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.