Publishing reports in Power BI - Dashboard Guide

Dashboard Mode - Publishing reports

Goal

How to publish a Power BI report so others in your organization can view and interact with it securely.

Sample Data

Order ID	Product	Sales Amount	Region	Order Date
1001	Chair	150	East	2024-01-15
1002	Desk	300	West	2024-01-20
1003	Lamp	75	East	2024-02-05
1004	Chair	200	North	2024-02-10
1005	Desk	350	South	2024-03-01
1006	Lamp	90	West	2024-03-15

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM('Sales'[Sales Amount])
  Result: 1165
• Bar Chart: Sales by Region
  Formula: SUM('Sales'[Sales Amount]) grouped by 'Sales'[Region]
  Shows sales totals for East, West, North, South
• Table: Detailed Orders
  Shows all columns from sample data for review
• Publish Button: Simulated button to publish report to Power BI Service

Dashboard Layout

+----------------------+--------------------+
|      Total Sales      |   Sales by Region  |
|       (KPI Card)     |     (Bar Chart)    |
+----------------------+--------------------+
|                Detailed Orders               |
|                    (Table)                   |
+---------------------------------------------+
|                Publish Report Button         |
+---------------------------------------------+

Interactivity

The bar chart and table are connected. Selecting a region in the bar chart filters the table to show only orders from that region.

The publish button uploads the current report to Power BI Service, making it accessible to authorized users via the web or mobile apps.

Self Check

If you add a filter for Region = 'East', which components update?

• The bar chart updates to highlight or filter to East region sales.
• The detailed orders table shows only orders from the East region.
• The Total Sales KPI updates to show total sales for East region only.

Key Result

A Power BI report showing total sales, sales by region, detailed orders, and how to publish the report for sharing.

Practice

1. What is the main purpose of publishing a Power BI report?

easy

A. To make the report accessible online for sharing and collaboration

B. To delete the report from your computer

C. To convert the report into a PDF file automatically

D. To create a backup copy on your local drive

Solution

1. Step 1: Understand the function of publishing in Power BI

   Publishing allows reports to be shared and accessed online by others.

2. Step 2: Compare options with publishing purpose

   Only To make the report accessible online for sharing and collaboration describes making reports accessible online for sharing and collaboration.

3. Final Answer:

   To make the report accessible online for sharing and collaboration -> Option A

4. Quick Check:

   Publishing = Sharing reports online [OK]

Hint: Publishing means sharing reports online for others to see [OK]

Common Mistakes:

• Thinking publishing deletes or backs up files locally
• Confusing publishing with exporting to PDF
• Assuming publishing only saves reports privately

2. Which of the following is the correct way to publish a report from Power BI Desktop?

easy

A. Click View > Publish Report

B. Click File > Export > Publish to Web

C. Click Home > Publish and select a workspace

D. Click Data > Publish Dataset

Solution

1. Step 1: Recall the publishing process in Power BI Desktop

   Publishing is done from the Home tab using the Publish button.

2. Step 2: Match the correct menu path

   Click Home > Publish and select a workspace correctly shows Home > Publish and selecting a workspace.

3. Final Answer:

   Click Home > Publish and select a workspace -> Option C

4. Quick Check:

   Publish button is on Home tab [OK]

Hint: Publish from Home tab, not File or View [OK]

Common Mistakes:

• Looking for publish under File or View menus
• Confusing Export with Publish
• Trying to publish dataset instead of report

3. After publishing a report to a shared workspace, what happens if you set up a scheduled refresh in Power BI Service?

medium

A. The report layout changes automatically

B. The report data updates automatically at set times

C. The report is deleted after refresh

D. The report becomes read-only and cannot be edited

Solution

1. Step 1: Understand scheduled refresh purpose

   Scheduled refresh updates the data in the report automatically on a schedule.

2. Step 2: Evaluate each option

   Only The report data updates automatically at set times correctly describes automatic data updates; others are incorrect effects.

3. Final Answer:

   The report data updates automatically at set times -> Option B

4. Quick Check:

   Scheduled refresh = automatic data update [OK]

Hint: Scheduled refresh updates data, not layout or permissions [OK]

Common Mistakes:

• Thinking refresh changes report design
• Assuming refresh deletes reports
• Believing refresh locks report editing

4. You published a report but users report they cannot see it. What is the most likely issue?

medium

A. The report was published using the wrong file format

B. The report file was too large to publish

C. The report was published but not saved in Power BI Desktop

D. The report was published to a personal workspace without sharing access

Solution

1. Step 1: Identify common access issues after publishing

   Publishing to personal workspace limits access to only the owner unless shared.

2. Step 2: Analyze options for visibility problems

   The report was published to a personal workspace without sharing access correctly explains lack of sharing as cause; others are less likely or incorrect.

3. Final Answer:

   The report was published to a personal workspace without sharing access -> Option D

4. Quick Check:

   Personal workspace limits access unless shared [OK]

Hint: Check workspace sharing settings if users can't see report [OK]

Common Mistakes:

• Assuming file size blocks publishing
• Thinking saving in Desktop affects published report
• Confusing file format with publishing issues

5. You want to share a report with your team and ensure data refreshes daily without manual effort. Which steps should you take?

hard

A. Publish to a shared workspace and configure scheduled refresh in Power BI Service

B. Export the report to Excel and email it daily

C. Publish to your personal workspace and ask team members to refresh manually

D. Save the report locally and share the file via USB

Solution

1. Step 1: Identify sharing method for team access

   Publishing to a shared workspace allows team members to access the report online.

2. Step 2: Set up automatic data updates

   Configuring scheduled refresh in Power BI Service ensures data updates daily without manual work.

3. Final Answer:

   Publish to a shared workspace and configure scheduled refresh in Power BI Service -> Option A

4. Quick Check:

   Shared workspace + scheduled refresh = team access + auto updates [OK]

Hint: Use shared workspace plus scheduled refresh for team auto updates [OK]

Common Mistakes:

• Using personal workspace limits team access
• Relying on manual refresh defeats automation
• Sharing files offline misses online collaboration benefits