Power BI – How to Share the Workshpace?

This article will look at the step-wise procedure to share the workspace across your organization with a practical example in Power BI. 

Let me show you the existing Workspace on my account before we begin sharing these. We’ll use the New Dashboard from our Sample Workspace as an example.

Power BI is an interactive data visualization software developed by Microsoft with a primary focus on business intelligence. It is part of the Microsoft Power Platform.

Stepwise Procedure to share the workspace:

Step1: To create a workspace from scratch, the user needs to click on the “+ create” button located at the top right corner of the window.

Step 2: Click on the share button inside the actions columns of the workspace the user wants to share.

Step 3: After completing step 2, pop on will appear on the screen asking for Grant Access To and Include an Optional Message where grant access is the Email Ids with whom the user wants to share this workspace, and the optional message is where the user can write a Custom Message. Further, there will be two checkboxes Allow recipient to share your dashboard: This allows the recipient to share this workspace with other people in his team and Send Email Notification to the recipient: Sends an email about this report.

Step 4: After adding the email id of the person the user needs to share further, the user needs to click the share button, which is present below in the popped window. And after completing it, a new pop-up shows the successful message.