Usual) Support Specialist
Description
“I ensure smooth running of all Power BI solutions”
Role requirements/skills
Service and gateway monitoring and configuration, Power BI Development, release management
Responsibilities
Service status monitoring and issue resolution within specified SLAs
Minor enhancements
Release management of code changes
Grant access to Power BI App Workspaces and/or Apps
Gateway support
New connections
Granting users access to connections
Manage Data Gateways and administration of gateway
Manage users that have access to publish content that should use the Gateway

44. Business Support Specialist
Description
“I help business users in developing Power BI solutions”
Role requirements/skills
Power BI Development
Responsibilities
Knowledge of data governance standards
Support business users with complex modelling scenarios
Create reusable Power BI templates for business users
Create reusable Theme templates

46. Summary Governance can help you plan ahead for success
Business and IT involvement will reduce risks
Proper governance processes will increase adoption

47. Resources Planning a Power BI Enterprise Deployment
Deploying and Managing Power BI Premium Capacities
Power BI and Dataflows Whitepaper
Power BI Security Whitepaper
PowerShell Power BI cmdlets
Power BI Premium Capacity Metrics app
Searching the Azure AD Audit Log
Data Classification in Power BI
Tailoring Help and Support for Power BI Users
Azure Data Catalog Documentation

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50. Thank you! SQLDusty.com @SQLDusty youtube.com/c/DustinRyan
Linkedin.com/in/sqldusty