Step by Step Guide to Certifying Datasets in Power BI from Fabric

You can help people trust your data by using dataset certification in Power BI from Fabric. Dataset certification means experts and Power BI administrators have checked and approved the data. Certified datasets are special because they are trusted, easy to find, and often become the main source of truth in your group. Before you begin, make sure you have the right permissions and can get into the correct workspace. This guide will show you each step with clear instructions.

Key Takeaways

• Only Members or Admins who have the right permissions can certify datasets in Power BI from Fabric.

• You need to set up your workspace with Premium capacity. You must also turn on dataset certification in the Admin Portal before you start.

• Promote datasets to show they are useful. Certify them to prove they meet high quality and trust rules.

• Add clear descriptions and control who can see them. This helps others understand and trust your certified datasets.

• Certified datasets are easy to find. Your team trusts them. They help everyone use the best data for reports and decisions.

Prerequisites

Roles and Access

You need the right role in your Power BI workspace before you begin. Each role lets you do different things. The table below shows what each role can do for certifying datasets:

Tip: You must be a Member or Admin to certify datasets. Contributors help make datasets, but only Members or Admins can finish certification.

Workspace Setup

You need to set up your workspace the right way to certify datasets. Power BI needs the workspace to use Premium capacity. Shared capacity will not let you certify datasets. You must have permission to manage datasets in the workspace. Only users with the right access can certify datasets.

Power BI administrators must turn on dataset certification for everyone. They also need to turn on "Make certified content discoverable." This setting helps people find certified datasets in search.

If you work in a special industry, you might need to do more steps. Certified datasets may need sensitivity labels and row-level security. These features keep data safe and make sure only the right people see it. Power BI Premium helps your company follow rules and pass audits.

Note: Setting up your workspace and access the right way helps your team trust certified datasets as a main source of truth.

Enable Dataset Certification

Admin Portal Access

You must use the Microsoft Fabric Admin Portal to turn on dataset certification. Only an administrator can do this job. The Admin Portal lets you change important settings for your group. There are steps to follow so only trusted people can certify datasets.

Here is what you need to do to get ready for dataset certification:

1. Open the Microsoft Fabric Admin Portal.

2. Go to the Tenant settings area.

3. Look for Export and sharing settings.

4. Click to open the Certification section.

5. Turn on the setting to "Enabled" so dataset certification works.

6. Add your organization's certification policy URL if you have one. This helps people know the rules.

7. Pick which security groups can certify items. You cannot pick single users, only groups.

8. You can stop some subgroups from certifying datasets if you want.

9. You may let domain administrators change tenant-level settings by checking a box.

10. Click to save and apply your changes.

Tip: Only security groups can get permission to certify datasets. This keeps things safe and in order.

Tenant Settings

Tenant settings decide how dataset certification works for your whole group. These settings help you control who can certify datasets and how people find certified content. By default, only some groups can certify datasets. This keeps your data safe and trusted.

Before you turn on dataset certification, you should set high standards for certified datasets. Your group needs to agree on what makes a dataset trustworthy, reliable, and safe. A team like a Data Center of Excellence should check certified datasets often. You should also share your certification rules with everyone. This helps people trust certified datasets and know why they are important.

Tenant settings also let you choose if users can find certified datasets easily. You can turn on discovery settings so people see certified datasets in search. This helps everyone use the best data for reports and decisions.

Note: Start with strong rules for dataset certification. This helps build trust and stops confusion later.

Promote and Certify Datasets

Promoting and certifying datasets in Power BI from Fabric helps your team find and trust the best data. These steps help your data stand out and meet your group’s rules.

Promote Dataset

You can promote a dataset to help others notice and use it. Promotion is easier than certification, but it still shows the dataset is useful. You need write permissions to promote a dataset. Here is how you do it:

1. Open your Power BI workspace.

2. Find the dataset you want to promote.

3. Hover over the dataset and click the three dots.

4. Pick 'Settings'.

5. Go down and open the 'Endorsement' section.

6. Choose 'Promoted'.

7. You can let users without access find the dataset.

8. Click 'Apply' to save.

🏆 Tip: Promotion helps people find good datasets. It does not mean the dataset passed all checks for Dataset Certification.

Promoting datasets helps your team avoid bad or repeated data. Any owner or user with write permissions can promote a dataset when it is ready to share.

