Share a dashboard
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In this video
I'll show you how to share,
re-share and un-share
your dashboard
with your coworkers.
Dashboards
can be shared with anyone
in your organization.
So if my email address is
[email protected]
I can share my dashboard
with anyone else
who has @microsoft.com
email address.
Dashboards
that I share with my coworkers
give them read only access
to the dashboard
and underlying reports.
They can interact
with my dashboards and reports
in presentation view,
but they are unable to make
and save changes.
Highlight
the dashboard to share.
Right click and select share
or click the share link.
I want to share this
with my coworker Michael.
So I enter his email address
and add a message.
It's okay with me for Michael
to re-share my dashboard
so I keep the re-share
check mark selected.
This means that Michael
can share the dashboard
with other coworkers
using this same process.
Michael will receive
an email invitation with a link
to the shared dashboard.
Here's the email he'll receive.
If he hasn't yet signed up
for Power BI,
when he clicks on this link,
he will be
prompted to do that first.
Otherwise,
clicking this link
adds the dashboard
to his Power BI workspace.
On Michael's Power BI workspace,
notice the sharing icon
next to the dashboard.
The underlying dataset
isn't shared and Michael
can't make any changes
to the dataset.
His dashboard will refresh
as the original dashboard
refreshes.
So any changes
I make to my dashboard
are automatically visible
to my coworkers.
Now that I've shared
my dashboard
I can keep track of
who has accepted my invitation.
Open the shared dashboard screen
and select shared with.
I see the list of coworkers
on the left
and status on the right.
Owner, that's me.
The person who created
the dashboard is also the owner.
Cancel invite means
I've sent this coworker
an invitation to share,
but it hasn't yet been accepted.
I can cancel Maggie's invitation
and remove her from the list.
When she opens
her email invitation
and clicks on the sharing link,
she will receive a message
that the invitation
is no longer valid.
Maybe I shared my dashboard
with the wrong Maggie.
I can immediately come here
and cancel the invitation.
Can view, these are my coworkers
who acceptation my invitation
and can view my dashboard
and underlying report
in their Power BI workspace.
If my dashboard was re-shared,
the names of those coworkers
are listed here as well.
But what if I change my mind
and don't want
to allow re-sharing?
Select, Can View
and choose disable re-shares.
To stop sharing entirely,
select stop sharing.
If I've shared
with multiple coworkers,
I'll need to do this
multiple times.
Now it's your turn.
Give it a try
and bring your data to life
with Power BI.