Requirements Before Publishing Reports in Power BI Service
Before publishing your report, ensure that:
✅ Make sure you have a Power BI account. You need either a Power BI Pro or a Power BI Premium account to share reports.
✅ Power BI Desktop: The report must be developed and ready in .pbix format.
✅ Access to the Workspace: Must be granted permission to publish to a workspace.
✅ Connections Established for Data Sources: All required connections to data sources must be set up within a report.
If you do not have an account in Power BI, go to the official site of Power BI to create one now.
Step by Step Publishing in Power BI Service
Step 1: Open Your Report in Power BI Desktop
• Open Power BI Desktop installed on your computer.
• Open the .pbix file you want to publish.
• Review all the visuals, filters and slicers so they are correctly set up.
• Check if all data sources are connected and refreshed properly.
Step 2: Click on Publish Button
• In the Installment Office tab, click 'Publish' on Power BI Desktop.
• If you are not signed in, when prompted, type your Power BI credentials.
Step 3: Select Workspace
• After hitting the Publish button, a pop-up will ask you to select a workspace.
• In Power BI Service, spaces keep reports and datasets organized.
o My Workspace: a personal place not recommended for team sharing.
o Shared Workspace: the best for team collaboration.
• Select the appropriate workspace and click OK.
Step 4: Wait until Upload Completes.
• Now, Power BI should upload the report and dataset to Power BI Service.
• When finished, such a message appears: "Success! Your report is published to Power BI Service."
• Click Open in Power BI to view the published report in your browser.
Step 5: View and Manage Your Report in Power BI Services
• Open Power BI Services in a browser: https://app.powerbi.com
• Head over to the workspace where you published your report.
• Access the report to view, edit, and interact with the visuals.
Manage and Share Published Reports
After uploading reports into Power BI Service, the following tasks can be accomplished:
Share with others
Schedule automatic data refresh
Control access with user permissions
Pin visuals to dashboards.
How to share a report
1. Open the published report in Power BI Service
2. Click the Share button at the top.
3. Enter the email addresses of users who should have access.
4. Choose whether they can view or edit the report.
5. Click Send.
Users will receive emails with links directing them to the report.
Best Practices for Publishing Reports in Power BI Service
1. Reports Organization In Workspaces
- Different workspaces were set up for different teams or projects.
- Maintain one single report-naming convention.
2. Data Refresh
- Enter data set settings into your Power BI service.
- Schedule a refresh of your data.
- Use gateways when you connect to any on-premise data sources.
3. Secure Your Reports
- Access to sensitive data should be regulated based on a Need-to-know basis via Row level security (RLS).
- Assign user roles (Admin, Member, Viewer, etc.) to workspaces based on predetermined criteria.
4. Enhance Performance for Reports
- Prefer aggregate tables to the loading of huge datasets with complete details.
- Complex DAX calculations should be avoided wherever possible as they usually degrade performance.
- Avoid creating visuals based on high cardinality columns.
Common Issues and Solutions
Problem 1: Unable to Update Report in Power BI Service.
Solution: Check that the data refresh was enabled and scheduled properly.
Problem 2: Cannot Publish Report-Due to Workspace Restrictions.
Solution: Go back to workspace permissions to make sure editing is allowed.
Problem 3: Users Cannot Access Shared Report.
Solution: Ensure all users have been granted appropriate permissions along with a Power BI Pro or Premium license to access the report.
Problem 4: Data Gateway Error During Refresh.
Solution: In case of any on-premise data, please ensure that Power BI Gateway installation and configuration is correct.
Conclusion
Publishing the report into Power BI service is one of the most important data analyzing steps. It thus enables cooperation between businesses, easy sharing of insights and automation in reporting.
The steps and best practices in this guide are to let you:
Publish your reports with ease
Get your reports refreshed at scheduled time with ease
Share all data safely with your team
Optimize performance for enhanced end-user experience.
So get on with publishing your reports now and grab maximum benefits of the Power BI Service!
Previous Topic==> Power BI QA with Excel ||
Next Topics==> Setting Up Data refresh for Excel File
Other Topic==>Banking Account Management Case Study in SQL
SQL All topics Wise Interview Questions
Employee Salary Management SQL FAQ!. C FAQ
Top 25 PL/SQL Interview Questions
Joins With Group by Having
Equi Join
Joins with Subqueries
Self Join
Outer Join