Your Power BI Success Starts With Governance.

• Your Power BI Success Starts With Governance

Why 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

Workspace 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

Security 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

Naming 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

Dataset 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

Ownership & 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

Documentation 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

Start 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