Course NT-O365PBI Work environment in Office 365 and Power BI: team management, Apps settings and collaboration

1. Office 365

1.1. Cloud Technology Overview

• Microsoft 365 Overview
• Sign In
• Basic User Profile Settings
• Interface. Launching Apps

1.2. Working with OneDrive

• Understanding OneDrive
• Managing Files and Folders
• Sharing Files and Folders
• Using the Recycle Bin
• Customizing the Interface
• Using Office Web Apps
• Collaborative Document Editing

1.3. Using Office 365 Groups

1.4. SharePoint Online Overview. Linking SharePoint Sites with Office 365 Groups

1.5. Overview of Planner and Forms

1.6. Teams. Collaboration in Teams

• What is Teams, and Its Purpose. Integration with Other Microsoft 365 Apps
• Teams and Channels
• User Roles in Teams: Owners, Members
• Creating a Team (from Scratch, Existing Group/Team, or Template)
• Adding Members to a Team. Inviting Internal Users. Inviting Guests (External Users). Participant Roles and Permissions
• Linking Teams with Office 365 Groups and SharePoint Sites
• Creating, Configuring, Managing, and Deleting Channels. Types of Channels (Standard, Private, Shared). Channel Moderation
• Channel Activities: Conversations, Files, Notes, etc. Adding Tabs to a Channel. Meetings in Channels
• Access Management in Teams
  • Access Management Principles: What Members See, What Guests See
  • Team Permissions Settings (Who Can Create Channels, File Access in SharePoint Library)
  • Channel Permissions Settings (Who Can Post Messages, Access to Private and Shared Channels)

2. Power BI

2.1. Row Level Security (RLS)

• RLS Basics in Power BI
  • What is RLS, and Why It Matters for Business
  • Data Security Concepts
  • Examples of RLS Use Cases
  • Data Access Levels
  • Types of RLS Roles: Static and Dynamic Roles
• Configuring Static Roles
  • Creating Roles in Power BI Desktop
  • Assigning Roles in the Data Model
  • Testing Roles in Power BI Desktop
• Configuring Dynamic Roles
  • Using DAX Functions (USERPRINCIPALNAME, USERNAME, etc.)
  • Creating Access Rules Based on User Parameters
  • Testing Dynamic Roles
• Publishing and Managing RLS in Power BI Service
  • Publishing a Report to Power BI Service
  • Assigning Users to Roles in Power BI Service
  • Testing User Access Features

2.2. Using Workspaces

• Power BI Workspaces Basics
  • Key Concepts. Workspace Roles in Business
  • Types of Workspaces:
    • Personal Workspace (My Workspace)
    • Power BI Workspaces
  • Workspace Architecture: Reports, Datasets, Dashboards, Dataflows
  • Role Management in Workspaces:
    • Admin
    • Member
    • Contributor
    • Viewer
• Creating and Managing Workspaces
  • Creating a New Workspace
  • Configuring Workspace Settings: Assigning Roles and Access, Privacy and Security Settings
  • Adding Content to a Workspace: Publishing Reports and Datasets, Creating Dashboards
  • Deleting Workspaces
• Collaboration in Workspaces. Sharing Workspace Content

2.3. Using Power BI Apps

• Power BI Apps Basics
  • What are Apps?
  • Differences Between Workspaces and Apps
  • Structure of a Power BI App:
    • Reports
    • Dashboards
    • Links to External Resources
• Creating, Configuring, and Distributing Apps
  • Selecting Content to Include in an App
  • Organizing Navigation in the App
  • Publishing the App:
    • Selecting the App Audience
    • Configuring Access
  • Distributing the App to Users
  • Updating the App After Publishing
• Using Apps as a User