Power BI - Sharing and publishing your Dashboard Video
In this video, you will learn about sharing and publishing your dashboard using Microsoft 365. The video covers how to securely save your files in the cloud with OneDrive, allowing you to access them from anywhere.
You can store various file types, including images, spreadsheets, and presentations.
Additionally, the video demonstrates how to share and collaborate in real-time with your coworkers, whether you're in the office or on the go.
By using the mobile apps on your devices and Office for the web, you can stay organized, connected, and productive.
This tutorial will help you effectively share and publish your dashboard using Microsoft 365, enhancing your productivity and collaboration.
- 3:43
- 2927 views
-
Power BI - Manipulating tiles in a Dashboard
- 3:26
- Viewed 3321 times
-
Power BI - Consulting and using a Dashboard
- 3:08
- Viewed 3326 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3508 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3512 times
-
Power BI - Introduction to Power BI Mobile
- 2:15
- Viewed 3526 times
-
Power BI - Customising your Report
- 3:12
- Viewed 2908 times
-
Power BI - Customising your Visuals
- 2:58
- Viewed 3372 times
-
Power BI - Introduction to the Query Editor
- 2:33
- Viewed 3441 times
-
Creating a Report
- 2:54
- Viewed 9138 times
-
Introduction to Power Bi
- 1:29
- Viewed 6380 times
-
General Introduction
- 2:54
- Viewed 4825 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 4080 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3936 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 3843 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 3813 times
-
Create slicers
- 3:55
- Viewed 3732 times
-
Create quick measures
- 3:02
- Viewed 3728 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3602 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 3526 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3512 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3508 times
-
Creating your Datasets
- 2:26
- Viewed 3493 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3441 times
-
Customising your Visuals
- 2:58
- Viewed 3372 times
-
Conditional formatting
- 3:35
- Viewed 3342 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3326 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3321 times
-
Use the drill down filter
- 4:41
- Viewed 3298 times
-
Calculate function
- 4:22
- Viewed 3222 times
-
Turn on the drill down feature
- 2:23
- Viewed 3008 times
-
Add an alert to a visual
- 2:24
- Viewed 2943 times
-
Customising your Report
- 3:12
- Viewed 2908 times
-
Manage interactions
- 1:56
- Viewed 2902 times
-
Manage relations between data sources
- 2:37
- Viewed 2836 times
-
What are measures?
- 2:58
- Viewed 2701 times
-
Introduction to PowerBI
- 00:60
- Viewed 169 times
-
Creating a Report
- 2:54
- Viewed 9138 times
-
Create a PivotTable report manually
- 4:59
- Viewed 4130 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3936 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3819 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3814 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3812 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3602 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3512 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3509 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3508 times
-
Creating your Datasets
- 2:26
- Viewed 3493 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3441 times
-
Customising your Visuals
- 2:58
- Viewed 3372 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3326 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3321 times
-
Improved version history
- 0:51
- Viewed 3023 times
-
Customising your Report
- 3:12
- Viewed 2908 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2613 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2568 times
-
Check and share your form results
- 2:42
- Viewed 2356 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2294 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 2138 times
-
Manage video settings
- 1:27
- Viewed 2049 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1473 times
-
Analyze Team Dynamics
- 1:19
- Viewed 847 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 531 times
-
Process an incoming message
- 01:53
- Viewed 280 times
-
Sort and filter emails
- 02:51
- Viewed 273 times
-
Organize into Folders
- 01:57
- Viewed 265 times
-
Manage Views
- 02:36
- Viewed 254 times
-
Use Categories
- 02:51
- Viewed 218 times
-
Clean Up Your Inbox
- 01:18
- Viewed 218 times
-
Easily Sort Your Mails
- 01:38
- Viewed 188 times
-
Introduction to PowerBI
- 00:60
- Viewed 169 times
-
Introduction to PowerBI
- 00:60
- Viewed 169 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 160 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 159 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 164 times
-
Introduction to Planner
- 00:56
- Viewed 172 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 160 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 166 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 226 times
-
Introduction to Sway
- 01:53
- Viewed 143 times
-
Introducing to Word
- 01:00
- Viewed 166 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 148 times
-
Create a call group
- 01:15
- Viewed 201 times
-
Use call delegation
- 01:07
- Viewed 130 times
-
Assign a delegate for your calls
- 01:08
- Viewed 200 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 138 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 128 times
-
Manage advanced call notifications
- 01:29
- Viewed 143 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 173 times
-
Block unwanted calls
- 01:24
- Viewed 140 times
-
Disable all call forwarding
- 01:09
- Viewed 144 times
-
Manage a call group in Teams
- 02:01
- Viewed 134 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 132 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 124 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 149 times
-
Manage voicemail messages
- 01:55
- Viewed 189 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 205 times
-
Customize your voicemail greeting
- 02:17
- Viewed 126 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 121 times
-
Manage simultaneous calls
- 01:52
- Viewed 133 times
-
Support third-party apps during calls
- 01:53
- Viewed 162 times
-
Add participants quickly and securely
- 01:37
- Viewed 132 times
-
Configure call privacy and security settings
- 02:51
- Viewed 131 times
-
Manage calls on hold
- 01:20
- Viewed 139 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 128 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 133 times
-
Action Function
- 04:18
- Viewed 139 times
-
Search Function
- 03:42
- Viewed 189 times
-
Date and Time Function
- 02:53
- Viewed 172 times
-
Logical Function
- 03:14
- Viewed 257 times
-
Text Function
- 03:25
- Viewed 201 times
-
Basic Function
- 02:35
- Viewed 160 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 189 times
-
Introduction to Power Fx
- 01:09
- Viewed 162 times
-
The New Calendar
- 03:14
- Viewed 283 times
-
Sections
- 02:34
- Viewed 172 times
-
Customizing Views
- 03:25
- Viewed 167 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 273 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 187 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 147 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 174 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 393 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 335 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 208 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 351 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 223 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 229 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 405 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 199 times
-
Share Power Automate Flows
- 02:20
- Viewed 194 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 198 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 185 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 198 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 232 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 168 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 361 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 584 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 338 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 328 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 306 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 274 times
-
Discover the “Build Space”
- 02:26
- Viewed 195 times
-
The Power Automate Mobile App
- 01:39
- Viewed 201 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 196 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 283 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 190 times
-
Access Power Automate for the Web
- 01:25
- Viewed 299 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 247 times
Objectifs :
This document aims to provide a comprehensive guide on how to share dashboards in Power BI, detailing the various methods available, the permissions involved, and the steps required to effectively share reports with others.
