303: External Sharing to Customers - Can It Be Simple?
Mar 20, 2024
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The podcast explores seamless sharing to external users, Power BI licensing changes, integrating reports into PowerPoint, evolving presentation methods, change data feeds, Power BI integration challenges with Azure Data Factory, and complexities of sharing with external users.
Sharing reports with guest users externally may face limitations in scalability due to licensing requirements and user management challenges.
Embedding Power BI reports into web applications offers a more customizable and seamless user experience, though it requires substantial development effort and expertise in Power BI APIs.
Deep dives
External User Access and Reporting Integration
External user access to Power BI reports can be provided by adding guests to your Power BI tenant, but this might require licensing and can pose certain challenges in terms of user management. Embedding solutions offer a more customizable and seamless user experience by allowing reports to be embedded into web applications. However, this option requires substantial development effort and expertise in Power BI APIs. Third-party tools can provide an easier solution for BI professionals looking to offer reports as products or services.
Challenges with Guest User Access
Sharing reports with guest users externally can be straightforward but may not scale efficiently due to licensing requirements and limitations on user management and access control. While guest users can be added to a Power BI tenant, the experience for external users accessing reports can be suboptimal, requiring separate URLs and active directory considerations. Balancing ease of access with security and data governance features is essential when enabling guest user access.
Enhanced User Experience through Embedding
The embedding of Power BI reports into web applications can greatly enhance the user experience by providing a more integrated and seamless solution. Although this approach requires more development effort and familiarity with Power BI APIs, it offers greater flexibility in customizing the application's interface and functionality. By leveraging pre-built embedded solutions or partnering with developers, BI professionals can deliver reports as part of a fully integrated customer experience.
Transitioning from Internal to External Reporting Solutions
BI professionals transitioning from internal reporting solutions to external customer-facing reports should consider the seamless integration of reports into applications for a cohesive user experience. Custom web app embedding of Power BI reports can serve as a cost-effective way to offer analytics products or services to external clients, leveraging the expertise of developers to ensure a smooth transition and enhanced functionality for end users. Embracing embedded solutions can unlock new opportunities for data-driven decision-making and customer engagement.
Mike, Seth, & Tommy review a question from a listener on how can we create an seamless experience to share content to external users? The guys go into the simple to the complex and the pros and cons of each.
Get in touch:
Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.