Power BI Pro Dataflows Question and Data Security

Hi DebbieE ,
Based on your description, with respect to the specific situation where you are working within a customer's tenant and not keeping data on a laptop, using a data stream in their Power BI service is a viable approach. By having the customer import data into the data stream in the Power BI service and providing you with workspace access, you can connect to the data stream from the Power BI desktop using the customer's login credentials. In this way, you can use Power BI Desktop's capabilities to perform transformations on the data and, because the data resides in the service, you can comply with the policy of not letting the data leave its leased scope.
You can refer to the following articles for more details on data flow
Configure and consume a dataflow - Power BI | Microsoft Learn
Dataflows best practices - Power BI | Microsoft Learn
Dataflows Limitations, restrictions and supported connectors and features - Power BI | Microsoft Learn

Best regards,

Albert He

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