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Power BI Governance
Mateusz Skawinski
Avanade Analytics, The Netherlands
©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy
The Avanade Power BI CoE
Avanade Power BI Assets & Offerings
2
ALM & Deployment
Framework
Visualization
Styles and Guidelines
Solution Architecture
Framework
Governance
Documents & Templates
Requirements &
Design Templates
Training &
Adoption Frameworks
Detailed Instruction &
Training Manuals
Capability Comparison
Matrix
(Work in Progress)
Company Collaboration
Portal Framework
(Work in Progress)
Power BI Detailed
Capability Matrix
Pre-build functions
and Queries
One Global
Network
Complete
Training Programs
Best Practices and
Coding standards
©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy
• Meet Avanade
• Power BI – Components & Self-Service
• Power BI – Governance
• Project Reference
Agenda
Meet Avanade
& Analytics Talent Community
©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy
2500+
man years of Data &
Analytics experience
Meet Avanade: Analytics Talent Community
Avanade
Data and
Analytics
Analytics Studio where
data visualization and
data interpretation
drive analytic
experiences
and business
insight
Industry &
Technology
accelerators to
jumpstart &
accelerate delivery
43%
of our customers are
in the Global 500
Analytics for
Dynamics AX
Managed Services
Options leveraging
Hybrid, Cloud &
On-Premise
BI COE
As a Service
Analytics
Application
Development
Factory
Migration
Factory
Avanade Modern
Analytics Platform
On Azure
80
Locations
26
Countries
550+
Data & Analytics
customers across all
industries
3400+ D&A Consultants worldwide
1000+ Data Scientists
100+ Big Data Consultants
Global Modern Data
Platform
Innovation
Lab
Power BI - Components & Self-Service
<Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved.
(E) Extract
(L) Load
(T) Transform
Model / link
Calculation
Build Report
Build Dashboard
Share / collaborate
Scale
Power BI
Service
Power BI
Service
Pro License
Power BI Service
Website, Cloud, Software as a Service (SaaS)
Power BI
Service
Free License
Power BI
Service
Publish
Power BI
Service
Premium
Power BI
Service
Power BI
Desktop
Power BI Desktop
Desktop client / application (offline)
No License
Query
Model
Calculate
Report
Power BI - Components
<Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved.
8
Goverance & Self Service
(E) Extract
(L) Load
(T) Transform
Model / link
Calculation
Build Report
Build Dashboard
Share / collaborate
Use / Interact
Distribute
Business
Key Users
Use
Business
End Users
Model
Power Users
IT Business
Power BI Desktop
Report
Business
Super Users
Power BI Service
Power BI - Governance
©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy
10
Governance
©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy
11
Governance
Solution Type 1 Solution Type 2 Solution Type 3 Solution Type 4
Reference project
©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy
Large Oil Company
Challenge
A large Oil Company wanted to re-evaluate their Analytics and reporting portfolio and determine wheter
Power BI could replace one or all of the 5+ different reporting tools that were being used throughout the
company by more then 100.000 people.
Solution
Avanade worked closely together with the client and Microsoft (Power BI Product Group).
• Multiple highly complex POC’s and Pilots delivered (Power BI, various Azure components)
• Microsoft Power BI subsequently chosen as the standard Analytics and Reporting tool
• Responsible for the new service development to enable Power BI for the whole organization
• Extensive advise on global roll-out strategy, governance, project assurance, adoption, support organization
and resourcing, security, authorization and related advanced requirements
• 100.000+ users, starting with 2000 pilot user actively using the tool
• Sources include SAP HANA, SAP BW, Sales Force, Oracle
• Enterprise roll out successfully completed for 100.000+ users in Q3 2018.
©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy
Power BI Governance at Large Oil Company
• Concerns regarding Data
privacy, antitrust, data export
restrictions, commercial
agreements and IP.
• Unmanaged data publication.
Need for visibility on what is
being published and shared,
and which user can see what.
• Ensure 3rd Party access to data
in Power BI is restricted.
• In the case of incidents of
content exposure, evidence on
who had access to what, and
within which time period. Audit
capability on who had access to
what and when.
• Onward sharing. Ensure
confidential data is not shared
with users who should not have
access to it.
Challenge Managed Governance Solution
• Setting up a managed service
around Power BI for a large
enterprise is challenging.
• Out of the box auditing
capability is limited.
Organizations need to build
their own audit reports for
better visibility.
• V2 workspaces - Decoupling of
O365 groups and new roles will
provide more support and
control capability around
managed service for Power BI.
• Start small, educate the early
adopters, and then scale out to
the entire organization for
effective roll out.
Lessons Learned
On Premises
Data Gateway
Refresh/
DirectQuery
Publish
Premium App
Workspace
Power BI Free User
AAD
Security
Group
On Premises Data
Workspace
Admin
Power BI PRO User Power BI Desktop
Access Control Points implemented to facilitate managed self service publishing
©2017 Avanade Inc. All Rights Reserved.©2017 Avanade Inc. All Rights Reserved.
