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Publish the Power BI project report and create a dashboard

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Note

This article is part of a tutorial series on using Power Apps, Power Automate, and Power BI with SharePoint Online. Make sure you read the series introduction to get a sense of the big picture, as well as related downloads.

In this task, we'll publish our dataset and report to the Power BI service; then we'll create a dashboard based on the report. In many cases a report has a large number of visualizations and only a subset are used in a dashboard. In our case, we'll add all four visualizations to the dashboard.

Step 1: Publish the dataset and report

  1. In Power BI Desktop, on the Home tab, click or tap Publish.

    Publish dataset and report.

  2. If you're not already signed in to the Power BI service, enter an account, then click or tap Sign in.

    Sign in to account.

  3. Enter a password, then click or tap Sign in.

    Enter account password.

  4. Choose a destination for the report, then click or tap Select. We recommend publishing to a group workspace to simplify access to the report in SharePoint. In this case, we are publishing to the Project Management group workspace. For more information, see Collaborate in your Power BI app workspace.

    Destination workspace.

  5. After publishing completes, click or tap Open 'project-analysis.pbx' in Power BI.

    Publishing success.

  6. The Power BI service loads the report in a browser. If the left navigation pane isn't expanded, click or tap the menu at the top left (a) to expand it.

    Report in Power BI service.

    You can see that when we published, Power BI Desktop uploaded a dataset (d) and a report (c). You create dashboards in the service, not Power BI Desktop, and this workspace doesn't have any dashboards yet (b). We'll create one shortly.

Step 2: Configure credentials for refresh

  1. In the service, click or tap Gear icon. in the top right corner, then click or tap Settings.

  2. Click or tap Datasets, then project-analysis.

    project-analysis dataset.

  3. Expand Data source credentials, then click or tap Edit credentials.

    Edit data source credentials.

  4. Select OAuth2 for Authentication method, then click or tap Sign in.

    Sign in to SharePoint.

  5. Select or sign in to an account that has permissions for the lists.

    Signed into Office 365.

    When the process completes, you'll get the following message in the service.

    Data source updated.

Step 3: Create a dashboard

  1. To get back to your report, under REPORTS click or tap project-analysis.

  2. Click or tap the chart on the upper left, then click or tap Pin icon..

    Select Pin chart.

  3. Enter a name for the dashboard you want to pin to, then click or tap Pin.

    Pin chart to new dashboard.

  4. Click or tap the chart on the upper right, then click or tap tap Pin icon..

    Pin chart.

  5. Select the existing dashboard, then click or tap Pin.

    Pin chart to existing dashboard.

  6. Repeat the pinning process for the other two visuals.

  7. In the left navigation pane, select the dashboard name.

    New dashboard in site navigation.

  8. Review the dashboard. If you click on a tile, you will go back to the report.

    Completed dashboard.

That wraps up most of the work in Power BI. If that was your first experience creating reports and dashboards, congratulations! If you're already a pro, we hope you could move through it quickly. Now we will add alerting to make sure we know if the dashboard needs our attention.

Next steps

The next step in this tutorial series is to set up data alerts for the Power BI project report.

See also