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APPLIES TO: PowerBIDesktop PowerBIservice
Sharing is the easiest way to give people access to your reports and dashboards in the Power BI service. You can share with people inside or outside your organization.
When you share a report or dashboard, the people you share it with can view it and interact with it, but can't edit it. The recipients see the same data that you see in the reports and dashboards. They also get access to the entire underlying dataset, unless row-level security (RLS) is applied to it. The coworkers you share with can reshare with their coworkers if you allow them to.
The Power BI service offers other ways to collaborate and distribute reports and dashboards, too. Read Ways to collaborate and share in Power BI to see which way works best for your circumstances.
Sujata demonstrates how to share in the Power BI service.
- You need a Power BI Pro or Premium Per User (PPU) license, whether you share content inside or outside your organization.
- Your recipients also need Power BI Pro or Premium Per User (PPU) licenses, unless the content is in a Premium capacity.
- If you want to allow recipients to edit a shared report, you have to assign the user a workspace role that allows editing. To learn more about role-level permissions and how to assign roles, read Roles in workspaces.
- You can share reports and dashboards from My Workspace.
- You can share from workspaces other than My Workspace, if you have the Admin or Member role in the workspace. If you have the Contributor or Viewer role, you can share if you have Reshare permissions.
- You can share from the Power BI mobile apps.
- You can't share directly from Power BI Desktop. You publish reports from Power BI Desktop to the Power BI service.
In a list of reports, or in an open report, select Share .
Then in the Send link dialog, you'll see the option to copy the sharing link or share it via Outlook, PowerPoint, and Teams to People in your organization:
You can also change how you share this report. Select People in your organization with the link can view and share and then choose which option works best. For more information, see Link settings, below.
Your organization may not allow you to create shareable links to People in your organization. Learn more about this tenant setting in the admin portal documentation.
Selecting Copy link will automatically generate and copy a shareable link to your clipboard:
You can also choose to directly send the link to Specific people or groups (distribution groups or security groups). Just enter their name or email address, optionally type a message, and select Send.
After you select Send, Power BI sends the link via email to your recipients.
When your recipients receive the email, they can select Open this report and automatically get access to the report through the shareable link.
You can choose who your sharing link gives access to and what they can do with the report and associated data:
People in your organization
This type of link allows people in your organization to access the report. This link won't work for external users nor guest users. Use this link type when:
- You want to share with someone in your organization,
- You're comfortable with the link being shared with other people inside your organization,
- And you want to ensure that the link won’t work for external or guest users.
People with existing access
This type of link generates a URL to the report, but it doesn't give any access to the report. Use this link type if you just want to send a link to somebody who already has access.
This type of link allows specific people or groups to access the report. If you select this option, enter the names or email addresses of the people you wish to share with. This link type lets you share to guest users in your organization’s Azure Active Directory (Azure AD). You can't share to external users who aren't guests in your organization.
Links that give access to People in your organization or Specific people will always include at least read access. However, you can also specify if you want the link to include or exclude the following permissions as well:
- Reshare permissions (included by default) – allows recipients to share the report to others
- Build permissions (excluded by default) – allows recipients to build their own reports in other workspaces based on the data associated with the report. Read more about creating reports based on datasets from different workspaces.
Links for People with existing access don't have any other settings because these links don't give any access to the report.
- Users can't use a link not shared directly with them to access a report. However, the report might be shared with the user via a different link or they may have direct access to the report through a workspace role.
- If your Power BI admin has disabled shareable links to People in your organization, you can only copy and share links to Specific people or People with existing access.
- If you have reshare permissions to the report but you don't have reshare permissions to the report’s underlying data, your shareable links won't give access to the underlying data.
- If you don't have reshare permissions to the report, you can only copy and share links to People with existing access.
- Additionally, if you don't have a Power BI Pro license, you can only copy and share links to People with existing access.