• DEMO

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O365Con18 - Power BI Governance - Folker Visser

  • 1. Power BI Governance Mateusz Skawinski Avanade Analytics, The Netherlands
  • 2. ©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy The Avanade Power BI CoE Avanade Power BI Assets & Offerings 2 ALM & Deployment Framework Visualization Styles and Guidelines Solution Architecture Framework Governance Documents & Templates Requirements & Design Templates Training & Adoption Frameworks Detailed Instruction & Training Manuals Capability Comparison Matrix (Work in Progress) Company Collaboration Portal Framework (Work in Progress) Power BI Detailed Capability Matrix Pre-build functions and Queries One Global Network Complete Training Programs Best Practices and Coding standards
  • 3. ©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy • Meet Avanade • Power BI – Components & Self-Service • Power BI – Governance • Project Reference Agenda
  • 4. Meet Avanade & Analytics Talent Community
  • 5. ©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy 2500+ man years of Data & Analytics experience Meet Avanade: Analytics Talent Community Avanade Data and Analytics Analytics Studio where data visualization and data interpretation drive analytic experiences and business insight Industry & Technology accelerators to jumpstart & accelerate delivery 43% of our customers are in the Global 500 Analytics for Dynamics AX Managed Services Options leveraging Hybrid, Cloud & On-Premise BI COE As a Service Analytics Application Development Factory Migration Factory Avanade Modern Analytics Platform On Azure 80 Locations 26 Countries 550+ Data & Analytics customers across all industries 3400+ D&A Consultants worldwide 1000+ Data Scientists 100+ Big Data Consultants Global Modern Data Platform Innovation Lab
  • 6. Power BI - Components & Self-Service
  • 7. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. (E) Extract (L) Load (T) Transform Model / link Calculation Build Report Build Dashboard Share / collaborate Scale Power BI Service Power BI Service Pro License Power BI Service Website, Cloud, Software as a Service (SaaS) Power BI Service Free License Power BI Service Publish Power BI Service Premium Power BI Service Power BI Desktop Power BI Desktop Desktop client / application (offline) No License Query Model Calculate Report Power BI - Components
  • 8. <Restricted> See Avanade’s Data Management Policy©2017 Avanade Inc. All Rights Reserved. 8 Goverance & Self Service (E) Extract (L) Load (T) Transform Model / link Calculation Build Report Build Dashboard Share / collaborate Use / Interact Distribute Business Key Users Use Business End Users Model Power Users IT Business Power BI Desktop Report Business Super Users Power BI Service
  • 9. Power BI - Governance
  • 10. ©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy 10 Governance
  • 11. ©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy 11 Governance Solution Type 1 Solution Type 2 Solution Type 3 Solution Type 4
  • 13. ©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy Large Oil Company Challenge A large Oil Company wanted to re-evaluate their Analytics and reporting portfolio and determine wheter Power BI could replace one or all of the 5+ different reporting tools that were being used throughout the company by more then 100.000 people. Solution Avanade worked closely together with the client and Microsoft (Power BI Product Group). • Multiple highly complex POC’s and Pilots delivered (Power BI, various Azure components) • Microsoft Power BI subsequently chosen as the standard Analytics and Reporting tool • Responsible for the new service development to enable Power BI for the whole organization • Extensive advise on global roll-out strategy, governance, project assurance, adoption, support organization and resourcing, security, authorization and related advanced requirements • 100.000+ users, starting with 2000 pilot user actively using the tool • Sources include SAP HANA, SAP BW, Sales Force, Oracle • Enterprise roll out successfully completed for 100.000+ users in Q3 2018.
  • 14. ©2017 Avanade Inc. All Rights Reserved. <Highly Confidential> See Avanade’s Data Management Policy Power BI Governance at Large Oil Company • Concerns regarding Data privacy, antitrust, data export restrictions, commercial agreements and IP. • Unmanaged data publication. Need for visibility on what is being published and shared, and which user can see what. • Ensure 3rd Party access to data in Power BI is restricted. • In the case of incidents of content exposure, evidence on who had access to what, and within which time period. Audit capability on who had access to what and when. • Onward sharing. Ensure confidential data is not shared with users who should not have access to it. Challenge Managed Governance Solution • Setting up a managed service around Power BI for a large enterprise is challenging. • Out of the box auditing capability is limited. Organizations need to build their own audit reports for better visibility. • V2 workspaces - Decoupling of O365 groups and new roles will provide more support and control capability around managed service for Power BI. • Start small, educate the early adopters, and then scale out to the entire organization for effective roll out. Lessons Learned On Premises Data Gateway Refresh/ DirectQuery Publish Premium App Workspace Power BI Free User AAD Security Group On Premises Data Workspace Admin Power BI PRO User Power BI Desktop Access Control Points implemented to facilitate managed self service publishing
  • 15. ©2017 Avanade Inc. All Rights Reserved.©2017 Avanade Inc. All Rights Reserved. • DEMO