Set up different environments in Power BI

[missmanou26]

Hello all,

I'm a power BI beginner and I have to implement it within my company, we have pro licence (so I cannot use deployment pipelines).

I have few questions:

1. How can I set up different environments with power BI (Dev/ Test/ Production).

2. How can I share a dashboard in a workspace without sharing the corresponding dataset ?

3. How can I switch from database development to production database easily within a report ?

Many thanks for your help.

[skygold16 · Accepted solution]

Hi @missmanou26 , 

Welcome to the world of Power BI. I will try an answer you queries below:

1. How can I set up different environments with power BI (Dev/ Test/ Production).
The best way to segregate the environment is by workspace, you can create 3 workspace for each workspace you plan to create for ex: sales-dev, sales-Test and Sales (this is prod which is without any suffix) 

2. How can I share a dashboard in a workspace without sharing the corresponding dataset ?
You can add any users to the workspace with viewer permission, so that they can only see the report not the dataset

3. How can I switch from database development to production database easily within a report ?

When you create your connection in the desktop, you can use the parameters in advance query and manage those parameters in the service to select approrpiate environments. Basically you are creating parameter for your report read it from the right environments. So in dev workspace you choose dev parameter and in prod, you should select the prod parameter. You can refer this video : Making data source parameters easy in Power BI Desktop - YouTube

[skygold16 · Accepted solution]

Hi @missmanou26 , 

Welcome to the world of Power BI. I will try an answer you queries below:

1. How can I set up different environments with power BI (Dev/ Test/ Production).
The best way to segregate the environment is by workspace, you can create 3 workspace for each workspace you plan to create for ex: sales-dev, sales-Test and Sales (this is prod which is without any suffix) 

2. How can I share a dashboard in a workspace without sharing the corresponding dataset ?
You can add any users to the workspace with viewer permission, so that they can only see the report not the dataset

3. How can I switch from database development to production database easily within a report ?

When you create your connection in the desktop, you can use the parameters in advance query and manage those parameters in the service to select approrpiate environments. Basically you are creating parameter for your report read it from the right environments. So in dev workspace you choose dev parameter and in prod, you should select the prod parameter. You can refer this video : Making data source parameters easy in Power BI Desktop - YouTube

[missmanou26 · Accepted solution]

Thank you very much for your help