Power BI Advanced Reporting and Administration — Lesson 4: Monitoring, Troubleshooting, and Improvement

Learning Objectives

• Use usage metrics, lineage, refresh history, capacity metrics, and audit evidence
• Diagnose access, refresh, gateway, visual, model, DAX, and performance problems
• Create ownership, support, recovery, documentation, and improvement plans

Detailed Topics

• Use usage metrics: Use usage metrics, lineage, refresh history, capacity metrics, and audit evidence
• Diagnose access: Diagnose access, refresh, gateway, visual, model, DAX, and performance problems
• Create ownership: Create ownership, support, recovery, documentation, and improvement plans

Guided Demonstration

1. Review the requirement, intended users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, analysis, code, application, report, or administration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with the acceptance criteria and explain any corrective action.

Hands-On Activity

Resolve a Power BI operations scenario and create an administration roadmap.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare at least two valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, support ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Monitoring, Troubleshooting, and Improvement in a realistic scenario and validate the result with documented evidence.