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Your Power BI Success Starts With Governance
Prevents data chaos and report confusion Ensures data is trustworthy and reliable
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01Why Governance Matters
- Prevents data chaos and report confusion
- Ensures data is trustworthy and reliable
- Scales your BI environment effectively
- Reduces security risks and errors
- Saves time and money in the long run
02Workspace Standards
- Classify workspaces by purpose: Dev, Test, Prod
- Assign dedicated owners for each workspace
- Establish clear publishing and promotion processes
- Use descriptions to state the workspace's purpose
- Implement a consistent archiving policy for old content
03Security Best Practices
- Apply the principle of least privilege access
- Use Microsoft 365 Groups for easier user management
- Build security into your data model with RLS
- Regularly audit and review user permissions
- Document security protocols for all workspace roles
04Naming Conventions
- Create a simple, logical naming structure
- Include project or department name as a prefix
- Indicate the object type (e.g., Report, Dataset)
- Add a version or environment suffix if needed
- Avoid spaces and special characters; use underscores
05Dataset Management
- Promote a single source of truth for metrics
- Encourage reusability to reduce redundancy
- Document refresh schedules and data sources
- Set performance benchmarks and monitor them
- Establish certification and endorsement processes
06Ownership & Responsibilities
- Define clear roles for developers and admins
- Assign a business owner for every report
- Create a process for handling access requests
- Designate a team to oversee governance standards
- Ensure there is a plan for employee turnover
07Documentation is Key
- Maintain a central inventory of all reports
- Document the purpose of each dataset and report
- Keep a record of all data sources used
- Make your naming conventions document easy to find
- Use a wiki or SharePoint site for easy access
08Start Simple & Iterate
- Begin with a pilot group or project
- Focus on the most critical standards first
- Train your team on the new guidelines
- Gather feedback and be ready to adapt
- Communicate the benefits to drive adoption
