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You can easily share your data reports and dashboards with colleagues and site owners. From the left side browser simply click on the ellipsis (...) next to the dashboard you would like to share and select Share.

Embedding a report into SharePoint

Using this option allows you to embed the fully interactive reports into any page in SharePoint.

Site owners will go the SharePoint page and use the report to get information about the site (or sites) they are interested in.

Advantages:  This option is best if you would like to allow users to stay in the context of SharePoint and not have to leave to a different application.

Steps:

1. From the CardioLog report, click on File and choose Publish to Web  or Embed in SharePoint Online

2. When choosing publish to web, copy to html code and embed it into a SharePoint page.

3. When choosing Embed in SharePoint Online, to go a modern SharePoint page, add a Power BI web part and choose your report.

Note: Only the user who owns the content pack can embed the report (you should use your Power BI pro account who is content pack owner).

Sharing a dashboard

Using this option allows you to share the fully interactive reports with specific users or groups. Enter the users or groups you would like to share the report with, and they will receive an email with a link to the dashboard. To access the dashboard they will need to login to Power BI (can be done with a free account). They will be able to see the dashboard within their list of dashboards to come back to it later on. If they click on the title of the dashboard they will get to the full report.

Advantages: This option is best if you would like to have full control over who can access the report (users who you didn't specify can access the report will not be able to see it).

Steps:

1. Go into the report. From the top menu select Pin Live Page and create a new dashboard

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2. Go into the new dashboard. From the top menu click Share.

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3. A dialog window will appear with options to send a link via email, or update who can read or edit your dashboard. For Enter the email addresses of the users who you would like to get access to the report.

Note: this option can only be used when the report is not part of a content pack. For more information about Sharing, click here: https://powerbi.microsoft.com/en-us/documentation/powerbi-service-share-unshare-dashboard/

 

To make it easier for site owners to find information about their sites, you can use a report such as this one:

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The report can utilize a site collection and/or subsite filters. Users can also search within the dropdown list to find their site:

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Note: The option to share a dashboard is blocked when using a content pack. The content pack is used to allow co-administration of the report, but an alternative method is to use workspaces. To use this option we will need to publish your report under a dedicated workspace instead of the content pack.

Import Organizational Data

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