Power BI Template App

[Haribaskar_11]

My template app is in testing phase under release management. I used the notification to change from sample data to my desired environment data. It works fine but when I want to change from that environment to another environment, there is no option for doing that. Is testing phase allows me to change data for a single time? or I am missing any option during the creation of the app?

Hoping for solutions.

[Anonymous]

Hi @Haribaskar_11,

As we haven’t heard back from you, we would like to follow up to see if the solution provided by the super user resolved your issue. Please let us know if you need any further assistance.
If our super user response resolved your issue, please mark it as "Accept as solution" and click "Yes" if you found it helpful.

Regards,
Vinay Pabbu

[Nasif_Azam · Accepted solution]

Hey @Haribaskar_11 ,

Based on the message and screenshot you've shared from your Power BI Template App during testing, When testing a Power BI Template App, you initially see this message: "You're viewing this app with sample data. Connect your data". After clicking "Connect your data", you're allowed to bind the app to one target workspace/environment. Once you've done this, the app no longer allows you to switch to a different environment in the same testing session. This is expected behavior during the testing phase of a template app. This is a limitation of the Template App testing environment, not a mistake on your part.

Solution

If you want to test your app against another environment, you need to:

1. Go back to App Designer and select "Edit" on your template app.

2. Make any minimal change (like changing a description).

3. Re-publish the app for testing.

4. This resets the testing environment and restores the "Connect your data" option.

5. Now, connect to the new environment instead of the previous one.

This is effectively a "re-test" with a new environment.

 

Things to remember:

• If you're building a multi-environment app (e.g., Dev, QA, Prod), consider parameters or dynamic data source bindings.
• Users will see the "Connect your data" prompt on first install.
• They can connect to any supported environment/workspace, but only once per install.
• If they want to switch, they’ll need to reinstall or rebind manually by editing the template setup.

If you found this solution helpful, please consider accepting it and giving it a kudos (Like) it’s greatly appreciated and helps others find the solution more easily.

Best Regards,
Nasif Azam

[Haribaskar_11]

My main objective is to make this app available for my clients outside of my organization. If they have multiple environments under a single tenant, will they able to change the environment after their first connection attempt?( i.e first install). All of these features I am asking is available after the pre-production or production?

[Nasif_Azam]

Hey @Haribaskar_11 ,

Yes, during the production phase of a Power BI Template App (i.e., after it's published and installed from AppSource or via a deployment package), your clients can connect to one environment per install, but they cannot switch environments dynamically after the initial connection. This behavior is by design Power BI Template Apps are meant to be installed per environment. So, if a customer wants to connect the same template app to multiple environments under the same tenant, they will need to Install the app multiple times, once for each environment and Use different parameter values (like workspace IDs, environment URLs, or org-specific settings) during each install to differentiate.

Even in Production There Are Some Limitations:

• After the first “Connect your data” step, reconnection isn’t allowed without a re-install.

• There is no built-in environment switcher inside the deployed app. That’s why it’s best practice to design the app using parameters or dynamic bindings if the environment choice should vary per install.

Design for Multi-Environment Clients:

1. Parameterize everything especially workspace IDs, base URLs, or environment names.

2. In the ‘Connection Setup’ page of your app, use those parameters to inform users clearly that one app install = one environment.

3. Add a note in documentation or UI: To monitor or work with a different environment, install this app again and connect to the new environment.

For Detailed Information:

Power BI Template Apps overview
Distribute template apps in your organization or AppSource
Create and test a template app
Connect to your data in a template app (for users)
Limitations of Power BI Template Apps  

Parameterize your Power BI reports for flexible deployment

If you found this solution helpful, please consider accepting it and giving it a kudos (Like) it’s greatly appreciated and helps others find the solution more easily.

Best Regards,
Nasif Azam

[Anonymous]

Hi @Haribaskar_11,

It is not possible for users to change the environment after the first connection during install — whether in pre-production or production. Power BI Template Apps allow binding to only one environment per install, and switching to another environment later is not supported.

If they need to connect to a different environment, they must uninstall and reinstall the app.

If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!

Regards,
Vinay Pabbu