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brk
New Member

Creating a Power BI template for use by customers?

Hi all, at one of my former employers I spent considerable time to create a custom Power BI report that connected to the Salesforce API. I have found that others in my industry would also benefit from that report. I'll try to request a copy from my former employer, so a few questions:

 

  1. Is there a way they can provide just the config of the report without any underlying data (of course they wouldn't want to share company data)? It would/should just include the API calls, etc. that were configured, as well as the tables with formulas that were made.
  2. Is there a way then to create a master template, where I could share/sell this to others?
  3. Is there a way then that I could improve and update the master and the changes could be rolled out to anyone who had acquired the original master template?
  4. Is there a way I can get a copy of PowerBI Pro to work on this? Seems like without a corp email MS frowns on access. I applied to the 365 Developer Program and was accepted, but 1) I don't see PowerBI as a product there and 2) I'm denied access to a sandbox.

Thanks for any insights you can provide!

 

Brian

3 REPLIES 3
Ritaf1983
Super User
Super User

Hi @brk 
You can create a power bi template.

Please refer to the linked documentation :

https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-templates

and videos :

https://www.youtube.com/watch?v=x1MOX7GSx9g

https://www.youtube.com/watch?v=lZXhtyszO-8

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.

 

Great thanks, that answers questions 1 & 2 I believe, how about 3 & 4?

Hi @brk 
I must admit that this is an area I'm less familiar with, as my expertise lies in analytics and visualization. However, it sounds like you're referring to pipeline management.

Try to check the links :
https://www.youtube.com/watch?v=VjJykh3FeIo

 

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