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tsf
Helper I
Helper I

First time sign-in - no Workspace option

New users who sign in to Power BI Pro for the first time see something confusing as it relates to training and normal workflow. First-time users do not see the Workspaces link at the top left of the page, nor do they see the Navigation pane on the left side. Instead, all they see is the Get Data page (as shown below). Why is this?

PBI_FirstTimeSignIn.png

 

Our IT organization wants to provide consistent documentation and training for our business, but this makes it difficult since first time users can't see the Worksapces drop down list. Ideally, we should be able to say to them, "Select the desired workspace from the top left Workspaces menu" and go from there. But we can't. As of now, it appears a new user first has to connect to an organizations content pack. Once they do that, they begin to see the Navigation pane on the left and the options for other workspaces beyond their default personal workspace. Can this be changed? It is confusing.

2 REPLIES 2

@tsf All they should need to do is click on the Power BI in the upper left and they will be taken to their workspace.

As to the "why" - I would assume it deals with the fact that it is a combination of factors. 1) This is the first time login behaviour no matter if something has been shared. 2) If nothing has been shared, the first thing that you need to do is connect to data, thus, the get data screen.

 


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True - but knowing to click on the Power BI link at the top isn't intuitive and doesn't help usability. (Many don't even know it is a link.) All other times following that initial login, Microsoft places a "Workspaces" link on the top left just below the Power BI link. Much more intuitive, just don't know why that is always there.

 

Thanks for your response!

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