Export Power BI Reports to OneDrive & SharePoint!

Key insights

• New delivery options for Power BI subscriptions now include OneDrive and SharePoint, expanding beyond the previous limitation of email-only deliveries.
• You can now schedule and send full report attachments to specified folders in OneDrive or SharePoint, with a limit of 250MB per attachment.
• Setting up a subscription is straightforward: navigate to the report, select "Subscribe to report," choose your subscription type, and specify the delivery folder and format.
• Automated unique naming for each file delivery is available, appending the file name with date/time or sequence numbers to distinguish each instance.
• The feature is still pending support for PPU and isn't available to Sovereign clouds yet, but it is expected to be generally available soon.

About the New Delivery Options in Power BI

Power BI has greatly enhanced its functionality by introducing the ability to deliver report subscriptions directly to OneDrive or SharePoint. This update not only broadens the scope of report sharing but also integrates more seamlessly with users' existing workflows within Microsoft’s ecosystem. By overcoming the size limitations associated with email attachments, the new feature facilitates more efficient sharing of comprehensive reports.

User accessibility is a key improvement, as collaborators can access updated reports in a common location without needing individual email deliveries. Moreover, the feature supports a variety of report formats, including PDF and PPTX for Power BI reports and more for paginated reports.

From a management perspective, the ability to track historical deliveries and changes directly from OneDrive or SharePoint empowers teams with better version control and audit trails. This capability is particularly valuable for teams who rely on up-to-date data to drive business decisions and strategize effectively.

The introduction of these new delivery options is poised to enhance productivity by streamlining how reports are generated, shared, and managed within organizations. As Microsoft continues to expand these capabilities, including planned support for PPU and extension to Sovereign clouds, Power BI is set to become an even more indispensable tool for data-driven enterprises.

Deliver your Power BI subscriptions to digital storage solutions! We've had subscriptions in Power BI for a while but previously you were constrained to just email. Now, these subscriptions can directly be sent to OneDrive or SharePoint Online, as demonstrated by Patrick.

We're thrilled to announce new capabilities allowing users to schedule and forward full report attachments directly to OneDrive or SharePoint. This feature helps overcome the traditional challenges with email attachment size limits, although there is still a 250Mb limit on attachments. This update provides visibility to anyone with access rights to the specified locations, facilitating better tracking and history of report deliveries.

What are the Licensing Requirements? The same as those required for attaching a full report to an email. More detailed licensing requirements remain accessible for reference in the same documentation.

Setting up a subscription to digital storage services involves a sequence of steps beginning from navigating to the Power BI or paginated report on the Power BI service. Users are then prompted to select "Subscribe to report" from the toolbar, leading to the creation of a subscription.

Users can choose a "Standard" subscription type, select to "Attach full report", and decide the output format from options .pdf and .pptx for Power BI reports, with more available for paginated reports. After selecting the desired format, one can decide the digital tool to deliver the subscription, whether OneDrive or SharePoint, and also specify the exact folder location. Once the location is selected, the folder path will be shown.

It's noteworthy that by default, the File Name will be the same as the Subscription name, with an option to add a date/time appendage creating unique filenames for each instance, like File Name (1), File Name (2), etc. Users can set the start date, frequency, scheduled time and time zone of the delivery, and even opt for an end date. After saving these settings, the full report will be delivered as scheduled to the selected location.

Please note that while support for PPU (Premium Per User) is on the horizon, this feature is not yet available to Sovereign clouds until its general availability. For those wishing to learn more about these new delivery options or to provide feedback, specific resources and feedback channels have been provided.

Delivering Power BI Subscriptions to Digital Storage

Power BI has enhanced its subscriptions feature by integrating delivery options to digital storage tools like OneDrive and SharePoint. This integration allows users to automate the process of report delivery to specific folders online, bypassing email systems and their inherent limitations. This capability simplifies the management of report histories and changes over time, offering a more organized way to handle business intelligence assets.

With the creation of either a Standard or Custom subscription, users can select their reports to be attached in formats like PDF or PPTX for Power BI, with expanded format options for paginated reports. The service now allows customized scheduling and format selection, reflecting the users' need for flexibility and control over their reporting landscapes.

Moreover, the feature supports detailed tracking by enabling configurations to file naming and delivery scheduling, thereby providing users with extensive control and management options. As the user base of Power BI continues to grow across diverse industries, these enhancements in subscription delivery will likely play a significant role in optimizing business workflows and decision-making processes.

While the anticipation for Premium Per User (PPU) support grows, Power BI remains committed to expanding the accessibility of its features across all types of cloud environments, including Sovereign clouds. Looking forward, Power BI's roadmap indicates ongoing improvements that will continue to enhance user experience and extend functional capabilities, ensuring that businesses of all sizes find valuable tools in their analytics and reporting efforts.

People also ask

Can I publish Power BI to SharePoint?

In order to share a Power BI report via SharePoint, utilize the “Publish to Web” feature within the Power BI Desktop. Input the SharePoint site’s URL and designate the specific location on the site where the report will be saved. This allows any authorized user of the SharePoint site to access, view, and interact with the embedded report.

Can Power BI be saved in SharePoint?

For collaborative report editing in Power BI, it is advisable to use a SharePoint document library as the storage location, making sure it is accessible to all report co-authors. This enables the collaborators to seamlessly access and edit the report via Power BI Desktop, and then directly save any modifications back to SharePoint.

Can Power BI connect to OneDrive?

Power BI Desktop facilitates direct opening of files from OneDrive for Business and SharePoint. Simply choose the desired file to open it within Power BI Desktop. Furthermore, the Quick access sidebar allows you to swiftly navigate and link to new locations on OneDrive or SharePoint.

How to link Power BI to SharePoint file?

Start by launching Power BI Desktop and click on 'Get Data' from the home ribbon. Then, select the 'SharePoint Folder' and proceed by clicking on 'Connect'. In the subsequent screen, you'll be prompted to enter the location of your SharePoint folder. Fill in the URL of your SharePoint site where specified.

Keywords

Power BI subscriptions, Deliver Power BI, Power BI SharePoint integration, Power BI OneDrive, Export Power BI reports, Share Power BI dashboards, Power BI automation, Manage Power BI data