Power BI Tutorial - Sharing Power BI Work
Posted by Superadmin on August 21 2020 08:36:54

Sharing Power BI Work


This Power Bi tutorial section covers the sharing of Work. I means, sharing reports, Dashboards, apps, Workspaces etc.

  1. Share a Dashboard
  2. Share a Report
  3. Sharing Workspace
  4. Publish App
  5. View Published App
  6. Edit App

 

Share Power BI Dashboard

Let me show you the step by step approach to share Power BI dashboard across your organization with a practical example. Before we start sharing the Power BI dashboard, let me show you the existing dashboards in my Power BI workspace.

  

To view them, please click on the Power BI My Workspace, and then go to the dashboards tab. As you can see from the screenshot below, currently there are five dashboards in my workspace.

In this example, we share the Fourth Dashboard. Let me click on the dashboard to see the visuals on it.

Share Power BI Dashboard 1

How to Share Power BI Dashboard

From the below My workspace screenshot, you can see the visuals available on this dashboard.

Share Power BI Dashboard 2

In order to share this Power BI dashboard, click on the Share button on the top right side, as we showed below.

  Share Power BI Dashboard 3

Clicking the Share button opens the Share Dashboard window.

Share Power BI Dashboard 4

Let me share this report with Kishore, who is working in the same organization

Share Power BI Dashboard 5

Let me open the Power BI service with the Kishore account. Under the Shared With Me tab, you can see the dashboard that was shared by Suresh.

Share Power BI Dashboard 6

Let me show you the profile to confirm that I logged in as Kishore.

Share Power BI Dashboard 7

 

 

Share a Report in Power BI

In this article, we show you the step by step approach to share a report in Power BI across your organization with a practical example. Before we start sharing Power BI reports, let me show you the existing reports in my Power BI workspace.

  

To view them, please click on the Power BI My Workspace, and then go to the Reports tab. As you can see from the screenshot below, currently there are three reports in my Workspace.

In this Share a Report in Power BI example, we share the Basic Reports in the RPT1 report. Let me open the report to see the visuals in it.

Share a Report in Power BI 1

How to Share a Report in Power BI

As you can see from the workspace screenshot below, there are 22 pages in this report.

Share a Report in Power BI 2

In order to share this report, click on the Share button on the top right corner, as we shown below.

  Share a Report in Power BI 3

Clicking the Share button opens the Power BI Share Report window.

Share a Report in Power BI 4

Let me share this report with Kishore, who is working in the same organization

Share a Report in Power BI 5

You can see that sharing is successful.

Share a Report in Power BI 6

Let me open the Power BI service with the Kishore account

Share a Report in Power BI 7

Under the Shared With Me tab, you can see the Report that was shared by Suresh.

Share a Report in Power BI 8

You can click on that report to see the Visuals

Share a Report in Power BI 9

Share Power BI Workspace

Let us see the step by step approach to share Power BI Workspace across your organization with a practical example. Before we start sharing the Workspace, let me show you the existing Workspace in my Power BI account.

  

In this Share Power BI Workspace example, we share the New Dashboard that is available in our Sample Workspace.

Share Power BI Workspace 1

How to Share Power BI Workspace

In order to share this Workspace, click on the Share button that we showed below.

Share Power BI Workspace 2

Clicking the Share button opens the Share Dashboard window.

Share Power BI Workspace 3

Let me share this with Kishore, who is working in the same organization

  Share Power BI Workspace 4

As you can see from the screenshot below, the sharing process is successful.

Share Power BI Workspace 5

Let me open the Power BI service with the Kishore account.

Share Power BI Workspace 6

You can see the Notification stating that Suresh has shared New dashboard

Share Power BI Workspace 7

Under the Shared With Me tab, you can see the Sample Workspace that was shared before.

Share Power BI Workspace 8

Let me click on the dashboard to see the reports inside that dashboard.

Share Power BI Workspace 9

Publish App in Power BI

Let me show you the step by step approach to Publish App in Power BI with a practical example. Before we start publishing the Power BI app, let me show you the existing dashboards in my Power BI workspace.

  

For this Publishing App in Power BI demonstration, we are using Sample Workspace. I suggest you refer to Create a Workspace article to understand the workspace creation.

Please click on the Power BI Sample Workspace, and then go to the dashboards tab to see the list of available dashboards. As you can see from the screenshot below, currently, there is only one dashboard in this workspace.  

 

Publish App in Power BI 1

How to Publish App in Power BI

To publish App in Power BI, please click on the Publish App button on the top right corner, as we showed below.

