Integrate Power BI reports in Microsoft Teams

[@act20]

I am actively using this in my role at my company and have been building our whole dashboard/reporting suite in it since October last year. Adoption is much better because of it as we work in teams and share all documents and have all communication through it so people are more willing to use it when they don't have to navigate to a different app

[@GuyInACube]

Very cool!

[@mauriceprice4211]

Hey Patrick, Really love this tutorial. It's just made a huge difference to the team I'm in. Bonus is being able to have a chat within teams about the report as well as sharing. You are outrageously good!

[@KhalidKhans55]

Bravo!! What an amazing innovation to share the power bi report along with security layer inside teams

[@astroman3639]

Hey Patrick... As always very good video! 👍. Quick question, does the report consumer require pro license to view the report in Teams? what are the end user requirements?

[@aravindsampath3223]

following this. i also wanted to know if it works if end user is not a pro user, will it work?

[@jean-pascall18]

Hi, I'm also interested to know the answer

[@swatisinghal2173]

Hey.. I have published the report in Pro account and then I have embedded the report in MS teams but they cant see the report. What are the steps that I need to follow to provide the access to all users in one shot?

[@10806628]

Hi Pat, how do you assign an Individual (in Teams) through the RLS? The security option in Power BI only includes email in assignment? In Teams, can you assign Alaska Airline to Person 1 and Second Airline to Person 2, and so on... ?

[@juanpablocontreras3416]

You rock pal. Really useful information. Keep up the good job.

[@GuyInACube]

Thanks

[@jasondaube4377]

Patrick, really like your video. Thank you. Anyway to be in an MS Teams Channel, enter a keyword into MS Teams and a BOT go into PowerBI and return a specific chart or visualization to the Teams Channel?

[@golodiassaid4879]

Good! how can you share the entire app or workspace instead of just single report. There must be easier way than creating multiple tabs in Teams for each report. Thanks again Patrick! you and Adam are awesome!

[@sallysalikova4608]

Patrick - I have Power BI Pro and my Team with Office 365 all have access to MS Teams but they cant see the Power BI report I published to Teams. Why? Thank you :)

[@susanclampett6154]

Great video, does this function work for dashboards? e.g. share dashboard into teams environment

[@1984Negi]

Hi , Can we connect Power BI Desktop report with Planner attached in Team and visualize for example(Task status which is assigned to multiple team members ?

[@ianclarke1314]

This is one of the reasons I got hooked on PowerBI! So easy to share reports. One feature that doesn’t work is exporting data to excel direct from Teams.... you can see the option it just doesn’t work!

[@DPFierce]

I just did this from Teams, and while you don't get a notification within Teams that it downloaded, the file did appear in my Downloads folder, just as it would as if I did it from the Service.

[@GuyInACube]

Yep!

[@chengwang411]

Hi if I have a power bi report with direct query to Dynamics FO. And set on scheduled refresh. Say if i put it in teams, will it still be scheduled refresh? Thank you~

[@elrevesyelderecho]

Thanks Patrick. Quick question...this also work for PBI Report Service? I published the report on the server, not in PBI cloud.

[@mau___official-d5r]

Is it possible to filter the content depending on a part of the Teams channel name where the report is opened (eg the teams channel name has the customer id after a „#“)?

[@jaysondudley4176]

Your point about licensing is well made, but this isn't how it (currently) works. internal users (those users on your tenant) need a pro license to read the Teams tab. External (guest) users do not. I've been informed this is a bug after raising 9 support calls with Microsoft which they will fix, and ultimately prevent dozens of my users from gaining access to the reports (we have multiple tenants across our business). Microsoft have failed to provide a solution to this other than spending $5k per month or licensing all the users - after the fact. I have spent hours creating and publishing these reports and Microsoft's error is causing this to be painful to say the least!

