How to Use Power BI in Teams to Improve Collaboration

February 8, 2019   //   Business Intelligence Communicate & Collaborate, ,

Did you know you can now interact with Power BI in Microsoft Teams? This is yet another feature that Microsoft 365 brings together to help make you and your users more productive.

Why add a Power BI report to Teams?

Power BI and Microsoft Teams are both powerful tools separately, but together they can help you create impressive results. Both you and your team can interact with your data in a visual format in Power BI right from your team’s site. This allows for increased collaboration and greater access to the embedded reports, creating more time to focus on your team’s priorities rather than searching for files or reports.

Power BI Tracking

 

How to use Power BI and Teams Together

Adding a Power BI report as a tab in Teams is easy. First, you will need to click add a tab in your channel or chat and then select Power BI.

Power BI add a tab

You will then need to create a Tab name and then select your Power BI workspace.
Lastly, make sure you click save.

Save Power BI Tab

If there are not any Power BI reports in the workspace, select Power BI to create a new one.

Add New Power BI Report

Remember, your team members will need the correct permissions to access the report in Power BI from your Teams tab. To grant the correct permissions, you will need to share your report or dashboard from Power BI.

First, select share from the top of the report or dashboard you would like your teammates to see. A share pane will then open where you can type the names and emails of the people you want to share your report with. Remember to click share at the bottom of the screen when you are finished.

Share Power BI

Sharing with Teams

Ready to Collaborate?

Power BI in Teams is a great way to share dashboards, reports, datasets, etc. Not only will you see a visual of your latest progress, but also different data views related to your project. This leads to better reporting and overall improved team experience. How will you leverage Power Bi in Microsoft teams?

Want to learn how your business can use Power BI and Teams to better enable your people? SWC provides many communication and collaboration services that are highly responsive to the changing workplace. Check out our video demo to learn more about how Microsoft Teams and Power BI fit together in workforce productivity.

Microsoft 365 demo