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Certified and Promoted reports and apps

Headshot of article author Yaron Canari

Organizations are increasingly seeking to build a data culture so they can leverage insights every day, at all levels of their organization, across users with a variety of analytical skillsets. A key enabler for a data culture is the pervasive availability of standardized, authoritative data that represents a single source of truth, enabling users to make decisions based on trusted data.

To encourage the use of standardized data, we previously released endorsement for datasets and dataflows. This capability was designed to help report creators who need to find authorized data to build their reports on top of.

We’re now extending this capability to provide similar endorsement capabilities for reports and apps. This will enable business users to be confident they are making business decisions based on the right data.

With certification, we are providing organizations with a mechanism they can use to distinguish their most valued and trusted content. Content certification can be tightly controlled and documented via an admin control, ensuring that certification is a selective process that results in the establishment of truly reliable and authoritative body of content designed for use across the org.

As Power BI becomes widely adopted across your org, you can see that many reports are available. Oftentimes, multiple similar reports exist, with major overlap between them, making it difficult to find the right report one can use and be sure of. Any content owner (a user with an admin/member/contributor role in the workspace) can promote their content, thereby marking it as trusted and ready to be shared. This promoted content will get better visibility in a variety of Power BI experiences, making it easier for business users to discover the right data and make grounded business decisions.

Best practices for certification and promotion of Power BI artifacts:

You should use endorsement for the content items (apps, reports, datasets, dataflows) you want people to find, use, and possibly re-share. For example, when you’re sharing data with a broad audience, a Power BI best practice is to share that data via an app. If you’re following this best practice, you want people to be able to find that app easily. In such cases then, you should endorse the app.

If you still find it useful to share reports directly, however, then endorse the report itself.

Whether you’re sharing a report or an app, if the underlying datasets are clean and ready to be shared, then it’s a good idea to endorse the dataset as well. The same applies to dataflow endorsement.

 

Read this documentation to get more details and get started.