In this section, we will cover the essential steps and best practices for publishing and sharing your Power BI reports. By the end of this module, you will be able to confidently publish your reports to the Power BI Service and share them with your colleagues or clients.

1. Publishing Reports to Power BI Service
2. Sharing Reports with Others
3. Managing Report Access and Permissions
4. Embedding Reports in Other Applications

1. Open Your Report in Power BI Desktop: Ensure your report is complete and saved.

2. Sign In to Power BI Service:

   • Click on the "Sign In" button in the top-right corner of Power BI Desktop.
   • Enter your Power BI Service credentials.

3. Publish the Report:

   • Click on the "Publish" button in the Home tab.
   • Select the workspace where you want to publish your report.
   • Click "Select" to publish.

• Mistake: Forgetting to save the report before publishing.
  • Tip: Always save your report before publishing to ensure all changes are included.
• Mistake: Publishing to the wrong workspace.
  • Tip: Double-check the workspace selection before clicking "Select".

1. Direct Sharing:

   • Share the report directly with specific users or groups.
   • Go to the report in Power BI Service, click on "Share", and enter the email addresses of the recipients.

2. Creating a Dashboard:

   • Pin visuals from your report to a dashboard.
   • Share the dashboard with others.

3. Generating a Shareable Link:

   • Create a link that can be shared with others.
   • Go to the report, click on "File" > "Publish to web" > "Create embed code".

• Mistake: Sharing with users who do not have Power BI licenses.
  • Tip: Ensure recipients have the necessary Power BI licenses.
• Mistake: Not setting appropriate permissions.
  • Tip: Review and set permissions carefully to control access.

1. Access Settings:

   • Go to the report in Power BI Service.
   • Click on "More options" (three dots) > "Manage permissions".

2. Adjust Permissions:

   • Add or remove users.
   • Set roles and permissions (e.g., Viewer, Contributor).

• Mistake: Granting excessive permissions.
  • Tip: Follow the principle of least privilege, granting only necessary permissions.
• Mistake: Not regularly reviewing permissions.
  • Tip: Periodically review and update permissions to maintain security.

1. Embed in SharePoint Online:

   • Use the Power BI web part to embed reports in SharePoint Online.

2. Embed in Microsoft Teams:

   • Add a Power BI tab to a Teams channel.

3. Embed in Custom Applications:

   • Use Power BI REST API to embed reports in custom applications.

• Mistake: Not configuring embed settings correctly.
  • Tip: Follow the detailed instructions provided by Power BI for each embedding option.
• Mistake: Ignoring performance considerations.
  • Tip: Optimize your report for performance before embedding.

In this section, we covered the essential steps for publishing and sharing Power BI reports. You learned how to publish reports to the Power BI Service, share them with others, manage access and permissions, and embed reports in other applications. By following these best practices, you can ensure your reports are effectively distributed and securely accessed by your intended audience.

Next, we will explore the Power BI Service in more detail, starting with an introduction to its features and capabilities.