Forum Discussion
Transfer Dashboard ownership
Certainly not an official answer, but Power BI for O365 has more of the enterprise bent and Power BI 2.0 is more geared toward personal use at the moment. I imagine that the two functionality sets will merge in the near'ish future.
We are using PowerBI Pro with O365 Enterprise.
The only possible/partial solution I have found so far is to create a content pack and have the users add / import that manually.
However, the basic issue remains the same --- changing an existing Dashboard from another user who is no longer with the organization.
If you are already going down the Content Pack route, then I would suggest that you create a group and have several people be part of that PBI Group. Then you can create and share Content Packs, and if other people from the group leave the company, there is no impact to the deployed Content Pack because there are other members of the group.
The issue with your current solution is that there is still only 1 owner of the content pack. So you are hoping that the account that owns the Content Pack never gets removed, and that the site they had never gets blown away. Because if it does, then anyone using that Content Pack from the originial owner, loses everything.
The 'losing everything' is the concern.
It appears from this post: http://community.powerbi.com/t5/Integrations-with-Files-and/Manage-another-user-s-content-Pack/m-p/2140/highlight/true#M575
and this part of the documentation (assuming it's current): https://support.powerbi.com/knowledgebase/articles/651631-managing-updating-and-deleting-organizational-co
- that administration of content is still in the works. Which for us prevents deployment.
For the PowerBI team:
We are looking for basic administration tasks. We have a small team of business analysts who create the content and share that with the organization (in whole as well as separate depts). Currently, an individual can share a dashboard with others, and any changes made by that individual appear in the dashboard - which is perfect. However, if that individual is no longer available - the content becomes orphaned.
While publishing a content pack to the organization allows a form of self-service, it does not provide for dynamic updating of the content or transfer of ownership.
Allowing an admin to take and transfer ownership of a dashboard and its component parts would resolve this, for us. If possible, please share with us what type of administration functionality is planned and timeframe. Without some form of that functionality, we cannot implement this solution.
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The best I have come up with so far is:
PBIX for all content is saved separately
Admin takes over the former user account, deletes shared content from that users PowerBI portal.
New analyst loads/publishes the content as their own, recreates the Dashboard (still looking for a way around this) then reshares.
Not elegant, but keeps us from having to totally recreate the content from scratch.
Another option is to publish the content to a group, the new analyst makes a personalized copy of the content, admin removes the original content from departed analyst, new analyst republishes. This would obviate the need to recreate the dashboard, but still a bit of a kludge.
However, if the content is using the departing users Personal Gateway or dataset connections specific to them, we are back to recreating content.
If anyone has other methods of managing the administration of shared content - please pass it along.
my understanding is that in a group, all the group members are able to contribute to modifying a dashboard that is created in the group's workspace, in addition to the content packs created in the group. Or have I misundersood?to answer to my own question: the group dashboards are for the group only and can't be shared.
can i use the content pack in free user or i have to be a pro user?
