Power BI Share Point and Teams Oh My
Power BI, Share. Point and Teams! Oh My! Jessica Jolly Owner, ALT-Enter, LLC Power. BIWorld. Tour. com #PBIWorld. Tour
Jessica Jolly Owner, ALT-Enter, LLC Microsoft Certified Trainer MCSE, Data Analytics PUG SIG Leader Power. BIWorld. Tour. com #PBIWorld. Tour
Agenda Power. BIWorld. Tour. com #PBIWorld. Tour
Connecting to content Power. BIWorld. Tour. com #PBIWorld. Tour
Share. Point Dynamics Folders Power. BIWorld. Tour. com #PBIWorld. Tour
Folders Share. Point Lists Power. BIWorld. Tour. com #PBIWorld. Tour Online Lists
Get Data…Share. Point Folder Power. BIWorld. Tour. com #PBIWorld. Tour
• Combine • Load • Edit Power. BIWorld. Tour. com #PBIWorld. Tour
Get Data…Share. Point Lists Power. BIWorld. Tour. com #PBIWorld. Tour
Connecting to Dynamics 365 Sales Settings Customizations Developer Resources Power. BIWorld. Tour. com #PBIWorld. Tour
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Connecting to a Folder Power. BIWorld. Tour. com #PBIWorld. Tour
• Exemplar Query • Function Query Power. BIWorld. Tour. com #PBIWorld. Tour
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Sharing content Power. BIWorld. Tour. com #PBIWorld. Tour
Publish to the service Power. BIWorld. Tour. com Share via a common workspace #PBIWorld. Tour Create an app from the workspace
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Sharing in Teams • Add a tab • Everyone on the Team has to have access to the report in Power BI • Power BI Pro or Premium • Will see all pages of the report Power. BIWorld. Tour. com #PBIWorld. Tour
Access to Power BI Service in Teams Everyone uses their own credentials Power. BIWorld. Tour. com #PBIWorld. Tour
Office 365 groups Share. Point Workspace Outlook Power. BIWorld. Tour. com #PBIWorld. Tour Team
TEAM Modern Workspace Office 365 Group Security Groups Power. BIWorld. Tour. com Distribution Lists #PBIWorld. Tour Individual Access
Teams • Great when you need a single report easily accessible • Everyone has to have a Power BI Pro license • Only reports can be published Workspace • The full sharing experience, including datasets and dashboards • Modern workspaces will have a variety of roles available • Requires logging into the service App • Easily viewed in mobile app • Offers a curated set of content • Can comment from a mobile phone Power. BIWorld. Tour. com #PBIWorld. Tour
Sharing in Share. Point Office 365 (aka Modern) Power. BIWorld. Tour. com On Prem (aka Classic) #PBIWorld. Tour
Sharing in Share. Point Office 365 (aka Modern) Power. BIWorld. Tour. com On Prem (aka Classic) #PBIWorld. Tour
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• You have to have permission to share the report • You can not share dashboards Power. BIWorld. Tour. com #PBIWorld. Tour
1. View the report (in the service) 2. Go to File 3. Select Embed in Share. Point Online Power. BIWorld. Tour. com #PBIWorld. Tour
Benefits of Embedding and Teams • You can see the entire report • You can conduct a conversation on the same page • You can see the underlying data from the report • Convenience Power. BIWorld. Tour. com #PBIWorld. Tour
Sharing in Share. Point Office 365 (aka Modern) Power. BIWorld. Tour. com On Prem (aka Classic) #PBIWorld. Tour
NO NO NO JUST…. NO Power. BIWorld. Tour. com #PBIWorld. Tour
For Share. Point on Prem • Use Reporting Services Report Viewer • Wait for Share. Point 2019 • Read all about the strategy here: https: //powerbi. microsoft. com/en-us/blog/power-bi-andsharepoint-the-road-ahead/ Power. BIWorld. Tour. com #PBIWorld. Tour
Sharing with Dynamics 365 Can only share PBI dashboards, not reports Need to have PBI Dashboard feature enabled If you share the dashboard within Dynamics, recipients have to have Power BI Pro Power. BIWorld. Tour. com #PBIWorld. Tour
Common pitfalls • Credentials • Workspace authorization • Licensing Power. BIWorld. Tour. com #PBIWorld. Tour
Speaking of security… Power. BIWorld. Tour. com #PBIWorld. Tour
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• You have to be an owner of the dataset • You have to establish Roles in the Desktop before publishing into the Service • You set the security on the dataset, not the report Power. BIWorld. Tour. com #PBIWorld. Tour
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Roles Import Direct Query Live Connection Power. BIWorld. Tour. com #PBIWorld. Tour
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