Successfully collaborate with externals in Power BI
summary
Step‑by‑step setup for B2B collaboration in Power BI: invite via Azure AD B2B, decide view vs build, grant dataset build permissions or workspace roles, and use Pro/PPU/Premium or let externals bring their own license. Demos show accepting guest invites, connecting Power BI Desktop to external datasets (preview feature), publishing reports into a client workspace, and pitfalls: lineage doesn’t reveal external usage, dataset ownership affects refresh when a guest leaves, exports can be blocked, and cross‑tenant live connections convert to slower DirectQuery.
AI-written summary · about
chapters (8)
- 0:00Introduction to collaboration
- 3:13Sharing mechanisms overview
- 7:47Steps for external collaboration
- 15:10Adding new users in Azure AD
- 26:05Using external data sets
- 32:33Publishing to client tenant
- 37:43Licensing considerations
- 40:10Key takeaways and resources
related talks
47mExternal collaboration with Azure AD B2B
43mKeeping up with your Power BI Tenant Administration
52mAvoiding Turbulent Skies: Power BI Security Strategies for a Smooth Flight
41mAutomating Power BI Governance: How dynamic security groups can solve 95% of your sharing needs
38mAll You Need is Guest
44mFlight Plan for Data Security: Safeguarding your Dataset with Dynamic Object-Level Security
50mManaging Enterprise and Consumer Identity with Azure Active Directory
46mUnderstanding Azure Active Directory for Data Professionals