Promoting reports from UAT to Production and RLS setup

[DataWiz99]

Hi, 

We are currently evaluating PowerBI as a reporting tool for one of our Customer Facing application and  I ran into an issue related to deployment. Currently, I'm developing all my reports using PowerBI Desktop and publishing them to PowerBI service (we have multiple workspaces - Grouping of reports and access control through workspaces). However,  I did not find any direct option to transfer all my Dev reports to UAT and then to Production. I even parameterized Connection string, schema name but in order to promote a report, I still need to manually make a copy of reports from dev environment then open the report in the new environment using powerbi desktop and make the changes to the parameters and refresh and publish each report separately.

I'm looking for a way to duplicate the entire environment, or suggestions on promoting reports between environments and how to tackle RLS setup in new environments.

[Anonymous · Accepted solution]

Hi @DataWiz99,

>>I'm looking for a way to duplicate the entire environment, or suggestions on promoting reports between environments and how to tackle RLS setup in new environments.

As you said, current power bi not contains features to auto convert and publish report to different environment, you need to manually re-publish same report with different connection on different environment.

I'd like to suggest you save report as template, then you only need to change connection string and publish it.

For security setting, if each environments/data source has same structure, you can try to use RLS with USERNAME to achieve dynamic RLS.

RLS with UserName()

Regards,

Xiaoxin Sheng

[DataWiz99]

Hi @Anonymous, 

Thank you for the response, Yes I chose to go the Template route as it makes promoting reports simpler.