Exercise - Share a Power BI report

Now that we have a Microsoft Power BI Desktop report that's reasonably complete (or at least ready to move ahead with), we can share it with others by using the Power BI service. There are a few ways to share your work in Power BI Desktop. You can publish to the Power BI service, upload the .pbix file directly from the Power BI service, or save the .pbix file and send it like any other file. You can also export a report to a Microsoft PowerPoint file, and can even create a PDF file of your report.

Publish to the Power BI service

First, let's look at publishing directly from Power BI Desktop to the Power BI service. On the Home tab on the ribbon, select Publish.

Publish button

You might be prompted to sign in to Power BI.

Sign in to Power BI

The next window that appears asks for a destination for your published report. You can publish a report to a workspace that's accessible to your entire organization (and therefore share your report with everyone in your organization), or you can publish it to other available workspaces. The workspaces you see depend on the workspaces that are available to you and your organization.

You can also share the report just in your own workspace (called My Workspace). From there, you can do more with it in the Power BI service (including sharing it more broadly). In our case, we'll select My Workspace.

Select a destination for sharing

When you've signed in and the publish process is finished, you'll see the following dialog box.

Publishing succeeds

When you sign in to Power BI, you'll see the Power BI Desktop file you just loaded in the Dashboards, Reports, and Datasets sections of the service.

Another way to share your work is to load it from within the Power BI service. The following link opens the Power BI service in a browser:

https://app.powerbi.com

Select Get Data to start the process of loading your Power BI Desktop report.

Get data in the Power BI service

On the Get Data page that appears, you can select where to get your data from. In our case, we'll select Get in the Files box.

Get data main screen

The Files view appears. In our case, we'll select Local File.

Local file as a data source

After you select the file, Power BI uploads it.

Uploading file

After the file is uploaded, you can select it. In the Power BI service, select My Workspace in the left pane, and then select the Reports tab to show all your reports.

Ready to share

When you select the report (by selecting its name), the Power BI service shows the first page of it. Along the bottom of the page, you can select any tab to view that page of the report.

First page of the report is shown

You can change a report in the Power BI service by selecting Edit Report at the top of the report canvas.

To save your report, select File > Save As in the service.

Save a copy of the report

Save as PowerPoint file

You can also export your Power BI Desktop report as a PowerPoint deck. That way, you can share your report with others during a PowerPoint presentation.

In the Power BI service, after the report is loaded, select File > Export to PowerPoint (Preview).

Export to PowerPoint

After the export process is finished, Power BI tell you where the PowerPoint file was saved and lets you know that it's ready to be shared with others.

Export to PowerPoint

Now that you know how to create and share reports, you can use your imagination to tell stories with data and share them with your entire organization.

Let's head to the next unit, where we'll wrap things up for this module.