How to Share Power BI Dashboard

Last updated on Sep 27 2021
Bhavin Mukherjee

Table of Contents

How to Share Power BI Dashboard

In this blog, you’ll learn how to share Power BI dashboard for report sharing, printing, publishing, etc.

Using Power BI Desktop for Report Sharing

Once BI reports are made in Power BI desktop, you’ll also share the reports with other business users. All BI reports, dashboards, and data can be shared with other colleagues and business users within the organization.
You’ll share reports using the subsequent methods −
• Publish reports using Power BI Service
• Content Packs combine dashboard, report, and datasets obtained in BI desktop tool
• Create Groups and assign specific rights to different users for report sharing
• Use Power BI mobile apps to access share dashboards and reports
Let us see how to publish a BI report using Power BI desktop tool.
Once the report is made, navigate to the Publish button on the Home tab in Power BI desktop.

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Home

Once you select the Publish service, your visuals, custom measures and reports are all packaged and published to Power BI service. Power BI files have an extension .pbix files. When the upload is in process, you get a dialog box that Publishing is in process.

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Dialog box

Once the upload is complete, you’ll get a confirmation message announcing the “Success”. You’ll also view Quick Insights and open the shared report from the dialog box.

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Success

Printing Power BI Dashboards

It may be also required sometimes to take printouts of your reports and dashboards. With Power BI, you’ll take prints of your BI reports and dashboards. To take a Printout of the report, navigate to Power BI service and click the “…” option.

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Print

It will open a Print dialog box. You’ll select the Printer on which you want to take the printout of the report. You’ll also select different Print options such as Portrait/Landscape, Margins, Header or Scale.

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Print dialog box

Export Options

In Power BI, you’ll also use different Export options to export data from BI report. To use the export option, navigate to Power BI service and select the BI report you want to export.

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Export Options

When you click the Export to option, it generates a CSV file. In Power BI, you’ll also export/view a report directly by navigating to File → Print option.

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Export

Publishing Report to Web

In Power BI, it may be also possible to publish a BI report to web or share it via email. To publish a report to the web, you have to navigate to Power BI service → My Workspace.

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Publishing

Once you open the report that you want to publish, navigate to the File tab → Publish to Web. Once you select this option, it opens a new dialog that creates an embed code for this report to include within the website or email.
Option says: Get a link or embed code that you’ll include on a public website. You may use publish to web functionality to share content on a publicly available website. You may not use this functionality to share content internally, which includes through your email, your internal network, or intranet site. Publish a live version that will remain synchronized with the source report in Power BI. Any changes you make to the report will immediately be reflected within the published public version.

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Publish

When you select – Create Embed code, Power BI prompts that you want to share your data with everyone on the internet.
The subsequent message is displayed: You’re about to create an embed code for this report. Once published, anyone on the Internet will be able to access the report and the data it contains, and Microsoft may display the report on a public website or a public gallery.
Before publishing this report, ensure you have the right to share the data and visualizations publicly. Do not publish confidential or proprietary information, or an individual’s personal data. If in doubt, check your organization’s policies before publishing.
Note − You’ll publish the report as a web page and any user with the link can view it. The link can be sent via email or it can be used as an iframe in a web page.

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Email

Deleting an Embed Code

Let us say, you want to delete an embed code. Navigate to the Gear icon at the top of the screen as shown within the subsequent screenshot. Then go to Manage Embed codes.

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Delete

To remove an embed code click the ellipsis mark (…) in front of the report name and select the Delete option.

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Remove

When you click the Delete option, it will ask you if you want to delete publish to web code. Once you’re sure, click Delete.

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Click Delete

Using Content Pack

In Power BI, you’ll also share dashboard, report, and dataset as a package with your colleagues. To create a content pack, click the Gear box icon in Power BI workspace as shown within the subsequent screenshot.

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Share

Once you select Create content pack, you’ll be prompted with a new dialog box. You’ll choose if you want to distribute this content pack with Specific Groups or My Entire Organization.
If you want to share this with specific people, you have to enter email addresses. You’ll also add a Title and description of the content pack as shown within the subsequent screenshot.

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Specific Groups

At the bottom of the page, you have an option to select the components you want to publish. You’ll select from the subsequent −
• Dashboards
• Reports
• Datasets

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Select

Editing Content Pack

When a content pack is made, you’ll also go back and edit the shared objects of the content pack. Whenever you update any dashboard, BI report, you’re prompted if you want to update the shared content.
Click the Gear box icon under My Workspace → View Content Pack.

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Content Pack

If you see a a little icon in front of the name of the content pack, it shows that the content pack is updated. When you select the edit button, you’ll reach the home screen, where you’ll create a replacement content pack.

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Replacement

Power BI accepts all the changes you create to the content pack and publishes the updated content pack to the content pack gallery.
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