Collaboration and Sharing

Power BI Section

Power BI Section

Overview

Power BI Service provides robust collaboration and sharing capabilities, allowing users to publish reports and dashboards to the cloud. These reports and dashboards can be securely shared with colleagues and stakeholders, facilitating effective collaboration.

Key Features

  • Publishing reports and dashboards to the Power BI Service
  • Sharing content with individuals or groups
  • Managing permissions and access levels
  • Commenting and annotations on reports and dashboards
  • Collaborating in workspaces
  • Embedding reports in applications or websites
  • Exporting reports to PowerPoint, PDF, and other formats
  • Scheduled data refreshes
  • Integrations with Microsoft Teams and SharePoint
  • Using Power BI apps for organized content distribution

Examples and Steps

Publishing Reports

To publish a report to Power BI Service:

  1. Open your report in Power BI Desktop.
  2. Click on 'File' in the top-left corner, then select 'Publish' and 'Publish to Power BI'.
  3. Sign in to your Power BI account if prompted.
  4. Select the workspace where you want to publish the report.
  5. Click 'Select' to publish the report to the Power BI Service.

Sharing Dashboards

To share a dashboard in Power BI Service:

  1. Open Power BI Service and navigate to the dashboard you want to share.
  2. Click on the 'Share' button at the top-right corner of the dashboard.
  3. Enter the email addresses of the individuals you want to share the dashboard with.
  4. Set the appropriate permissions and access levels.
  5. Click 'Share' to send the invitation.

Commenting and Annotations

To add comments and annotations to a report or dashboard:

  1. Open the report or dashboard in Power BI Service.
  2. Click on the 'Comments' button at the top-right corner.
  3. Add your comment in the text box that appears.
  4. Mention colleagues by typing '@' followed by their name.
  5. Click 'Post' to add the comment.

Collaborating in Workspaces

To collaborate in a Power BI workspace:

  1. Open Power BI Service and navigate to the workspace you want to collaborate in.
  2. Click on the 'Members' tab in the workspace.
  3. Click 'Add Member' and enter the email addresses of the colleagues you want to invite.
  4. Set their roles and permissions (e.g., Admin, Member, Contributor).
  5. Click 'Add' to include them in the workspace.

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