[@sherwinkp]

If we have hyperlinks in the report, the right click context menu doesn't appear inside teams. Is there a way to resolve this? We have shared file links displayed as hyperlinks and need the right click context menus to use it. It will help unlock a bit more functionality for the user

[@bennielopez6158]

Great videos, watch them all the time. If I share the report with external guest users then embed the report into Teams, will those users be able to access via Teams as long as they have been added in Teams as well? Thanks!

[@Wyv3r]

Hey Patrick is it possible to embed the whole App to keep the navigation panel in Teams instead of only 1 of the report? I embedded it with the website option and using the app url, but I want to know what other options do I have. Thanks!

[@mahekshah4956]

Hello Patrick. How do power BI report gets updated automatically in teams channel when we make any changes to original report.

[@jenniferdinero585]

is it possible to pin 2 reports in teams at the top of Teams? I was able to link one for my users, but i have a second i wanted at the top as well and i cant seem to figure it out? Mostly for the ease of the users as they are not tech savvy

[@ianwashere12345]

I am a VERY new report writer in Power- BI but I am a seasoned DBA/sql programmer. Depending on the day my report will change its result, it is not static. Will this allow the report to hit sql, and get the updated data?

[@sravankumar1767]

great video patrick, you are always come with new topics.

[@prowdobe]

Patrick Government cloud only shows us workspaces and not Apps. I have apps deployed, but in Teams only workspaces appear.

[@Marcel-dt5du]

Can I share a report in a teams tab when using direct query?

[@Marcel-dt5du]

Yes I can

[@g.michaelaguirre8913]

This works just as described when consuming reports through Power BI Premium Capacity Workspaces withTeams via Windows & Apple Desktop Application. Except when I access the same report through my Teams iPhone app it does not work and I am redirected to the Power BI login web page. Any insight on whats going on and how to make this work? Im thinking I may need to add an Exchange Account.

[@queren7806]

Hi Patrick, thanks for the video. I created a Gantt chart using the MAQ visual and embedded the report into Team. There is an issue. The chart is automatically sorted by the start date. It looks fine on the Power BI website. But in Team the sorting of the dates doesn't seem to work. It's messed up. Do you know why the same visual behaves differently in Team and the website? Thanks very much!

[@timhoward8856]

Wondering if Power BI reports can be added as a tile? I have 5 reports I would like to share with my team. Creating tabs makes it difficult.

[@suchitagaikwad755]

Hello, I have some excel generated in teams from ms form , I want to use those excel in powerbi tool.which added in ms teams. Is there any provision for that?

[@hitevyas6688]

Hey Patrick - Is there a way that I can share the dashboard / reports published in On Prem - Power BI report server to employees within organization.

[@roberttyler2861]

I find it interesting this "Teams" integration piece is being pushed so heavily last couple of weeks. This has been around for a while, it has just been upgraded slightly. However, I do think this should be pushed more because this has made collaboration across the org great and drives that data culture!

[@GuyInACube]

I agree. Fostering a Data Culture is so important.

[@bentate2278]

​@@GuyInACube Right up until you come up against the licensing problem. Tried to deploy my reports to Sharepoint and now I'm sat in front of my boss trying to explain why IT need to spend money on a premium workspace (because I don't want my users to have to purchase a Pro license)

[@alt-enter237]

@@bentate2278 Unless your users (by chance) have E5 (or the equivalent). But I am guessing not.

[@memairport1]

@@bentate2278 same problem. Will look at whether we have a Premium service....don't think we do. I mistakenly purchased the monthly Pro license thinking I could distribute my reports. IT departments are not likely to purchase anything right now. Especially now with covid19 no one is willing to spend money. Great reports are going out as pdf's only.

[@marcelo1689]

Does it persist the users filters now? We could always do that but I advised against because it did not persist user filters

[@GHANEMsaad]

what is a workspace...i can't find it ...

[@emmimohdfauzy9556]

If I am the user of the report, how I might export the Dashboard to Excel to analyze?

