Getting Started with the Manage Data Portal

The following illustration provides you an overview of the Manage Data portal:

Manage Data portal

Accessing the Manage Data Portal

You can access the Manage Data portal in Power BI for Office 365 in two ways:

  1. From Power BI for Office 365 site: Click the Manage Data link in the top pane. For information about Power BI site, see Power BI sites for Office 365 home page.
  2. From Power Query: Click the View in portal link next to a data source while sharing a query, updating a shared query, or requesting access to an internal data source. For information about Power Query, see Microsoft Power Query for Excel Help.

 Tip    You can also add the URL of the Manage Data portal to your favorites list in Internet Explorer to directly access the portal.

 Caution    You cannot access the Manage Data portal if the time zone setting on your computer is other than full-hour time increment. As a workaround, change the time zone on your computer to the nearest full-hour time increment before accessing the Manage Data portal.

Data Management Tasks Performed using the Manage Data Portal

The Manage Data portal enables you to perform the following three tasks:

  • View Usage Analytics: The portal displays a graphical view of the number of times your shared queries were searched and imported by users in Power Query for a specified time range. You can choose to view the analytics information either for a selected shared query or for multiple queries to compare the search/usage statistics for the selected shared queries. The analytics information provides important insights for the shared queries that can help you assess the quality and relevance of the underlying data, and take necessary action to address any issues. For more information, see View and Compare Analytics for your Shared Queries using the Manage Data Portal.
  • View and Manage Data Sources: When users share a query using Power Query, the metadata for underlying data source gets automatically created in Power BI, and these data source references become available in the portal. As a data steward, you can click data sources to view and annotate the data source references by providing business-friendly names, descriptions, and the email address or URL that users should use to request access to the underlying data, if they do not already have access. For more information, see Manage Data Source Information in the Manage Data Portal.

Related Topics

Introduction to Data Management Experience in Power BI

Understanding the Role of Data Stewards in Data Management

Share Queries

Data Management Experience in Power BI for Office 365 Help

 
 
Applies to:
Power BI for Office 365