Configure and update a workspace app

Introduction:

In Microsoft Power BI, a workspace app allows users to collaborate and share reports, dashboards, and datasets within a specific workspace. Configuring and updating a workspace app is crucial for ensuring seamless collaboration and accessibility for team members. This article will guide data analysts on how to configure and update a workspace app using the features and functionalities provided by Microsoft Power BI.

1. Creating a Workspace App:

To create a workspace app, follow these steps:

1. Step 1: Sign in to the Power BI service (app.powerbi.com) using your credentials.
2. Step 2: Navigate to the workspace where you want to create the app.
3. Step 3: In the left navigation pane, click “Workspaces” to expand it.
4. Step 4: Select the desired workspace and click the ellipsis (…) to access additional options.
5. Step 5: Choose “Create app” from the drop-down menu.
6. Step 6: Fill in the necessary details for the app, such as name, description, and logo.
7. Step 7: Configure the app access settings based on your requirements (e.g., allow consumers to share the app).

2. Configuring Workspace App Settings:

After creating the workspace app, you can configure various settings to enhance its functionality. Here are some essential settings:

2.1. Filters and Navigation:

Step 1: Open the workspace app settings by clicking on the app name in the left navigation pane.

Step 2: Select the “Navigation” tab.

Step 3: Customize the filters and navigation options for your app, allowing users to explore data easily.

2.2. Branding and Display Options:

Step 1: Within the app settings, click on the “Branding” tab.

Step 2: Upload a custom logo or choose from predefined logos.

Step 3: Select the desired color scheme to align the app with your brand identity.

Step 4: Enable or disable Power BI branding elements, such as report headers or footers.

2.3. Security and Sharing:

Step 1: In the app settings, navigate to the “Security” tab.

Step 2: Specify who can view or interact with the app, choosing from options like “Anyone” or “Specific users or groups.”

Step 3: Configure additional sharing settings, such as allowing users to share the app or share individual dashboards or reports.

3. Updating a Workspace App:

Updating a workspace app allows data analysts to keep their users up to date with the latest information. Here’s how you can update your app:

Step 1: Open the Power BI service and navigate to the desired workspace.

Step 2: Click on “Workspaces” in the left navigation pane and select the relevant workspace.

Step 3: Access the workspace app settings by clicking on the app name.

Step 4: Modify the app’s configuration, such as filters, branding, or sharing settings.

Step 5: Save the changes, and the updated settings will be reflected in the workspace app.

Conclusion:

Configuring and updating a workspace app in Microsoft Power BI empowers data analysts to create a collaborative environment for sharing reports, dashboards, and datasets. By following the outlined steps and leveraging the functionalities offered by Power BI, analysts can tailor the workspace app according to their team’s needs and easily update it whenever required. Collaborative analytics and seamless data sharing within workspaces can significantly enhance productivity and decision-making processes for organizations using Power BI.