Power BI and Fabric Governance – Going from the skies to the ground!
2024TL; DR
In this session you will obtain a view of how to Govern and manage a large-scale Power BI / Fabric estate, including both technical considerations (e.g. Architecture, Artefact management, security and performance) as well as non-technical (e.g. roles & responsibilities, processes and workflows). By the
end, you will have an idea how to achieve the holy grail of self-service BI: “Discipline at the core, flexibility at the edge”
Session Details
Imagine yourself in the middle of trying to educate and convince senior stakeholders in a large organisation (e.g Head of IT Security, Head of IT, CDO, COO) about how Microsoft Fabric can be securely implemented and Governed. There are debates around how to balance the requirement for self-service with implementing sufficient technical controls to restrict access to potentially sensitive data. All in an organisation where Power BI has brought a lot of value to the business but a lot of pain for IT, essentially forming part of a growing, ungoverned domain of “Shadow IT”. So these stakeholders aren’t immediately sold on the idea of bringing more analytics items into the mix with Microsoft Fabric.
In this session you will be immersed into a series of role-play scenarios with these stakeholders, delivered through an interactive e-learning course. This is complete with a brainstorming exercise and interactive Q&A at the end of each module.
Through these scenarios you will learn clear patterns to deploy in order to “land the plane” and go from high level security requirements to ground operations.
This includes practical steps on how to implement technical controls, but also an understanding of how to organise the people on the ground – the airport staff and crew – so that there are clear roles and responsibilities, processes and ways of working.
The content is delivered through 6 modules:
Module 1: Overview. Understand the high level scope of what is required to effectively Govern and manage a Fabric/Power BI estate.
Module 2: Microsoft Fabric as part of a Data Mesh Architecture. Understand how the principles of Data Mesh apply to Microsoft Fabric and how it solves many of the challenges around data silos and dependencies on specialised technical teams.
Module 3: Administering and monitoring the Fabric environment:
- Manage Fabric capacities from a performance and consumption perspective
-Design feature controls using the Fabric Admin portal and
- know how to analyse Fabric adoption and usage!
Module 4: Data Governance
Understand the principles and key activities required to set up:
-Integration between MS Fabric and Purview for Data lineage /impact analysis, Data Cataloguing, and automatic scanning/identification of sensitive data
- Information Protection, including Data Loss Prevention Sensitivity Label and Data encryption.
- Data Safeguarding including Data residency, data recovery and end-to-end auditing as required to meet compliance requirements.
Module 5: Access control and Data Security
Define and implement security controls around access permissions, including:
-Data level security such as Row/Object level security and OneSecurity at the lakehouse/file level.
-Workspace and artefact security including workspace roles, sharing permissions and delegated data permissions.
-Identity and Network security including Gateways, private endpoints and Microsoft Entra Private Access.
Module 6: The Organisational Operating Model.
Brining it all together and applying the principles of the Fabric Adoption Roadmap to your organisation for end user and developer enablement.
This includes including ensuring the right data culture and setting up an Analytics/BI centre of excellence so that all users and admins have the appropriate level of support and the right environment for learning and continuous improvement!
In this session you will be immersed into a series of role-play scenarios with these stakeholders, delivered through an interactive e-learning course. This is complete with a brainstorming exercise and interactive Q&A at the end of each module.
Through these scenarios you will learn clear patterns to deploy in order to “land the plane” and go from high level security requirements to ground operations.
This includes practical steps on how to implement technical controls, but also an understanding of how to organise the people on the ground – the airport staff and crew – so that there are clear roles and responsibilities, processes and ways of working.
The content is delivered through 6 modules:
Module 1: Overview. Understand the high level scope of what is required to effectively Govern and manage a Fabric/Power BI estate.
Module 2: Microsoft Fabric as part of a Data Mesh Architecture. Understand how the principles of Data Mesh apply to Microsoft Fabric and how it solves many of the challenges around data silos and dependencies on specialised technical teams.
Module 3: Administering and monitoring the Fabric environment:
- Manage Fabric capacities from a performance and consumption perspective
-Design feature controls using the Fabric Admin portal and
- know how to analyse Fabric adoption and usage!
