PL-300: Microsoft Power BI Data Analyst
Overview
Litware, Inc. is an online retailer that uses Microsoft Power BI dashboards and reports.
The company plans to leverage data from Microsoft SQL Server databases, Microsoft Excel files, text files, and several other data sources.
Litware uses Azure Active Directory (Azure AD) to authenticate users.
Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.
In the Date table, the date_id column has a format of yyyymmdd and the month column has a format of yyyymm.
The week column in the Date table and the week_id column in the Weekly_Returns table have a format of yyyyww.
The sales_id column in the Sales table represents a unique transaction.
The region_id column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
Executives require a visual that shows sales by region.
Regional managers require a visual to analyze weekly sales and returns.
Sales managers must be able to see the sales data of their respective region only.
The sales managers require a visual to analyze sales performance versus sales targets.
The sale department requires reports that contain the number of sales transactions.
Users must be able to see the month in reports as shown in the following example: Feb 2020.
The customer service department requires a visual that can be filtered by both sales month and ship month independently.
Question
You need to create relationships to meet the reporting requirements of the customer service department.
What should you create?
an additional date table named ShipDate, a one-to-many relationship from Date[date_id] to Sales[Sales_date_id], and a one-to-many relationship from ShipDate[date_id] to Sales[sales_ship_date_id]
an additional date table named ShipDate, a many-to-many relationship from Sales[sales_date_id] to Date[date_id], and a many-to-many relationship from Sales[sales_ship_date_id] to ShipDate[date_id]
a one-to-many relationship from Date[date_id] to Sales[sales_date_id] and another one-to-many relationship from Date[date_id] to Weekly_Returns[week_id]
a one-to-many relationship from Sales[sales_date_id] to Date[date_id] and a one-to-many relationship from Sales[sales_ship_date_id] to Date[date_id]
Answer is an additional date table named ShipDate, a one-to-many relationship from Date[date_id] to Sales[Sales_date_id], and a one-to-many relationship from ShipDate[date_id] to Sales[sales_ship_date_id]
Scenario:
The customer service department requires a visual that can be filtered by both sales month and ship month independently.
In Power BI Desktop, only one relationship can be active between a Fact table and Dimension table, so we need an extra table.
Use one-to-many relationship to be able to filter.
Incorrect Answers:
C: Cannot make a relation between a date_id and a week_id.
D: The one-to-many relationships between the Sales and the Date tables goes in the other direction: for each date there can be many sales or shipments.
Reference:
https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-relationships-understand
Overview
Contoso, Ltd. is a manufacturing company that produces outdoor equipment. Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Existing Environment
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost, and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.
Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.
There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units.
Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Requirements
Planned Changes - Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power BI. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board. Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort. The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information. Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power BI in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.
The definitions and attributes of products, departments, and business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
Revenue trends over time
Ending balances for each account
A comparison of expenses versus projections by quarter
Changes in long-term liabilities from the previous quarter
A comparison of quarterly revenue versus the same quarter during the prior year
Question
Which DAX expression should you use to get the ending balances in the balance sheet reports?
CALCULATE ( SUM( BalanceSheet [BalanceAmount] ), DATESQTD( 'Date'[Date] ) )
CALCULATE ( SUM( BalanceSheet [BalanceAmount] ), LASTDATE( 'Date'[Date] ) )
FIRSTNONBLANK ( 'Date' [Date] SUM( BalanceSheet[BalanceAmount] ) )
CALCULATE ( MAX( BalanceSheet[BalanceAmount] ), LASTDATE( 'Date' [Date] ) )
Answer is CALCULATE ( SUM( BalanceSheet [BalanceAmount] ), DATESQTD( 'Date'[Date] ) )
Scenario:
At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
DATESQTD returns a table that contains a column of the dates for the quarter to date, in the current context.
Reference:
https://docs.microsoft.com/en-us/dax/datesqtd-function-dax
Overview
Contoso, Ltd. is a manufacturing company that produces outdoor equipment. Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Existing Environment
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost, and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.
Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.
There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units.
Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Requirements
Planned Changes
Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power BI. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board.
Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort.
The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.
Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power BI in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.
The definitions and attributes of products, departments, and business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
Revenue trends over time
Ending balances for each account
A comparison of expenses versus projections by quarter
Changes in long-term liabilities from the previous quarter
A comparison of quarterly revenue versus the same quarter during the prior year
Question
You need to calculate the last day of the month in the balance sheet data to ensure that you can relate the balance sheet data to the Date table.
Which type of calculation and which formula should you use?
Answers are;
An M custom column
Date.EndOfMonth(#date([Yes],[Month],1))
let
Source = Excel.CurrentWorkbook(){[Name="DateYearQ"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Month", Int64.Type}, {"Year", Int64.Type}}),
#"Added Custom" = Table.AddColumn(#"Changed Type", "Custom", each Date.EndOfMonth(#date([Year], [Month], 1))),
#"Changed Type1" = Table.TransformColumnTypes(#"Added Custom",{{"Custom", type date}})
in
#"Changed Type1"
Overview
Litware, Inc. is an online retailer that uses Microsoft Power BI dashboards and reports.
The company plans to leverage data from Microsoft SQL Server databases, Microsoft Excel files, text files, and several other data sources.
Litware uses Azure Active Directory (Azure AD) to authenticate users.
Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.
In the Date table, the date_id column has a format of yyyymmdd and the month column has a format of yyyymm.
The week column in the Date table and the week_id column in the Weekly_Returns table have a format of yyyyww.
The sales_id column in the Sales table represents a unique transaction.
The region_id column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
Executives require a visual that shows sales by region.
Regional managers require a visual to analyze weekly sales and returns.
Sales managers must be able to see the sales data of their respective region only.
The sales managers require a visual to analyze sales performance versus sales targets.
The sale department requires reports that contain the number of sales transactions.
Users must be able to see the month in reports as shown in the following example: Feb 2020.
The customer service department requires a visual that can be filtered by both sales month and ship month independently.
Question
You need to create a visualization to meet the reporting requirements of the sales managers.
How should you create the visualization?
Scenario: The sales managers require a visual to analyze sales performance versus sales targets.
Box 1: KPI
A Key Performance Indicator (KPI) is a visual cue that communicates the amount of progress made toward a measurable goal.
Box 2: Sales[sales_amount]
Box 3: Date[month]
Time > FiscalMonth. This value will represent the trend.
Box 4: Targets[sales_target]
Reference:
https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-kpi
Overview
Litware, Inc. is an online retailer that uses Microsoft Power BI dashboards and reports.
The company plans to leverage data from Microsoft SQL Server databases, Microsoft Excel files, text files, and several other data sources.
Litware uses Azure Active Directory (Azure AD) to authenticate users.
Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.
In the Date table, the date_id column has a format of yyyymmdd and the month column has a format of yyyymm.
The week column in the Date table and the week_id column in the Weekly_Returns table have a format of yyyyww.
The sales_id column in the Sales table represents a unique transaction.
The region_id column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
Executives require a visual that shows sales by region.
Regional managers require a visual to analyze weekly sales and returns.
Sales managers must be able to see the sales data of their respective region only.
The sales managers require a visual to analyze sales performance versus sales targets.
The sale department requires reports that contain the number of sales transactions.
Users must be able to see the month in reports as shown in the following example: Feb 2020.
The customer service department requires a visual that can be filtered by both sales month and ship month independently.
Question
You need to create a KPI visualization to meet the reporting requirements of the sales managers.
How should you create the visualization?
Scenario:
The sales managers require a visual to analyze sales performance versus sales targets.
Box 1: Sales[sales_amount]
Box 2: Date[month]
Time > FiscalMonth. This value will represent the trend.
Box 3: Targets[sales_target]
Reference:
https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-kpi
Overview
Contoso, Ltd. is a manufacturing company that produces outdoor equipment. Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Existing Environment
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost, and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.
Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.
There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units.
Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Requirements
Planned Changes
Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power BI. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board.
Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort.
The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.
Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power BI in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.
The definitions and attributes of products, departments, and business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
Revenue trends over time
Ending balances for each account
A comparison of expenses versus projections by quarter
Changes in long-term liabilities from the previous quarter
A comparison of quarterly revenue versus the same quarter during the prior year
Question
You need to create a DAX measure in the data model that only allows users to see projections at the appropriate level of granularity.
How should you complete the measure? To answer, drag the appropriate values to the correct targets.
Scenario: Revenue projections are set at the monthly level and summed to show projections for the quarter.
Box 1: IF
Box 2: ISFILTERED
ISFILTERED returns TRUE when columnName is being filtered directly. If there is no filter on the column or if the filtering happens because a different column in the same table or in a related table is being filtered then the function returns FALSE.
Box 3: SUM
Reference:
https://docs.microsoft.com/en-us/dax/isfiltered-function-dax
Overview
Contoso, Ltd. is a manufacturing company that produces outdoor equipment. Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Existing Environment
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost, and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.
Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.
There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units.
Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Requirements
Planned Changes
Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power BI. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board.
Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort.
The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.
Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power BI in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.
The definitions and attributes of products, departments, and business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
Revenue trends over time
Ending balances for each account
A comparison of expenses versus projections by quarter
Changes in long-term liabilities from the previous quarter
A comparison of quarterly revenue versus the same quarter during the prior year
Question
Which two types of visualizations can be used in the balance sheet reports to meet the reporting goals?
a line chart that shows balances by quarter filtered to account categories that are long-term liabilities.
a clustered column chart that shows balances by date (x-axis) and account category (legend) without filters.
a clustered column chart that shows balances by quarter filtered to account categories that are long-term liabilities.
a pie chart that shows balances by account category without filters.
a ribbon chart that shows balances by quarter and accounts in the legend.
Answers are;
a line chart that shows balances by quarter filtered to account categories that are long-term liabilities.
a clustered column chart that shows balances by quarter filtered to account categories that are long-term liabilities.
Overview
Contoso, Ltd. is a manufacturing company that produces outdoor equipment. Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Existing Environment
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost, and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.
Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.
There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units.
Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Requirements
Planned Changes
Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power BI. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board.
Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort.
The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.
Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power BI in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.
The definitions and attributes of products, departments, and business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
Revenue trends over time
Ending balances for each account
A comparison of expenses versus projections by quarter
Changes in long-term liabilities from the previous quarter
A comparison of quarterly revenue versus the same quarter during the prior year
Question
How should you distribute the reports to the board?
Box 1: Using a workspace membership
Scenario:
The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information. Note: Workspace is a shared environment for a group of people. You can have multiple Power BI content in a workspace. One workspace can have hundreds of dashboards, reports, and datasets in it.
Box 2: A mail-enabled security group
Scenario:
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
Overview
Contoso, Ltd. is a manufacturing company that produces outdoor equipment. Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Existing Environment
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost, and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.
Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.
There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units.
Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Requirements
Planned Changes
Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power BI. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board.
Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort.
The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.
Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power BI in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.
The definitions and attributes of products, departments, and business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
Revenue trends over time
Ending balances for each account
A comparison of expenses versus projections by quarter
Changes in long-term liabilities from the previous quarter
A comparison of quarterly revenue versus the same quarter during the prior year
Question
You need to grant access to the business unit analysts.
What should you configure?
Box 1: The Viewer role to the workspace
The Viewer role gives a read-only experience to its users. They can view dashboards, reports, or workbooks in the workspace, but can't browse the datasets or dataflows. Use the Viewer role wherever you would previously use a classic workspace set to Members can only view Power BI content.
Box 2: Build
The analysts must be able to build new reports from the dataset that contains the profit and loss data.
Scenario:
The reports must be made available to the board from powerbi.com.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Reference:
https://www.nickyvv.com/2019/08/the-new-power-bi-workspace-viewer-role-explained.html