Install and distribute template apps in your organization
Are you a Power BI analyst? If so, this article explains how you can install template apps to connect to many of the services you use to run your business, such as Salesforce, Microsoft Dynamics, and Google Analytics. You can then modify the template app's pre-built dashboard and reports to suit the needs of your organization, and distribute them to your colleagues as apps.
If you're interested in creating template apps yourself for distribution outside your organization, see Create a template app in Power BI. With little or no coding, Power BI partners can build Power BI apps and make them available to Power BI customers.
To install, customize, and distribute a template app, you need:
- A Power BI pro license.
- Permissions to install template apps on your tenant.
- A valid installation link for the app, which you get either from AppSource or from the app creator.
- A good familiarity with the basic concepts of Power BI .
Install a template app
In the nav pane in the Power BI service, select Apps > Get apps.
In the Power BI apps marketplace that appears, select Template apps. All the template apps available in AppSource will be shown. Browse to find the template app you're looking for, or get a filtered selection by using the search box. Typing part of the name of the template app, or of a category such as finance, analytics, marketing, etc., will make it easier to find the item you're looking for.
When you find the template app you're looking for, click it. The template app offer will display. Click GET IT NOW.
In the dialog box that appears, select Install.
The app is installed, along with a workspace of the same name that has all the artifacts needed for further customization.
If you use an installation link for an app that isn't listed on AppSource, a validation dialog box will ask you to confirm your choice.
To be able to install a template app that is not listed on AppSource, you need to request the relevant permissions from your admin. See the Template app settings in Power BI admin portal for details.
When the installation finishes successfully, a notification tells you that your new app is ready.
Connect to data
Select Go to app.
On the Get started with your new app window, select Explore.
The app opens, showing sample data.
Select the Connect your data link on the banner at the top of the page.
This opens a dialog or series of dialogs where you change the data source from the sample data to your own data source. This generally means redefining dataset parameters and data source credentials. See Known limitations.
In the example below, connecting to data involves two dialogs.
Once you've finished filling out the connection dialogs, the connection process starts. A banner informs you that the data is being refreshed, and that in the meantime you are viewing sample data.
Your report data will automatically refresh once a day, unless you disabled this during the sign-in process. You can also set up your own refresh schedule to keep the report data up to date if you so desire.
Customize and share the app
After you've connected to your data and data refresh is complete, you can customize any of the reports and dashboards the apps includes, as well as share the app with your colleagues. Remember, however that any changes you make will be overwritten when you update the app with a new version, unless you save the items you changed under different names. See details about overwriting.
To customize and share your app, select the pencil icon at the top right corner of the page.
For information about editing artifacts in the workspace, see
Once you are done making any changes you wish to the artifacts in the workspace, you are ready to publish and share the app. See Publish your app to learn how to do this.
Update a template app
From time to time, template app creators release new improved versions of their template apps, via either AppSource, direct link, or both.
If you originally downloaded the app from AppSource, when a new version of the template app becomes available, you get notified in two ways:
An update banner appears in the Power BI service informing you that a new app version is available.
You receive a notification in Power BI's notification pane.
If you originally got the app via direct link rather than through AppSource, the only way to know when a new version is available is to contact the template app creator.
To install the update, either click Get it on the notification banner or in the notification center, or find the app again in AppSource and choose Get it now. If you got a direct link for the update from the Template app creator, simply click the link.
You will be asked whether you wish to overwrite the current version, or to install the new version in a new workspace. By default, "overwrite" is selected.
Overwrite an existing version: Overwrites the existing workspace with the updated version of the template app. See details about overwriting.
Install to a new workspace: Installs a fresh version of the workspace and app that you need to reconfigure (that is, connect to data, define navigation and permissions).
Overwriting updates the reports, dashboards, and dataset inside the workspace, not the app. Overwriting doesn't change app navigation, setup, and permissions.
After you update the workspace, you need to update the app to apply changes from the workspace to the app.
Overwriting keeps configured parameters and authentication. After update, an automatic dataset refresh starts. During this refresh, the app, reports, and dashboards present sample data.
Overwriting always presents sample data until the refresh is complete. If the template app author made changes to the dataset or parameters, users of the workspace and app will not see the new data until the refresh is complete. Rather, they will continue to see sample data during this time.
Overwriting never deletes new reports or dashboards you've added to the workspace. It only overwrites the original reports and dashboards with changes from the original author.
Remember to update the app after overwriting to apply changes to the reports and dashboard for your organizational app users.