Free Playbook · 18 Pages
Power BI Governance Playbook: From Chaos to Certified Datasets
The governance framework that enables self-service BI without sacrificing data trust. Workspace strategy, certified datasets, naming conventions, content lifecycle, and the BI Center of Excellence model.
What's Inside This Playbook
- Workspace Strategy — how to organize workspaces by department, function, and lifecycle stage
- Certified Datasets Framework — the process for creating, certifying, and maintaining authoritative datasets
- Row-Level Security Guide — implementing RLS patterns for multi-tenant and department-level security
- Naming Conventions — standardized naming for reports, datasets, workspaces, and measures
- Content Lifecycle Policy — creation, review, archival, and retirement of reports and dashboards
- BI CoE Blueprint — team structure, responsibilities, and metrics for the BI Center of Excellence
Who This Playbook Is For
BI Team Leads
Scale from report factory to self-service enablement with governed Power BI.
Data & Analytics Directors
Establish the governance framework that makes self-service BI trustworthy.
18
Pages
6
Governance areas
1
CoE blueprint
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