Feeling unsure about how to begin with Microsoft Purview? You’re in the right place! 💙 🩵
This blog post will be regularly updated as I record new videos and as new features are released. Here, you’ll find a step-by-step guide along with a feature overview. I will include videos and text for each feature. They will be in a logical sequence. This will hopefully make it easier for you to discover exactly what you need! 🤩
I previously created a mini-series on my YouTube Channel, @DataAscend, but I have since joined Adam and Patrick on @GuyInACube! So, this article will contain a mix of videos from both channels.
Stay updated on new videos by subscribing to @GuyInACube on YouTube, follow me on LinkedIn or subscribe to the newsletter for this blog below to get the newest updates!
Jump to:
- Purview Course: Get started with Purview Step-by-Step
- What is Microsoft Purview? An introduction!
- Create your first Purview instance!
- Upgrade to New Microsoft Purview
- How to Connect and Scan Your Fabric Data in Purview?
- How do you structure your Data Map?
- What is the difference between the Data Map and the Unified Catalog?
- How to Create a Business Domain/Governance Domain in Microsoft Purview
- What is the concept of a Data Product, and why should you care?
- How to Create a Data Product in Microsoft Purview?
- Set up Data Quality on Your Fabric Data Products in Purview
Purview Course: Get started with Purview Step-by-Step
Check out the new Purview Course on Guy in a Cube!
What is Microsoft Purview? An introduction!
Microsoft Purview is a data governance and compliance tool that helps organizations discover, classify, manage, and protect data across cloud, on-premises, and SaaS environments.
It is divided into three main areas: Governance 🏛️, Compliance ✅, and Security 🔒.
From the data perspective, we have previously been most into the governance solutions: Data Map and Unified Catalog – but now Purview Security and Compliance also supports data (and not only the more traditional information management). So, you will probably want to take advantage of all solutions to truly ensure quality, trust and compliance for your data!
Create your first Purview instance!
🥇 The very first step if you do not already have a Purview instance in your tenant. Let’s set it up together!
Upgrade to New Microsoft Purview
Already have an existing Purview account? The “old” one? This video shows how to upgrade to the latest Microsoft Purview solution and access its new features.
How to Connect and Scan Your Fabric Data in Purview?
Learn how to register your Fabric data in Microsoft Purview by creating collections, connections, and scans.
For more details on what to think about when choosing the structure of your Data Map, check out the video below
How do you structure your Data Map?
Creating a well-organised Data Map in Microsoft Purview isn’t just about setting it up – it’s about making the right decisions on Domains and Collections structure. But how do you get it right?
Here’s what you need to consider when planning your structure:
✅ Access Levels & Control – Ensure the right people have the right permissions.
🔒 Separation – Maintain clear boundaries for better management.
🛠️ Development, Test & Production Environments – Keep your workflows organised and efficient.
💡 And more!
What is the difference between the Data Map and the Unified Catalog?
Both are essential for data governance (!), organising your data, and ensuring compliance within your organisation. But how do they differ, and how should you approach structuring them effectively?
I like to divide the data catalog part of Purview into two:
- Physical data estate with your Data Map and Data Assets
- Your logical data estate with Governance Domains and Data Products
But how should you structure them? Take a look at the video below:
How to Create a Business Domain/Governance Domain in Microsoft Purview
Overview: This video explains how to set up a governance domain for better data organization and governance. You can then group your data products into business domains later.
Topics Covered:
- Step-by-step guide to creating a business domain.
In this video I call it a “Business Domain”, but Purview has later renamed it to Governance Domain, which I think is more fitting. You can then decide yourself if you want to separate your domains into Business Domains, Governance Domains, Data Domains, Technical Domains, etc. This will depend on your organizational setup.
What is the concept of a Data Product, and why should you care?
Before we dive into the Data Product concept in Purview – what is a Data Product?
How to Create a Data Product in Microsoft Purview?
Overview: Discover how to create data products within Microsoft Purview to manage and catalog data more effectively.
Topics Covered:
- 🧩 Defining a Data Product and linking it to a 📁 Business Domain.
- 🔗 Connecting your physical Data Assets to your 🛍️ Data Product.
- 📃 Setting up terms of use for your Data Product and Data Assets.
- 🔐 Setting up Request Access Policies for your Data Product.
The Data Assets that we link to the Data Product are the physical data assets that we scanned in the previous step.
Set up Data Quality on Your Fabric Data Products in Purview
This video covers how to monitor data quality on your Fabric data products within Microsoft Purview.
Obs: This video shows you how to scan using the Managed Identity as the authenticator for the scan done before this video. This will not work if you want to do DQ runs on your Fabric sub-level items, like the tables in a lakehouse. To do this, you must use a service principal as authentication when you run the ordinary scan. The SP needs contributor access to the workspace for this to work. See the Microsoft documentation on how to set up a SP authentication.
Topics Covered:
- 🔗 Setting up data quality connection for your data governance domain.
- 🛠️ Setting up data quality rules and profiling for your data assets.
- ▶️ Running the data quality and profiling rules, and 📊 monitoring the outcome.
- 📌 Looking into actions of your resulting Data Quality and Profiling runs, ✅ assigning tasks and actions to Data Stewards or other roles in your organization to improve the 🧹 Data Quality
A new and updated video is on the way. Subscribe to @GuyInACube on YouTube, follow me on LinkedIn or subscribe the newsletter for this blog below to get the newest updates!
Hope you found this article helpful!
Marthe Moengen 