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andrmh
Helper II
Helper II

Publishing reports for customer consumption

Hello,

 

Apologies if this is the wrong forum, diddnt see an obvious place to make this request.

 

We are looking to make reports we develop available to customers, as a value add to our services.

We are happy to purchase a power BI pro licence on the customers behalf, add that logon to our organisation etc.

 

However, I'd like to know if any of the below are possible, for context, the user is never an 'admin' of a workspace. Only ever a member.

  • When a user logs on to powerbi.com, and opens a workspace, then a report, the "Filters" panel on the right hand side is editable/interactive. Is there a way to hide or prevent users making changes here
  • The user, since they are (currently) a 'pro' user, can create new workspaces within our organisation. We'd ideally like to disable this.
  • Can we prevent the user from generating an embed code? The embed for sharepoint is still available, and seems to be navigateable as long as you have the report and group id's (this seems rather insecure)

Should the answer be 'NO' to all of these, how do we best go about securely (ie behind a login) share reports with customers, where all they can really do is interact with the report, not edit, export or manipulate filters (save for in-report slicers)

Ideally we dont want to have to build a web portal that does all this via the API and returned embeds. Too much extra work and maintenance.

If this could be done via creating power bi (free or pro) logins on a users behalf (again we are happy to wear the cost as part of our service) it'd be the best way forward.

 

Thanks,

Andrew

1 ACCEPTED SOLUTION
v-shex-msft
Community Support
Community Support

HI @andrmh,

 

>>I'd like to know if any of the below are possible, for context, the user is never an 'admin' of a workspace.

Every user is the admin of his workspace, for other workspace him/her joined, workspace admin can manually setting users' permissions.

Manage your app workspace in Power BI and Office 365

 

>>When a user logs on to powerbi.com, and opens a workspace, then a report, the "Filters" panel on the right hand side is editable/interactive. Is there a way to hide or prevent users making changes here

In fact, if users not have permission to edit report,they can only operated with temporary reports who not save changes.

 

>>The user, since they are (currently) a 'pro' user, can create new workspaces within our organisation. We'd ideally like to disable this.

These part can be setting on office tenant, please contact to tenant admin to setting rules to prevent users to create workspace.

Manage who can create Office 365 Groups

 

>>Can we prevent the user from generating an embed code? The embed for sharepoint is still available, and seems to be navigateable as long as you have the report and group id's (this seems rather insecure)

For 'embed to sharepoint' feature, current it only works for same tenant, users can't embed it to other tenant.

Embed with report web part in SharePoint Online

 

If you mean share with 'publish to web' feature, it also can be disabled on power bi admin portal. Please take a look at following link about power bi admin portal:

Power BI admin portal

 

For other embed features, you need to apply for permission on azure side before use power bi rest api.

Register an Azure AD app to embed Power BI content

 

Hope above can be help.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

1 REPLY 1
v-shex-msft
Community Support
Community Support

HI @andrmh,

 

>>I'd like to know if any of the below are possible, for context, the user is never an 'admin' of a workspace.

Every user is the admin of his workspace, for other workspace him/her joined, workspace admin can manually setting users' permissions.

Manage your app workspace in Power BI and Office 365

 

>>When a user logs on to powerbi.com, and opens a workspace, then a report, the "Filters" panel on the right hand side is editable/interactive. Is there a way to hide or prevent users making changes here

In fact, if users not have permission to edit report,they can only operated with temporary reports who not save changes.

 

>>The user, since they are (currently) a 'pro' user, can create new workspaces within our organisation. We'd ideally like to disable this.

These part can be setting on office tenant, please contact to tenant admin to setting rules to prevent users to create workspace.

Manage who can create Office 365 Groups

 

>>Can we prevent the user from generating an embed code? The embed for sharepoint is still available, and seems to be navigateable as long as you have the report and group id's (this seems rather insecure)

For 'embed to sharepoint' feature, current it only works for same tenant, users can't embed it to other tenant.

Embed with report web part in SharePoint Online

 

If you mean share with 'publish to web' feature, it also can be disabled on power bi admin portal. Please take a look at following link about power bi admin portal:

Power BI admin portal

 

For other embed features, you need to apply for permission on azure side before use power bi rest api.

Register an Azure AD app to embed Power BI content

 

Hope above can be help.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

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