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PL-300 · Domain 4: Manage and secure Power BI · 18% of the exam

Task 4.1: Create and manage workspaces and assets

Workspaces and apps, publishing and updating items, dashboards, distribution methods, subscriptions and data alerts, promoting and certifying content, gateways and scheduled refresh.

Study it

  • Workspaces, publishing and apps

    Lesson coming

  • Dashboards, subscriptions and data alerts

    Partly covered by: CloudWatch, Alarms & X-Ray, Observability Basics

  • Distribution methods and endorsement

    Lesson coming

  • Gateways and scheduled refresh

    Lesson coming

Sample questions

Try each one before opening the answer. Every option is explained, with the Microsoft documentation page that proves it.

Question 1 · choose 1

A workspace on an F64 capacity holds 14 reports and 2 dashboards. About 300 employees with Free licenses must get a curated, read-only set of this content, and the Sales department must see different reports from the Finance department. Authors keep editing in the workspace. How should you distribute the content?

  1. AAdd all 300 employees, Sales and Finance alike, to the Viewer role
  2. BPublish a workspace app with a Sales audience and a Finance audience
  3. CShare each report directly from the workspace with the right group of employees
  4. DUse Publish to web and send each department its links
Show the answer and why
  • AAdd all 300 employees, Sales and Finance alike, to the Viewer role

    Incorrect

    Viewers see every item in the workspace, including work in progress, with no per-department selection.

  • BPublish a workspace app with a Sales audience and a Finance audience

    Correct

    Each audience sees only the content chosen for it, and Free users can view app content on F64 capacity.

  • CShare each report directly from the workspace with the right group of employees

    Incorrect

    Item-by-item sharing works but gives no curated package and is hard to manage for 14 reports.

  • DUse Publish to web and send each department its links

    Incorrect

    Publish to web makes the reports public on the internet without authentication.

Workspace apps package content from a workspace for broad distribution, and each audience sees only the content you choose for it. On Premium capacity or Fabric F64 or higher, users without Pro or PPU licenses can view app content. Workspace roles give access to everything in the workspace.

Question 2 · choose 1

A semantic model has one query that merges an on-premises SQL Server table with an Azure SQL Database table. Scheduled refresh through the team's standard gateway fails for the Azure SQL part, although Azure SQL credentials are set in the model's settings. The gateway admin wants the least configuration on the gateway. What should be done?

  1. AInstall a personal gateway for the Azure SQL source
  2. BSplit the Azure SQL table into its own semantic model and refresh it through the cloud
  3. CRemove the gateway connection so both sources refresh directly
  4. DTurn on Allow user's cloud data sources to refresh through this gateway cluster
Show the answer and why
  • AInstall a personal gateway for the Azure SQL source

    Incorrect

    That adds another gateway to install and maintain instead of one setting, and a personal gateway serves only the person who installed it.

  • BSplit the Azure SQL table into its own semantic model and refresh it through the cloud

    Incorrect

    The merge would no longer be in one model, which changes the design instead of fixing refresh.

  • CRemove the gateway connection so both sources refresh directly

    Incorrect

    The on-premises SQL Server can't be reached without a gateway.

  • DTurn on Allow user's cloud data sources to refresh through this gateway cluster

    Correct

    When a query mixes sources, the cloud source goes through the gateway, and this option uses the model's own cloud credentials.

If a query merges or appends data from gateway-connected sources and cloud sources, Power BI uses the gateway connection for the cloud source as well. Either add a data source definition for the cloud source to the gateway, or enable Allow user's cloud data sources to refresh through this gateway cluster so Power BI uses the credentials defined in the semantic model settings.

Question 3 · choose 1

A logistics lead wants an email whenever the On-time % value shown in a card visual drops below 90% after a data refresh. She has a Pro license, and the report is in a shared workspace. Using dashboard data alerts, what should she do?

