Your Power BI workspace is your command center for data analysis and reporting. Configuring the workspace and content access settings is crucial to ensure the right people have the right access to your reports and data. This guide leads you through the process of setting up your workspace and content access settings in Power BI, granting you full control over who sees and interacts with your valuable insights.
Creating a Workspace
- Navigate to Workspaces: Go to the Power BI Service homepage and click on “Workspaces.”
- Create a Workspace: Click on “Create a workspace” and provide a name and description.
- Add Members: Add members who will collaborate within this workspace.
- Set Permissions: Define members’ roles, such as Members or Admins, and choose access levels.
Configuring Workspace Content Access
- Navigate to Workspace Settings: Within your workspace, click on the “Settings” tab.
- Content Permissions: Configure who can view and interact with content in the workspace.
- Member Permissions: Determine members’ capabilities, such as creating content or managing permissions.
Publishing Reports to the Workspace
- Create or Open a Report: In Power BI Desktop, create or open a report.
- Publish to Workspace: Click on “Publish” and select the workspace you want to publish to.
Content Collaboration and Sharing
- Content Sharing Settings: Navigate to the workspace settings and select “Access” on the left.
- Allow Members to Share: Choose whether members can share content outside the workspace.
- Sharing Outside the Organization: Configure whether content can be shared with external users.
Managing Dataflows in Workspaces
- Navigate to Dataflows: Go to your workspace and click on “Dataflows.”
- Managing Dataflows: Add, edit, or delete dataflows to shape and transform data.
Setting Up Content Workspaces
- Create a Content Workspace: Click on “Create a workspace” and select “Content.”
- Managing Content: Use content workspaces to store datasets, reports, and dashboards.
Content Distribution and Embedding
- Content Distribution: Share reports and dashboards within your workspace or through sharing options.
- Embedding in Apps: Generate an embed code to integrate reports into websites, apps, or portals.
Configuring your Power BI workspace and content access settings is more than just administration; it’s about enabling efficient collaboration and ensuring data security. By defining permissions, sharing settings, and leveraging row-level security, you control who accesses your insights and how they interact with the content.