Best practices for reusing dataflows across environments and workspaces
This article discusses a collection of best practices for resuing dataflows effectively and efficiently. Read this article to avoid design pitfalls and potential performance issues, while developing dataflows for reuse.
Separate data transformation (T), and staging (or extraction E) dataflows
If a dataflow performs all actions, then it is hard to reuse its entities in other dataflows or for other purposes. The best dataflows to reuse are those dataflows doing only a few actions. Creating dataflows that specialize in one specific task is one of the best ways of reusing them. If you have a set of dataflows as staging dataflows, their only action is to extract data "as is" from the source system. These dataflows can be reused in multiple other dataflows.
If you have data transformation dataflows, you can split them into dataflows that perform common transformations. Each dataflow can perform a few actions. This ensures that the output of that dataflow is reusable by other dataflows.
Use multiple workspaces
Each workspace (or environment) is available only for members of that workspace. If you build all your dataflows in one workspace, you're minimizing the reuse of your dataflows. You can have some generic workspaces for dataflows that are processing company-wide entities. You can also have some workspace for dataflows to process entities across multiple departments. And you can also have some workspaces for dataflows to be used only in specific departments.
Set the correct access levels on workspaces
To give access to dataflows in other workspaces to use the output of the dataflow in a workspace, you just need to give them the View access in the workspace. To learn more about other roles in a Power BI workspace, see Roles in the new workspaces.
Endorsement on the dataflow in Power BI
There can be many dataflows created under the tenant. It would be hard for the users of the dataflow to know which dataflow is more reliable to use. That's why there's a system of endorsement. Authors of a dataflow, or those who have edit access to it, can endorse the dataflow at three levels: no endorsement, promoted, and certified.
The levels of endorsement are helpful for users to find reliable dataflows easier and faster. The dataflow with a higher endorsement level appears first. The Power BI administrator can delegate the ability to endorse dataflows to the certified level to other people. To learn more about endorsement on dataflows, see Promote or certify dataflows (preview).