Course Introduction
Power BI Administration, Security and Governance Training Course provides a comprehensive and practical framework for professionals responsible for managing, securing, governing, and supporting Power BI environments across an organization. The course addresses the administrative, technical, security, compliance, and operational responsibilities required to establish a controlled and scalable Power BI environment while still enabling business users to create and consume trusted analytics.
This Power BI administration training course develops practical knowledge of tenant-level administration, workspace management, user and group access, licensing considerations, capacity management, tenant settings, and organizational governance. Participants learn how administrative decisions influence the Power BI user experience and how governance policies can be structured to balance self-service analytics with appropriate controls. Microsoft identifies tenant settings as a major mechanism for controlling which Power BI capabilities are available and to whom they are available.
Security is a central component of the training. Participants learn how Microsoft Entra ID, security groups, workspace roles, semantic model permissions, applications, sharing controls, and row-level security work together to protect Power BI content. The course emphasizes the principle of granting appropriate access at the appropriate layer rather than relying on a single security mechanism. Current Microsoft guidance identifies Admin, Member, Contributor, and Viewer as the primary workspace roles, with the Viewer role being important when RLS needs to restrict data access for workspace users.
The course provides detailed coverage of row-level security, dynamic security patterns, workspace permissions, app distribution, and controlled sharing. Participants learn how to design security models that restrict users to appropriate business data based on organizational structures such as region, department, business unit, customer group, or managerial responsibility. They also examine important security boundaries, including the fact that RLS applies differently depending on workspace permissions and that workspace Admin, Member, and Contributor roles do not receive RLS restrictions in the same way as Viewers.
Governance topics extend beyond access control to include workspace lifecycle management, tenant settings, information protection, sensitivity labels, auditing, metadata management, deployment processes, data ownership, content certification, and organizational standards. Participants learn how to establish governance frameworks that document who can create workspaces, publish content, manage permissions, certify analytical assets, and administer sensitive information. Microsoft recommends regularly reviewing administrator assignments, tenant settings, workspaces, roles, and governance processes as part of ongoing Power BI administration.
By the end of the Power BI Administration, Security and Governance Training Course, participants will be able to design and operate structured Power BI administration frameworks that support secure self-service analytics and enterprise reporting. The course combines administration scenarios, security exercises, governance planning, workspace management, RLS implementation, information protection, auditing, deployment lifecycle practices, and practical capstone activities to help organizations establish a sustainable and well-controlled Power BI environment.
Duration
5 days
Who Should Attend
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Power BI administrators responsible for managing organizational Power BI environments.
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Microsoft Fabric administrators supporting Power BI tenant administration and governance.
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Business intelligence managers responsible for Power BI standards, policies, and operating models.
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IT administrators managing users, groups, permissions, workspaces, and enterprise analytics platforms.
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Power BI developers who need a strong understanding of security, governance, and deployment practices.
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Data governance professionals responsible for analytical data access, classification, and compliance.
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Information security professionals involved in Power BI security architecture and access management.
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BI support teams responsible for workspace access, publishing, sharing, and user administration.
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Center of Excellence teams developing Power BI adoption, governance, and self-service analytics frameworks.
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Compliance and risk professionals overseeing sensitive analytical content and information protection requirements.
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Power BI consultants implementing secure enterprise analytics environments for organizations and departments.
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Experienced Power BI users transitioning into administration, security, governance, or platform management roles.
Course Objectives
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Develop a comprehensive understanding of Power BI administration, tenant management, workspace governance, security controls, and enterprise operating models.
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Configure and manage Power BI tenant settings while aligning feature availability, self-service capabilities, and administrative controls with organizational policies.
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Design effective workspace structures, roles, ownership models, lifecycle processes, and access-management practices for enterprise Power BI environments.
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Implement Power BI security using Microsoft Entra groups, workspace roles, semantic model permissions, applications, sharing controls, and appropriate access boundaries.
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Create and manage row-level security solutions that restrict semantic model data according to users, organizational structures, business units, or other security attributes.
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Establish governance frameworks covering workspace creation, content ownership, certification, sensitivity labeling, sharing, auditing, lifecycle management, and administrative accountability.
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Apply information protection and sensitivity-label concepts to help safeguard confidential, regulated, or otherwise sensitive analytical content.
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Develop structured deployment and change-management practices using appropriate development, testing, production, and controlled release processes.
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Monitor Power BI environments through administrative metadata, activity information, workspace reviews, access reviews, and documented governance procedures.
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Design an enterprise Power BI administration and governance framework that balances security, compliance, performance, self-service analytics, and sustainable organizational adoption.
Comprehensive Course Outline
Module 1: Power BI Administration and Enterprise Architecture
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Understanding the Power BI service, Microsoft Fabric administration concepts, tenant architecture, workspaces, semantic models, reports, dashboards, apps, and organizational content structures.
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Exploring the responsibilities of Fabric administrators, Power BI administrators, workspace administrators, BI teams, security teams, and governance or Center of Excellence functions.
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Understanding administrative privileges, separation of responsibilities, privileged-access considerations, and the importance of carefully assigning tenant-level administrator roles.
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Developing an enterprise Power BI operating model covering administration, support, governance, security, content ownership, lifecycle management, and user enablement.
Module 2: Tenant Settings and Power BI Service Administration
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Navigating the Power BI and Fabric Admin portal and understanding tenant settings that control feature availability across the organization.
