Sharing Energy BI Studies with Exterior Customers – Half 2: Palms-On Information to Setup and Sharing

In Half considered one of this collection, we lined the foundational ideas behind sharing Energy BI reviews with exterior customers. We defined why that is extra advanced than it appears, outlined the important thing necessities, clarified important phrases like visitor customers and Entra ID, and outlined the roles concerned in establishing safe exterior entry.

Now that we now have the groundwork in place, it’s time to stroll by way of the method step-by-step.

This weblog is predicated on the walkthrough portion of my YouTube video revealed in April 2025, the place I defined the state of affairs and the best way to implement it, from configuring the required settings to sharing reviews throughout two Azure tenants.

Right here’s a fast information to the complete collection:

• Half 1: Understanding the Downside and Core Ideas
  This submit explains why exterior sharing might be difficult, the important thing necessities to get it working, vital terminology, person roles, and the way the entire course of matches collectively.
• Half 2: Palms-On Information to Setup and Sharing (this weblog)
  A step-by-step walkthrough of the best way to share reviews throughout tenants, masking licensing, admin portal settings, inviting visitor customers, and the way report entry appears from the visitor’s facet.
• Half 3: Sensitivity Labels, Encryption, and Safe Sharing
  An in-depth take a look at what occurs when Microsoft Purview sensitivity labels are utilized, together with entry management, encryption, and key admin settings chances are you’ll want to regulate for safe collaboration.

On this submit, we’ll give attention to a sensible state of affairs. One organisation, let’s name it Tenant A, desires to share a Energy BI report with somebody from one other organisation, Tenant B. We’ll cowl every little thing from verifying licenses to configuring the Material Admin Portal and alluring the exterior person. When you’re seeking to observe alongside, this information offers you a transparent path to duplicate the identical setup in your surroundings.

When you prefer to hearken to the content material on the go, right here is the AI generated podcast explaining every little thing about this weblog 👇.

In case you are somebody who prefers video over studying, you may watch the complete walkthrough right here 👇.

State of affairs Overview

Let’s think about we now have two totally different Azure tenants. One belongs to the organisation that owns the Energy BI report (Tenant A) and the opposite belongs to a companion or buyer who wants entry to that report (Tenant B).

The target is to share a report from Tenant A with a person in Tenant B, in a safe and managed means.

We’ll undergo the steps the admin and report proprietor in Tenant A have to observe to make this work correctly.

Step 1: Confirm Energy BI Licensing

Earlier than establishing something, be sure that each customers concerned have a sound Energy BI license. This might sound apparent, however it’s a quite common purpose why exterior sharing fails or behaves unexpectedly.

Within the demo instance:

• The report proprietor in Tenant A has a Energy BI Professional license.
• The exterior person from Tenant B (named Nestor) additionally has a Energy BI Professional license.

You may affirm this by clicking the Account Picker icon in Microsoft Material and looking out on the License kind. If the exterior person doesn’t have already got a Professional or PPU license, you both have to assign one by way of your tenant or ask them to acquire the license.

Step 2: Test Admin Portal Settings

In Tenant A, a Material admin should examine that the tenant permits exterior sharing. These settings are discovered within the Material Admin Portal.

Do the next:

1. Click on the Settings button on prime proper
2. Click on the Admin Portal hyperlink
3. Choose Tenant Settings
4. Search visitor to seek out all associated settings
5. Develop the Visitor customers can entry Microsoft Material setting

6. Allow this setting if disabled
7. Choose The complete organisation choice for now
8. Click on the Apply button

If you would like extra management, you may apply this setting solely to chose safety teams as an alternative of enabling it for the entire organisation. Extra on this within the third a part of this collection, so keep tuned for that (or simply watch my YouTube video to the top).

The important thing level right here is to solely allow what is really wanted within the admin portal. A typical finest observe in system administration is to begin with every little thing disabled and allow options solely when there’s a clear, particular purpose. Even then, it’s vital to scope the configuration narrowly and apply it solely to customers or teams that basically require it. So I like to recommend disabling the next settings until you actually want them:

• Customers can invite visitor customers to collaborate by way of merchandise sharing and permissions
• Visitor customers can browse and entry Material content material
• Customers can see visitor customers in lists of recommended folks
• B2B visitor customers can arrange and be subscribed to e-mail subscriptions
• Permit particular customers to activate exterior knowledge sharing

Many organisations miss this step and marvel why exterior sharing fails. At all times double examine the admin settings.

Step 3: Invite the Visitor Person

Subsequent, it is advisable to invite the exterior person to your tenant. This may be carried out by way of the Material Admin Portal which navigates us to the Microsoft 365 Admin Heart. We will additionally use Microsoft Entra ID (previously Azure Lively Listing) from Azure Portal to realize the identical factor.

Observe that to ask and handle visitor customers, it is advisable to have one of many following roles:

1. International Administrator: Full management over the tenant, together with inviting exterior customers.
2. Person Administrator: Can handle customers, together with inviting exterior company.
3. Groups Administrator: Can handle visitor entry settings in Microsoft Groups.
4. SharePoint Administrator: Can configure exterior sharing settings for SharePoint and OneDrive.
5. Material Administrator: Has entry to person administration settings and might configure exterior collaboration settings.

