Special Class – Module 7: Microsoft Fabric

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Overview

Microsoft Fabric provides an integrated environment for managing data, analytics, and business intelligence. When combined with Power BI, it helps organizations connect data, publish reports, share insights, and manage reporting activities across teams.

In this module, learners will explore Microsoft Fabric workspaces and their connection with Power BI. They will learn how to share and schedule reports, present insights through PowerPoint, configure KPI alerts, analyse semantic models using Excel, and publish dashboards through Power BI Service.

The module also covers workspace administration, user roles, scheduled refresh, and governance practices required to manage Power BI content in an organizational environment.

This module supports selected skills within the Visualize and Analyze the Data and Manage and Secure Power BI skill areas of the Microsoft PL-300: Power BI Data Analyst certification examination.

What Will Be Covered

7.1 Introduction to Microsoft Fabric Workspace

  • Understanding Microsoft Fabric and its role in modern business intelligence.

  • Exploring the Microsoft Fabric workspace environment.

  • Understanding the purpose and structure of workspaces.

  • Exploring how workspaces organize reports, semantic models, and other analytical items.

  • Understanding workspace collaboration and content management.

  • Exploring how Fabric workspaces support team-based data and reporting activities.

  • Understanding the relationship between Microsoft Fabric and Power BI Service.

7.2 Connecting Fabric to Power BI

  • Understanding the connection between Microsoft Fabric and Power BI.

  • Exploring how Power BI works with data and semantic models in Fabric.

  • Connecting Power BI reports to Fabric-based data sources.

  • Understanding how shared semantic models support centralized reporting.

  • Exploring how connected data can be used for report development and analysis.

  • Understanding the benefits of integrating Fabric and Power BI for business reporting.

7.3 Sharing and Scheduling Power BI Reports

  • Understanding the different ways to share Power BI reports.

  • Sharing reports with colleagues and business stakeholders.

  • Exploring report access and permission settings.

  • Understanding scheduled report delivery options.

  • Configuring report subscriptions and delivery schedules.

  • Managing report distribution for regular business updates.

  • Understanding how scheduled sharing supports reporting and communication workflows.

7.4 Opening and Presenting Reports in PowerPoint

  • Understanding the integration between Power BI and PowerPoint.

  • Exploring options for inserting Power BI reports into PowerPoint presentations.

  • Opening and presenting reports within PowerPoint.

  • Understanding how embedded Power BI content supports business presentations.

  • Presenting interactive report information during meetings and management reviews.

  • Using Power BI insights to support business discussions and decision-making.

7.5 Setting Alerts for KPIs and Performance Tracking

  • Understanding data alerts in Power BI Service.

  • Exploring the purpose of KPI alerts in business performance monitoring.

  • Configuring alerts for supported dashboard tiles.

  • Setting alert conditions based on defined thresholds.

  • Managing and reviewing configured alerts.

  • Understanding how alerts help identify changes in important business metrics.

  • Applying alerts to support regular KPI and performance tracking.

7.6 Analyzing Data Models in Excel and Embedding Reports

  • Understanding how Excel connects to Power BI semantic models.

  • Exploring the Analyze in Excel functionality.

  • Connecting Excel to published Power BI data models.

  • Analysing business data using Excel PivotTables.

  • Working with connected data for further business analysis.

  • Understanding how Power BI reports can be embedded in supported applications and environments.

  • Exploring how embedded reports make business insights accessible to users.

7.7 Publish and Share Dashboards on Power BI Service

  • Understanding the Power BI publishing process.

  • Publishing reports from Power BI Desktop to Power BI Service.

  • Exploring reports, dashboards, and semantic models in Power BI Service.

  • Understanding the process of creating and managing dashboards.

  • Sharing published dashboards with relevant users.

  • Managing access to published reports and dashboards.

  • Understanding how Power BI Service supports centralized report distribution.

  • Exploring how published dashboards help users monitor business performance.

