Forum Discussion
Power BI and Power Pivot
To enable Edit, you need to save your workbook to OneDrive, delete the original one in Power BI Service, and upload from the OneDrive Excel file again.
Best Regards,
HerbertThat worked! Now I just hope the user can download the workbook. I shared the dashboard
In this scenario, your colleagues can view the tiles without needing permissions for the workbook itself.
Only when clicking the tile, opens the workbook inside of Power BI. The workbook will only open if your colleagues have at least read permissions to the workbook on OneDrive for Business.
For details, please refer to https://powerbi.microsoft.com/en-us/documentation/powerbi-service-share-dashboard-that-links-to-excel/.
Best Regards,
Herbert
To enable Edit, you need to save your workbook to OneDrive, delete the original one in Power BI Service, and upload from the OneDrive Excel file again.
Best Regards,
Herbert
One more question in regards to allowing a user to download the excel file.
I can't figure out how to link my one drive file structure to the One-Drive in Power BI. It only opens up the sharepoint library associated to the group. So, if I upload the doc from the sharepoint library I get:
This dashboard contains tiles linked to Excel workbooks on a group site. If you're sharing this dashboard with invitees outside the group, they need at least Read permissions for the workbooks in the group's shared documents to view the workbooks.Learn moreGo to the group's shared documents to set workbook permissions
So, do I need to now apply permissions to this file within the sharepoint library? I'd prefer to choose from my One-Drive library that isn't associated with the Sharepoint Library linked with Power Bi but I can't navigate to it. The only way I can get to the file on my One Drive is to choose 'Files' instead of One drive. But then I can't edit it or download it.
In this scenario, your colleagues can view the tiles without needing permissions for the workbook itself.
Only when clicking the tile, opens the workbook inside of Power BI. The workbook will only open if your colleagues have at least read permissions to the workbook on OneDrive for Business.
For details, please refer to https://powerbi.microsoft.com/en-us/documentation/powerbi-service-share-dashboard-that-links-to-excel/.
Best Regards,
HerbertGreat - thank you for all your help - I was able to get the user to access and edit to download the report.
I put this report out there because I wanted to refresh the connections monthly but now, when a user downloads the report, it's asking for their credentials from the sharepoint, I'm guessing either because I need to grant access to the data connections? I've granted access to the report itself and they have edit since view doesn't allow them to download the report.