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Manage and Secure Power BI

Manage workspaces, configure security, and deploy Power BI assets.

Covers creating and managing workspaces, publishing and sharing content, configuring refresh schedules, implementing row-level security, assigning workspace roles, and applying sensitivity labels.
5 minutes 5 Questions

Managing and securing Power BI involves implementing comprehensive strategies to control access, protect sensitive data, and ensure proper governance across your organization's analytics environment. This encompasses several critical areas that Power BI administrators and data analysts must underst…

Concepts covered: Create and configure workspaces, Configure and update workspace apps, Publish and import workspace items, Create dashboards, Choose a distribution method, Configure subscriptions and data alerts, Promote or certify Power BI content, Identify when a gateway is required, Configure semantic model scheduled refresh, Assign workspace roles, Configure item-level access, Configure access to semantic models, Implement row-level security roles, Configure row-level security group membership, Apply sensitivity labels

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PL-300 - Manage and Secure Power BI Example Questions

Test your knowledge of Manage and Secure Power BI

Question 1

Scenario: You are a Power BI analyst at a small marketing agency. Your team recently created a workspace app with five campaign performance reports for 25 account managers. The app has been published with default settings. Your manager asks you to change the app icon to match the agency's new logo and update the app description to include the team's contact email. You navigate to the workspace and locate the app settings. After making these cosmetic changes, what action completes the process so account managers see the updated branding?

Correct Answer: Click the Update app button to publish the changes to users

When you make changes to a Power BI workspace app's settings, such as updating the app icon or description, these changes are not automatically visible to users. You must explicitly publish the updated app by clicking the 'Update app' button.

This is the correct approach because Power BI apps use a publishing model where changes to app metadata, content, or permissions only take effect for end users after the app is republished. The Update app button pushes all changes - including cosmetic updates like icons and descriptions - to the published version that users access.

The other options are incorrect for the following reasons:

  • Simply saving workspace settings does not automatically synchronize app changes to users. There is no automatic synchronization feature for app updates in Power BI - you must actively republish the app.

  • Refreshing the app content panel and asking users to clear their cache would not help because the changes haven't been published yet. Browser cache clearing is irrelevant when the updated app version hasn't been made available.

  • While clicking Update app is correct, you do NOT need to manually reassign permissions to each user again. When you update an app, the existing permissions and user access are preserved. Only content and metadata changes are pushed to users - permission assignments remain intact unless you specifically modify them.

Question 2

Scenario: Robert is a Power BI workspace administrator at a regional bank with 25 workspaces. The Finance department recently completed a quarterly profit and loss dashboard that received positive feedback during user acceptance testing. The dashboard connects to validated data sources and displays accurate calculations. Robert's manager asks him to ensure this dashboard stands out when users browse content in the Power BI service. The bank's Power BI tenant has certification configured, but only members of the 'Corporate Data Governance' security group can certify content. Robert checked his group memberships and confirmed he is not part of this security group. He does have full Admin access to the Finance workspace. The Finance Director wants users to see that this dashboard has been reviewed and approved at the departmental level before the monthly leadership meeting. What endorsement option should Robert apply to this quarterly profit and loss dashboard based on his current permissions?

Correct Answer: Apply promotion endorsement since workspace admins can promote content to indicate departmental approval

Power BI offers two types of endorsement: Promotion and Certification.

Promotion is the correct choice here because:
- Workspace admins, members, and contributors can promote content within their workspaces
- Robert has Admin access to the Finance workspace, which gives him permission to promote content
- Promotion is designed to indicate that content has been reviewed and is ready for broader use at a departmental or team level
- This endorsement level is appropriate for showing that the dashboard has been approved within the Finance department

Why the other options are incorrect:

Requesting temporary certification access is not the appropriate approach because certification is reserved for enterprise-level endorsement governed by specific security groups. The requirement here is for departmental-level approval, which promotion adequately addresses. Additionally, circumventing governance processes is not a best practice.

Applying certification endorsement is not possible for Robert because certification requires membership in the designated security group (Corporate Data Governance in this case). Workspace admin privileges do not grant certification rights - certification permissions are controlled at the tenant level through security group membership, not workspace roles.

Waiting for Corporate Data Governance group membership is unnecessary because promotion endorsement fully meets the Finance Director's requirement of showing departmental-level review and approval. There is no need for enterprise-level certification when the goal is departmental validation before the leadership meeting.

Question 3

Scenario: Rachel is a Power BI administrator at a healthcare analytics company. The data science team has created a workspace called 'Predictive Models' that contains sensitive patient outcome datasets. The team lead, Dr. Chen, wants to restrict who can discover this workspace when searching in Power BI Service. Currently, any user in the organization can find the workspace through search results, which concerns the compliance team. Dr. Chen asks Rachel to configure the workspace so that only users who have been explicitly granted access can see it exists. Rachel opens the workspace settings to address this visibility concern. Which workspace setting should Rachel modify to control whether the workspace appears in search results for users who are not workspace members?

Correct Answer: Change the workspace contact list and configure the workspace discovery settings to limit visibility to members only

The correct answer involves configuring workspace discovery settings, which is the specific Power BI feature that controls whether non-members can find a workspace through search. This setting, found in workspace settings, determines workspace visibility in organizational search results.

Premium capacity licensing does not inherently control search visibility or discovery settings. Description fields and security tags do not exist as search filtering mechanisms in Power BI. Data lineage settings control how data flow is visualized, not workspace discoverability in search results.

Key concept tested: Power BI workspace discovery and visibility settings for controlling organizational search exposure.

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