How to Share Your Power BI Report with MSPbots

Background information

As explaining how to investigate the data sources and widget filters in the PBIX file step by step during the meeting will take a considerable amount of time, sharing the static PBIX file with MSPbots will help MSPbots efficiently collect the necessary information (such as dataset logic, required fields, widget filters, and data source details). This way, MSPbots can directly analyze the Power BI (PBIX) tables, table outputs, and field formulas, enabling MSPbots to streamline the process by analyzing the data independently.

PBIX files are typically large and can easily exceed email attachment size limits. Sharing files with MSPbots via OneDrive or SharePoint can bypass this limitation, ensuring that MSPbots can access the files securely and conveniently without restrictions.

How to share your Power BI report with MSPbots

1. Export your Power BI report as a PBIX file

1. Go to Power BI Service and log in with your credentials.
2. Locate the report you want to export.
3. Export your Power BI report as a PBIX file. See the official Microsoft article Download a report as a .pbix file.
4. Once complete, download the static PBIX file from Power BI Desktop to your local system.

2. Sharing the PBIX file via OneDrive or SharePoint

Since PBIX files are usually large, they may exceed the email attachment size limits. To address this, you can share the file with MSPbots via OneDrive or SharePoint by following these steps.

1. Upload the PBIX file to OneDrive or SharePoint.
   
   1. Log in to OneDrive or SharePoint.
   2. Navigate to the appropriate file folder.
   3. Drag the Power BI file to a OneDrive or SharePoint location in the file system. For more detailed information, see Syncing files to OneDrive and SharePoint through the file system.
2. Generate a shareable link.
   
   1. Right-click on the file and select Share.
      
      
      
      
   2. Click    button.
      
      
      
      
   3. Set The link works for as Anyone to allow access for people outside your organization and set the Permissions as Can edit, then click Apply.
      
      
      
      
   4. Click Copy link to generate and copy the shareable link.
      
      
      
      
3. Share the Link with MSPbots.
   Paste the link into your communication with MSPbots or send the link to MSPbots.
   For more detailed information, see the following official Microsoft articles:
   • Share OneDrive files and folders
   • Share SharePoint files or folders