Module 4: Data Governance
Understand the principles and key activities required to set up:
-Integration between MS Fabric and Purview for Data lineage /impact analysis, Data Cataloguing, and automatic scanning/identification of sensitive data
- Information Protection, including Data Loss Prevention Sensitivity Label and Data encryption.
- Data Safeguarding including Data residency, data recovery and end-to-end auditing as required to meet compliance requirements.
Module 5: Access control and Data Security
Define and implement security controls around access permissions, including:
-Data level security such as Row/Object level security and OneSecurity at the lakehouse/file level.
-Workspace and artefact security including workspace roles, sharing permissions and delegated data permissions.
-Identity and Network security including Gateways, private endpoints and Microsoft Entra Private Access.
Module 6: The Organisational Operating Model.
Brining it all together and applying the principles of the Fabric Adoption Roadmap to your organisation for end user and developer enablement.
This includes including ensuring the right data culture and setting up an Analytics/BI centre of excellence so that all users and admins have the appropriate level of support and the right environment for learning and continuous improvement!
3 things you'll get out of this session
Speakers
Rishi Sapra's other proposed sessions for 2026
Data Storytelling in Power BI: From Reports to Narratives - 2026
From Excel to Fabric with AI Agents: Automating Migration with MCP Servers - 2026
From Excel to Fabric with AI Agents: Automating Migration with MCP Servers (Training Day) - 2026
From Manual Month-End to AI-Powered Finance in Fabric - 2026
From Manual Month-End to AI-Powered Finance: Building Self-Service Analytics in Fabric - 2026
From SAP Extracts to AI-Powered Insights (TRAINING DAY) - 2026
From SAP Extracts to AI-Powered Insights with Business Process Solutions - 2026
From Strategy to Execution: Building AI-Ready Data Products with Microsoft Fabric - 2026
From Strategy to Execution: Building AI-Ready Data Products with Microsoft Fabric (TRAINING DAY) - 2026
Taming the Firehose: Technical Acceleration and ADHD - 2026
Rishi Sapra's previous sessions
What does Microsoft Fabric mean for a Finance/Business Analyst?
For a business team such as Finance, Microsoft Fabric allows you to go from being “IT reliant” to “IT enabled” and this session shows you how!
Whether you’re a data explorer, data analyst, data engineer – or perhaps a newly coined analytics engineer – we will explore what Microsoft Fabric means for you. We will look at the need for the data platform components in Fabric, applied for a finance data use case, and consider the benefits of this being in a SaaS lakehouse architecture. We will also consider how you need to organise your Finance and IT teams to work best with Fabric so that you have the right capabilities to deliver meaningful financial insights at scale.
How to learn fast-changing tech in a post pandemic, Attention-starved world
Struggling to figure out how to learn about new features and pick up new skills in a technology environment that is moving so fast? In this session, Rishi will highlight some key principles of instructional design and how you can use them to become a better learner or teacher!
Power BI Governance: 6 steps to success
Learn how to deploy Power BI at scale within a large Enterprise. The mantra behind this is “discipline at the core, flexibility at the edge” - we will cover deploying appropriate guardrails/controls whilst still retaining the notion of “self-service” within the organization.
Storytelling With Data
Learn how to present arguments with data to effectively communicate the insights you need to get across
Tips and Tricks for working with Finance Data in Power BI
<p>Excel has always been the tool of choice for the finance team with the flexibility it provides for logic, formatting and presentation of numbers. But this flexibility has also caused Governance nightmares, performance issues and huge risks with manual processes. Is it possible to also achieve the desired outcomes and flexibility with Power BI whilst also having all the benefits of working in a more controlled, automated and feature-rich environment? Yes!
In this session Rishi will show how you can have your finance cake and eat it, showing how to build dynamically formatted financial statements , waterfall charts and KPIs in Power BI to tell an engaging story with finance data.
The Incidental Business Analyst (BA) – Designing a Finance Power BI Data Model to Tell a Story
Join this session to learn the key steps in designing a data model: Know Your Audience (KYA), Complete a Scoping Template, Define the data granularity/scope and design a conceptual model. We will use time-tested methodologies based on Kimball Data modelling techniques, including a Bus Matrix and Starnet, complete with templates available for you to freely download.