Forum Discussion

ap's avatar
ap
Icon for Advocate I rankAdvocate I
9 years ago
Solved

How to setup a dashboard for Pro AND Free users? Do I need to do this under separate accounts?

Hello,   I've built a set of reports using RLS and on-premise gateway aka the Pro Features. We have secured the Pro Licences for the consumers of this account.    However, we also want to build r...
Need Help
Tips and Tricks
  • GilbertQ's avatar
    GilbertQ
    9 years ago

    Hi ap

     

    Here are my answers to your questions below.

     

    1. You are correct that you can actually just take your existing PBIX file, and go Save As. Then once you have your new PBIX file remoave all the tables and roles created for RLS. That should disable any Pro features when you publish it into the Power BI Service.

    2. Once you have created your new dashboard off the file uploaded in step 1, you can then simply click on the Share Button. NOTE: The thing to make a note of is that because you shared the dashboard from "My Workspace", people will be allowed to view the dashboard and the reports, but not able to edit them.

    3. Yes you are correct, as soon as you connect your PBIX file to your Gateway, it will enable the Pro feature. So just do not connect it and have to manually refresh your data and upload. Another option is if you use OneDrive for Business you could connect your data to CSV files etc in OneDrive for Business and this will refresh when you update your files in OneDrive for Business without having to use the Pro feature.

GilbertQ's avatar
GilbertQ
Icon for Super User rankSuper User
9 years ago

Hi ap

 

Here are my answers to your questions below.

 

1. You are correct that you can actually just take your existing PBIX file, and go Save As. Then once you have your new PBIX file remoave all the tables and roles created for RLS. That should disable any Pro features when you publish it into the Power BI Service.

2. Once you have created your new dashboard off the file uploaded in step 1, you can then simply click on the Share Button. NOTE: The thing to make a note of is that because you shared the dashboard from "My Workspace", people will be allowed to view the dashboard and the reports, but not able to edit them.

3. Yes you are correct, as soon as you connect your PBIX file to your Gateway, it will enable the Pro feature. So just do not connect it and have to manually refresh your data and upload. Another option is if you use OneDrive for Business you could connect your data to CSV files etc in OneDrive for Business and this will refresh when you update your files in OneDrive for Business without having to use the Pro feature.

ap's avatar
ap
Icon for Advocate I rankAdvocate I
9 years ago

Thank you so much!