Forum Discussion
ADInsights
7 years agoNew Member
Report for an external user with excel data source saved on his company's network - how to approach?
I built a PBI report for an external client (different company and domain) on my Power Bi Desktop based on a sample excel file (the production excel file is saved on the client's network and is updat...
GilbertQ
Super User
7 years agoHi there
Does the customer have a guest account into your Power BI tenant?
Or does the customer have a Power BI Pro account in your tenant?
From my understanding the user would need to have a Power BI Pro account in the tenant where the data resides in order to use the Excel functionality
Does the customer have a guest account into your Power BI tenant?
Or does the customer have a Power BI Pro account in your tenant?
From my understanding the user would need to have a Power BI Pro account in the tenant where the data resides in order to use the Excel functionality
ADInsights
7 years agoNew Member
Hi GilbertQ ,
Thanks for your reply!
If tenant means domain (the term tenant really confuses me) then no. We are in two completely none related company with different domains and office subscriptions.
I already gave up the idea of me owning the report and sharing it with the user.
Instead i created a user id for him, moved the report I built him to his User id , opened it on hi PBI desktop and published it to PBI service under a workspace I created for him.
I also managed to create a dataflow on his workspace connecting to the production excel file that will be "feeding" the report and replaced the original dataset script with the dataflow script.
My problem is now, that the PBI Service report will not update when the dataflow updates.