Best practice for backing up PBIX files?

[Anonymous]

Hi all,

I was wondering what others consider the best practice with regarsd to backing up PBIX files. My team currently publishes in a dev environment every time we make updates, allowing us to recover a PBIX file from Server if we lose the PBIX in our network. Does anyone else have a different approach or know of reccomendations?

Kind regards,

Jordan  

[Johanno · Accepted solution]

If you could save the PBIX files on a central location that sounds like a good solution, and in addition to this you can download the files from Power BI service if needed. My summary of best practice below:

BI collaboration platform

For managing the BI environment use a collaboration platform for storing files, documentation, collaboration and a place for group discussions. Store original PBIX (Power BI reports and datasets) files and PBIT (Power BI template files) in a location with:

• Backup
• Version control
• Restricted access

Example using Microsoft Teams

Microsoft Teams is a collaboration platform that gives us all the advantages above, e.g. with the file structure:

• Documentation (system documentation and other relevant documentation)
• PBIT (templates)
• PBIX (datasets and workspaces)
• Source files (dimension tables and fact tables from XLSX)

The latest version of the PBIX file should always be on this file share, but if there is a chance that this isn’t the latest version always download the PBIX file from the Power BI service, so you don’t overwrite changes.

Always create a backup of the PBIX file before making any changes.