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Louren
New Member

Power BI Online "Archive" a report (store in locked/read only mode)

Hi all,

 

I have a specific requirement that I feel is not answered by the other questions (please refer me if I'm wrong here). It's related to archiving a Power BI file in read-only state, in a workspace that is open to collaboration.

 

To be precise:

  • We have a team that uses a standardized dashboard for each project, with about 50 projects a year. All in a single workspace in Power BI.
  • The dashboards are tailored to the project, some minor modifications, some fields modified, texts ajusted, etc.
  • The Power BI is embedded in our systems and is fully integrated in our workflow.
  • After the project is finalized, our application/files are locked immediately (read-only) and kept for 7 years...
  • ...which leads to the key issue: the Power BI report, that is embedded in our files, must now be locked too. (i.e. no more opening the edit mode, but comments, interactions are fine).
  • We can't simply store a PBIX file, as the embedded functionality depends on the Power BI cloud service.

 

Currently all BI reports are combined in one Power BI Workspace. This workspace had collaborate/edit access open to our teams, so they can tailor their reports.

However once the project closes, we don't really have a way to lock it. We can't lock the workspace since there are many new ongoing projects in it (and always will be, some might even run for say 1-2 years).

 

I understand there is no option in Power BI do assign Edit rights on a report/dataset level. Do you have any other suggestions on how to accomplish this?

 

Some ideas I came up with for inspiration:

  • Copy the dataset + report upon archiving, to a read-only Workspace (can we automate this?)
  • Use a single workspace per project - not appealing to me, as there will be 100s of workspaces in 7 years from now.
  • Maybe some obscure or upcoming feature improves the access rights / introduces report-level edit access?

Please be creative, thanks in advance for helping us find a solution!

1 REPLY 1
otravers
Community Champion
Community Champion

Your first idea sounds like the way to go, which you could automate using the REST API and some glue around it (e.g. using Power Automate or Azure Functions), by copying to a workspace where your team members are Viewers:

https://docs.microsoft.com/en-us/rest/api/power-bi/datasets

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