Power BI - Sharing and publishing your Dashboard Tutorial
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
- 2966 views
-
Power BI - Manipulating tiles in a Dashboard
- 3:26
- Viewed 3371 times
-
Power BI - Consulting and using a Dashboard
- 3:08
- Viewed 3362 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3557 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3552 times
-
Power BI - Introduction to Power BI Mobile
- 2:15
- Viewed 3581 times
-
Power BI - Customising your Report
- 3:12
- Viewed 2940 times
-
Power BI - Customising your Visuals
- 2:58
- Viewed 3415 times
-
Power BI - Introduction to the Query Editor
- 2:33
- Viewed 3465 times
-
Creating a Report
- 2:54
- Viewed 9186 times
-
Introduction to Power Bi
- 1:29
- Viewed 6537 times
-
General Introduction
- 2:54
- Viewed 4862 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 4131 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4017 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 3885 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 3859 times
-
Create slicers
- 3:55
- Viewed 3786 times
-
Create quick measures
- 3:02
- Viewed 3784 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3663 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 3581 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3557 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3552 times
-
Creating your Datasets
- 2:26
- Viewed 3517 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3465 times
-
Customising your Visuals
- 2:58
- Viewed 3415 times
-
Conditional formatting
- 3:35
- Viewed 3382 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3371 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3362 times
-
Use the drill down filter
- 4:41
- Viewed 3332 times
-
Calculate function
- 4:22
- Viewed 3256 times
-
Turn on the drill down feature
- 2:23
- Viewed 3033 times
-
Add an alert to a visual
- 2:24
- Viewed 2982 times
-
Customising your Report
- 3:12
- Viewed 2940 times
-
Manage interactions
- 1:56
- Viewed 2928 times
-
Manage relations between data sources
- 2:37
- Viewed 2865 times
-
What are measures?
- 2:58
- Viewed 2729 times
-
Introduction to PowerBI
- 00:60
- Viewed 203 times
-
Creating a Report
- 2:54
- Viewed 9186 times
-
Create a PivotTable report manually
- 4:59
- Viewed 4192 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4017 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3854 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3846 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3838 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3663 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3557 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3552 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3528 times
-
Creating your Datasets
- 2:26
- Viewed 3517 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3465 times
-
Customising your Visuals
- 2:58
- Viewed 3415 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3371 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3362 times
-
Improved version history
- 0:51
- Viewed 3060 times
-
Customising your Report
- 3:12
- Viewed 2940 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2636 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2595 times
-
Check and share your form results
- 2:42
- Viewed 2386 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2318 times
-
Summarize Your Notes with Copilot
- 1:45
- Viewed 2275 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 2188 times
-
Manage video settings
- 1:27
- Viewed 2072 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1492 times
-
Draft Content Based on an Existing Document with Copilot
- 2:15
- Viewed 1353 times
-
Summarize the Content of a Note with Copilot
- 1:03
- Viewed 1240 times
-
Summarize Your Email Exchanges with Copilot
- 0:53
- Viewed 1198 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1029 times
-
Analyze and Write Content Based on a File
- 2:16
- Viewed 1004 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 993 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 945 times
-
Analyze Team Dynamics
- 1:19
- Viewed 913 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 558 times
-
Make changes to a text
- 01:05
- Viewed 306 times
-
Process an incoming message
- 01:53
- Viewed 301 times
-
Sort and filter emails
- 02:51
- Viewed 300 times
-
Organize into Folders
- 01:57
- Viewed 289 times
-
Manage Views
- 02:36
- Viewed 279 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 267 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 248 times
-
Use Categories
- 02:51
- Viewed 246 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 242 times
-
Clean Up Your Inbox
- 01:18
- Viewed 240 times
-
Easily Sort Your Mails
- 01:38
- Viewed 214 times
-
Introduction to PowerBI
- 00:60
- Viewed 203 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 81 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 88 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 100 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 111 times
-
Copilot at the service of project reports
- 02:36
- Viewed 101 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 94 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 153 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 100 times
-
Project mode
- 01:31
- Viewed 100 times
-
Create an agent for a team
- 01:53
- Viewed 154 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 154 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 88 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 159 times
