Power BI Dataflows – Endorsement as Promoted and Certified

Inform your users as to which dataflow to use by using Endorsement. This allows you to label a dataflow as promoted or certified.

Dataflow Series

This post is part of a series on dataflows.

• Create a dataflow
• Set up dataflow refresh
• Endorsement
• Diagram View
• Refresh History
• Create dataflow from Export json file
• Incremental Refresh

YouTube Version

Before Endorsement

When a report builder selects dataflow as the data source, the list of dataflows only shows the title of the dataflows. It gives no indication of the last refresh date or owner so if there are similar names your report builders could easily pick the incorrect dataflow.

In the above example there is Biscuits and Biscuit Data and no information to help a report builder decide which dataflow is the correct one.

Adding Endorsement

Endorsement has to happen in workspace. Click on the three dots next to the dataflow and select Settings. In settings, expand the Endorsement section to see three options.

• None – default setting with no endorsement.
• Promoted – this level can be added by the dataflow owner.
• Certified – this level can only be added by owners who have been given permission by the tenancy admins. Details of how an admin can add be found in Endorse a dataset post.

Once you have selected the level, click Apply to save it.

After Endorsement

Now when a user selects dataflow as their connector they will see the same list of dataflows but they will be tagged as Promoted or Certified.

Conclusion

When someone has done the hard work to create a dataflow to assist the users in building reports it is important to let your users know which dataflow is the one to use.