Does Powerbi suit our needs?

[MichaelTIAS]

Hi,

We're looking to create a KPI dashboard/report for each staff member within our casework department using information pulled from our Salesforce CRM.

What options do I have to share the dashboard with our staff? The dashboard's data would need to be filtered to show the data related to the user, either by duplicating the report specific to each person or by adding the filter to the url, etc.

Cost is a factor and for our limited use, it wouldn't be possible to buy everyone a pro account at £7.50 a month. Can you share reports/dashboards with free accounts? Ideally, I would like to embed the report in an iFrame on the user's intranet so it's the first thing they see each time they log in.

I am also considering Google Data Studio and other visualisation tools too but we have someone familiar with PowerBi who has made a working example of the report/dashboard already.

Thank you!

[mwegener]

Hi @MichaelTIAS ,

If we answered your question, please mark a post as solution, this will also help others.
Please give Kudos for support.

[v-lili6-msft · Accepted solution]

hi  @MichaelTIAS 

For normal, if you want to share private report or dashboard  to others, you and others both need the Pro license.
If you have purchased Premium and add your content to Premium, then when you share the content, the receiver could be free user,

but Premium is more expensive.
https://docs.microsoft.com/en-us/power-bi/service-free-vs-pro
https://docs.microsoft.com/en-us/power-bi/service-premium

https://powerbi.microsoft.com/en-us/calculator/

Another way, you could publish report to web, then anyone could access it.

But When you use Publish to web, the report or visual you publish can be viewed by anyone on the Internet. There is no authentication used when viewing these reports. Only use Publish to web with reports and data that the anyone on the Internet (unauthenticated members of the public) should be able to see. This includes detail level data that is aggregated in your reports. Before publishing this report, ensure you have the right to share the data and visualizations publicly. Do not publish confidential or proprietary information. If in doubt, check your organization's policies before publishing.

https://docs.microsoft.com/en-us/power-bi/service-publish-to-web

Regards,

Lin

[mwegener]

Hi @MichaelTIAS ,

the Row-level security lets you filter the data for each user.

For licensing, take a look here.

https://www.powerbigurus.com/2019/08/power-bi-licensing-basics.html

You can find information about embedding reports here.

https://powerbi.microsoft.com/en-us/blog/easily-embed-secure-power-bi-reports-in-your-internal-porta...