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Publish to the Power BI Service from Power BI Desktop

How to publish semantic models, reports, dashboards and visualizations from Power BI Desktop to a Power BI Service tenant.

Requirements

  • Computer server with Power BI Desktop Pro or Power BI Desktop Premium.

    • Credentials to Power BI Desktop Pro or Power BI Desktop Premium as licensed in the Power BI Service.

  • Power BI Credentials with user rights.  There are two ways to meet this requirement:

    • Option 1: Credentials  with Admin or Member rights
      Power BI Service Credentials with user credentials  with Admin or Member rights.  The recommended option.

      • Credentials with Admin or Member rights to the Tenant in the Power BI Service.

    • Option 2: Sign In as a Guest User

      • Credentials you use to sign in to your Power BI Service.

      • Organization name

      • Your email address

      • the domain name of the organization (e.g., dev.dataself.com)

  • The Power BI Service tenant URL from the Tenant’s About Power BI page.

  • The DataSelf template/PBIX files.
    Please request the template/PBIX files from your DataSelf tech lead.

NOTES:

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


Open and Publish to Power BI Service

Open Power BI Desktop

  1. Run Power BI Desktop

  2.  Click  Select a data source  >  blank report, without opening any file . 

  3. Sign in as a Guest User.

    1. Click Sign in on the top right.

    2. Enter the credentials you use to sign in to your Power BI Service 

    3. Click your name on the top right  > Sign out.

    4. Click Sign in

    5.  Enter your credentials, organization name and domain name of the organization (e.g. dev.dataself.com).

    6.  Next > click your email.

    7. Power BI Desktop should now be connected to the proper PBI Service Tenant.  Go to the Publish section below

  4. Sign in with Credentials  with Admin or Member rights.
    Sign in with user credentials with Admin or Member rights that work with Power BI Service tenant (same domain).

    1. If Power BI Desktop is not signed in  Then click Sign in on the top right.

    2. Enter  credentials  with Admin or Member rights that work with the Power BI Service tenant (same domain).

Publish to Power BI Service

  1. Power BI Desktop should now show Home and Open on the left panel.

    1. Click Open

    2. Click Browse this device.

    3. Select the PBIX file you want to publish.

    4. Open the PBIX file.

  2. If the reports in the PBIX need to be connected to a different PBIX Semantic Model Then update the data source in the PBIX file.
    a. Click Transform Data in top center header > Data Source Setting > Change Source
    b. Select the proper data source
    c. Close.
    You should now see the report with some good data.

  3. Click Publish > Save

  4. Select the Workspace to publish to

  5. Click Select.
    Wait for the success message.

  6. Use the Tenant URL to verify that the workbook has been published and works as expected.

NOTES:

  • Power BI Desktop works without signing in. However, in order to publish a report to the Power BI Service workspace or connect to a semantic model to build a new report you must sign in. Signing in creates the connection to the Power BI Service instance.