Forum Discussion
Share report
Anonymous What you describe will work. I don't understand the PDF comment as you could only export to PDF in the Service. So the employee is either publishing the report each time to the Service to export to PDF, or taking screen grabs of the Desktop...
Anonymous No need to apologize... I wonder if you are missing a piece of information here.
There are two parts to Power BI - the Desktop (which you are using, it is the free download) and the Service (this is the online app)
The Service, is designed to handle all the sharing.
In your scenerio, you could publish your report to the Service (where a copy of the dataset and report is made)
Then create a dashboard to share externally with your client.
The refresh is set up in the Service, and you can schedule that 1x per day, otherwise your employees could go manually refresh the data. The client, would only need to view the report in the Service rather than you sending the actual PBIX files or screenshotting to PDF's.
Or.. they could save the report to PDF from the Service and send that...
All of the above, should fall under the "free" license and not require your clients to have a "Pro" license... You would have to verify that though, there are specific rules based on connections etc.
It's my understanding that Microsoft changed the cost model and a Free license can no longer be used to share content. Both the creator and recipient must both have a Pro license. There is also a Premium Node option that eliminates the need for a Pro license to consume content, but it's a bit pricey.
Anonymous You are correct. The licensing changed mid-last year so the above response from the begining of last year will no longer work. Additionally, there is another option that you don't mention in that you can now cover the cost of your customer with Azure B2B so that you could pay for their Pro license.