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Reviewing tenant settings by organizational requirement, risk level, user population, security group, business purpose, and governance policy.
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Establishing processes for reviewing, approving, documenting, changing, and periodically auditing tenant settings rather than treating configuration as a one-time activity.
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Managing organizational settings for self-service BI, sharing, exports, custom visuals, content creation, workspace capabilities, and other Power BI features.
Module 3: Workspace Management and Access Governance
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Designing workspace structures around business domains, departments, analytical products, development teams, and lifecycle stages while avoiding unnecessary workspace proliferation.
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Managing Admin, Member, Contributor, and Viewer roles and understanding how each role affects content management, collaboration, sharing, and security.
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Establishing workspace ownership, backup administration, access-review procedures, naming standards, descriptions, lifecycle rules, and processes for handling inactive or orphaned workspaces.
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Governing workspace creation, reassignment, recovery, deletion, capacity allocation, and ongoing review through documented administrative processes.
Module 4: Power BI Security Architecture and Identity Management
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Understanding Microsoft Entra ID integration, user identities, security groups, guest users, conditional access concepts, and group-based access strategies for Power BI.
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Designing layered security models that combine tenant settings, workspace roles, semantic model permissions, apps, sharing, and data-level security.
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Applying least-privilege principles to administrative and content-management responsibilities while separating platform administration from business content ownership.
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Developing security procedures for onboarding, role changes, employee departures, guest access, privileged accounts, periodic access reviews, and exception management.
Module 5: Row-Level Security and Data Access Control
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Understanding row-level security concepts and designing roles that restrict access to appropriate records within Power BI semantic models.
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Creating static and dynamic RLS patterns using DAX filters, user identity functions, security mapping tables, organizational attributes, and relationship-based filtering.
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Managing RLS role membership in the Power BI service and validating security behavior using role-testing and controlled user scenarios.
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Understanding RLS limitations across workspace roles and designing distribution approaches that preserve intended data restrictions for report consumers.
Module 6: Information Protection, Classification, and Compliance
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Understanding sensitivity labels and how information-protection controls can be incorporated into Power BI governance for sensitive analytical content.
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Establishing policies for identifying, classifying, protecting, sharing, and monitoring reports, semantic models, dashboards, and other analytical assets.
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Exploring Microsoft Purview integration concepts for metadata, lineage, information protection, and broader organizational data governance.
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Developing practical governance controls for confidential, financial, personal, regulated, or business-critical analytical information while supporting legitimate business access.
Module 7: Power BI Governance, Content Lifecycle, and Certification
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Establishing governance standards for report development, semantic model ownership, documentation, naming conventions, endorsement, certification, and content quality.
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Designing development, test, and production environments with clear ownership, promotion criteria, change controls, and release responsibilities.
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Managing deployment pipelines and understanding how pipeline permissions interact with workspace permissions during controlled content deployment.
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Developing lifecycle policies for obsolete content, inactive workspaces, redundant reports, duplicated semantic models, and unsupported analytical assets.
Module 8: Auditing, Monitoring, and Administrative Operations
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Understanding Power BI activity information, administrative metadata, workspace inventories, access records, and other operational information used for governance and monitoring.
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Establishing processes for monitoring workspace creation, role assignments, sharing, publishing, administrative changes, content usage, and security-related activities.
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Conducting periodic access reviews and workspace audits to identify excessive permissions, inactive content, unmanaged ownership, and governance exceptions.
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Building operational dashboards and administrative reporting processes that provide visibility into Power BI adoption, content ownership, access patterns, governance compliance, and platform health.
Module 9: Enterprise Security and Governance Framework Design
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Developing a comprehensive Power BI governance framework that defines policies, standards, responsibilities, approval processes, exceptions, controls, and escalation procedures.
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Designing security group strategies for workspace access, tenant settings, applications, deployment processes, gateway administration, and other organizational Power BI capabilities.
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Establishing Center of Excellence practices that combine platform administration, user enablement, governance, support, adoption, security, and continuous improvement.
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Balancing centralized governance with controlled self-service analytics so business users can innovate while organizational security and compliance requirements remain enforceable.
Module 10: Power BI Administration and Governance Capstone
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Designing an end-to-end enterprise Power BI environment containing tenant settings, workspace structures, security groups, role assignments, governance policies, and lifecycle procedures.
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Implementing a practical RLS scenario that demonstrates identity-based access, role membership, testing, workspace security, and secure report consumption.
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Creating an administration and governance framework covering information protection, auditing, access reviews, deployment management, workspace governance, and operational monitoring.
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Completing a realistic capstone exercise that demonstrates the ability to secure, administer, govern, monitor, document, and continuously improve a production-oriented Power BI environment.
Training Approach
This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.
Tailor-Made Course
This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: training@upskilldevelopment.com Tel: +254 721 331 808
Training Venue
The training will be held at our Upskill Training Centre. We also offer training for a group (at a discount of 10% to 50%) at requested location all over the world. The Onsite course fee covers the course tuition, training materials, two break refreshments, buffet lunch, airport transfers, Upskill gift package, and guided tour.
Visa application, travel expenses, dinners, accommodation, insurance, and other personal expenses are catered by the participant
Certification
Participants will be issued with Upskill certificate upon completion of this course.
Airport Pickup and Accommodation
Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: training@upskilldevelopment.com, +254 721 331 808
Terms of Payment:
Unless otherwise agreed between the two parties’ payment of the course fee should be done 3 working days before commencement of the training so as to enable us to prepare better.