  1. APin the card to a dashboard and set a data alert on that tile
  2. BSet a data alert on the card in Power BI Desktop
  3. CPin the report page's line chart to a dashboard and set an alert on it
  4. DSubscribe to the report page after each data refresh
Show the answer and why
  • APin the card to a dashboard and set a data alert on that tile

    Correct

    Data alerts work on dashboard tiles pinned from cards, KPIs and gauges, and can send email.

  • BSet a data alert on the card in Power BI Desktop

    Incorrect

    Data alerts aren't available in Power BI Desktop.

  • CPin the report page's line chart to a dashboard and set an alert on it

    Incorrect

    Dashboard data alerts work only on gauges, KPIs and cards.

  • DSubscribe to the report page after each data refresh

    Incorrect

    A subscription emails a snapshot on a schedule, whatever the value is.

You can set data alerts on dashboard tiles pinned from report visuals, but only on gauges, KPIs and cards, and alerts are checked when the data refreshes. Alerts can send email and are set in the Power BI service or mobile apps, not in Power BI Desktop. Alerts on report visuals use Fabric Activator.

Question 4 · choose 2

You added a new Margin report to a workspace whose app was published last month. App users don't see the report, although they can still open the older reports. Which two actions should you take? (Choose TWO.)

  1. ARepublish the semantic model from Power BI Desktop
  2. BAdd the app users to the workspace's Viewer role to see Margin
  3. CRefresh the semantic model behind the report
  4. DInclude the Margin report in the app content and make it visible to the right audience
  5. ESelect Update app to publish the changes
Show the answer and why
  • ARepublish the semantic model from Power BI Desktop

    Incorrect

    The model isn't the problem; the app hasn't been told about the report.

  • BAdd the app users to the workspace's Viewer role to see Margin

    Incorrect

    Workspace roles bypass the app instead of updating it.

  • CRefresh the semantic model behind the report

    Incorrect

    Refresh updates data, not app content.

  • DInclude the Margin report in the app content and make it visible to the right audience

    Correct

    When you update an app, newly added content isn't included by default.

  • ESelect Update app to publish the changes

    Correct

    App users see changes only after the app is updated.

A workspace app is published from a workspace. When you publish an app, all content is included for each audience by default, but when you update an app, newly added content isn't included by default; you add it, set its visibility for each audience, and select Update app.

Question 5 · choose 1

A semantic model refreshes from an on-premises SQL Server through a personal gateway on the laptop of an analyst who's leaving next week. Three other analysts must be able to manage the model's refresh, and IT runs gateway servers for the team. What should you do?

  1. AInstall personal gateways on the remaining analysts' laptops
  2. BMove the source to IT's standard gateway for the analysts
  3. CSwitch the model to DirectQuery so it doesn't need refreshing
  4. DCopy the model to OneDrive so it refreshes without a gateway
Show the answer and why
  • AInstall personal gateways on the remaining analysts' laptops

    Incorrect

    A personal gateway serves one user and can't be shared.

  • BMove the source to IT's standard gateway for the analysts

    Correct

    A standard gateway supports centrally managed connections that several users can use.

  • CSwitch the model to DirectQuery so it doesn't need refreshing

    Incorrect

    DirectQuery to an on-premises source still needs a standard gateway, and it changes the model's behavior.

  • DCopy the model to OneDrive so it refreshes without a gateway

    Incorrect

    The SQL Server is still on premises, so refresh still needs a gateway.

The on-premises data gateway in standard mode supports centrally managed connections that multiple users can access. Personal mode supports only one user, can't be shared, and only refreshes import models. Gateway admins add data source definitions and grant users permission to use them.

Question 6 · choose 1

Your organization has certification enabled, and you're an authorized certifier. Executives ask for the Sales Overview dashboard to carry the Certified badge so people know it's trustworthy. The dashboard's tiles come from one report on one semantic model. What should you do?

  1. ACertify the dashboard from its settings page
  2. BCertify the Sales report and semantic model instead
  3. CMark the dashboard as master data like the semantic model
  4. DFeature the dashboard and the Sales report on colleagues' Home
Show the answer and why
  • ACertify the dashboard from its settings page

    Incorrect

    Dashboards can't be promoted or certified.

