Creating workspaces and apps
1. Creating workspaces and apps
Welcome to the first demo of this course. We are logged into app dot powerbi dot com as an administrator holding a Pro license. Let’s add a new workspace by selecting Workspaces and then Create a workspace. We’ll name it Wake County, as we might put multiple county reports in this workspace. Choose Save and that will create the workspace. In the workspace, I can select Settings and navigate to the Advanced menu to change the contact list. I’ll leave this as the workspace admins but I could choose specific Power BI groups or users to be the point of contact for workspace activities. Further down, I can choose to dedicate this workspace to developing a template app but we will stick with organizational apps. Finally, I want contributors to see apps but not update them so I’ll leave that box unchecked. Choosing Access, I can grant users specific access rights. I am an Administrator for this workspace and I could add other people as admins, members, contributors, or viewers, providing them relevant permissions. I want to deploy a report to this workspace. To do so, let’s open Power BI Desktop. I have here a report on Wake County restaurant inspections. I am currently logged into Power BI and when I select Publish, it gives me the option to choose a workspace. Let’s publish to the Wake County workspace. And that’s it! If we need to make changes to the report, we can modify it here in Power BI Desktop and then publish it again. Publication may take a few moments but once it’s done, we can return to Power BI Online and refresh our workspace. We now have a report and a dataset. The report has an indicator to include in an app, so let’s create an app from the workspace by selecting the Create app button at the top of the screen. First, we will provide a description. There are other configuration options here we could modify as well. On the Navigation tab, we can configure our layout. If we had more reports or dashboards in this app, we could organize them here. The Permissions tab allows us to control what users may do with this application. Let’s give the entire organization access but not provide access to share the underlying dataset. Because we chose to give the entire organization access, we cannot choose to install this app automatically. Now we can publish the app. Once it’s published, users can install it. The first method we could use is copying this link and giving it to other users in our organization. Now let’s select “Go to app” to continue. This is our app. It includes each of our visible report pages and allows for all of the interactivity we’re used to with Power BI Desktop. Now let’s see other ways to install this app for users. Navigate to the Apps menu and we can see that I already have the Wake County app installed. Let’s delete this app from the settings menu and then select Get apps. We can see it in All apps and Organizational apps. Template apps are available on their own tab and this connects with Microsoft AppSource, giving external Power BI content developers the ability to make template apps available to the general public. Let’s return to Organizational apps and get our Wake County app now. The last method to push apps is to return to the workspace and select “Update app.” Then, we navigate to Permissions and choose individual users or groups. Now we can select “Install this app automatically” and it will make the app visible to those users. We’ve seen how to build and deploy apps, so let’s go to some exercises!2. Let's practice!
Create Your Free Account
or
By continuing, you accept our Terms of Use, our Privacy Policy and that your data is stored in the USA.