Who Can Do What? Understanding Dataset Permissions in Power BI
A dataset is a collection of organized data that is used for analysis or processing. It can be one file, a group of files, or data retrieved through an API. Datasets are often used in fields like statistics, machine learning, and research to train models, find patterns, and gain insights.
- Allows users to view reports and dashboards that are built using the dataset.
- Users can explore and interact with visuals, apply filters, and drill down into data.
- Suitable for executives, managers, or stakeholders who need to analyze data but not create or modify it.
- Cannot edit reports, create new visuals, or share the dataset.
- Users can share the dataset or any reports built on it with other users.
- Ensures that reports can be distributed to a wider audience.
- Suitable for team leads or coordinators who need to circulate reports within the department.
- Does not allow editing or building new reports.
- Allows users to create new reports and visualizations using the dataset.
- Enables users to save these reports within the workspace or their personal space.
- Suitable for data analysts and BI developers who are responsible for report creation and customization.
- Grants full access to modify the dataset, including:
- Changing data refresh settings.
- Editing data queries and transformations.
- Renaming tables and fields.
- Users can also set up data gateways if required.
- Suitable for Power BI developers or data engineers who manage data integration and processing.
- Cannot grant Admin rights or delete the dataset unless combined with Admin permission.
- Complete control over the dataset, including:
- Managing permissions for other users.
- Deleting the dataset.
- Refreshing data manually or scheduling automatic refreshes.
- Viewing dataset lineage to understand data sources and dependencies.
- Suitable for workspace administrators or data owners who oversee data governance.
- None, as it encompasses all other permission levels.
- Follow the Principle of Least Privilege: Only grant the permissions necessary for a user to perform their tasks.
- Establish Governance: Regularly audit who has Admin and Edit permissions to ensure compliance.
- Monitor Dataset Usage: Use Power BI audit logs to track who accessed or modified datasets.
- Documentation: Maintain a clear record of who has what permission and why.
- Regular Training: Educate users on how to handle data responsibly within Power BI.
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