Collaborate in Microsoft Teams with Power BI

With the Power BI tab for Microsoft Teams, you can easily embed interactive reports in Microsoft Teams channels and chats. Use the Power BI tab for Microsoft Teams to help your colleagues find the data your team uses and to discuss the data within your team channels. When you paste a link to your reports, dashboards, and apps into the Microsoft Teams message box, the link preview shows information about the link. Use the Share to Teams buttons to quickly start conversations when viewing reports and dashboards in the Power BI service.

Requirements

For the Power BI tab for Microsoft Teams to work, ensure:

  • Your users have a Power BI Pro license, or the report is contained in a Power BI Premium capacity (EM or P SKU) with a Power BI license.
  • Microsoft Teams has the Power BI tab.
  • Users have signed in to the Power BI service to activate their Power BI license to consume the report.
  • To add a report in Microsoft Teams with the Power BI tab, you must have at least a Viewer role in the workspace hosting the report. See Roles in the new workspaces for information about the different roles.
  • To see the report in the Power BI tab in Microsoft Teams, users must have permission to view the report.
  • Users must be Microsoft Teams users with access to channels and chats.

For the link previews to work, ensure:

  • Users meet the requirements to use the Power BI tab for Microsoft Teams.
  • Users have signed in to the Power BI service.

For the Share to Teams buttons to work, ensure:

  • Users meet the requirements to use the Power BI tab for Microsoft Teams.
  • Users have signed in to the Power BI service.
  • Power BI administrators have not disabled the Share to Teams tenant setting.

Embed your report

Follow these steps to embed your report in a Microsoft Teams channel or chat.

  1. Open a channel or chat in Microsoft Teams and select the + icon.

    Add a tab to a channel or chat

  2. Select the Power BI tab.

    Microsoft Teams tab list showing Power BI

  3. Use the provided options to pick a report from a workspace or a Power BI app.

    Power BI tab for Microsoft Teams settings

  4. The Tab name is updated automatically to match the name of the report name, but you can change it.

  5. Press Save.

Supported reports for embedding the Power BI tab

You can embed the following types of reports on the Power BI tab:

  • Interactive and paginated reports.
  • Reports in My workspace, new workspace experiences, and classic workspaces.
  • Reports in Power BI apps.

Follow these steps to get a link preview for content in the Power BI service.

  1. Copy a link to a report, a dashboard, or an app in the Power BI service. For example, copy the link from the browser address bar.

  2. Paste the link to the Microsoft Teams message box. Sign in to the link preview service if prompted. You may need to wait a few seconds for the link preview to load.

    Sign in to Power BI Bot

  3. The basic link preview is shown after successful sign in.

    Basic link preview

  4. Select the expand icon to show the rich preview card.

    Expand icon

  5. The rich link preview card shows the link and relevant action buttons

    Rich link preview card

  6. Send the message.

Share to Teams buttons in the Power BI service

Follow these steps to share links to Teams channels and chats when viewing reports or dashboards in the Power BI service.

  1. Use the Share to Teams button in the action bar or in the contextual menu on a specific visual

    Share to Teams button in the action bar

    Share to Teams button in the action bar

    Share to Teams button in the visual context menu

    Share to Teams button in the visual contextual menu

  2. In the Share to Teams dialog, pick the channel or people you want to send the link to and type a message if desired. You'll may be asked to sign-in to Teams first.

    Share to Teams dialog with information and message

  3. Press Share to send the link

  4. The link is added to existing conversations or starts a new chat

    Teams conversation with link to a Power BI item

  5. Clicking the link opens the item in the Power BI service.

  6. If you used the contextual menu for a specific visual, the visual is highlighted when the report opens

    Power BI report opened with a specific visual highlighted

Grant access to reports

Embedding a report in Microsoft Teams or sending a link to an item doesn't automatically give users permission to view the report - you need to allow users to view the report in Power BI. You can use a Microsoft 365 Group for your Team to make it easier.

Important

Make sure to review who can see the report within the Power BI service and grant access to those not listed.

One way to ensure everyone in a team has access to reports is to place the reports in a single workspace and give the Microsoft 365 Group for your team access.

Link previews are provided for the following items in Power BI:

  • Reports
  • Dashboards
  • Apps

The link preview service requires your users to sign in. To sign out, select the Power BI icon at the bottom of the message box, then select sign out.

Start a conversation

When you add a Power BI report tab to Teams, Teams automatically creates a tab conversation for the report.

  • Select Show tab conversation in the upper-right corner.

    Show tab conversation icon

    The first comment is a link to the report. Everyone in that Teams channel can see and discuss the report in the conversation.

    Tab conversation

Share to Teams tenant setting

The Share to Teams tenant setting in the Power BI admin portal allows organizations to hide the Share to Teams buttons. When set to disabled, users won't see Share to Teams buttons in the action bars or context menus when viewing reports and dashboards in the Power BI Service.

![Share to Teams tenant setting in the Power BI admin portal](media/service-embed-report-microsoft-teams/service-teams-share-to-teams-tenant-setting.png)

Known issues and limitations

  • Power BI doesn't support the same localized languages that Microsoft Teams does. As a result, you may not see proper localization within the embedded report.
  • Power BI dashboards can't be embedded in the Power BI tab for Microsoft Teams.
  • Users without a Power BI license or permission to the report see a "Content is not available" message.
  • You may have issues if using Internet Explorer 10.
  • URL filters aren't supported with the Power BI tab for Microsoft Teams.
  • In national clouds, the new Power BI tab isn't available. An older version may be available that doesn't support new workspace experience workspace or reports in Power BI apps.
  • After you save the tab, you can't change the tab name through the tab settings. Use the rename option to change it.
  • Single Sign-on isn't supported for the link preview service.
  • Link previews don't work in meeting chat or private channels.
  • Share to Teams button may not work if your browser uses strict privacy settings. Use the Having trouble? Try opening in a new window option if the dialog does open correctly.
  • Share to Teams doesn't include a link preview.
  • Link previews and Share to Teams don't give users permissions to view the item. Permissions must be managed separately.
  • Share to Teams is not available in visual context menus when a report author sets more option to off for the visual.

Next steps

More questions? Try asking the Power BI Community