Publish App in Power BI 2

Clicking the Publish App button opens the following Power BI window. Under the Details section,

   Publish App in Power BI 3

As you can see, we added the description and changed the App color to red.

Publish App in Power BI 4

Under the Content tab, specify the App landing page

Publish App in Power BI 5

Let me select the New dashboard as the landing page

Publish App in Power BI 6

Under the Access tab

For this publish app demo, we selected Specific individuals or groups and added Kishore.

Publish App in Power BI 7

Once you completed, please click the Finish button.

Publish App in Power BI 8

Click Publish button to publish Power BI app.

Publish App in Power BI 9

Please save the link. This link helps you to open the App. For now, let me click the Get App button.

Publish App in Power BI 10

Clicking that button takes you to the following window. If this is not the case, click on the Apps tab inside the left navigation bar.

Publish App in Power BI 11

Sometimes it may open like below. Here, you can click Sample Workspace and see the dashboard inside it. 

 

Publish App in Power BI 12

You can hover over this app to edit, delete, and add to favorite

Publish App in Power BI 13

Let me open the URL that we copied in my IOS device. Remember, you have to download the Power BI app from the App Store or Google Play store.

Publish App in Power BI 14

You can see the Sample Worksheet inside our Apps. Click that app to see the data

Publish App in Power BI 15

From the below screenshot, you can see the dashboard inside our mobile.

Publish App in Power BI 16

 

View Published App in Power BI

Let me show you the step by step approach to view the published App in Power BI with a practical example. If you are the Admin/owner of this App, then you can Go to the Apps tab, and click on the required App. If not, then ask your admin to give access to that App.

 

For this View Published App in Power BI demonstration, we are using the Sample Workspace App that we created earlier. I suggest you to refer Publish App article to understand the Power BI app creation.

From the screenshot below, you can see, we had permitted Kishore. It means he can access this App.

View Published App in Power BI 1

How to view Published App in Power BI

Let me open the Power BI service with the Kishore account. From the screenshot below, you can see the published App inside his Power BI Apps section.

View Published App in Power BI 2

If that is not the case, then Click on the Get Apps button.

  View Published App in Power BI 3

If your Apps page is empty, then click Get Apps button.

View Published App in Power BI 4

Click the Get Apps button to open the following window. Here, you can select the required App.

Let me select the Sample Workspace, and click Get it Now.

View Published App in Power BI 5

It installs the App into your workspace. After that, you can see or view the published App.

View Published App in Power BI 6

Let me login into my IOS device

View Published App in Power BI 10

I am clicking the apps tab to open the following window.

View Published App in Power BI 8

Now you can see the dashboard

View Published App in Power BI 10

 

Edit Power BI App

Let me show you the step by step approach to edit Power BI App with a practical example. Before we start editing the Power BI app, let me show you the existing App in my Power BI workspace.

  

For editing the Power BI App demonstration, we are using the Sample Workspace App that we created earlier. I suggest you refer to the Publish App article to understand the Power BI app creation.

Edit Power BI App 1

How to edit Power BI App

Please hover over your App, and click the edit button, as we shown below.

Edit Power BI App 16

Clicking that button opens the following window. Click on the dashboard to edit the tiles, reports, etc.

Edit Power BI App 3

From the screenshot below, you can see the dashboard. By default, it shows the Web Preview.

  

It means, whatever changes you made here apply to web preview. By clicking that little down arrow changes it to phone preview. So, let me hit the phone preview.

Edit Power BI App 4

Selecting the Phone preview pop up a new window, click continue.

Edit Power BI App 5

Now you can see the Phone preview. You can use this window to change the size and location of each tile as per your requirement.

Edit Power BI App 6

By clicking the little Hide tile button, removes that tile from dashboard and place it in the Unpinned Tiles. Let me hit that button

Edit Power BI App 7

You can see that the report removed from the dashboard. By clicking the Add tile button, you can place it inside the dashboard.

Let me hit that button

Edit Power BI App 8

You can see that there are no unpinned tiles.

Edit Power BI App 9

Use the below button to remove all Tiles from the dashboard.

Edit Power BI App 10

Once you completed editing Power BI app, click the Update App button. Remember, we removed the Matrix from the Phone View.

Edit Power BI App 11

By Hitting the Update App button, it shows you the Details window. If you want, you can change these settings as well otherwise, hit Update App. 

 

Edit Power BI App 12

Click the Update button

Edit Power BI App 13

Let me open the App in IOS

Edit Power BI App 14

From the below screenshot, you can see there is no Matrix in the Phone view.

Edit Power BI App 15