Power BI: Collaborate and Share Reports and Dashboards

Name: Power BI: Collaborate and Share Reports and Dashboards
Author: Elizabeth Vergara

How to work with and share dashboards to maximize the data reports.

Preview the first lesson free — get full access to all 7 lessons.

Course: On-Demand

In this video, we will be reviewing publishing a report to Power BI Service or powerbi.com. Let's get started. You can publish a report in Power BI a couple of different ways either through Power BI Desktop or Power BI Service. Let's publish our report using Power BI Desktop first. Before publishing to powerbi.com, you'll wanna ensure that you're signed into powerbi.com from Power BI Desktop. In the upper right-hand corner, we'll click sign in. We'll enter our email address. We'll select our account and now we're ready to begin publishing. We'll go to the home tab and under the share section, we'll click on publish. Here we have the option to publish to our personal workspace. And a personal workspace can be thought of as a personal container or sandbox for reporting dashboards with data sets visible only to you, or we can publish to a teamwork space where the report dashboard and data set is visible to specific people specified on our team. Let's click on my workspace and click select. We'll get a verification here that this report is being published to Power BI and we get a success confirmation that has been published. We'll click got it. And we'll navigate to Power BI Service to validate that that data was published. So I'm gonna click refresh in our browser and we'll navigate to my workspace under the navigation pane. And here, if we click on data set, what we'll see is our data set which includes our tables, relationships, and calculations. And if we click on the report section under the report, we'll see our report pages, including all of our filters. Another way to publish our reports is from Power BI Service. We'll navigate to powerbi.com. We'll click on sign in. We'll select our account and enter our password. Here, we're presented with Power BI Service. If we navigate to the bottom left-hand of the screen, we'll go to click on get data. We'll select under files git and we'll navigate to this local file on our computer and click open. This will import the data set and the report into Power BI Service or powerbi.com. Here, if we expand our workspace, we're presented with four sections, dashboards, reports, workbooks, and data set. If we click on data sets, we'll see all of our tables as well as the relationship and calculations that were brought into the Power BI Service. If we navigate to report, we'll see both of our report pages as well as the filters on each of these reports. This concludes this session on publishing in Power BI. Thank you for watching.

Beginner Provider : Elizabeth Vergara 7 Lessons · 28m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

Once you’ve created reports using Power BI, you’re ready to start sharing them. You’ll learn to publish a report to Power BI Service or PowerBI.com and review how to navigate Power BI Service and workspaces.You’ll explore how to work with dashboards and use apps. You’ll also learn to use the personal gateway and refresh data to maximize the data reports you create for your business.

What You'll Learn

Publish Power BI reports to Power BI Service or PowerBI.com
Navigate Power BI Service and work with workspaces
Build and work with dashboards to share insights
Use Power BI apps to distribute reports and dashboards
Configure the personal gateway to connect your data
Refresh data to keep your reports up to date

Key Takeaways

After creating reports in Power BI, you can share them by publishing to Power BI Service or PowerBI.com.
Power BI Service includes workspaces, dashboards, and apps for organizing and sharing content.
The personal gateway and data refresh keep the reports you create for your business current.
The course covers navigating Power BI Service and working with both dashboards and apps.

Frequently Asked Questions

Who is this course for?

It is for people who have already created reports in Power BI and are ready to start sharing them.

What will I learn to do in this course?

You will learn to publish reports to Power BI Service or PowerBI.com, refresh data in your reports, use Power BI's personal gateway, and utilize dashboards, apps, and workspaces.

What topics do the lessons cover?

The lessons cover publishing reports, Power BI Service navigation, workspaces, working with dashboards, using apps, and using the personal gateway with data refresh.

What skills does this course build?

It builds skills in business intelligence tools and reporting, including Microsoft Power BI, Power BI Embedded, Power BI Report Server, and related BI platforms.