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Anonymous's avatar
Anonymous
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3 years ago
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Power BI Pro: Data security and licensing

Background: In my organization, we have an in-house application to generate reports. currently we generate using xls and share the same with our customers for their further analysis (they share the r...
  • collinq's avatar
    3 years ago

    Hi Anonymous ,

     

    For #1:  Service Trust Portal (microsoft.com)   That is the GDPR whitepaper.  And, this link is the Security WHitepaper:  Power BI security white paper - Power BI | Microsoft Learn And, in January of this year they created the EU data boundary: Microsoft EU Data Boundary

     

    I just put in my answers next to your questions here:

    1. Licensing:
      1. If I create reports / dashboards in Power BI with my org email id, can I share the same with my customers? If you are allowed to externally share, in the admin portal, your AD settings and your userid, then yes, you can share a report externally. Can they see the dashboard directly? You can share the app, the dashboard, or the report  Or do they need to sign in with their respective org email id?  This is about how you share - you can provide a license or they can bring their own license.  For somebody to see the report, they have to have a license.  The userid that you share with has to have a license - whether that is THEIR license or a userid in your site using YOUR license.
        1.     Do they need to buy or have pro lic to see the dashboards?  You have to have a license to see a report - yours or theirs.  So, a license has to be purchased - the exception here is if you have Premium where you can assign them a license out of that pool.
      2. How can I enable just read only or view only access to my report maybe download but definitely not modifying the report. I would just share the app.  And DO NOT give them dataset/build/share capability.  This is the best way for them to have minimal capability.  I would be careful what you mean by "download".  If you mean download the pbix file, then you are not having any security.  If you mean "export data to excel" that is up to you if you want them to have the data that you are showing them on their own machines.  They can request us for the new changes if any and we will update and share / publish the new report / dashboard?  That is more a business provess than a PBI issues - if you are sharing apps and you are not giving them edit access, then they can send you an email for whatever change they want and you can modify the report, re-publish it to your workspace and then update the app as needed.
      3. Can I also have multiple dashboards for 1 customer for various depts. Such as procurement, CxO, Managers and users? Yes, use RLS (Row level security) and/or audiences and/or multiple apps to limit who sees what.  Will this mean more additional licences?  Licensing is based on users - so how you are presenting is not as important as who is viewing.  1 user = 1 license.  So, a user that can see 5 different dashboards still needs only 1 license.

     

    Let me know if that helped!