Power BI enables us to visualize large amounts of data in order to make objective decisions. However, a company develops a data culture. When all employees are capable of doing so, and thus these reports are collaborative and shared.
We’ve already discussed how to share reports on our blog. Subscriptions, on the other hand, are an additional feature of Power BI Service. This enables us to send our reports automatically and on a regular basis to a group of people, much like a newsletter.
To add a Subscription to Power BI Service. We must meet at least one of the following criteria:
Per user licensing for Power BI Pro or Premium (PPU)
Access to a workspace powered by Power BI Premium.
Access rights to a specific report or dashboard
WHAT ARE POWER BI SUBSCRIPTIONS?
Subscriptions in Power BI Service are one method for sharing reports in Power BI. They are based on the author or administrator of the workspace where the report is located sending an email with a snapshot and a link to a Power BI Service report. To a number of individuals who may be interested in the report. This way, recipients will receive that content on a consistent basis.
To begin this process, we must first publish the report to the Power BI cloud. That is, in Power BI Service, which is a space where, among other things. We can edit, read or view it via the web. Simply open the Power BI Desktop report, click the “Publish” button in the top toolbar, and select which workspace to host it in.
HOW TO CREATE A POWER BI SUBSCRIPTION
To create a subscription in Power BI Service, and after we have accessed the desired report within the selected work area. On the top toolbar, we see the “Subscribe” option. This is where a panel will open to the right of our screens where we will have to click on “Add a new subscription”. And finish various boxes in order to schedule shipments.
In our case, we’ve created a fictitious example with a report created in Power BI Desktop’s first instance. Which examines a company’s sales in the year 2020.
THESE ARE THE CATEGORIES THAT CAN BE COMPLETED IN THE PANEL:
There are several options:
Execute: It gives us the option, once we’ve saved and closed the subscription in the “Save and close” box at the bottom right, to execute instantly and have the email sent at that precise moment.
Activate: On the other hand, the activate box allows you to activate or deactivate the subscription.
Finally, the trash can icon allows you to delete the subscription that you are currently editing.
Choose your recipients: Space to enter those people’s email addresses. Who will receive the report, that is, who will subscribe to it? There must be at least one recipient.
MANAGING POWER BI SERVICE SUBSCRIPTIONS
To manage the Power BI Service subscriptions we’ve set up. At the bottom of the panel, we have the “Manage all subscriptions” option (see number 10 in the previous image). Here we will find a list of all the subscriptions that have been created. Thus making it much more accessible and quick to manage.
HOW IS THIS EMAIL RECEIVED BY THE SUBSCRIBER?
The subscriber receives the email as if it were any other inbox message. This time, it goes by the name Microsoft Power BI. This is where we’ll find the email’s subject. The individual’s brief description of the report. Who created the subscription and a snapshot of the report. Furthermore, if you have previously checked the “Link to report in Power BI” box. The recipient will see a call to action to access the report directly.
TAKE ADVANTAGE OF ALL POWER BI FEATURES
As we have seen, subscriptions in Power BI implementation enable us to carry out an automated report sharing system based on the needs of the email recipients in a very simple and quick manner. There are many features like this that can help you make better decisions in your daily life.
Dynamics Square specializes in Microsoft gold partner consulting. We will be with you every step of the way to ensure that you maximize your productivity. We adjust to your requirements.