Collaborate in a classic workspace

Power BI workspaces are great places to collaborate with your colleagues on dashboards, reports, and datasets to create apps. This article is about the original, classic workspaces.

Collaboration doesn’t end with workspaces in Power BI. When you create one of the classic workspaces in Power BI, you're automatically creating an Office 365 group in the background. Office 365 offers other group services, such as sharing files on OneDrive for Business, conversations in Exchange, shared calendar and tasks, and so on. Read more about groups in Office 365.

Note

The new workspace experience changes the relationship between Power BI workspaces and Office 365 groups. When you create one of the new workspaces in Power BI, you no longer automatically create an Office 365 group in the background. For more information, see Create the new workspaces in Power BI.

You need a Power BI Pro license to create a workspace.

Collaborate on Power BI Desktop files in a workspace

After you create a Power BI Desktop file, you can publish it to a workspace so everyone in the workspace can collaborate on it.

  1. In Power BI Desktop, select Publish on the Home ribbon, then select the workspace in the Select a destination box.

    Publish icon

  2. In the Power BI service, select the arrow next to Workspaces > select the workspace.

    Workspaces

  3. Select the Reports tab, then choose your report.

    Reports tab

    From here, it's like any other report in Power BI. You and others in the workspace can modify the report and save tiles to a dashboard of your choosing.

Collaborate in Office 365

Collaborating in Office 365 starts from the classic workspace in Power BI.

  1. In the Power BI service, select the arrow next to Workspaces > select the ellipsis (...) next to your workspace name.

    Workspaces menu

  2. From this menu, you can collaborate with your group in a few ways:

    The first time you go to your group workspace in Office 365, it may take some time. Give it 15 to 30 minutes, then refresh your browser.

Have a group conversation in Office 365

  1. Select the ellipsis (...) next to your workspace name > Conversations.

    Conversations tab

    The email and conversation site for your group workspace opens in Outlook for Office 365.

    Calendar menu item

  2. Read more about group conversations in Outlook for Office 365.

Schedule an event on the group workspace calendar

  1. Select the ellipsis (...) next to the workspace name > Calendar.

    Calendar tab

    The calendar for your group workspace opens in Outlook for Office 365.

    Outlook for Office 365

  2. Read more about group calendars in Outlook in Office 365.

Manage a classic workspace

If you’re an owner or administrator for a workspace, you can also add or remove workspace members. Read more about managing a Power BI workspace.

Next steps