How should I collaborate and share dashboards and reports in Power BI?
You create dashboards and reports. Maybe you collaborate on them with your coworkers, too. Then you want others to have access to them. What's the best way to distribute them?
In this article, we'll compare these options for collaborating and sharing in Power BI:
- Collaborating with coworkers to create meaningful reports and dashboards in app workspaces.
- Bundling those dashboards and reports into apps and publishing them to a larger group or your whole organization.
- Sharing dashboards or reports with a few people, from the service or the Power BI mobile apps.
- Publishing to the web, where anyone can see and interact with them.
No matter which option you choose, to share a dashboard you need a Power BI Pro license, or the content needs to be in a Premium capacity. License requirements vary for the colleagues who view your dashboards, depending on the option you choose. The following sections spell out details. Suggestions? The Power BI team is always interested in your feedback, so go to the Power BI Community site.
Apps in the Power BI service
Collaborate with coworkers to create an app
Say you and your teammates want to publish your Power BI insights to your organization. The best way to do that is to create an app. An app is a collection of dashboards and reports built to deliver key metrics for your organization.
To create an app, you need a app workspace, with your teammates as members. Think of the app workspace as a staging area where you and they can collaborate on your Power BI dashboards and reports. All of you can create reports in Power BI Desktop and publish those reports to the app workspace, and all of you need Power BI Pro licenses.
If you just want to share a finished dashboard with colleagues, don't add them to the app workspace. Instead, create the dashboard in an app workspace, and publish the app to them.
Publish your app to a broad audience
Say you want to distribute your dashboard to a broad audience. You and your coworkers have created an app workspace, then created and refined dashboards, reports, and datasets in the app workspace. Now you select the dashbards and reports you want and publish them as an app either to members of a security group or distribution list, or to your whole organization.
Apps are easy to find and install in the Power BI service (https://powerbi.com). You can send your business users a direct link to the app, or they can search for it in AppSource. If your Power BI administrator give you permissions, you can install an app automatically in your coworkers' Power BI accounts. Read more about publishin your apps.
After they install an app, they can view it in their browser or mobile device.
For your users to view your app, either they need to have a Power BI Pro license, too, or the app needs to be stored in a Power BI Premium capacity. Read What is Power BI Premium? for details.
Share dashboards and reports
Let's say you've finalized a dashboard and a report in your own My Workspace or in an app workspace and you want some other people to have access to it. One way to get it to them is to share it.
You need a Power BI Pro license to share your content, and those you share it with do too, or the content needs to be in a Premium capacity. When you share a dashboard or report, they can view it and interact with it, but can't edit it. They see the same data that you see in the dashboard and reports unless row-level security (RLS) is applied to the underlying dataset. The coworkers you share it with can share with their coworkers, if you allow them to.
You can share with people outside your organization, too. They can view and interact with the dashboard too, but can't share it.
More about sharing a dashboard from the Power BI service.
You can also share a direct link to a report, and bypass the dashboard. You can add a filter to the link so the recipients see a filtered view of your report.
Annotate and share from the Power BI mobile apps
In the Power BI mobile apps for iOS and Android devices, you can annotate a tile, report, or visual and then share it with anyone via email.
You're sharing a snapshot of the tile, report, or visual, and your recipients see it exactly as it was when you sent the mail. The mail also contains a link to the dashboard or report. If they have a Power BI Pro license, or the content is in a Premium capacity, and you've shared the object with them already, they can open it. You can send snapshots of tiles to anyone not just coworkers in the same email domain.
More about annotating and sharing tiles, reports, and visuals from the iOS and Android mobile apps.
You can also share a snapshot of a tile from the Power BI app for Windows 10 devices.
Publish to the web
You can publish Power BI reports to the whole Internet by embedding interactive visualizations in blog posts, websites, social media, and other online communications on any device. Anyone on the Internet can view your reports, and you have no control over who can see what you've published. They don't need a Power BI license. Publishing to the web is available only for reports that you can edit. You can't publish reports to the web if they're shared with you or if they're in an app. More about publishing to the web.
Print or save as PDF or other static file
You can print or save as PDF (or other static file format) an entire dashboard, dashboard tile, report page, or visualization from the Power BI service. Reports can only be printed one page at a time -- you can't print the entire report at once. More about printing or saving as a static file.