The course is part of this learning path
Sharing and Collaboration in Power BI looks at the various ways Power BI content can be distributed within your organization.
- Share Power BI content in Microsoft Teams
- Share Power BI content in SharePoint
- Share Power BI URL links
- Students who want to learn how to share Power BI content
- Students preparing for the PL-300: Microsoft Power BI Data Analyst exam
- While not essential, watching the Creating and Managing Power BI Workspaces course is recommended
Hi, and welcome to this Sharing and Collaboration in Power BI course. My name is Hallam Webber, and in this course, we’ll look at methods available for distributing Power BI content. As the name, sharing, and collaboration suggests, multiple modes exist for disseminating data. However, we won’t cover publishing reports to apps or deployment pipelines. Both of those topics are covered in the “Creating and Managing Power BI Workspaces” course. While not a prerequisite to this course, I do recommend watching it if you haven’t already.
Before we get into collaboration proper, a quick note about workspaces. It’s best to use workspaces created explicitly for projects or teams rather than My Workspace. My Workspace is best suited for your personal ad hoc reports, whereas a project or team workspace allows content co-ownership. Also, it’s better housekeeping to have a workspace dedicated to a specific type of data where you can control the type of access and permissions assigned to co-workers.
When it comes to access, you have two basic options – creating, modifying, updating, and viewing. Users who need to make changes to Power BI content are assigned members or contributors roles, while those who need to view the content are not surprisingly assigned the viewers role. Reports can be viewed outside of the Power BI environment by distributing a link or granting direct access. Related reports can be bundled together and distributed via an app.
However you choose to share dashboards, datasets, and reports, you’ll need to have a Power BI Pro license, or the shared content must reside in a premium capacity. Let’s start by looking at Microsoft Teams integration and collaboration.
Hallam is a software architect with over 20 years experience across a wide range of industries. He began his software career as a Delphi/Interbase disciple but changed his allegiance to Microsoft with its deep and broad ecosystem. While Hallam has designed and crafted custom software utilizing web, mobile and desktop technologies, good quality reliable data is the key to a successful solution. The challenge of quickly turning data into useful information for digestion by humans and machines has led Hallam to specialize in database design and process automation. Showing customers how leverage new technology to change and improve their business processes is one of the key drivers keeping Hallam coming back to the keyboard.