Making/sharing a dataset for customers/clients

Hi christian007 ,

If I am understanding this correctly, you are really trying to give them a copy of the originating data?  I also understand that you want to "clean it up a bit" prior to them getting it.  If you are really trying to give them the underlying data AND then let them use that from their own system for their own purposes and not have permissions issues then, as much as I love Power BI, I do not think that this is the right tool.

I think that you need to create a staging database.  For example, if you are using SQL, perhaps create a view for each customer with their data.  This allows you to modify the data to make it more udnerstandable for the customer and to "stage" it for them.  Then, give them a direct access ability to hit that view.  That way, they can access it from their own systems and with their own userids and they can combine it with their own data.