Monday, February 26, 2024

How to share a Power BI Dashboard to someone

 To share a Power BI dashboard with someone, you can follow these steps:

  1. Open the Dashboard: Log in to the Power BI service (https://app.powerbi.com/) and navigate to the dashboard you want to share.

  2. Share Dashboard:

    • Click on the "Share" button located in the toolbar at the top of the dashboard.
    • This will open the "Share dashboard" pane on the right side of the screen.
  3. Enter Recipient's Email: In the "Share dashboard" pane, enter the email address(es) of the person or people you want to share the dashboard with.

    • You can enter multiple email addresses separated by commas.
    • Optionally, you can include a message to the recipients in the "Add a message (optional)" field.
  4. Choose Permission Level: Select the permission level for the recipients from the dropdown menu.

    • Options typically include "Can view" and "Can edit."
    • Choose "Can view" if you want recipients to only be able to view the dashboard, and choose "Can edit" if you want them to be able to make changes to the dashboard.
  5. (Optional) Allow recipients to reshare: Check the "Allow recipients to reshare" checkbox if you want the recipients to be able to share the dashboard with others.

  6. Share: Click on the "Share" button to send the invitation to the specified email address(es).

  7. Accessing the Shared Dashboard:

    • The recipients will receive an email notification with a link to access the shared dashboard.
    • They can click on the link in the email to view or edit the dashboard in the Power BI service.

By following these steps, you can easily share a Power BI dashboard with others, allowing them to collaborate on or view the dashboard as needed.

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