Sharing, Permissions, and Scheduled Refresh

With the report published and the RLS roles defined, the final step is distribution. This chapter covers the main way to share reports in Power BI Service and walks through assigning users to RLS roles so each person's view of the data is appropriately scoped. You'll also learn the essentials of scheduled refresh: what it is, when you need a gateway, and how to configure a refresh schedule so the data stays current without manual republishing.

By the end of this chapter you'll have a complete picture of the Power BI sharing and governance workflow – from getting a report in front of the right people to keeping it secure and up to date.