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aseagull
Helper IV
Helper IV

ideas for Documenting Workspaces in the Service

Hello out there! I'm wondering what people have done to attach (internal) documentation to a workspace that's been shared with users.

 

The hack I will jokingly suggest is to create a pbix called "Don't README" and put RLS on it, but don't put any of the users on a role. So if they click on it, they don't see the data. And this is where I'd put my notes.

 

I'm only half-joking, since this might be what I end up doing. And if the workspace is accessed via an app, I can block this report from the app. Is that the best approach? Any other ideas?

 

Thanks,

Amon 

1 ACCEPTED SOLUTION
otravers
Community Champion
Community Champion

In workspace settings there's a description field, I often find this sufficient. Sometimes I create auditing report pages that I use for troubleshooting, I hide them so they only show in Power BI Desktop. Your idea of creating a separate report also has merit, I'd call it "Documentation" and only put the workspace admin(s) on an RLS role, if end users shouldn't see any of that documentation.

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1. How to get your question answered quickly - good questions get good answers!
2. Learning how to fish > being spoon-fed without active thinking.
3. Please accept as a solution posts that resolve your questions.
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BI Blog: Datamarts | RLS/OLS | Dev Tools | Languages | Aggregations | XMLA/APIs | Field Parameters | Custom Visuals

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otravers
Community Champion
Community Champion

In workspace settings there's a description field, I often find this sufficient. Sometimes I create auditing report pages that I use for troubleshooting, I hide them so they only show in Power BI Desktop. Your idea of creating a separate report also has merit, I'd call it "Documentation" and only put the workspace admin(s) on an RLS role, if end users shouldn't see any of that documentation.

------------------------------------------------
1. How to get your question answered quickly - good questions get good answers!
2. Learning how to fish > being spoon-fed without active thinking.
3. Please accept as a solution posts that resolve your questions.
------------------------------------------------
BI Blog: Datamarts | RLS/OLS | Dev Tools | Languages | Aggregations | XMLA/APIs | Field Parameters | Custom Visuals

Thanks @otravers . I do use the description field for things that the users ought to see, and hidden report pages for notes specific to those items. I'm glad you think my joke has merit! I wonder if anyone else has any other ideas?

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