By subscribing, you can have every report you need to start the
day in your Inbox. Image: vladim_ka/ Adobe Stock Reports in Microsoft Power BI are seldom fixed. Rather, they update frequently as others update the underlying data. You can evaluate the report online whenever you like, but there’s an easier method to see the latest current data: Establish a subscription. For instance, you might wish to see the other day’s sales report very first thing every early morning. After subscribing, you can see that report in an email with your first cup of coffee.
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In this tutorial, I’ll show you how to register for a report in Power BI. This will be of interest to report designers and end consumers. I’m utilizing Microsoft Power BI on a Windows 10 64-bit system. You can register for any published report that you can gain access to.
How to subscribe to a report in Power BI
You’ll generally get a link from the designer after they release a report that is necessary to you. Utilizing the link, you can check the report as often as you like. Nevertheless, signing up for the report may be a great option if you wish to examine updated reports routinely.
If you decide to subscribe to a report, do the following:
1. View the released report online or utilizing Power BI Service.
2. In the leading menu, try to find Subscribe. If you do not see it, click the three-dot icon (Figure A).
Figure A
Click Subscribe in the published report. 3. In the resulting dialog, click Add New Subscription. Power BI must acknowledge you and populate the right email address. You can add other individuals within your organization at this time.
4. Page 1 is the default membership name. You can change this to a more significant name, which will be practical if you manage multiple memberships. Then, get in subject text (Figure B).
Figure B
Get in a topic for the e-mail. 5. Go into a message if essential.
When subscribing for only yourself, this probably won’t be necessary. 6. Browse down until you discover the Frequency control, which defaults to Daily. Nevertheless, you can change this setting.
7. Adjust the time setting. In this case, you wish to see the updated report at 8:00 AM every early morning (Figure C).
Figure C
Specify how often you wish to receive the report. 8. The Start Date will default to the current date, however you can change it. You can also set an end date if appropriate.
9. The last three alternatives (Figure D) determine what aspects the e-mail consists of and whether you can access the actual report within Power BI. When sending the report to others, unchecking the very first two choices may be a good concept.
Figure D
Determine how recipients can view and/or access the real report. 10. Click Conserve and Close. At this moment, you’re set. However, there are a couple of things that may require a little clarification:
- In action # 6, you picked Daily. This setting determines how often you receive a copy of the report in your Inbox. The very first choice is “After Data Refresh (Daily).” If you choose this option, Power BI will send you a copy of the report when it updates, instead of on a particular day at a particular time. However, it will send out the report just as soon as a day, after its very first upgrade, even if the report updates later in the very same day.
- To test the subscription, click Run Now at the top (Figure B). Doing so permits you to run the membership at the same time so you can check the settings.
- The email will include a sneak peek and/or links to the released report (Figure E). The options you selected in action # 9 will figure out access for the recipient.
Figure E
The email will include ways to see the report.
Figure F
You can customize subscriptions. Power BI subscriptions are a great method to get updated reports routinely or to send out those updated reports to others who need them. End consumers can set memberships for themselves. End users can’t handle the memberships of other end customers, however you, as the report designer, can handle them all.
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