Capstone Project: Publishing, RLS Deployment & App Handover

Congratulations on completing the Capstone development! The final phase of an intermediate BI project is deployment to the cloud: publishing the .pbix report, configuring Row-Level Security, setting up scheduled data refreshes, and publishing the final Power BI App for executive stakeholders.

1. Publishing to the Power BI Service

1. 1
   Save your final report file in Power BI Desktop: Superstore_Executive_Dashboard.pbix.
2. 2
   On the Home ribbon tab, click Publish.
3. 3
   Select your designated collaborative workspace (e.g., Commercial Operations - Production).
4. 4
   Wait for the upload confirmation: "Publishing succeeded!"
5. 5
   Click the link to open the live report in your web browser (app.powerbi.com).

2. Setting Up Cloud Row-Level Security (RLS)

Now configure cloud access for regional sales directors:

1. 1
   In your workspace, locate the Dataset / Semantic Model.
2. 2
   Click More options (...) $\to$ Security.
3. 3
   Under the North_Region_Manager role, add the email addresses of the northern sales leadership.
4. 4
   Click Test as role to verify that northern managers can only see North regional figures.
5. 5
   Click Save.

3. Publishing the Production App

Never share the raw workspace link with executive leadership. Package the solution into an official App:

1. 1
   In your workspace, click Create app (or Update app) in the top-right corner.
2. 2
   In the Setup tab:

• Name the App: Executive Sales & Operations Portal.
• Add a professional description and corporate logo icon.

1. 1
   In the Content tab:

• Add your newly published Superstore_Executive_Dashboard.

1. 1
   In the Audience tab:

• Create audience groups (e.g., Executive Board, Regional Sales Directors).
• Grant access via Microsoft Entra ID groups.

1. 1
   Click Publish app and copy the clean distribution URL!