PBI reports into SharePoint pages for staff to access. All staff has O365 licenses, which should include the ability to view the embedded reports, and they have access to the respective SharePoint site and page. But they See
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Embedding a report in SharePoint doesn't remove the requirement for the user to have a Power BI Pro license or use a Premium capacity.
Licensing
To view the embedded report, users need either a Power BI
Pro or Premium Per User (PPU) license or the content needs to be in a
workspace that's in a Power BI Premium capacity (EM or P SKU).
Embed a report in a secure portal or website
Related
I created a dashboard in Power BI and would like to share the work with my friends through my novypro profile. But in novypro, it asked me for the embedded url. As I am currently using my school mail id for all my Power BI works, I couldn't see the publish to web option in order to get the embedded URL.
In the other links I tried, I learned that I have to check with the tenant option under Admin Portal. But under Admin Portal I couldn't see anything like that and I have attached the image below.
Is there any other way to send our report to the external users?
The reason you can't see any other tenant settings in the Admin portal is that you are not an Admin. You need to ask an admin to allow you to publish to the web.
The Power BI admin portal has settings that control who can publish to
the web. Work with your organization's Power BI administrator to
change the Publish to web tenant settings in the admin portal.
For smaller organizations or individuals who signed up for Power BI,
you may not have a Power BI administrator yet. Follow our process for
admin takeover. Once you have a Power BI administrator, they can
enable creating embed codes for you.
Established organizations usually already have a Power BI
administrator. People in any of the following roles can act as a Power
BI administrator:
Global administrators Users with the Power BI service admin role in
Azure Active Directory You need to find one of these people in your
organization and ask them to update the Publish to web tenant settings
in the admin portal.
https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-publish-to-web#find-your-power-bi-administrator
Alternatively you can sign up for your own Developer Tenant, which includes E5 so you can use Power BI there and have full control.
Hi I am using a free license of Power BI account to build report. If I want to embed the Power BI report to my company's html page, should I have to own a Pro license to do that?
Basically I am asking after my couple of days of free trial license, can I still have the function to do so?
Thanks
With the free version you can use 'Publish to Web', but reports have to be in 'My Workspace' you'll not be able to share items to web from other workspaces, that will require a Pro license. If the option is turned off in the Power BI tenant, (it is turned off by default) by your Power BI Admin, then you will not be able to publish items at all.
More details on the MS Doc website here: https://learn.microsoft.com/en-us/power-bi/consumer/end-user-features
Please note, publish to web should only be used for data that can be consumed by anyone freely as it is not secure. You haven't mentioned what type of report it is, or the data it will contain in your company's html page. If it contains company confidential data, do not use 'publish to web' as anyone with the url can access the report.
If for example, it shows freely available data, then it is safe to use. Some local authorities use 'Publish to Web' to show data such as bin collection, service KPI's, covid rates, and pollution levels in the city center, all publicly accessible data, presented in a visual manner.
If the data cannot be shared publicly, then your other option is to only share with other Pro users to allow show the page in your website, it will then prompt the user to login Power BI.
I want to know the difference in the following 2 options in Power BI Service -> File -> Embed Report:
Website or Portal
Publish to Web (public)
My observation was that you can use Report Filters in Website or Portal option but Report Filters are disabled in Publish to Web option.
Can someone please answer my following queries:
When should we use each of the 2 options?
Which option needs Power BI Embedded Tokens and Capacity to use in production environment?
Can users use Filtering on the report in both the 2 options?
Thanks!
Gagan
Please find the answer below:
1.Difference between Publish to Web and Publish to Website
Publish to Web:
Report will be public
No need to Login (Anyone with the link can view the report)
With the Power BI Publish to web option :
a. You can easily embed interactive Power BI content in blog posts, websites, emails, or social media.
b. You can also easily edit, update, refresh or stop sharing your published visuals.
Publish to Website:
Report will be private
Need to Login first (Unauthorized personal can’t be able to view the report)
With the Power BI Publish to website option :
a. User who has access to that workspace can see the report.
b. User who is member of your organization can see report from that workspace.
2.You don't need the Tokens and Capacity to publish the reports to web or website.
3.Filtering with Publish to Website and Publish to Web
With Publish to Website you can use filtering.
With Publish to Web to use the filtering on the report, you need to have the Power BI Pro License.
Publish to web does not allow display of the filter pane and tabs - at least as for now according to the Microsoft - see this link and the section called "Considerations and Limitations": https://learn.microsoft.com/en-us/power-bi/create-reports/power-bi-report-filter. So if you have filters in the filter pane you would have to move them over to the main content of the report - not ideal if users are already used to using filters on the filter pane.
Publish to website or portal will just give you an iframe with a private URL and when users load the web page they will have to authenticate.
In order to embed and authenticate on behalf of all the users you will need a token. One way to do this is using principal service account - this way you won't be supplying any user account credentials. This workflow is well documented and you can even download a test application with working code where you would need to supply your values such as workspace id, report id, tenant id, application id and finally application secret. Get started with token authentication using this link: https://learn.microsoft.com/en-us/power-bi/developer/embedded/embed-tokens. Double check token expire date and set it appropriately.
I have published reports from Power BI desktop to Power BI service.
I want the users to be able to do their own analysis with the datasets/data model BUT I don't want them to have the ability to download the .pbix file.
Note: I am not using premium capacity.
I have tried the permissions as well. If the user is a "Viewer" then they cannot access the datasets.
If they are members and contributor then yes they can access the data set, but are also able to download the .pbix file which is what I don't want them to do.
Option 1
The only option is to disable "Export data" option under Admin Portal.
Turning off this option will prevent the whole organization from Exporting data to Excel/CSV , as well as Downloading PBIX file.
The admin portal is accessible to all users who are Global Admins in Office 365 or have been assigned the Power BI service administrator role.
Option 2
Are the members of the O365 group set as members or admins in your app? I had the same issue with one of my reports and changing the users in the group to members took away their ability to download the report as a .pbix.
You can check this by going to the Edit Workspace (same place you set Members can only view Power BI content) and checking the list of users. Each user should have either Admin or Member next to their name. If you do not want the user to have the capability to download the file, you should set them as a member.
When you publish your report from Power BI Desktop, publish it in your "My Workspace", rather than other workspaces where your audience has access to.
This allows your audience to view your dashboard/report, but they don't have the option to "download pbix file". Please see if this option works for you, it's working for me.
Please note, your audience still has ability to "Analyze in Excel" with "Build Permission".
the tenant admin can disable the ability to download .pbix files and paginated reports in Admin portal > Export and sharing settings > Download Reports
it can be applied to the entire org or specific security groups. please see the screenshot attached for details
We have a web applicaiton used by over 1000 customers.
We would like the abilitu to assist over customers to analyse their account level information i.e. Spend analysis, account overview, product overview.
What we are looking to find a way of passing a customer ID to a query datasaet that pulls customer specific information from the database and binds it to the published iframed power bi dashboard on the go.
Thanks in advance
I would suggest to design a generic report on Power BI desktop using the Customer ID as a report level filter. Then, when you embed the report in your web app, you can set the filter to each customer's ID by passing it as a parameter on the embed report URL:
https://app.powerbi.com/reportEmbed
?reportId=d2a0ea38-...-9673-ee9655d54a4a&
$filter={tableName/fieldName}%20eq%20'{fieldValue}'
(from Power BI embedded documentation)
If you need more ability to interact with your report I'd recommend the documentation on the JavaScript API for Power BI Embedded.