Remember, if Anna saves it to a new experience workspace, then anyone with Build permission can have access to that dataset. If Anna isn't signed in to the Power BI service account, Power BI prompts Anna to do so.įrom there, Anna can choose the workspace destination to which the report and dataset will be published. Select Publish from the Home ribbon in Power BI Desktop. So Anna must first publish the report from Power BI Desktop. The first step in managing the report lifecycle using a Power BI service live connection is to have a report and dataset that teammates want to use. Now that we know how useful the Power BI service live connection is, and how you can use it as a best practice approach to report lifecycle management, let's walk through the steps that get us from Anna's great report and dataset to a shared dataset that her Power BI teammates can use. Step by step for using the Power BI service live connection To establish a Power BI service live connection, the dataset to which you connect must be in a shared workspace of which you are a member. If you save your dataset to a classic shared workspace, only members of that workspace build reports on your dataset. Then others can connect to Anna's data model using the Power BI service live connection, and create their own unique reports in their own workspaces, based on Anna's dataset. In the following image, you see how Anna creates one Power BI Desktop report, and publishes it, which includes its data model, to the Power BI service. They can create their own unique reports, from their original dataset, in their own new experience workspaces. Other members in and out of Anna's workspace can now establish a live connection to Anna's shared data model using the Power BI service live connection feature. To learn more about the new experience workspaces, see workspaces. Anna can set Build permission to make it available to everyone in and out of their workspace to see and use. If Anna saves it to a new experience workspace. The report shows up in the team's workspace in the Power BI service. Anna then publishes it to the Power BI service. Connect to a Power BI service dataset using a live connectionĪnna creates a report and creates the dataset it's based upon. In the next section, we see how others can use Anna's published dataset for their own reports, in their own workspaces, and enable everyone to use the same solid, vetted, published dataset to build their unique reports. Which was the most recent? Were the datasets the same, or only almost? What were the differences? With the Power BI service live connection feature, all that can change for the better. All of the sudden, there would be a multitude of reports from different datasets in your team's workspace in the Power BI service. Everyone on Anna's team would attempt to create their own version of that dataset, then share their own reports with the team. Anna can create a dataset and report, and then share that report in the Power BI service.Įveryone loves Anna's report and dataset. Anna is skilled at creating good data models, often called datasets. Let's say Anna is a business analyst is on your team. Create a dataset everyone can use, then share it The Power BI service live connection addresses that challenge, and makes creating, sharing, and expanding upon common-dataset reports and dashboards easier and consistent. Since so many people do so, often using the same or nearly the same datasets, knowing which report was based on which dataset and how fresh each dataset might be becomes a challenge. It's easy to create compelling reports in Power BI Desktop, then publish those reports in the Power BI service, and to create great dashboards from those datasets. One challenge with the popularity of Power BI is the proliferation of reports, dashboards, and their underlying data models. Using a Power BI service live connection for report lifecycle management We recommend you review the considerations and limitations of this feature.
There are all sorts of benefits of this feature, including best practices, which we discuss during this article. This feature is called Power BI service live connection. pbix files from that common data model, and save them to different workspaces. Then you and others can create multiple different reports in separate. You can create your perfect data model in Power BI Desktop and publish it to the Power BI service. You can establish a live connection to a shared dataset in the Power BI service, and create many different reports from the same dataset.
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