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MP_123's avatar
MP_123
Icon for Microsoft Employee rankMicrosoft Employee
9 years ago

transfer reports\dashboards\datasets between pro users

hi, i am owner of several reports which are shared by dashboard to other colleagues. i want to transfer my report to my team member (so she can publish it to her workspace) and also to keep the rep...
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RichC's avatar
RichC
Frequent Visitor
9 years ago

This is a show stopper !

 

  Creating groups allows for others to work the reports but;

 Transfer ownership is needed in case the report creator leaves the company otherwise the reports/dashboards disappear when their email account is closed.      Is this still correct?

  • MP_123's avatar
    MP_123
    Icon for Microsoft Employee rankMicrosoft Employee
    9 years ago

    v-qiuyu-msft

     

    I think that we can add DL\SG to the access of the workspace is a show stopper.

     

    thanks

    • RichC's avatar
      RichC
      Frequent Visitor
      9 years ago

      Thanks    but not sure of answer

       

      "I think that we can add DL\SG to the access of the workspace is a show stopper"  

       

      Are you saying you can fix  or it's still a show stopper?

      Time frame for solution = ?

      I'm on hold for Power BI until solution / checking Qlik Sense as a reporting solutions.

       

      Thanks again.

      • Ajay's avatar
        Ajay
        Icon for Microsoft Employee rankMicrosoft Employee
        9 years ago

        This thread seems to have a bunch of different questions. I will try and answer them as best as I can.

         

        MP_123 - Reg. Transferring reports/dashboards/datasets between pro users.

        Few things here:

        1. If you want one of your collegues to co-author these reports with you, you should add her as a member/admin of the group workspace where the dashboard is present. You cannot add security groups or DGs as members/admins of group workspaces yet.
        2. If you want one of your collegues as just a consumer, you should share the dashboard with them - you can share with individual users or Security groups or DGs.
        3. If you want to copy a report from one workspace to another, it would be best if you use the underlying PBIX file generated from PBI desktop and upload it to a different workspace.

        MP_123 - WHy do you want the report to have the same ID? Can you give me the example of the use case you are trying to solve? That will help me give you a better solution.

         

        RichC - If the reports/dashboards are in a group workspace with multiple usres, then no. Even if the original user leaves the organization, the reports/dashboards are not removed. The other members/admins of the group workspace still have all permissions on these assets and can edit them.

         

        v-qiuyu-msft - I would advise against using content packs to copy between workspaces. It has some side effects over time...

         

        As a side note, we are planning on building functionality to copy between workspaces. I do not yet have a concrete timeline on when we will be able to do it though.