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PL - 300 Microsoft Power BI Data Analyst > 4 - Deploy and maintain assets > Flashcards

4 - Deploy and maintain assets Flashcards

1
Q

Data Gateway

A
  • General term that refers to software that connects data on premises and in Microsoft cloud services (Power BI, Power Apps, Power Automate, Azure Analysis Services, Azure logic apps, etc.).
  • Bridge that provides, quick and secure data transfer
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2
Q

Why use on - premise Data Gateways?

A
  • Fast and secure
  • No need to move the data
  • Therefore good for querying large datasets
  • Leverages existing infrastructure / investments
  • If your data is only on-prem, no Data Gateway is needed
  • SQL DB on Azure machine is considered “on prem” so it would need a Gateway
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3
Q

Where are Data Gateways installed?

A
  • Any servers in the local domain
  • Authentication is performed on-prem data sources
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4
Q

Different Types of PBI Gateways

A
  1. Standard Mode
    • Personal Mode
    • Virtual Network (VNet)
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5
Q

Standard Mode

A
  • One type of Data gateway
  • Allows multiple users to connect to multiple on-premises data sources
  • Well suited to complex scenarios
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6
Q

Personal Mode

A
  1. One type of Data gateway
  2. Allows one user to connect to sources and can’t be shared with others
  3. Well suited for scenarios where you’re the only person creating reports and you don’t need to share the sources with others
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7
Q

Virtual Network

A
  • One type of Data gateway
  • Allows multiple users to connect to multiple data sources secured by virtual networks
  • No installation required (managed by Microsoft)
  • Recently released
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8
Q

Personal Mode Data Gateway

A
  • Other option is Standard Mode
  • End user who wants to set up and use gateway to run their report
  • Import or Scheduled Refresh
  • Per user data source management
  • No place to monitor / control after installation
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9
Q

Standard Mode Data Gateway

A
  • Other option is Personal Mode
  • Admins / BI Developers to set up the gateway for their companies
  • Built for team development
  • Supports all types of refresh (Import data, scheduled refresh, Live Connection, Direct Query)
  • central data source management
  • Central monitoring and control
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10
Q

Scheduled Refresh

A
  • Allows users to define the time slots and frequency at which the datasets will be refreshed.
  • Will need a DG if one or more data sources is on prem.
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11
Q

Scheduled Refresh Frequency

A
  • 8x / day - Power BI Pro
  • 48x / day - Power BI Premium
  • 2 hr max time for refresh (Pro)
  • 5 hr max time for refresh (Premium)
  • PBI is initiated within 15 min of scheduled time but can be delayed by up to one hour (“Best effort basis”), if PBI cannot allocate the necessary resources.
  • If enabled, users can get updated on refreshes
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12
Q

Scheduled Refresh Disabled

A
  1. Automatically after 4 consecutive errors
  2. Or if the service detects an unrecoverable error that requires a configuration change (ex: invalid / expired credentials)
  3. Can’t change these error thresholds
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13
Q

Scheduled Refresh Pause

A
  • If a report or dashboard isn’t visited for 2 months the dataset becomes inactive
  • Dataset owner notified via email
  • Scheduled refresh is paused until someone visits a dashboard / report associated with that data set
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14
Q

Refresh Types

A
  • 4 types (Import, Direct Query, LiveConnect, Push)
  • Only Import mode requires a source data refresh
  • Push mode doesn’t access any data sources directly
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15
Q

2 ways to schedule refresh

A
  • Right click on dataset under workspaces
  • Click refresh icon in the list view
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16
Q

Incremental Refresh

A
  • Extension of scheduled refresh
  • Automatically partitions the dataset tables that frequently load new and updated data and refreshes only the most recent partitions
  • Benefits: Faster, More reliable (reduces potential for network problems b/c it’s faster), Reduced resource consumption (memory, bandwidth), Enables large datasets, Easier set up (can be defined in PBI with just a few tasks)
17
Q

Prerequisites for Incremental Refresh

A
  • Date field is needed
  • Only available in PBI Premium
  • (Can create it in Desktop without premium but once you publish the dataset, it needs premium capacity)
  • Only work with datasets that support query folding
18
Q

Query folding

A
  • Power Query’s ability to generate a single query expression to retrieve and transform source data.
  • Some data sources like flat files, blogs do not support Query Folding. SQL usually does.
19
Q

Publishing datasets

A
  • Can’t publish the same model again from PBI Desktop
  • Can’t download the dataset back as a PBIX file into PBI Desktop
20
Q

Static Method Configuration

A
  • One of two methods for RLS
  • Configuration (create report, create RLS roles with DAX, test the roles in Desktop, deploy report to service, the roles are also published, add members to the roles in PBI service (can’t do this step in desktop), test roles in PBI service.
21
Q

Dynamic Method

A
  • One of two methods for RLS
22
Q

RLS

A
  • Only way in PBI to restrict access for given users
  • Uses filters
  • Note: Cloud based security and sensitivity level restrictions operate at the artifact level (entire report, dataset, dataflow)
23
Q

Static Method Implementation

A
  • Modeling tab > Manage roles
  • Add name, add the filter in the table and write DAX
  • Test, click Modeling > ‘View As’
  • Publish report to service
  • Add people to the different roles you just created, otherwise you’ll get an error if you’ve just created the role (without assigning it)
24
Q

Dynamic Method

A
  • Won’t have to worry about continuously maintaining report
  • Instead of hardcoding value in DAX for the RLS filter, this pulls dynamically by leveraging existing relationships that can act as a permission matrices to build security rules on the fly
25
Q

Dynamic Method (DAX Functions

A
  • PBI Desktop: username(): DOMAIN\User
  • and userprincipalname(): user@domain.com
  • These will then be used in the PBI service
  • Configuration steps are the same as the static method, except step 2. Instead of DAX Filter (Static) use DAX function username() (Dynamic) instead
  • Compares the email address to the one entered at sign - in and then filters data for that user
26
Q

RLS Static Method

A
  1. Create Report in Desktop
  2. Create RLS roles
  3. Test the roles in Desktop
    • Deploy the report
    • Add members to the role (can’t be done in Desktop, only the service). Under Security Settings, add emails to member list.
    • Test the roles in PBI Service
27
Q

Dataflow

A
  • Impact of Data Change
  • Issue in Report Update
  • Relationships between all the artifacts in a workspace
  • Upstream and Downstream
28
Q

Sensitivity Labels

A
  1. In Service, need Pro or Premium per user license
  2. Need edit permissions to content you want to label.
  3. Sensitive labels must be enabled for organization. (By global admin.)
  4. Need to belong to a security group that has permission to apply sensitivity labels.
  5. Need Azure Information Protection Premium License.
29
Q

Sensitivity Level

A
  1. In Desktop, Sensitivity button next to publish.
  2. In Service, there is a column “Sensitivity”.
  3. Can choose the type of data you allow users to export

PL - 300 Microsoft Power BI Data Analyst (4 decks)

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