Things to keep in mind about sharing dashboards and reports:
- When you share a dashboard with colleagues you are sharing the underlying dataset as well. Your colleagues get access to the entire dataset unless row-level security (RLS) limits their access. Report authors may use capabilities that customize user experiences when viewing or interacting with reports, for example hiding columns, limiting the actions on visuals, and others. These customized user experience do not restrict what data users can access in the dataset. Use row-level security (RLS) in the dataset so that each person's credentials determine which data they can access.
- Everyone you share your dashboard with can see it and interact with the related reports in Reading view. In general, they can't create reports or save changes to existing reports. However, if you select Allow users to build new content using the underlying datasets, they can create their own reports in other workspaces based on the dataset for this dashboard or report.
- Although no one can see or download the dataset, they can access the dataset directly by using the Analyze in Excel feature. An admin can restrict the ability to use Analyze in Excel for everyone in a group. However, the restriction is for everyone in that group and for every workspace the group belongs to.
- Everyone can manually refresh the data.
- If you use Microsoft 365 for email, you can share with members of a distribution group by entering the email address associated with the distribution group.
- Coworkers who share your email domain, and coworkers whose domain is different but registered within the same tenant, can share the dashboard with others. For example, say the domains contoso.com and contoso2.com are registered in the same tenant and your email address is konrads@contoso.com. Both ravali@contoso.com and gustav@contoso2.com can share your dashboard, as long as you give them permission to share.
- If your coworkers already have access to a specific dashboard or report, you can send a direct link by copying the URL when you're on the dashboard or report. For example:
https://powerbi.com/dashboards/g12466b5-a452-4e55-8634-xxxxxxxxxxxx
. - Likewise, if your coworkers already have access to a specific dashboard, you can send a direct link to the underlying report.
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