New dashboard

[micjo01]

Hi,

SynaptiQ is a Photovoltaics monitoring software and we are working on the Power BI solution to provide to our clients a new way for them to access their data and create new user-friendly dashboards.

For this, we need datasets that are refreshed automatically and daily. As the free version account doesn’t include the gateway + automatic refresh, we made a workaround and used Excel file in OneDrive that hosted the SQL queries that we wanted.

However, this solution was not really convenient because we couldn’t create groups to separate clients, we couldn’t use the PowerBI desktop to have standard Dashboard to share to different clients easily and we couldn’t change the dataset without deleting it on PowerBI services and putting it back with the new SQL queries in the Excel file.

We decided thus to sign up for the PRO version (account is sqreport@3e.eu) to have access to the group feature and the gateway + automatic refresh. 

Unfortunately, when we create a dashboard and we want to share it to some client with free PowerBI account, we cannot… Because we use PowerBI Pro features.

So now the question is: what can we do to provide to the client (that has a Free PowerBI account) a standard dashboard template designed in PowerBI Desktop?

We see a real interest from dozens of clients wanting a BI solution for their data and this would be a good first impression if we could provide to them a simple standard dashboard for free.

Thanks for your help.

Kind regards,

[micjo01]

Hi,

SynaptiQ is a Photovoltaics monitoring software and we are working on the Power BI solution to provide to our clients a new way for them to access their data and create new user-friendly dashboards. For this, we need datasets that are refreshed automatically and daily.

As the free version account doesn’t include the gateway + automatic refresh, we made a workaround and used Excel file in OneDrive that hosted the SQL queries that we wanted.  

However, this solution was not really convenient because we couldn’t create groups to separate clients, we couldn’t use the PowerBI desktop to have standard Dashboard to share to different clients easily and we couldn’t change the dataset without deleting it on PowerBI services and putting it back with the new SQL queries in the Excel file.

We decided thus to sign up for the PRO version (account is sqreport@3e.eu) to have access to the group feature and the gateway + automatic refresh.   Unfortunately, when we create a dashboard and we want to share it to some client with free PowerBI account, we cannot… Because we use PowerBI Pro features. So now the question is: what can we do to provide to the client (that has a Free PowerBI account) a standard dashboard template designed in PowerBI Desktop?

We see a real interest from dozens of clients wanting a BI solution for their data and this would be a good first impression if we could provide to them a simple standard dashboard for free.

Thanks for your help.

Kind regards,

Joeri Michiels

[v-ljerr-msft]

Hi @micjo01,

According to your description, I would suggest you to use Publish to web feature in this scenario. 

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.

For more details about Publish to web from Power BI, you can refer to this article.

Regards