Chapitres :
-
Introduction to Sharing Dashboards in Power BI
Power BI offers several methods for sharing dashboards, allowing users to collaborate and access data effectively. This guide will explore the sharing functionalities available in Power BI, particularly focusing on the Pro version, which includes specific sharing features. -
Sharing Dashboards with Users in Your Organization
To share a dashboard with members of your organization, follow these steps: 1. Open the dashboard you wish to share. 2. Select the 'Share' option in the top menu. 3. Enter the names or email addresses of the individuals you want to grant access to. 4. Optionally, add a message to accompany the invitation. 5. Uncheck the box if you do not want to allow recipients to share the dashboard further. 6. Uncheck the box if you do not wish to send an email notification to the recipients. Once shared, recipients can access the dashboard from the 'Shared With Me' section in their Power BI Service. They will have read-only access to the underlying reports but will not have access to the datasets. -
Managing Shared Access
To manage the sharing settings of your dashboard: 1. Click on 'Share' again to open the Shared Dashboard pane. 2. Select the 'Access' tab to view the list of individuals who have access to the dashboard. 3. You can change their access levels or remove their access as needed. -
Publishing Reports on the Web
Another method to share your Power BI report is by publishing it on the web. Here’s how: 1. Select the report you want to share. 2. Go to the 'File' menu and select 'Publish to Web'. 3. A dialogue box will appear, explaining that you will receive an embed code. 4. Click 'Create Embed Code' to generate the code. 5. Confirm that you want to share your data publicly before clicking 'Publish'. After publishing, Power BI will provide two links: - A link to share via email that displays the report in a webpage format. - An HTML code to embed the report directly into a website, blog, or Sway. -
Interacting with Published Reports
Once the report is published, you can paste the email link into a browser to view the report as a webpage. Users can interact with the report just as they would within Power BI. If you need to remove an embed code: 1. Click on the Gear icon in the top right corner. 2. Select 'Manage Embed Codes'. 3. You will see the embed codes you created; click on the ellipsis to access or remove the code. -
Incorporating Reports into SharePoint
To embed your Power BI report into a SharePoint site: 1. Click on the 'File' menu. 2. Select 'Embed in SharePoint Online'. 3. Add a Power BI component to your SharePoint page and paste the report link provided by Power BI. -
Conclusion
Sharing dashboards in Power BI enhances collaboration and data accessibility within organizations. By following the outlined methods, users can effectively share their insights while managing access levels and ensuring data security.
FAQ :
What is Power BI?
Power BI is a business analytics service by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.
How can I share my Power BI dashboard?
You can share your Power BI dashboard by selecting the 'Share' option in the top menu, entering the names or email addresses of the users you want to share with, and adjusting the sharing settings as needed.
What is the difference between the free and Pro versions of Power BI?
The Pro version of Power BI includes additional features such as the ability to share dashboards, collaborate with others, and access more advanced analytics tools, while the free version has limited capabilities.
Can users without a Power BI account view shared dashboards?
Yes, recipients without a Power BI account will be guided through the connection process to view the shared dashboard.
What does 'Publish to Web' do?
'Publish to Web' allows you to share your Power BI reports publicly on the internet by generating an embed code that can be used in websites or emails.
How do I manage access to my shared dashboards?
To manage access, click on 'Share' again to display the Shared Dashboard pane, then select the Access tab to view and modify the access levels of users.
Quelques cas d'usages :
Sharing Dashboards within an Organization
A marketing team can share their Power BI dashboards with other departments to provide insights on campaign performance, allowing for data-driven decision-making across the organization.
Public Reporting
A non-profit organization can use the 'Publish to Web' feature to share their impact reports with the public, increasing transparency and engagement with their stakeholders.
Embedding Reports in SharePoint
A project manager can embed Power BI reports directly into a SharePoint site to provide team members with easy access to project metrics and updates, enhancing collaboration and information sharing.
Client Reporting
A consulting firm can share dashboards with clients to provide real-time insights into project progress, helping to build trust and improve client relationships.
Glossaire :
Power BI
A business analytics service by Microsoft that provides interactive visualizations and business intelligence capabilities with a simple interface for end users to create their own reports and dashboards.
Sharing
The process of granting access to specific users to view and interact with dashboards in Power BI. This feature is available only in the Pro version.
Pro version
A paid version of Power BI that includes additional features such as sharing dashboards and collaboration tools.
Shared With Me space
A section in Power BI Service where users can find reports and dashboards that have been shared with them.
Read-only access
A permission level that allows users to view content but not make any changes to it.
Publish to Web
A feature in Power BI that allows users to share their reports publicly on the internet by generating an embed code.
Embed code
A snippet of HTML code generated by Power BI that allows users to incorporate reports into websites or emails.
SharePoint
A web-based collaboration platform by Microsoft that integrates with Microsoft Office and is used for storing, organizing, sharing, and accessing information.