Power BI  

Publishing and Sharing Power BI Reports Securely

Power BI makes it easy to turn data into powerful, interactive reports—but making those insights available to the right people securely is just as important as building them. In this guide, you’ll learn how to publish your Power BI reports, control user access, and set up scheduled data refreshes—all while following best security practices.

Step 1. Publish to Power BI Service

Once you’ve created a report in Power BI Desktop, you need to publish it to the Power BI Service (cloud platform) to make it accessible to others.

How to publish:

  1. Open your report in Power BI Desktop.

  2. Click File → Publish → Publish to Power BI.

  3. Sign in with your Power BI account.

  4. Select the workspace (e.g., "My Workspace" or a shared team workspace).

 Tip: Use dedicated workspaces for production reports to avoid cluttering your personal workspace.

Step 2. Control Access to Reports

Once the report is published, you control who can view, edit, or share it using Power BI’s robust sharing options.

1. Share a Report Directly

  • Go to your report in Power BI Service.

  • Click Share → Enter email addresses or user groups.

  • Set permissions:

    • Allow recipients to share (optional)

    • Allow build permissions (to reuse data)

 Best Practice: Only enable "allow sharing" if recipients are trusted users.

2. Use Workspaces for Collaboration

  • Create a Power BI Workspace and add team members.

  • Set roles:

    • Admin – full control

    • Member – edit and publish

    • Contributor – create content

    • Viewer – view-only access

3. Implement Row-Level Security (RLS)

Use RLS to restrict data visibility within the same report:

  • Define roles and rules in Power BI Desktop (e.g., Region = “West”).

  • Publish the report.

  • Assign users to roles in the Power BI Service.

 RLS is essential when sharing a single report with users who should see only a portion of the data.

Step 3. Set Up Scheduled Refresh

To ensure your reports always reflect the latest data, you can schedule automatic refreshes.

Steps to configure:

  1. Go to the dataset in the Power BI Service.

  2. Click Settings → Scheduled Refresh.

  3. Set frequency (daily/weekly) and time slots.

  4. Add credentials if needed (e.g., for SQL Server, Excel, APIs).

Important: Ensure your gateway is installed and online if data is from an on-premise source.

Best Practices for Secure Sharing

  • Use Azure Active Directory groups for role-based access.

  • Avoid exporting sensitive data via Excel or CSV.

  • Disable “Reshare” when sending reports outside your organization.

  • Monitor access logs in the Power BI admin portal.

  • Follow data classification policies when publishing reports (e.g., confidential, public).

Publishing and sharing in Power BI is more than just clicking "Share." It’s about governance, collaboration, and data security. By using proper workspaces, applying Row-Level Security, and scheduling refreshes, you ensure the right people see the right data—at the right time.

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