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Power BI Workbook Deployment

Older version of page. See Publish to the Power BI Service from Power BI Desktop for the latest version.

This describes deploying a DataSelf workbook with reports and dashboards to a Power BI Service tenant.

Requirements:

  • Power BI user rights:

    • Credentials with Admin or Member rights to the Power BI Tenant. We recommend not using a guest user for this purpose, but when using a guest user, Admin or Member rights to the Workspaces to publish the semantic model.

    • The credentials must have a Power BI Desktop Pro or Premium license in the Power BI Service.

    • Inform the Tenant URL (from the Tenant’s About Power BI page).

    • Power BI is licensed on a named-user basis. Every person must have their license.

  • Access to DataSelf workbook templates.

    • It’s all set if the deployment will be performed by DataSelf (GitHub).

    • Otherwise, please request the templates to your DataSelf tech lead.

Publish the Workbook to the Power BI Service

  1. Run Power BI Desktop Pro (blank, without opening any file).

  2. If the user is a guest user of the Power BI Service (otherwise, skip to 3):

    1. Sign in to your regular Power BI Service first by clicking the Sign in on the top right.

    2. Sign out by clicking your name on the top right → Sign out.

    3. Click Sign in → Continue to the dialog with your email → User another account → Sign-in options → Sign-in to an organization → enter the domain name of the organization (e.g., dev.dataself.com) → Next → click your email. This Power BI Desktop should now be connected to the proper PBI Service Tenant.

    4. Go to item 4 below (skip 3.).

  3. If the user is from the Power BI Service tenant (same domain) with Admin or Member rights:

    1. If your PBI Desktop is not signed in yet, do so by clicking Sign in on the top right.

  4. Power BI Desktop should now show Home and Open on the left panel. Click Open → Browse this device → find and open the workbook to publish.

  5. Click Edit → select the proper model → Create. You should now see the report with some good data.

  6. Click Publish → Save → select the proper Workspace → Select → wait until you get a success message.

  7. Use the Tenant URL to check if the workbook has been published and works as expected.