WORKSPACES

Publish content to cloud workspaces on the service for collaboration and distribution. Workspace set-up is one of the most important aspects of governing & planning your Power BI implementation.

DATA GOBLINS POWER BI WORKSPACE CHECKLIST

Version X.X - Update-in-progress: March 2024


If you are setting up a Workspace for the first time, or auditing an existing Workspace, the below checklist helps you figure out what to pay attention to:

Click the question mark (?) for a link to a reference document. This will be learn.microsoft.com documentation; if none are available, this may be a Data Goblins article, or another blog post reference.

Planning

Workspace planning & decision-making; this is always done.



Access

Planning access management for the Workspace; who gets what role and why? How is this managed?
This is always done.



Workspace Integrations & Connections

What additional tools & technologies are needed to manage this Workspace and ensure compliance with organization policies? This is only done if deemed necessary.




WORKSPACE END-USER TRAINING CHECKLIST

If the workspace is being used by business users to manage their own content, it's important to train them on best practices to promote enablement while mitigating governance risk.

Train Workspace Business Users



WORKSPACE DOCUMENTATION CHECKLIST

Documentation varies from project-to-project and team-to-team, but below are some things you can consider documenting for your Power BI Workspace.

Workspace Documentation


FOOTNOTES

[1] You can add content to a workspace by:
 A. Publishing from Power BI Desktop
 B. Using the workspace UI "+ New > Upload a file..."
 C. Deployments with a Deployment Pipeline
 D. Deployments with the REST API.
   For C & D - Note that content created in the Service cannot easily be downloaded.

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