Governance guide

How to govern Power BI

A step-by-step guide to governing Power BI with Rencore: detect with 10 policies, review with 5 reports, and remediate with 0 automations.

Definition

Governing Power BI means keeping its access, configuration, and lifecycle under continuous control rather than reacting after something breaks. Rencore governs Power BI with 10 pre-built policies, 5 reports, and 0 automations, so teams can detect risk, review posture, and remediate with an audit trail. The steps below turn that coverage into a repeatable routine.

Steps

  1. Inventory Power BI

    Connect Power BI and let Rencore build a continuous inventory of its resources, owners, and configuration, so governance starts from what exists rather than a stale export.

  2. Detect with policies

    Turn on the pre-built policies that cover Power BI to surface oversharing, sprawl, and misconfiguration on the first scan, before writing a single custom rule.

  3. Review by owner and severity

    Use the Power BI reports to review findings by owner, category, and severity, and to share them with stakeholders who do not have a seat in the platform.

  4. Remediate and automate

    Apply automations to fix findings at scale, route sensitive changes through approvals, and keep every action reversible and logged for the audit trail.

Recommended Power BI policies

Grounded in the Rencore catalog. See the full Power BI catalog on the Power BI connector page.

  • Empty Workspace Cleanup Alert

    Identifies unused workspace containers that should be removed to maintain environment cleanliness

    Severity: Medium
  • External Sharing Risk with External Users

    Identifies reports with external access permissions that may violate data protection policies

    Severity: High
  • Inactive Power BI Content Alert

    Identifies all unused content types for possible archiving or removal to improve environment efficiency

    Severity: Medium
  • Inactive Power BI Reports

    Identifies specifically reports without recent activity for review and potential archiving

    Severity: Medium
  • Inactive Power BI Workspaces

    Identifies workspaces without user activity that may be candidates for archiving or consolidation (30 days)

    Severity: Medium
  • Orphaned Power BI Datasets

    Identifies datasets not connected to any reports that may be consuming resources unnecessarily

    Severity: Medium
  • Power BI Dashboards with External Access

    Identifies dashboards specifically shared externally which may contain aggregated sensitive information

    Severity: High
  • Power BI Reports without Classification

    Identifies reports lacking required sensitivity classification to ensure data governance compliance

    Severity: Medium
  • Power BI Workspaces with External Access

    Identifies workspaces where external users have been granted access rights

    Severity: Medium
  • Power BI Workspaces without Administrators

    Identifies workspaces lacking designated administrative ownership, creating accountability risks

    Severity: Medium
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