In previous posts, I’ve detailed how to import, configure, and visualize your data sets in the new Power BI Designer desktop app. But what happens after you’ve done the hard work, and you’re ready to share your impressive new report with co-workers and colleagues?
Let’s take a quick look at the simple steps involved in publishing from the desktop app on your PC to the Power BI portal in your browser. After that, we’ll go a bit further and look at the options for working with your data set once it’s published.
As a user, I’ve found this process to be especially user-friendly and approachable, which also fits into the overall impression I’ve had for the new Power BI Designer app. As I’ve made the case for previously, this is an example of software development by Microsoft where they have really considered how to facilitate the user experience from start to finish. But enough of my take, let’s publish that report and show off that dashboard!
Starting with a finished dashboard in the desktop app, navigate to the ‘Home’ ribbon menu at the top of the screen, and find the ‘Publish’ option at the far right (as seen below).
Once this option is selected, follow the prompts in the wizard, and you should see your report successfully published shortly.
Now, let’s move over to the Power BI portal in the browser.
The look and feel here will appear very similar to the desktop app. Depending on how you choose to view or work with your content, you’ll have different options available. On the left hand sidebar, you’ll see three main sections: Dashboards, Reports, and Datasets. Here’s how each works:
- Dashboards: This will be your final product. You’ll be able to pin multiple reports here and share this content with any audience that you choose.
- Reports: This will display a single report as you’ve developed it in desktop app. If you choose the ‘Edit report’ option in the upper left, you’ll find many of the same features available in the desktop app and a few extras, like features enabling you to insert basic call-out shapes and other visual interactions (screenshots of both below).
- Datasets: This is a similar view to the ‘Reports’ section but allows you to reconfigure your dataset and apply new visuals easily.
Once you’re ready to share your report and pin it to a dashboard, use the “pin” icon in the upper right (screenshot below).
Now that it’s pinned, you can drag it to a desired location on your dashboard and resize it appropriately. From there, pull in other related reports to build out your dashboard and prepare it for sharing with a wider audience (see separate example below).
When you’re ready to share your dashboard, find the ‘Share’ option in the upper right (screenshot below) and enter the applicable users or groups for your desired audience.
In the post to follow, I’ll review the process of creating and sharing new ‘Workspaces,’ as well as how to migrate Power BI reports from the soon-to-be-deprecated app in SharePoint Online.