[@madeleineabenoja8780]

I have Pro License at work. I've published and shared on Teams before. However, this time, my colleagues are not able to see my new report through teams even though I've given them access to my Power BI workspace and MS Teams. How will I know if my workspace is backed by Premium capacity?

[@madeleineabenoja8780]

By the way, the colleagues I give access to, does not have Pro License. I thought I shouldn't leave that info out.

[@ExcelWithChris]

Thanks for all your amazing videos. I have a question regarding power query and getting data from a Sharepoint folder on web. Everything works perfectly. The issue is when I add a new file to the Sharepoint documents folder and I try another get data from same Sharepoint folder it keeps showing the original list of documents. Even if I rename a file on the Sharepoint side it does not seem to update. This is a major issue as I might be adding files to the Sharepoint documents folder in future and want to import them into the same Excel file as queries as my project develops. I have looked everywhere for a “update” button. I even tried Update All before going back into Power Query and srart a new “From Sharepoint folder” query.

[@MyMACChannel]

This is great! Quick question - if I make a change in the dashboard/report in the workspace - will it update in Teams?

[@andresmendoza8423]

I have the same question

[@swatisinghal2173]

Yes.. I tried this.. And all changes are reflected in Teams report as well..

[@nimeshkotadia6526]

I made changes to report but it's not reflecting in teams.

[@chintandd]

thanks man for this video. Is there a way the data get refresh to Microsoft Teams Tab automatically once data are updated at source e.g. at excel or database....??

[@chintandd]

After few googling, I found answer to my own question...We can use Power BI Server to schedule this auto refresh....

[@joaquinachinelli1630]

Hi! Is it mandatory to have the Pro License for all the users with whom I am sharing my reports in Teams? Or is it enoguh me to have the Pro License?

[@jasonward4480]

did you find an answer to this?

[@nkk0823]

Did you find answer to this? Even i am in need of this...

[@jasonward4480]

@@nkk0823 it looks like all team members need pro 👎. Power BI offers a free 60 day trial of pro, so I've signed up my whole team to see who actually finds it helpful, then I'll have to purchase licenses for those users

[@jamesholland6042]

I've been using this for a month or so now, with different channels for different business areas, specifically to try to increase adoption, as many people in the company I work for have never used PBI and so it really helps to remove barriers to access. However one thing that is bugging me and seems to be a contradiction by MS - this is supposed to help with adoption yet accessing reports through Teams doesn't get tracked in the Usage Stats - so unable to monitor how that adoption is actually changing. Patrick, do you know if/when the usage stats will include Teams visitor data? Love all of the content you and Adam produce - I'm working towards an MCSA (quickly given MS have now decided to withdraw it from 30th June!) and your content is a great support for this, thanks.

[@mwmstals]

Have been posting reports in Teams for at least half a year now but since a couple of days my save button is greyed out 1m55s. Any thoughts on that in this cube? Help is very much appreciated.

[@RahulDas-os3rg]

Can we implement row level security while integrating the dashboards with teams ?

[@GuyInACube]

Yes, RLS will still be involved as that is enforced at the dataset level. RLS should still work.

[@lucasamorimsantilli9458]

Awesome explanation!! But i'm facing some problems when my Teammates try to see the chart. They just can't see, and I have done everything, like, I've shared to them, They have opened a request to me, and I Accepted. But.. Even though they can't still visualize the report charts. Somebody can help me??

[@spleenful]

Does it work with a mobile layout?

[@marounsader318]

hi patrick, how can we make the comments private to specific users, or still this is not a feature yet? do we have a way around in mind we can use it, like i have multiple finance manager, and they are responsible for different sub companies, but one dashboard has all info, so if i tagged one manager all others will see the comments

[@tejasbrahmbatt5344]

How to embed a Dashboard (Not PBI Report) in MS Teams ? Currently using Teams WEBSITE (Tab) to show dashboards.. :(

[@gajjarravi1926]

My report is not filtered in Teams ? help me out pls

[@luisalejandrorodriguezcamp9516]

Can I share a dashboard instead of a whole report?

