Forum Discussion
Use report without access to underlying data?
Hi FlorisMK , Thank you for reaching out to the Microsoft Community Forum.
In Power BI Desktop, load the full HR exports as “Source” queries. Create separate “Aggregated” queries that transform and summarize the data, removing any sensitive fields. Use only these aggregated queries in your visuals. Right-click each source query and uncheck “Enable Load” to keep them out of the data model. Then, under File -> Options -> Report Settings, disable export and copy options to prevent users from accessing data behind the visuals.
Publish the report to a separate Power BI workspace, not your HR team’s. Share it via a Power BI App or give users the Viewer role, this lets them see the report but not access the dataset or source files.
For more information:
Export the data that was used to create a visualization
If this helped solve the issue, please consider marking it “Accept as Solution” so others with similar queries may find it more easily. If not, please share the details, always happy to help.
Thank you.
Hi FlorisMK , hope you are doing great. May we know if your issue is solved or if you are still experiencing difficulties. Please share the details as it will help the community, especially others with similar issues.
Very sorry, this got buried under countless higher-prio matters. I hope to dive into this again coming Friday. Rest assured it's not off my radar, as this report is needed by my business.
Hi FlorisMK , Thanks for the update. Please try and check it when you have time and share your thoughts.
Thank you.
Again, the week ran out without time to dive into this. It remains very much on my radar.
