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danielmillion's avatar
danielmillion
Frequent Visitor
7 years ago
Solved

Work Model For Creating Self - Refreshing Reports For Clients

Hello everyone,    I would like to get your opinion on this doodle of mine. The doodle shows how my company will create reports with schedule refresh abillities for clients, using Power BI.   Th...
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Need Help
  • Anonymous's avatar
    Anonymous
    7 years ago

    danielmillion ,

    You can create report in Power BI Desktop, then publish the report to Power BI Service, add data source within gateway in Power BI Service and then set schedule refresh for this dataset.

    After that, you can share the report to your clients, or share a dashboard to your clients. You clients will be able to view the Power BI report and they only have read-only permission on this report. In addition, please note that the clients will require Power BI pro license.

    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
7 years ago

danielmillion ,

You can create report in Power BI Desktop, then publish the report to Power BI Service, add data source within gateway in Power BI Service and then set schedule refresh for this dataset.

After that, you can share the report to your clients, or share a dashboard to your clients. You clients will be able to view the Power BI report and they only have read-only permission on this report. In addition, please note that the clients will require Power BI pro license.

Regards,
Lydia

danielmillion's avatar
danielmillion
Frequent Visitor
7 years ago
As I see it, this is exactly what I thought we should do.
Thank you.