Business Data Analytics & Advanced Excel · Beginner level

Beginner level · Module 4: Getting Started with Power BI · Lesson 3 of 3

Publishing, Sharing and Refresh

Publish reports to the Power BI service, share them appropriately and plan how data stays up to date.

In this lesson you will

  • Publish a report to a workspace
  • Explain sharing permissions, licensing and refresh

Key concepts

publishworkspacesharing and permissionsrefresh

The lesson

Publishing sends the report to a workspace in the Power BI service, where others can view it in a browser or on a phone.

Sharing depends on licences and organisational settings; never share reports containing sensitive data beyond the people who need it.

Reports show the data as of the last refresh. Plan how data will be updated: manual republishing, or scheduled refresh where the data source and licences allow.

Step by step

  1. Publish the report to a practice workspace if available.
  2. View it in a browser and on a phone.
  3. Review who can see it.
  4. Write a refresh plan.

Practice activity

Publish or package the report and write its sharing and refresh plan.

Expected result: A shared or packaged report with a clear refresh plan.

Check your understanding

  1. What does a Power BI report show between refreshes?

    Show answer

    The data as of the last refresh.

  2. Why review who can see a report?

    Show answer

    To avoid exposing sensitive data to people who do not need it.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.