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piterab Frequent Visitor
Frequent Visitor

Content pack sharing

If i share a content pack, and other users pin items to a dashboard, or create filters and pin those items, they no longer have the latest reports unless they go back and get the content pack again.

 

At that point they need to recreate their pinned dashboards.  Requiring users to go get the new content pack and re-pin when updates happen isn't optimal.

 

Am i missing something, or will there be an update to address this?

15 REPLIES 15
ajanson Regular Visitor
Regular Visitor

Re: Content pack sharing

Hi piterab,

 

Please, read following article here you got all detail about content pack management:

 

Managing, updating, and deleting organizational content packs

Power BI Team meysun
Power BI Team

Re: Content pack sharing

The users always get the latest refreshed data and dataset/model even when they personalize. Only when the author publishes nee version of the content pack they can decide to go and get the new version or stay with the old dashboard / report definition. The data is still the same and one version of the truth.
Merging author changes with user changes is cumbersome and no amount of auto merge will help. It's better to leave this to the user and often they are simple ui changes. Note that in both cases they get the same data and model.
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ashishrj Senior Member
Senior Member

Re: Content pack sharing

@meysun What are the steps to republish the dashboard/report after changes as I was unable to find the option ?

andre
Advisor

Re: Content pack sharing

this post covers how to share and update content organizational content packs

 

http://businessintelligist.com/2015/07/27/the-definitive-guide-on-collaboration-in-power-bi-tutorial...

 

Power BI Team meysun
Power BI Team

Re: Content pack sharing

https://support.powerbi.com/knowledgebase/articles/651631-managing-updating-and-deleting-organizatio...

 

Select the View content pack under the settings gear/cog icon and Edit the content pack that you would like to update and follow the steps in the above document.

muvanni Frequent Visitor
Frequent Visitor

Re: Content pack sharing

I am totally confused: when I share a dashboard a user (in our domain) apparently cannot see in PBI (web site version) as they don't have a full O365 account to click the link in the email. If they just log into PBI with user name and trial license (pro) they don't see the shared dashboard. If I creat a 'Content Pack' they can see that but also all the reports, etc. with it. Further I removed the content pack but they can still see it and use the dashboard??

 

Question: how does this work? I want to share a dashboard with our Board Members, they have domain user names (logins) and PBI trial licenses yet when I share a dashboard they can't see it; I have to publish a content pack...... Further what are "free" PBI licenses for? What can they do? I realize this is documented (limited) but most of the documentation, at least regarding sharing, etc. seems to be incorrect and or BPI is not working as expected.... any help is appreciated.

andre
Advisor

Re: Content pack sharing

Free licenses allow users to use content that is not using Pro features (refresh, live data access, etc.).  So if you create a dashboard using Excel or Desktop and then manually upload it to powerbi.com and then either create content pack or share it, then free license users will be able to use it.  The minute you set up refresh using the Gateway, the content starts using Pro features and Free License users will not be able to see it.

 

If you delete a content pack, then my expectation would be that it disappears from all the users who subscribed to it, if it does not, my guess is that it's a bug. When you deploy your dashboards using a content pack, all content artifacts are deployed with it (dashboards, reports and datasets). When you share a dashboard only the dashboard appears in users workspaces and they have to click on a tile to see the underlying report.

 

Power BI Team meysun
Power BI Team

Re: Content pack sharing

Let us first clarify Sharing vs Content Pack.

 

1. When you share, the users will get an email notification. The user has to click the link in the email to activate it. Without clicking the email, if they go to PBI.com directly they won't see the Shared dashboard. To receive email, you don't need full O365 account. You just need a valid business email account.

 

2. When you publish content pack, users will see it under Get Data -> My Organization. There is no emailing in this scenario. When the content pack author deletes the content pack, it goes away from all the users.

https://support.powerbi.com/knowledgebase/articles/651631

 

If a group member has not customized the original content pack, then the content is automatically removed, and the dashboard and reports associated with that content pack will no longer be available (and won't appear in the Navigation Pane).

 

If a group member has customized the content pack, the next time she opens the customized dashboard all tiles from the original content pack will be gone.  But tiles pinned from other reports will still render. The original content pack reports and dataset will no longer be available (and won't appear in her Navigation pane).

KristinaBakic Frequent Visitor
Frequent Visitor

Re: Content pack sharing

So all the refresh schedules still apply even if the user has made some small personalizations to the content pack, even after the creator has published an update?

I'm mainly talking about some filtering and visual changes, not changes that affect the data sources.

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