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Environment: We use develop with Power BI Desktop primarily using MS2016 SSAS Cubes via Live Connection. We publish these to a premium workspace capacity on our Power BI Premium Node. Then we build these reports into an App containing multiple Report(s) and Dashboard(s). The app is installed automatically to our users, which are specified via groups or specific individuals.
Our users, especially upper management, want to be able to use the app and perform a certain amount of checks on the data being shown to narrow down any particular areas of concern. When the find something that needs more clarification, they want to share that exact view out to their managers or teams for follow up. Everyone only uses the Windows browser environment and have only the Power BI Free licenses assigned as they are not the report Author team (which has the Power BI Pro licenses).
How can we have our users "share" the particular view (from within the App) to others in our organization?
This seems possible when viewing the underlying "Report" used. In the upper right corner of the published report there is a yellow "Share" button. That also enables the option to "Share report with current filters and slicers ". (Even the IOS App can Annotate and share out from within an "App".
The "Share" functionality appears to be missing from the published "App" view.
How can this be enabled or added?
* Note: I believe this may be a limitation, but it is quite crippling for our upcoming enterprise deployment as users need to share the insights found with others.
Lastly, it is my understanding based on discussioned with MS PFEs and reading forums to use Apps for wide deployment of reporting solutions rather than sharing the workspace so users must navigate to the report. Everything I have seen so far aligns with that suggestion / best practice, except for the lack of sharing ability (and the lack of user defineable custom bookmarks that would reflect various filter / slicer settings for the app they are viewing -- but that is also not available in reports.)
Hi @jbnawrocki,
By my tests, I'm afraid that we may not have the option Sharing with filters and slicers when we publish the app.
Everything I have seen so far aligns with that suggestion / best practice, except for the lack of sharing ability (and the lack of user defineable custom bookmarks that would reflect various filter / slicer settings for the app they are viewing -- but that is also not available in reports.)
I'm a little confused about why you say that is not available in reports?
By my tests, if we create the bookmark with the filtered data in the report that may achieve your requirement and that could be available in report when we publish the app.
You could have a try with the pbix file I have attached.
Best Regards,
Cherry
Thank you for your reply.
What I refer to as not available in reports (yet?) is the ability for a Power BI Free user who accesses a published Report or an App to use filters / slicers and create their own bookmarks. ie. A sales manager for 2 customers wants to create 2 book marks on the report: #1 for Customer A and #2 for Customer B.
If I am mistaken and this feature is available, I'd really like to know.
Regarding my main topic of Sharing with filters and slicers from within the App, is this on the roadmap?
Or, should I be requesting this offically somewhere?
Thank you!
Hi @jbnawrocki,
Based your description, it seems that you want to create bookmark on the published report in Power BI Service? If it is, I'm afraid that we only could create the bookmarks in Power BI Desktop.
If I misunderstood your scenario, please describe it in more details.
In addition, regarding your main topic of Sharing with filters and slicers from within the App, you could post your idea in Power BI ideas Forum.
Best Regards,
Cherry
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