Manage permissions to a report
To manage permissions and manage links that give access to the report, select More options (...) in the upper right of the sharing dialog, and then select Manage permissions:
The Manage permissions pane opens, where you can copy or modify existing links or grant users direct access. To modify a given link, select More options (...).
To grant users direct access to the report select the plus icon (+), enter their name or email address, optionally type a message, and select Grant access.
For more access management capabilities, select the Advanced option in the footer of the Manage permissions pane. On the management page that opens, you can:
- View, manage, and create Links.
- View and manage who has Direct access and grant people direct access.
- View and manage Pending access requests and invitations.
- View and manage Related content.
- Apply Filters or Search for specific links or people.
Each report cannot have more than 1,000 sharing links. In the unlikely case that your report hits this max limit, we recommend removing links that give Specific people access and instead grant those users direct access.
In a list of dashboards, or in an open dashboard, select Share .
Then in the Share dashboard dialog, you'll see the option to grant users or groups direct access to the dashboard:
Enter the name or email address of the user or group, optionally type a message, and select Grant access.
Similar to report sharing, you can specify if you want to grant users the following permissions as well:
- Reshare permissions (included by default) – allows recipients to share the dashboard to others
- Build permissions (included by default) – allows recipients to build content with the data associated with the dashboard
You can share the dashboard with guest users whose addresses are outside your organization, but guest users can't reshare dashboards. Read more about sharing outside your organization in this article.
The input box supports, at most, 100 separate users or groups. See Share with more than 100 users in this article for ways to share with more people.
Manage permissions to a dashboard
To manage permission to the dashboard, select the More options menu (. . .) in the upper right of the Share dashboard dialog, and then select Manage permissions:
The Manage permissions pane opens, where you can see who has direct access. Select the plus icon (+) to grant more users direct access to the dashboard.
For more access management capabilities, select the Advanced option in the footer of the Manage permissions pane. On the management page that opens, you can:
- View and manage who has Direct access and grant people direct access
- View and manage Pending access requests and invitations
- View and manage Related content
- Apply Filters or Search for specific people
To remove a user's access to the dashboard, select the ellipsis (...) next to that user's permissions and select Remove access:
In the Remove access dialog, decide if you also want to remove access to related content, such as reports and datasets. It's best to also remove access to related content; otherwise, the related content may not display properly.
When you share with people outside your organization, they receive an email with a link to the shared report or dashboard. The recipient has to sign in to Power BI to see what you shared. If they don't have a Power BI Pro or Premium Per User (PPU) license, they can sign up for a license when they select the link.
After people sign in, they see the shared report or dashboard in its own browser window, not in the usual Power BI portal. External recipients should bookmark the link to get back to this report or dashboard later.
People outside your organization can't edit any content in the shared report or dashboard. They can interact with the charts and change filters or slicers, but changes aren't saved.
Only your direct recipients see the shared report or dashboard. For example, if you sent the email to Vicki@contoso.com, only Vicki sees the dashboard. No one else can see the dashboard, even if Vicki forwards them the link. Vicki must use the same email address to access it; if Vicki signs in with any other email address, Vicki won't have access to the dashboard.
People outside your organization don't see any data at all if role- or row-level security is implemented on on-premises Analysis Services tabular models.
Use a security group, not a distribution group, to share with a group that includes people with external email addresses. People with external emails in a distribution group can't see the content you share, unless they're Azure Active Directory (Azure AD) B2B guest users. Learn more about Azure AD B2B guest users.
If you send a link from a Power BI mobile app to people outside your organization, clicking the link opens the dashboard in a browser, not in the Power BI mobile app.
Allow external users to edit content
Your Power BI admin can allow external guest users to edit and manage content in your organization. If so, your external users won't have that consumption-only experience. They can edit and manage content within your organization. Learn more about distributing Power BI content to external guest users with Azure AD B2B.
At most, you can share with 100 users or groups in a single share action. However, you can give more than 500 users access to an item. Here are some suggestions:
- Share multiple times by specifying the users individually.
