You have a Power BI dataset named Finance that is hosted in a Power BI workspace.
The finance team at your company is NOT currently a member of any Power BI workspace roles.
You need to enable the finance team to use Microsoft Excel to analyze the Finance dataset.
What should you do?
To enable the finance team to use Microsoft Excel to analyze the Finance dataset, they need build permissions to the Finance dataset. This level of access allows them to connect to the dataset from Excel and perform their analysis without the need to be a member of a Power BI workspace role. Granting build permissions ensures they can leverage the dataset appropriately within Excel.
To enable the finance team to use Microsoft Excel to analyze the Finance dataset, you need to provide them with an Excel workbook that is connected to the dataset. This can be done by installing the Power BI publisher for Excel add-in, connecting to the Finance dataset, and then importing the data into Excel. Once the data is in Excel, the finance team can use all of Excel's analytical capabilities to analyze and visualize the data. Granting build permissions (A) or write permissions (D) to the Finance dataset would allow the finance team to modify the dataset, which is not necessary for their analysis needs. Creating a row-level security (RLS) role and adding the finance team as members (C) would only be necessary if you needed to restrict access to specific rows of data in the Finance dataset based on user roles or permissions.
you have to have at least build permissions on the dataset https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-connect-power-bi-datasets-excel
this page explains correctly. A is correct.
B is the correct one.
The finance team would need to be a member of the Power BI workspace containing the Finance dataset in order to access the dataset from Excel. The question mentions that the finance team is not currently a member of any Power BI workspace roles, which means they do not have any access to the workspace or the datasets within it. However, it's important to note that in order to connect to the dataset from Excel, the user must also have the appropriate permissions to the dataset itself. This can be achieved either by being a member of a workspace role with appropriate permissions to the dataset or having Build permissions to the dataset directly. So, to summarize, the finance team needs to be a member of the Power BI workspace containing the Finance dataset and have appropriate permissions to the dataset itself in order to connect to it from Excel
https://learn.microsoft.com/en-us/training/modules/create-manage-workspaces-power-bi/2-distribute-report-dashboard?ns-enrollment-type=learningpath&ns-enrollment-id=learn-bizapps.manage-workspaces-datasets-power-bi
So, we consider than C is the correct one?
the correct answer is A. you should have built permission or at least contributor role .
Still unsure whether its A or B, and seems like the comments here are split between these two as well.
B. Provide an Excel workbook that is connected to the Finance dataset. By providing an Excel workbook connected to the Finance dataset, the finance team can use Microsoft Excel to analyze the dataset without needing to be members of any Power BI workspace roles. This approach allows them to leverage the data in the Finance dataset directly in Excel. Granting the finance team build permissions to the Finance dataset (Option A) would allow them to create reports and dashboards directly within Power BI using the Finance dataset. However, since the requirement specifically mentions using Microsoft Excel for analysis, providing an Excel workbook connected to the dataset (Option B) seems to be the more suitable solution. Option A might be a valid choice if the finance team needs to create Power BI reports, but for Excel analysis, Option B is more appropriate.
A is correct
Tested with 2 profiles: Profile 1 : App access and Build permission > can Analyze in Excel Profile 2 : Only App access > Can't Analyse in Excel
B looks the closest answer.
Can someone clarify if the correct answer is B or C ?
B similar solutions described here that you have excel connected to the dataset: https://community.powerbi.com/t5/Power-Query/Connect-Excel-to-Power-BI-Dataset/m-p/1564731#M48468
I found out half a year ago during a project for finance that build permissions are needed. (A)