There are a couple of Power BI request forms. Here are checklist for each request.
Set up
It is a good idea to receive an email notification when request comes. Go to Power BI Forms folder in Google Drive and open each request form. Go to "Responses" tab and click ellipses on the top of the form. Check "Get email notifications for new responses".
Power BI HUB SharePoint Library Request
If the user does not have access to SharePoint, read Power BI HUB Access page. After user got access to SharePoint, library administrator can give access to the end user. Instruction is on Managing UMS Power BI HUB SharePoint Library Access page.
If the request is for changing administrator, read User Library Administrator (Owner) Access in Power BI HUB page
Update Status on Response Google Sheet
Power BI Pro License Request
Todd will ask Steve Premeau to get the user license.
- Ask if they tried free Pro trial?
List of Pro License users is on SharePoint > UMS08-IT managed materials > Data source files > Power BI Metadata > powerbipro.csv
Update Status on Response Google Sheet
Power BI Workspace Creation Request
Read Workspace Creation page
Make sure that the workspace administrator has access to SharePointAsk how they connect data?
Update Status on Response Google Sheet
Power BI Premium Capacity Request
- Todd will make the workspace Premium.
- Check if the workspace is in use
Update Status on Response Google Sheet
Power BI Publish to Web Request
- Check dataset. Make sure no personal identifiable information is contained.
- The report should be on workspace, not My workspace.
- Todd will send the publish to web link to the requester
- Update Status on Response Google Sheet
Power BI Data Gateway Request
- Check if the permission for the data connection is still valid
- Find the gateway. If not, create one
- Monitor the data refresh load
- Update Status on Response Google Sheet
Power BI Report Feedback Form
- Share the feedback with the author or workspace admin
Link to folder
- Forms and Responses are in Power BI Forms folder in Google Drive. Go to this folder if a request form needs modifications.