[@GuyInACube]

Not yet. Stay tuned for more on that topic.

[@RunJohnyRun]

Awesome feature!!! Thanks a lot.

[@SriKrishna94]

Thank you for the video. will it work who doesn't have a Power BI Pro license?

[@GuyInACube]

It will not. The consumer must have a PRO license or the workspace must be backed by premium capacity.

[@pritchoutdoors]

@@GuyInACube how do I add premium capacity to a workspace?

[@mohamedeshra6864]

@@GuyInACube Both the person sharing the report and the person on the recieving end need to have a Pro account?

[@alt-enter237]

@@mohamedeshra6864 Yes. The person sharing the report because s/he has to have access to the Workspace where the report lives to begin with. And the person 'consuming' (receiving) the report because that's the way Power BI is licensed. Essentially, unless you have Premium capacity in your organization, you should be planning that ANYONE who is going to create or consume a Power BI report, dashboard, or app must have either an E3 license AND the $10/month Power BI license OR the E5 license (or the academic or governmental equivalents). Period.

[@alt-enter237]

@@pritchoutdoors If your organization has Premium capacity your Power BI admin can allocate workspaces to the Premium capacity. A garden variety user can't do this on his/her own.

[@kiransake6674]

I am unable to open power bi in team's. Please explain how to resolve the issue

[@DPFierce]

Great feature and integration option! However it requires a culture of users to adopt using Teams to it's full capacity...perhaps this could be one motivational way to change that culture. Great tip and overview!

[@GuyInACube]

Agreed.

[@dinismariomiranda8545]

Today I can't use my report from Microsoft Teams, how can I solve this problem? When I share screen on Microsoft Teams to share the report directly from power Bi service or desktop, it get's so heavy to show the results. How can I solve this problem

[@LeoMaxBR]

I have just integrated the KPIs of my area in the MS Teams! Thanks a lot!!!

[@GuyInACube]

Awesome!!! 👊

[@gczz]

Is it possible to do it if all users only have Power BI Desktop (not PRO)??

[@GuyInACube]

Embedding Power BI reports into Teams or SharePoint Online requires it be published to the Power BI service. Power BI Desktop is meant as an authoring tool, not a sharing and collaboration tool.

[@MrUrfarfar]

You guys are great! Keep up the good work =)

[@GuyInACube]

Thanks

[@felipechamma6740]

So I don't need to have the Pro subscription to just consume the reports shared on Teams? If so that's pretty neat, I was about to give up on PBI because all of the report viewers would need to have Pro

[@SriKrishna94]

I am also facing huge problems with this. I am planning to move to Tableau.

[@GuyInACube]

Hmmmm. The consumers will need a Pro license or the workspace must be backed by premium capacity.

[@sarva0483]

This is awesome feature, I have already used. But also, How do I share multiple reports to same user simultaneously

[@GuyInACube]

That is not supported at this time. You will need to have multiple tables in the Teams Channel.

[@alt-enter237]

Again, the same way you have to have multiple tabs for multiple Word or Excel files that you are promoting to a tab in Teams. No difference.

[@אבנרבןזמרה]

Thanks! can I edit the report inside Teams?

[@chintandd]

I don't think so, Report is meant for viewing purpose ONLY

[@terryliu3635]

This is awesome! Thanks!

[@rcbr30]

This is great! How can I manage my role level security?

[@annahercer6704]

I assume it is done in the Power BI data model.

[@janardhana1111]

good feature, but i am using Microsoft Teams Version 1.3.00.4461 (64-bit) , it does not have an option to have both power bi report and /chat window side by side. i can see chat and power bi both in different tabs but not nest to each other. kindly suggest. ( i tried the way you showed in the above video, but no luck.

[@alt-enter237]

Try promoting an Excel file or a Word file to a tab. Can you see the conversation pane there? Because this is just adding that functionality to the Power BI tab--it's been there for a while. And there isn't a separate chat window per se. The chat pane takes up part of the space that you are using in the Power BI tab as a whole. Again, try it by doing it with an Excel or Word file (also make sure when you are trying with one of those files to choose OPEN IN TEAMS so you keep the Teams frame around your tab window).

