Share Your Power BI Reports with Clients, Vendors and Employees
Last updated: June 4, 2023
BI Helper is a SaaS application that generates and distributes PDF / PPTX + Excel reports from Power BI. Apply slicers and filters to your Power BI reports and dashboards, generate user-specific PDF or PPTX reports and share them with internal and external users.
Do all this with just one Power BI Pro license, with no IT infrastructure or expertise needed at your end. Your users receive their reports as email attachments and don’t need Power BI licenses.
Share your Power BI reports in 5 easy steps!
1. Create your BI Helper account at https://portal.bihelper.tech.
2. After signing in, you will go to the Job Summary tab, where you will see the Retail Sales Report, which is a pre-configured demo job. Click on the Play button to run this job, and receive PDFs of the Retail Sales Report sliced by District Manager in your inbox.
Next, click on Add New Job to set up your Power BI report on BI Helper.
3. This takes you to the Schedule Report tab where you define the job name and delivery schedule of your report. Save and go to the Generate PDF tab.
4. The Generate PDF tab has three sections. In the Account Authorization section, sign in to your Power BI account with your Microsoft credentials and select the workspace and report that you want to set up in BI Helper.
Next, go to the Apply Slicers, Filters and Email IDs section. Select the input mode — manual or automated. In the manual mode, enter the slicer / filter details and recipient email IDs in the table. Scroll down to input the PDF / PPTX name and select table and matrix visuals for Excel export.
For automated slicer / filter and email input, refer to our tutorial at https://medium.com/p/bfebd39d4c84.
Finally, go to the Advanced section of the Generate PDF tab to set up the output file format (PDF / PPTX), page size, timeout and print selection. Save and go to the Send Email tab.
5. In the Send Email tab, enter (and validate) your sender mail ID, subject and body. Click on Update to complete your job setup and return to the Job Summary tab.
In the Job Summary tab, click on the Play button to run your newly created job. PDF / PPTX + Excel copies of your Power BI report with filters / slicers applied will be sent to your end-users as email attachments. End-users can be either internal or external to your organization and do not need to have Power BI licenses to receive their reports.
Resources
https://docs.bihelper.tech/ | https://docs.bihelper.tech/tutorials/intro