- Share with a user group that contains all the users.
- Create the report or dashboard in a workspace, then create an app from the workspace. You can share the app with many more people. Read more about publishing apps in Power BI.
Considerations and limitations
Things to keep in mind about sharing reports and dashboards:
- Both reports and dashboards can be shared to users through direct access; however, only reports can be shared via links that give access to the report and underlying data.
- If you have reshare permissions to the underlying dataset, when you share a report or dashboard with colleagues you're also sharing the underlying dataset. Your colleagues get access to the entire dataset unless row-level security (RLS) limits their access. Report authors may customize user experiences when viewing or interacting with reports. For example, authors may hide columns or limit the actions on visuals. These customized user experiences don't restrict what data users can access in the dataset. Use row-level security (RLS) in the dataset so that each person's credentials determine which data they can access.
- Everyone you successfully share your dashboard with can see it and interact with the related reports in Reading view. In general, they can't create reports or save changes to existing reports. However, if you select Allow recipients to build content with the data associated with this dashboard, they can create their own reports in other workspaces based on the dataset for this dashboard.
- Although no one can see or download the dataset, they can access the dataset directly by using the Analyze in Excel feature. An admin can restrict the ability to use Analyze in Excel for everyone in a group. However, the restriction is for everyone in that group and for every workspace the group belongs to.
- Everyone can manually refresh the data.
- You can't share reports that are distributed to you in an app. Ask the app owner to add the person you want to share the report with and republish the app.
- If you use Microsoft Exchange Online for email, you can enter the email address of a distribution group to share with its members.
- You can’t use Microsoft 365 Unified groups for direct sharing. If you don’t want to specify individuals, you can use a security group to share with multiple users.
- Coworkers who share your email domain, and coworkers whose domain is different but registered within the same tenant, can share the dashboard with others. For example, say the domains contoso.com and contoso2.com are registered in the same tenant and your email address is email@example.com. Both firstname.lastname@example.org and email@example.com can share your dashboard, as long as you give them permission to share.
- If your coworkers already have access to a specific report or dashboard, you can send a direct link by copying the URL when you're on the dashboard or report. For example:
- How should I collaborate on and share dashboards and reports?
- Troubleshoot sharing dashboards and reports
- Request or grant access to shared dashboards or reports
- Share a filtered Power BI report
- Questions? Try the Power BI Community
How to share Power BI reports and dashboards with coworkers and others? ›
Share a report via link. In a list of reports, or in an open report, select Share . Then in the Send link dialog, you'll see the option to copy the sharing link or share it via Outlook, PowerPoint, and Teams to People in your organization: You can also change how you share this report.Can you share your dashboards and reports with colleagues in and out of your organization? ›
Reports and dashboards may be shared with internal and external users. You'll need a Power BI Pro or Premium Per User license to share content; users will need the same license to view the content.What is the best way to share information with team members? ›
- Define how you communicate.
- Be transparent.
- Communicate in ways that work for your team.
- Make communication a circle, not a line.
- Keep all information accessible.
- Ask for feedback.
- Know when (and when not) to use certain channels.
Share a dashboard
Click Share Dashboard at the top of the screen. A list of all users in your MBI account will display. To select a user to share the dashboard with, check the box to the left of their name. To select/deselect all users, click Select and select Everyone or None , respectively.
Collaborating on a dashboard gives the person with whom the dashboard is shared not only the permission to view it, but also to edit the file. Any changes made will be visible to all parties who have access to the shared dashboard.How do you collaborate with colleagues to share information and knowledge? ›
- Create a Knowledge-Sharing Environment. ...
- Recognize and Reward Knowledge Sharing. ...
- Lead by Example. ...
- Manage Communication Barriers Between Employees. ...
- Encourage the use of knowledge sharing tools.
