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Hi All,
I need some help in understanding on how can we copyright or restrict our power bi reports. Putting up a scenario below for making my question a bit more clear
We as a team have developed some reports currently and the end users have loved them. We have been receiving multiple requests now for developing reports acroos multiple functions. What we want to do is that develop the reports and put it in production and then we want the end customer to come back to us if there's anything related to the maintenance of the report. We don't want them to present the reports as their own developments. Basically we want to have some kind of patent or copyright on the reports.
I have been creating reports but this is something that I really need to know on urgent basis. I am not having much idea on how all this would work out. Can someone please guide a step by step process on how can I go ahead in setting this whole thing up. Would we also need to share the PBIX file with them? Or can they just directly go ahead and refresh their reports through power bi service? How can all this work in an automated way. Really confused on how to start with this
Looking for some urgent help on this. If there are any clarifications needed on my question then please do let me know I will try and put it in a better way.
Solved! Go to Solution.
hi @Anonymous - The approach or steps that I would recommend is:
Please mark the post as a solution and provide a 👍 if my comment helped with solving your issue. Thanks!
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hi @Anonymous - there is no particular way to patent the report as such other than to probably put a water mark or an image with a disclaimer with regard to the author of the report
From a sharing prospective you should split the data model and report and share the report via the Power BI service; and here you will be able control the access of who views your report as well. Also if a user downloads the pbix file they will only be able to view the report and will not be able to the underlying data and the logic that has been built using DAX.
Refer to the below links on the topic:
https://docs.microsoft.com/en-us/power-bi/guidance/report-separate-from-model
https://powerbi.tips/2020/06/split-an-existing-power-bi-file-into-a-model-and-report/
Please mark the post as a solution and provide a 👍 if my comment helped with solving your issue. Thanks!
Proud to be a Super User!
Hi @Sumanth_23 thank you for your reply. I suppose this would be the way for me to go ahead with it. However have couple of more questions.
If I have to just put it step by step then would it be like below
1. I build a data model and report using two separate PBIX files and publish both of them (same workspace or different?)
2. I then only give access of the report to the users. (If only view access it provided, would they still get an option of analyse in excel?)
3. Also if edit access is provided then would that mean they would be able to build reports on that dataset?
Also have been reading about workspace and apps. Would workspace apps be of help in such scenarios?
My apologies if I sound confusing as I am just trying to figure out how this would work keeping in mind such project based scenarios which would require long term planning. Thank you in advance
hi @Anonymous - The approach or steps that I would recommend is:
Please mark the post as a solution and provide a 👍 if my comment helped with solving your issue. Thanks!
Proud to be a Super User!
Hi @Sumanth_23 thank you for detailing it out.
One last question that I have is how can my customers then publish their daily reports if they don't have the PBIX file with the model with them? Because as far as I understand, the dataset would need to be refreshed first for all the reports to be updated.. so how would this work out?
hi @Anonymous - you can schedule the refresh for the dataset - in this scenario the dataset pbix file can be scheduled to refresh (once or numerous times in the day) depending on the business requirement and your license type and ALL reports that have been developed using this dataset file as a source (option - Power BI datasets) will see updates based on the new and refreshed data
Please mark the post as a solution and provide a 👍 if my comment helped with solving your issue. Thanks!
Proud to be a Super User!
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