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Abdi Omari
Abdi Omari

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Uploading Dashboards to the Web: A Beginner's Guide

Your Power BI report looks great on your desktop and your boss just asked you to share the report. His laptop does not have Power BI installed, He also wants to see his report changing and adjust values during his next presentation so your pdf won't do.

This is a classic case that Power BI solves by creating interactive and shareable reports that will leave your boss impressed.

Power BI is a Microsoft Business Intelligence tool used by data analysts to clean, organise and analyse large datasets and present findings in interactive dashboards and reports.

In this Article we will explore how to create an organisations workspace for specific reports, how to publish to the workspace and embedding the Reports.

Step 1: Creating a Workspace

Why it Matters: A workspace is your report's home, it is where you manage, share and control access to specific reports.

  1. Log into Power BI Service
  2. Click Workspaces -> Create a workspace
  3. Choose a meaningful name and Description(Optional)

  1. Click on Create

Step 2: Uploading and Publishing your Report

Why it matters: This moves your report from your local machine into the cloud, making it accessible and shareable.

  1. In Power BI Desktop go to Home -> Publish
  2. Sign in with your Microsoft account if prompted
  3. Select the workspace you created

  1. Once done click the link to open the report in power bi service

Step 3: Generating the Embed Code
Why it matters: The embed code helps you to display PowerBi on a website. it is a snippet of a HTML file that renders a live, interactive report in any webpage.

  1. Open the Published report in Power BI service
  2. Click File -> Embed report -> Website or Portal

  1. A dialog appears with an snippet and a link. Copy the entire code.

This will display your dashboard publicly so remember to double check for sensitive information about the organisation.

Step 4: Embedding the Report on a Webiste

Why it Matters: This is where the report goes live.
Paste the into your HTML where you want the report to appear as such

You can then use free hosting services to deploy your html page online. If you have a live website you can also publish to the website.

That's it
You have successfuly impressed your boss by creating a live, interactive report and embedded it directly in the organisation website. It can update automatically as the underlying data changes.

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