Internal promotion of your dashboards will go a long way in getting people to use them. You can promote your dashboards through email, a 1-page newsletter, or even talking about it in meetings.How do I make my dashboard user friendly? ›
One of the best ways to make a user-friendly dashboard is to use big and bold data. This can be done in many different ways: Use icons and other visual cues (like colors) to highlight important points of data. Use charts to show comparisons between two or more sets of numbers.How do I create a team dashboard? ›
- Setup and install Teams Toolkit for Visual Studio.
- Create your first Teams app with ASP.NET Core on Visual Studio.
- Enhance your Teams app by accessing calendar events, to-do tasks and file folders.
Let other users see your data or apply your Dashboards to their data. Dashboards are private to you until you share them. If you develop a Dashboard that you think is useful to other users in your account, or to other Analytics users in general, you have several options for sharing it.
Why dashboards are a useful tool for helping teams to work together? ›
It makes their key data accessible
Your team often has to go through multiple tools, reports, or other people to track their performance data. But a dashboard allows your team to see their key data in one place, whenever they need it. A dashboard also simplifies your team's data, and removes the need for analysis.
An interactive dashboard is a business data management tool that allows users to interact with data by tracking, analyzing, monitoring, and displaying key business metrics. By using an interactive dashboard, users can dig deeper into an organization's operational information and filter it in several ways.Can you share dashboards with others in your org? ›
You can share dashboards with other people in your organization or people outside your organization.Can you share a dashboard? ›
In the dashboard manager, find the dashboard or the group of dashboards you want to share. Click the icon next to the dashboard or group name and choose the option Copy URL link. The dashboard or group URL link will be copied to your clipboard. You can then paste it and send it to the people you want to.What information that you should not share with other colleagues in your workplace? ›
- Salary information. What you earn is between you and Human Resources, Solovic says. ...
- Medical history. ...
- Gossip Whomever. ...
- Work complaints. ...
- Cost of purchases. ...
- Intimate details. ...
- Politics or religion. ...
- Lifestyle changes Breakups,
Now you select the dashboards and reports and publish them as an app, either to a group or to your whole organization. Apps are easy to find and install in the Power BI service (https://app.powerbi.com). You can send your business users a direct link to the app, or they can search for it in AppSource.How do you provide user access to reports? ›
Select Permissions in the left navigation menu. From General > General Permissions > Who, choose the user or user group that needs reporting permissions. Check View reports from Permissions. Optional: If a user needs to access the call recordings, check View Reports and then Access Call Recordings from Permissions.How do I share my dynamic dashboard? ›
how to share a user dashboard with other users ? The first step you want to do is navigate to the Dashboard area of Microsoft Dynamics CRM and open the dashboard(s) that you want to share with another user. Then click the Share Dashboard button on the command bar and Select Add User/Team.What are the 3 things one should not do at workplace? ›
- Never take credit for someone else's work. ...
- Strive to never be late. ...
- Do not show up for work when you have a contagious illness. ...
- Conversely, never call in sick if you are healthy. ...
- Never gossip about a coworker, especially with other coworkers. ...
- Do not be a martyr.
Generally, an employer can disclose private information only if the disclosure is required by law or if there is a legitimate business need. Take, for example, an employer who has information about the dangerous mental state of one if its employees.
Why should information be shared with colleagues in the workplace? ›
Sharing knowledge helps them connect, perform better, and become stronger as professionals. Some examples of advantages of knowledge sharing for your organization is that you can save money on training, and capture and keep know-how, even if one day employees decide to work somewhere else.”How do executives utilize dashboards? ›
An executive dashboard helps Chief Operations Officers visualize and explore relationships between complex data sources so they can better manage revenue and profitability while mitigating risk.Which allows users to have an interaction with reports as well as dashboards? ›
Power Bi is a collection of BI tools and techniques that allows the user to create dashboards and reports by transforming the raw business data into visually interactive charts, maps, and graphs. It cannot access the data from cloud storage.