[@GuyInACube]

Was the Power BI integration there previously? it may be using the old approach. If so, remove it and re-create it and that should get it going. Assuming @ALT-Enter's thought doesn't pan out.

[@pedrosousa3254]

I have question, the publisher should have pro license, but the other users can have the power bi free account? They will be able to see the report?

[@roberttyler2861]

no

all users need pro || premium

[@SriKrishna94]

I think everyone should have pro license.

[@GuyInACube]

All users need a PRO license

[@memairport1]

P.S. great job on all your videos. I use them extensively.

[@chkkhmermusic342]

Thank you brother

[@nvythmss]

That's cool. Have to try it out now.

[@GuyInACube]

We love the new updates. Makes it a better experience.

[@nvythmss]

@@GuyInACube Glad I saw this video. Just had to try it out. Everybody just loves the convenience of getting to a report where they want it. :) Thanks a bunch.

[@philipmorgan2302]

So....if I have a pro licence can I share to free BI users in Teams? There is no way my company will Pro all users as only I actually use BI to produce the reports I want to share. Your opening caveat seems to suggest everyone is Pro?

[@philipmorgan2302]

A post on the powerbi forum I made has answered this. Everyone must be pro, or on a premium service. I am left now with an insecure method. Seems a bit unfair. Anyone know of alternative secure ways to share teams reports? Off to google that haha

[@sebastianzavala4478]

@@philipmorgan2302 have you found a way?

[@philipmorgan2302]

Sebastian Zavala sorry mate no. The only way to share is to web, and that is unsecured. Someone suggested a way, but it was very expensive so only if you were a big organisation already. No ways for small to med companies to do it for free unfortunately. To be fair the way that web sharing on Teams is unsecure requires a user to share it, but the risk is there for anything sensitive.

[@marciosousa7868]

Oh, ótima explicação, mesmo sendo em inglês, deu para entender o passo a passo. Muito obrigado ^^

[@VitorWarwar]

Márcio, se precisar ajuda, avisa!

[@carlstiller2261]

Excellent!

[@venkateshthammisetty7845]

Hi Patrick, It's a good video.

[@muneerbasha7363]

Great feature

[@GuyInACube]

Thanks

[@bananagorge8236]

Thanks -

[@sandymaverick4702]

Awesome

[@GuyInACube]

Thanks

[@GearGo]

I could be a nice feature, but everyone in the Team need a pro licence, so you cannot share accros the organization.

[@memairport1]

This is an issue for me as well. Especially now that money is tight no one is purchasing PRO level licenses. I am left to display only non-interactive pdf files of the reports. This lack of full functionality makes it a hard sell to those who have never seen PowerBI's report capabilities and drill downs - which are the show stoppers for the program. I had to purchase my own Pro version using my company email domain....just can't share any of it !!!! Bummed as I put a lot of work into visuals since Nov last year. Love the program - just not the inability to share the best aspects of it (even though Pro licenses are cheap).

[@rmartone]

Geaux Tigers!

[@malcorub]

I bumped 666 likes up to 667 for you.

[@MuhammadWaqas-zv6qz]

You still got "have" spelled wrong lol

[@brianburns3174]

Geaux Tigers

[@GuyInACube]

Geaux Tigers!!!!!

[@KorawichKavee]

0:18 My small business do not go pro... bye ...

[@muhammadasim8873]

Patrick.... You do more of the talking and less of the content... I mean seriously.... no mention about if consumer need to have a license or not.... thumbs down....

[@ApprenticeGM]

He explicitly mentioned at the start of the video you need a license and 2 ways of licensing. You have to watch and listen before posting comments that are so blatantly wrong.

[@jayo3074]

He mentioned this in the beginning of the video sir.

[@red2fourty650]

Awesome