7.8 Manage Workspaces, Roles, Refresh Schedules, and Governance

  • Understanding workspace administration in Power BI Service.

  • Creating and managing workspaces.

  • Exploring workspace roles and their permissions.

  • Assigning appropriate roles to workspace members.

  • Managing access to reports, dashboards, and semantic models.

  • Configuring scheduled refresh for published semantic models.

  • Understanding refresh frequency and refresh history.

  • Monitoring refresh status and identifying refresh issues.

  • Understanding governance practices for managing Power BI content.

  • Applying appropriate access control and workspace management practices.

Skills You Will Gain

By completing this module, learners will develop practical skills in the following areas:

1. Microsoft Fabric Workspace Management

  • Navigate and work with Microsoft Fabric workspaces.

  • Understand how workspaces organize analytical content.

  • Work with Fabric and Power BI in a connected environment.

  • Understand workspace-based collaboration.

2. Report Sharing and Distribution

  • Share Power BI reports with relevant users.

  • Configure report subscriptions and scheduled delivery.

  • Manage report access and permissions.

  • Publish and distribute dashboards through Power BI Service.

3. Business Presentation and Collaboration

  • Present Power BI reports through PowerPoint.

  • Use Power BI insights in business presentations.

  • Connect Excel to Power BI semantic models.

  • Analyse connected business data using Excel.

4. KPI Monitoring and Performance Tracking

  • Configure alerts for supported Power BI dashboard tiles.

  • Set threshold-based alerts for important metrics.

  • Monitor changes in business performance indicators.

  • Use alerts to support regular performance tracking.

5. Power BI Administration and Governance

  • Manage Power BI workspaces and workspace roles.

  • Assign appropriate access permissions.

  • Configure and monitor scheduled refresh.

  • Apply governance practices for managing reports and data access.

Learning Outcomes

By the end of this module, learners should be able to:

  1. Understand how Microsoft Fabric and Power BI can support centralized business data management and enterprise reporting.

  2. Work with connected data and semantic models to support consistent reporting across departments.

  3. Publish and share business dashboards with relevant stakeholders through Power BI Service.

  4. Make business performance information available to management through scheduled report distribution and PowerPoint presentations.

  5. Monitor important business KPIs through alerts and identify performance changes that require attention.

  6. Analyse connected business data using Excel and Power BI semantic models.

  7. Manage workspaces, user roles, and access permissions to support organization-wide reporting.

  8. Maintain reliable reporting processes through scheduled refresh and appropriate governance practices.

  9. Support a centralized reporting environment where departments can work with consistent business metrics and performance information.

Microsoft PL-300 Exam Alignment

This module supports selected objectives within the Microsoft PL-300: Power BI Data Analyst certification examination.

Manage and Secure Power BI – 15–20% of the examination

Microsoft's study guide identifies several competencies within this area.

1. Manage Workspaces and Assets

Candidates should be able to:

  • Create and configure workspaces.

  • Configure and update workspace access.

  • Manage workspace roles.

  • Publish and manage Power BI content.

  • Manage dashboards, reports, and semantic models.

  • Configure and manage scheduled refresh.

  • Monitor refresh history and resolve refresh-related issues.

2. Manage and Secure Data Access

Candidates should be able to:

  • Manage access to Power BI content.

  • Configure workspace roles and permissions.

  • Understand how access is controlled across reports and semantic models.

  • Apply appropriate security and governance practices.

  • Manage sharing and collaboration settings.

Visualize and Analyze the Data – 25–30% of the examination

This module also supports selected competencies related to report distribution and business analysis.

3. Enhance Reports for Usability and Consumption

Candidates should understand how Power BI reports and dashboards can be made accessible and useful to business users.

Continue to the Next Special Class Module 8: Power Apps & Power Automate Integration with Power BI

Explore how Power BI integrates with Power Apps and Power Automate, and how these tools can support connected business applications and automated workflows.

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