Dataset Certification

Dataset Certification is a higher level of trust. Only Members or Admins can certify a dataset. Your group may have rules about which datasets get certified. You must follow these rules to keep data quality high.

To certify a dataset, do these steps:

1. Go to the Power BI workspace with your dataset.

2. Find the dataset and click the three dots.

3. Pick 'Settings'.

4. Open the 'Endorsement and discovery' section.

5. Choose 'Certified'.

6. You can also let users find the certified dataset.

7. Click 'Apply' to finish.

Note:

Many groups have problems when certifying datasets. You might see issues like unclear owners, messy workspaces, or bad data. The table below shows common problems and ways to fix them:

📚 Best Practice: Always follow your group’s rules for Dataset Certification. This keeps your data safe and trusted.

Add Description

Adding a clear description helps everyone know what the dataset is for. Good descriptions make it easy for others to reuse your dataset and trust it. Here are some best ways to add descriptions:

1. Write a simple, clear description for the dataset. Say what the data covers and how to use it.

2. Add descriptions to important parts, like measures and columns. This helps users know what each part does.

3. Include details about where the data comes from and how often it updates.

4. Write down both technical and business details. Share this with your team.

5. Use Active Directory groups to manage who can see and use the dataset.

6. Publish certified datasets through Power BI apps for better control and easy updates.

7. Make your dataset easy to find in the datasets hub. This helps others find and reuse it.

8. Add sensitivity labels if your data is private or sensitive.

9. Set up support so users can get help if they have questions.

10. Clearly list the owner and a backup contact for the dataset.

💡 Tip: A good description builds trust and helps your dataset become a single source of truth.

When you follow these steps, your team can find, use, and trust certified datasets more easily. Dataset Certification works best when your data is clean, everything is written down, and users are trained.

Use Certified Datasets

Discover Certified Datasets

You can find certified datasets fast in Power BI. Dataset Certification makes these datasets easy to spot. Certified datasets have a special badge in the datasets hub. The datasets hub is like a library for your data. It shows which datasets are promoted or certified. This helps you pick the best data for your reports.

When you search, certified datasets show up first. Power BI puts them at the top because they are trusted. You can use filters or type keywords to find what you need. Even if you cannot use a dataset yet, you can still see it and ask for access. This helps you share data and not use old or repeated data.

💡 Tip: Certified datasets are trusted and suggested for your team. You can use them as your main data source.

To find certified datasets, do these steps: 1. Open Power BI and go to the datasets hub. 2. Use the search bar or filters to look for datasets. 3. Find the certified badge next to the dataset name. 4. Click the dataset to see more or ask for access.

Connect in Power BI Desktop

After you find a certified dataset, you can use it in Power BI Desktop. This lets you make reports with trusted data. Power BI Desktop lets you connect live to certified datasets. Your reports will always have the latest data.

To connect, do these steps: - Open Power BI Desktop. - Click Get data. - Pick Power BI semantic models. - Search for the certified dataset or use filters. - Choose the dataset and connect.

You need Build permission to use the dataset. When you connect, you cannot change the main data model. But you can make your own measures and visuals. Power BI keeps your data safe, so only the right people see private data. Reports made this way are always the same and help your team use the same data.

🏆 Note: Using certified datasets in Power BI Desktop helps you make good reports and follow data rules.

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You can certify datasets in Power BI from Fabric by following easy steps. First, make sure your workspace and permissions are ready. Next, turn on Dataset Certification in the admin portal. After that, promote and certify your datasets. Add clear descriptions to help others understand them. Certified datasets give you many good things:

• You get safer and better data.

• Your team uses one trusted source, so there are fewer mistakes.

• Users feel sure when making choices with correct data.

• Certification helps your group follow rules and grow.

Try using Dataset Certification now. Share your thoughts or questions to help others learn.

FAQ

What is the difference between promoting and certifying a dataset?

Promoting a dataset means you tell others it is good. Certifying a dataset means your group has checked and approved it. Certified datasets are trusted by everyone. Only Members or Admins can certify datasets.

Who can certify a dataset in Power BI?

Only people with Member or Admin roles can certify datasets. You also need permission from your Power BI administrator.

Why can’t I see the option to certify a dataset?

You might not have the right role. Or your admin did not turn on certification. Check your workspace role. Ask your admin to turn on dataset certification in the Admin Portal.

Can I update a certified dataset?

Yes, you can update a certified dataset if you have permission. Always follow your group’s rules when you make changes. Updates help keep your data correct and trusted.