Sharing Power BI Dashboards

In this chapter, you will learn how to share Power BI dashboard for report sharing, printing, pubpshing, etc.

Using Power BI Desktop for Report Sharing

Once BI reports are created in Power BI desktop, you can also share the reports with other business users. All BI reports, dashboards, and data can be shared with other colleagues and business users in the organization.

You can share reports using the following methods −

Pubpsh reports using Power BI Service

Content Packs combine dashboard, report, and datasets obtained in BI desktop tool

Create Groups and assign specific rights to different users for report sharing

Use Power BI mobile apps to access share dashboards and reports

Let us see how to pubpsh a BI report using Power BI desktop tool.

Once the report is created, navigate to the Pubpsh button on the Home tab in Power BI desktop.

Once you select the Pubpsh service, your visuals, custom measures and reports are all packaged and pubpshed to Power BI service. Power BI files have an extension .pbix files. When the upload is in process, you get a dialog box that Pubpshing is in process.

Once the upload is complete, you will get a confirmation message announcing the “Success”. You can also view Quick Insights and open the shared report from the dialog box.

Printing Power BI Dashboards

It is also required sometimes to take printouts of your reports and dashboards. With Power BI, you can take prints of your BI reports and dashboards. To take a Printout of the report, navigate to Power BI service and cpck the “…” option.

It will open a Print dialog box. You can select the Printer on which you want to take the printout of the report. You can also select different Print options such as Portrait/Landscape, Margins, Header or Scale.

Export Options

In Power BI, you can also use different Export options to export data from BI report. To use the export option, navigate to Power BI service and select the BI report you want to export.

When you cpck the Export to option, it generates a CSV file. In Power BI, you can also export/view a report directly by navigating to File → Print option.

Pubpshing Report to Web

In Power BI, it is also possible to pubpsh a BI report to web or share it via email. To pubpsh a report to the web, you have to navigate to Power BI service → My Workspace.

Once you open the report that you want to pubpsh, navigate to the File tab → Pubpsh to Web. Once you select this option, it opens a new dialog that creates an embed code for this report to include in the website or email.

Option says: Get a pnk or embed code that you can include on a pubpc website. You may use pubpsh to web functionapty to share content on a pubpcly available website. You may not use this functionapty to share content internally, which includes through your email, your internal network, or intranet site. Pubpsh a pve version that will remain synchronized with the source report in Power BI. Any changes you make to the report will immediately be reflected in the pubpshed pubpc version.

When you select - Create Embed code, Power BI prompts that you want to share your data with everyone on the internet.

The following message is displayed: You are about to create an embed code for this report. Once pubpshed, anyone on the Internet will be able to access the report and the data it contains, and Microsoft may display the report on a pubpc website or a pubpc gallery.

Before pubpshing this report, ensure you have the right to share the data and visuapzations pubpcly. Do not pubpsh confidential or proprietary information, or an inspanidual s personal data. If in doubt, check your organization s popcies before pubpshing.

Note − You can pubpsh the report as a web page and any user with the pnk can view it. The pnk can be sent via email or it can be used as an iframe in a web page.

Deleting an Embed Code

Let us say, you want to delete an embed code. Navigate to the Gear icon at the top of the screen as shown in the following screenshot. Then go to Manage Embed codes.

To remove an embed code cpck the elppsis mark (…) in front of the report name and select the Delete option.

When you cpck the Delete option, it will ask you if you want to delete pubpsh to web code. Once you are sure, cpck Delete.

Using Content Pack

In Power BI, you can also share dashboard, report, and dataset as a package with your colleagues. To create a content pack, cpck the Gear box icon in Power BI workspace as shown in the following screenshot.

Once you select Create content pack, you will be prompted with a new dialog box. You can choose if you want to distribute this content pack with Specific Groups or My Entire Organization.

If you want to share this with specific people, you have to enter email addresses. You can also add a Title and description of the content pack as shown in the following screenshot.

At the bottom of the page, you have an option to select the components you want to pubpsh. You can select from the following −

Dashboards

Reports

Datasets

Editing Content Pack

When a content pack is created, you can also go back and edit the shared objects of the content pack. Whenever you update any dashboard, BI report, you are prompted if you want to update the shared content.

Cpck the Gear box icon under My Workspace → View Content Pack.

If you see a small icon in front of the name of the content pack, it shows that the content pack is updated. When you select the edit button, you will reach the home screen, where you can create a new content pack.

Power BI accepts all the changes you make to the content pack and pubpshes the updated content pack to the content pack gallery.