-
Copilot Studio agent settings
- 01:33
- Viewed 80 times
-
Add new actions
- 01:54
- Viewed 149 times
-
Create a first action
- 01:59
- Viewed 147 times
-
Manage topics
- 01:51
- Viewed 108 times
-
Manage knowledge sources
- 01:11
- Viewed 80 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 146 times
-
Access Copilot Studio
- 01:09
- Viewed 144 times
-
Get started with Copilot Studio
- 01:25
- Viewed 81 times
-
Introduction to PowerBI
- 00:60
- Viewed 203 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 195 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 201 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 203 times
-
Introduction to Planner
- 00:56
- Viewed 207 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 202 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 203 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 290 times
-
Introduction to Sway
- 01:53
- Viewed 181 times
-
Introducing to Word
- 01:00
- Viewed 201 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 181 times
-
Create a call group
- 01:15
- Viewed 260 times
-
Use call delegation
- 01:07
- Viewed 163 times
-
Assign a delegate for your calls
- 01:08
- Viewed 265 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 166 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 157 times
-
Manage advanced call notifications
- 01:29
- Viewed 173 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 216 times
-
Block unwanted calls
- 01:24
- Viewed 183 times
-
Disable all call forwarding
- 01:09
- Viewed 173 times
-
Manage a call group in Teams
- 02:01
- Viewed 164 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 162 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 159 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 181 times
-
Manage voicemail messages
- 01:55
- Viewed 241 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 273 times
-
Customize your voicemail greeting
- 02:17
- Viewed 157 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 155 times
-
Manage simultaneous calls
- 01:52
- Viewed 163 times
-
Support third-party apps during calls
- 01:53
- Viewed 209 times
-
Add participants quickly and securely
- 01:37
- Viewed 174 times
-
Configure call privacy and security settings
- 02:51
- Viewed 169 times
-
Manage calls on hold
- 01:20
- Viewed 167 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 158 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 169 times
-
Draft a Service Memo
- 02:33
- Viewed 220 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 205 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 304 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 273 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 106 times
-
Other Coaches
- 01:45
- Viewed 214 times
-
Agents in SharePoint
- 02:44
- Viewed 176 times
-
Prompt coach
- 02:49
- Viewed 201 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 192 times
-
Configure a Copilot Agent
- 02:39
- Viewed 184 times
-
Describe a copilot agent
- 01:32
- Viewed 209 times
-
Rewrite with Copilot
- 01:21
- Viewed 183 times
-
Analyze a video
- 01:21
- Viewed 209 times
-
Use the Copilot pane
- 01:12
- Viewed 199 times
-
Process text
- 01:03
- Viewed 189 times
-
Create an insights grid
- 01:19
- Viewed 318 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 197 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 220 times
-
Create an image with Copilot
- 00:42
- Viewed 329 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 213 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 219 times
-
Chat with Copilot
- 00:50
- Viewed 209 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 311 times
-
Data Privacy in Copilot
- 00:43
- Viewed 212 times
-
Access Copilot
- 00:25
- Viewed 345 times
-
Use a Copilot Agent
- 01:24
- Viewed 223 times
-
Modify with Pages
- 01:20
- Viewed 224 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 217 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 212 times
-
Generate the email for the recipient
- 00:44
- Viewed 202 times
-
Action Function
- 04:18
- Viewed 165 times
-
Search Function
- 03:42
- Viewed 222 times
-
Date and Time Function
- 02:53
- Viewed 201 times
-
Logical Function
- 03:14
- Viewed 311 times
-
Text Function
- 03:25
- Viewed 227 times
-
Basic Function
- 02:35
- Viewed 191 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 217 times
-
Introduction to Power Fx
- 01:09
- Viewed 202 times
-
The New Calendar
- 03:14
- Viewed 334 times
-
Sections
- 02:34
- Viewed 203 times
-
Customizing Views
- 03:25
- Viewed 194 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 357 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 217 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 171 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 123 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 206 times
-
Use the narrative Builder
- 01:31
- Viewed 250 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 212 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 223 times
-
Share a document with copilot
- 00:36
- Viewed 212 times
-
Configurate a page with copilot
- 01:47
- Viewed 210 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 1088 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 225 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 250 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 312 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 398 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 380 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.