Publishing a report to Power BI Service - AnalysisWithSadiul

Publishing a report to Power BI Service is a crucial step that allows you to share your report in the cloud. Here's the complete process for publishing a report from Power BI Desktop to Power BI Service:

Publishing a report to Power BI Service

 

 1. Logging into Power BI Service

 

1. Open Power BI Service:

   - In your web browser, open Power BI Service.

2. Log in:

   - Log in with your Microsoft account, which must be linked to your Power BI subscription.

 

 2. Creating a Report in Power BI Desktop

 

1. Open Power BI Desktop:

   - Create your report in Power BI Desktop, ensuring that all visuals and calculations are working correctly.

2. Save the File:

   - After completing the report, save the file in .pbix format.

 

 3. Publishing the Report to Power BI Service

 

1. Publish from Power BI Desktop:

   - In Power BI Desktop, go to the “Home” tab and click on the “Publish” button.

2. Select Workspace:

   - If logged in, a dialog box will appear where you need to select a workspace to publish the report. Choose your personal workspace or any shared or created workspace.

3. Complete Publishing:

   - After selecting the workspace, click “Publish.” The report will be uploaded to the selected workspace.

 

 4. Managing the Report in Power BI Service

 

1. Find the Report in the Workspace:

   - After logging into Power BI Service, go to the selected workspace. You will find your uploaded report there.

2. Open the Report:

   - Click on the report to open it. Here, you can view the visuals and make any necessary adjustments.

3. Sharing the Report:

   - Share: To share the report, click on the “Share” button and use an email ID or shareable link.

   - Publish to Web: If you want to publish the report on a webpage, use the "File" > "Publish to web" option.

4. Creating a Dashboard:

   - Pin Visuals: You can pin visuals from the report to a dashboard for easier access and analysis.

   - Create Dashboard: Create a new dashboard in Power BI Service and add the pinned visuals.

5. Configure Filters and Slicers:

   - Set up various filters and slicers in the report so users can easily view the data they need.

6. Configuring Sharing Options:

   - Permissions: Configure the sharing permissions to ensure only authorized users can access the report.

 

 5. Updating and Managing the Report

 

1. Updating the Report:

   - If you make changes to the report, click “Publish” again from Power BI Desktop to upload the updated version to Power BI Service.

2. Refreshing Data:

   - To keep the report’s data up-to-date, schedule a data refresh in Power BI Service by going to “Datasets” > “Schedule Refresh” and configuring the schedule.

3. Analytics and User Interaction:

   - Use “Usage Metrics” to analyze user activity and interaction with the report. This helps you understand the report's performance and user engagement.

 

By following these steps, you can easily publish your report from Power BI Desktop to Power BI Service and share it with your team or clients.