You may management precisely who in your organisation is allowed to ask exterior customers. This stage of management is helpful for bigger organisations with strict governance guidelines, however managing it correctly is past the scope of this weblog submit. If you wish to discover this additional, take a look at this text on Microsoft Be taught.

Observe these steps from the Material Admin Portal:

1. Click on Customers.
2. Click on the Go to Microsoft 365 Admin Heart button.
3. On the Microsoft 365 Admin Heart increase the Customers part.
4. Click on the Visitor Customers.
5. Click on the Add a visitor person button.
6. Choose the Invite person choice.
7. Enter the visitor person’s Title and Electronic mail.
8. Click on the Invite button.

The invited person will obtain an e-mail and, as soon as they settle for it and supply the required consent, their account turns into a visitor person in your tenant.

Visitor accounts usually appear to be this:
username_domain.com#EXT#@yourtenant.com

This format confirms that the account is exterior.

Now you can assign them entry to reviews or workspaces similar to any person in your Entra ID.

Step 4: Share the Report

As soon as the person seems in your tenant as a visitor, customers who’ve both Member or Admin roles on the workspace, or those that have been explicitly granted the Reshare permission on the report, can share it with the visitor person.

There are a number of methods for sharing a report with others, relying in your person roles. The next steps clarify essentially the most easy one which sharing the report fromt the report itself. To take action, go to the Energy BI service, open the report you need to share, and observe these steps:

1. Click on Share.
2. Choose who you desire to the sharing to work for.
3. Choose the Particular folks choice.
4. Guarantee each Permit recipients to share this report and Permit recipients to construct content material with the information related to this report choices should not ticked (until it is advisable to grant these capabilities to the one that you’re sharing the report with).
5. Click on the Apply button.
6. Enter the e-mail(s) of the visitor person(s) (relying in your Material Admin configurations, their e-mail could or could not seem after you begin typing. When you adopted the directions on this weblog, we now have disabled this setting earlier so it is advisable to enter the recipients e-mail addresses fully and press enter so as to add them to the record.).
7. Enter an non-compulsory message to the recipients.
8. Click on the Ship button.

The visitor person will obtain a hyperlink to the report of their e-mail inbox.

As defined within the first weblog of this collection, you may as well share the report by way of a Energy BI app if that matches your use case, although this weblog focuses on direct report sharing.

Step 5: Check the Visitor Person Entry

Now check what the visitor person sees.

Once they click on the shared hyperlink, they are going to be redirected to your organisation’s Energy BI service. They login utilizing their very own credentials.

After the visitor person accesses the report for the primary time, even when they personal a Energy BI Professional license, they’ll get the next warning message:

All paid options of Energy Bl are yours for 60 days: Appears to be like such as you wished to entry a shared report. We’ve given you a free trial of Energy Bl paid options for 60 days so you may navigate Energy Bl freely. Be taught extra concerning the particulars of this trial.

I consider this message should solely present if the visitor person doesn’t have a correct license. However that’s sadly not the case. You may go forward and click on the Acquired it button.

Simply bear in mind that by clicking the Acquired it button, a Trial Premium Per Person (PPU) license is being activated for you (until the trialing paid options setting is disabled from the Material Admin Portal).

If you wish to cancel the already added trial licence, you are able to do it by clicking the Cancel trial button from the Profile menu.

You should still get yet another notification as follows, simply ignore it, try to be high quality.

Your free Premium Per Person trial has expired (dont fear, you’ll nonetheless have entry to Professional options). Improve to proceed utilizing Premium Per Person options.

If every little thing is ready up correctly:

• The visitor person will land on the report.
• They are going to be capable of view and work together with it (relying on their permissions).

Observe: It’s a good observe to stroll your visitor customers by way of this course of prematurely so they don’t seem to be shocked.

Step 6: Present the Visitor Customers Methods to Entry the Shared Report

There are a few methods the visitor customers can entry the shared report. They’ll:

• Entry the report from the Dwelling beneath the From the exterior orgs tab. This tab incorporates all assets which are shared with the visitor person, from an exterior organisation, together with reviews and semantic fashions.

• Entry by switching between tenants utilizing the Profile menu.

Some folks favor to bookmark the report of their browser and entry it from there. It is very important present the top customers their choices in order that they’ll pock the one that’s finest for them.

Conclusion

This weblog lined a step-by-step walkthrough of securely sharing a Energy BI report throughout Microsoft 365 tenants.

We mentioned:

• Verifying person licensing
• Checking and configuring Material Admin Portal settings
• Inviting visitor customers by way of Microsoft Entra ID
• Sharing the report immediately from the Energy BI service
• What the visitor person expertise appears like

This course of is easy when you perceive the shifting elements, and with the fitting setup, exterior report sharing might be each safe and user-friendly.

Within the remaining a part of this collection, we’ll take a look at what occurs when Microsoft Purview sensitivity labels are utilized to a report, and refining your admin settings for stronger governance.

Observe me on LinkedIn, YouTube, Bluesky and X (previously Twitter).Some content material has been disabled on this doc

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