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Hello, I want to share my report with clients (outside the organization) and give them the ability to export the data to their local pc. I know this option is not available when the report is published to web embedded. I tried InfoRiver but it look a long time to load and sometimes crashed. Can someone suggest a work around, such as a custom visual? Is it possible to edit the embedded report code in order to enable this feature? Is there another option for sharing the report with external clients that allows data export? Thank you!
Solved! Go to Solution.
Hi @meirlicht
Publish to web doesn't support export data , it is for viewing only and has no permission requirements for the visitor.
Besides Publish to web there are two other ways to embed, Embed link for SharePoint and Embed a report in a secure portal or website .
Embed link for Sharepoint needs both permission to report in Service and SharePoint , for external users, the operation is relatively complex .
https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-embed-report-spo
Embed a report in a secure portal or website : report access requires authentication , the user needs to be correctly licensed – either they need a Power BI Pro or Premium Per User (PPU) license, or the report must be in a workspace that is in a Power BI Premium capacity. And you can only export data for a selected visual not the entire report .
https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-embed-secure
There are many ways to share a report with external users, depending on how much content needs to be shared.If you only share one or two reports, you can use direct sharing to share the report link to the client. If you have multiple reports to share, you can share the workspace where the reports are located to users.
Direct sharing : https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-share-dashboards
Share workspace : https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-give-access-new-workspaces
There are many other sharing methods for Service, you can refer to the link below .
The above is about sharing, and the next is about external users. For external users, the premise of sharing is to invite external users to become guest users in your organization. If you invite external users to your organization, you can refer to the following link .
https://docs.microsoft.com/en-us/azure/active-directory/external-identities/add-users-administrator
Hope it will help you !
Best Regards,
Community Support Team _ Ailsa Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @meirlicht
Publish to web doesn't support export data , it is for viewing only and has no permission requirements for the visitor.
Besides Publish to web there are two other ways to embed, Embed link for SharePoint and Embed a report in a secure portal or website .
Embed link for Sharepoint needs both permission to report in Service and SharePoint , for external users, the operation is relatively complex .
https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-embed-report-spo
Embed a report in a secure portal or website : report access requires authentication , the user needs to be correctly licensed – either they need a Power BI Pro or Premium Per User (PPU) license, or the report must be in a workspace that is in a Power BI Premium capacity. And you can only export data for a selected visual not the entire report .
https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-embed-secure
There are many ways to share a report with external users, depending on how much content needs to be shared.If you only share one or two reports, you can use direct sharing to share the report link to the client. If you have multiple reports to share, you can share the workspace where the reports are located to users.
Direct sharing : https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-share-dashboards
Share workspace : https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-give-access-new-workspaces
There are many other sharing methods for Service, you can refer to the link below .
The above is about sharing, and the next is about external users. For external users, the premise of sharing is to invite external users to become guest users in your organization. If you invite external users to your organization, you can refer to the following link .
https://docs.microsoft.com/en-us/azure/active-directory/external-identities/add-users-administrator
Hope it will help you !
Best Regards,
Community Support Team _ Ailsa Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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