  • BCertify the Sales report and semantic model instead

    Correct

    Every Fabric and Power BI item except dashboards can be promoted or certified.

  • CMark the dashboard as master data like the semantic model

    Incorrect

    Master data applies to items that contain data, and dashboards don't.

  • DFeature the dashboard and the Sales report on colleagues' Home

    Incorrect

    Featuring highlights content but isn't an endorsement badge.

Endorsement badges are Promoted, Certified and Master data. All Fabric and Power BI items except Power BI dashboards can be promoted or certified, and items that contain data can be labeled as master data.

Question 7 · choose 1

Where do you set the times at which a published semantic model refreshes each day?

  1. AIn Power BI Desktop's File > Options
  2. BIn the semantic model's settings in the Power BI service
  3. CIn the report's Format pane
  4. DIn the dashboard's tile settings for the semantic model's tiles
Show the answer and why
  • AIn Power BI Desktop's File > Options

    Incorrect

    Desktop options don't schedule refresh in the service.

  • BIn the semantic model's settings in the Power BI service

    Correct

    Scheduled refresh is configured in the semantic model settings.

  • CIn the report's Format pane

    Incorrect

    The Format pane styles visuals.

  • DIn the dashboard's tile settings for the semantic model's tiles

    Incorrect

    Tiles show data; they don't schedule model refresh.

You configure scheduled refresh in the semantic model's settings in the Power BI service, where you also manage gateway connections and data source credentials. Pro allows up to 8 scheduled refreshes a day, and Premium, PPU or Fabric capacities up to 48.

Question 8 · choose 1

You finished a report in Power BI Desktop. How do you get it, with its semantic model, into a workspace in the Power BI service?

  1. AExport the report to PDF and upload it
  2. BSave the file as a template
  3. CSelect Publish and choose the workspace
  4. DCopy the visuals into a dashboard in the workspace
Show the answer and why
  • AExport the report to PDF and upload it

    Incorrect

    A PDF is a static copy, not a report or model.

  • BSave the file as a template

    Incorrect

    A template contains no data and stays on your computer.

  • CSelect Publish and choose the workspace

    Correct

    Publishing uploads the semantic model and its reports to the workspace.

  • DCopy the visuals into a dashboard in the workspace

    Incorrect

    A dashboard doesn't carry a report or semantic model into the workspace.

Publishing from Power BI Desktop uploads the data model, as a semantic model, and the report to the workspace you choose.

Question 9 · choose 1

How many audience groups can you create in one workspace app?

  1. AUp to 25
  2. BOnly one
  3. CUp to 5
  4. DUnlimited
Show the answer and why
  • AUp to 25

    Correct

    You can create up to 25 audience groups in one app.

  • BOnly one

    Incorrect

    Apps support multiple audiences.

  • CUp to 5

    Incorrect

    The limit is higher than five.

  • DUnlimited

    Incorrect

    There's a limit of 25.

Workspace apps support multiple audiences: you can create up to 25 audience groups in one app.

Question 10 · choose 1

Who can apply the Certified endorsement to a report?

  1. AAny user with write permission on the report or its workspace
  2. BReviewers that the administrator has authorized
  3. CAny workspace Viewer
  4. DThe report's readers, by voting
Show the answer and why
  • AAny user with write permission on the report or its workspace

    Incorrect

    Write permission lets users promote content, not certify it.

  • BReviewers that the administrator has authorized

    Correct

    Only a select group of reviewers defined by the administrator can certify content.

  • CAny workspace Viewer

    Incorrect

    Viewers can't endorse content.

  • DThe report's readers, by voting

    Incorrect

    Endorsement isn't decided by readers.

Promoted content can be endorsed by users with write permissions. Certification is available only when an administrator enables it, and only reviewers that the administrator authorizes can certify content; others can request certification.

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