Category: Fabric Administrator

Azure, Fabric Administrator, Microsoft Fabric, Power BI, Power BI Governance

Sharing Power BI Reports with External Users – Part 2: Hands-On Guide to Setup and Sharing

In Part one of this series, we covered the foundational concepts behind sharing Power BI reports with external users. We explained why this is more complex than it seems, outlined the key requirements, clarified essential terms like guest users and Entra ID, and defined the roles involved in setting up secure external access.

Now that we have the groundwork in place, it’s time to walk through the process step by step.

This blog is based on the walkthrough portion of my YouTube video published in April 2025, where I explained the scenario and how to implement it, from configuring the necessary settings to sharing reports across two Azure tenants.

Here’s a quick guide to the full series:

  • Part 1: Understanding the Problem and Core Concepts
    This post explains why external sharing can be tricky, the key requirements to get it working, important terminology, user roles, and how the whole process fits together.
  • Part 2: Hands-On Guide to Setup and Sharing (this blog)
    A step-by-step walkthrough of how to share reports across tenants, covering licensing, admin portal settings, inviting guest users, and how report access looks from the guest’s side.
  • Part 3: Sensitivity Labels, Encryption, and Secure Sharing
    An in-depth look at what happens when Microsoft Purview sensitivity labels are applied, including access control, encryption, and key admin settings you may need to adjust for secure collaboration.

In this post, we’ll focus on a practical scenario. One organisation, let’s call it Tenant A, wants to share a Power BI report with someone from another organisation, Tenant B. We’ll cover everything from verifying licenses to configuring the Fabric Admin Portal and inviting the external user. If you’re looking to follow along, this guide will give you a clear path to replicate the same setup in your environment.

If you like to listen to the content on the go, here is the AI generated podcast explaining everything about this blog 👇.

https://biinsight.com/wp-content/uploads/2025/06/Sharing-Power-BI-Reports_-Hands-On-Guide.wav

If you are someone who prefers video over reading, you can watch the full walkthrough here 👇.

Scenario Overview

Let’s imagine we have two different Azure tenants. One belongs to the organisation that owns the Power BI report (Tenant A) and the other belongs to a partner or customer who needs access to that report (Tenant B).

The objective is to share a report from Tenant A with a user in Tenant B, in a secure and controlled way.

We will go through the steps the admin and report owner in Tenant A need to follow to make this work properly.

Step 1: Verify Power BI Licensing

Before setting up anything, make sure both users involved have a valid Power BI license. This might seem obvious, but it is a very common reason why external sharing fails or behaves unexpectedly.

In the demo example:

  • The report owner in Tenant A has a Power BI Pro license.
  • The external user from Tenant B (named Nestor) also has a Power BI Pro license.

You can confirm this by clicking the Account Picker icon in Microsoft Fabric and looking at the License type. If the external user does not already have a Pro or PPU license, you either need to assign one through your tenant or ask them to obtain the license.

Continue reading “Sharing Power BI Reports with External Users – Part 2: Hands-On Guide to Setup and Sharing” →
Azure, Fabric Administrator, Fabric Capacity, Microsoft Fabric, Power BI

Sharing Power BI Reports with External Users – Part 1: Understanding the Problem and Core Concepts

Sharing Power BI reports with external users is a common but often misunderstood scenario. While it may seem simple on the surface, doing it properly and securely involves many moving parts. I’ve already published a video on this topic, which turned out longer than expected because of the number of details involved.

To make this blog easier to follow and more digestible, I’ve broken the content into a three-part blog series. Each part covers a focused area of the topic:

Part 1 (this blog): Understanding the Problem and Core Concepts This post explains why external sharing can be tricky, the key requirements to get it working, important terminology, user roles, and how the whole process fits together.

Part 2: Hands-On Guide to Setup and Sharing A step-by-step walkthrough of how to share reports across tenants, covering licensing, admin portal settings, inviting guest users, and how report access looks from the guest’s side.

Part 3: Sensitivity Labels, Encryption, and Secure Sharing An in-depth look at what happens when Microsoft Purview sensitivity labels are applied, including access control, encryption, and key admin settings you may need to adjust for secure collaboration.

If you like to listen to the content on the go, here is the AI generated podcast explaining everything about this blog 👇.

https://biinsight.com/wp-content/uploads/2025/05/Sharing-Power-BI-with-External-Users_-Part-1_Concepts.wav

If you are someone who prefers video over reading, you can watch the full walkthrough here 👇.

Introduction

Are you a Power BI developer or someone in a BI or finance team who needs to share reports with customers, partners, or vendors? If they are not part of your Microsoft 365 tenant, things get a bit more complex than just clicking the “Share” button.

This is a common need, especially in consulting scenarios, but doing it securely and correctly takes more than people often think. It involves both technical setup and a clear understanding of roles and terminology.

Continue reading “Sharing Power BI Reports with External Users – Part 1: Understanding the Problem and Core Concepts” →
Data Visualisation, Fabric Administrator, Fabric Capacity, Microsoft Fabric, Power BI, Power BI Desktop, Power BI Service

Microsoft Fabric: Unlocking the Secrets to Mastering Shared Semantic Models – Part 2 – Implementation

This blog series complements a YouTube tutorial I published earlier this month, where I quickly covered the scenario and implementation of shared semantic models in Microsoft Fabric. However, I realised this topic demands a more detailed explanation for those who need a deeper understanding of the processes and considerations involved in one of the most common enterprise-grade BI scenarios.

In organisations with strong security and governance requirements, implementing shared semantic models is vital to ensure seamless and secure access to data. These organisations often split roles across various teams responsible for productionising analytics solutions. Typically, they have strict Row-Level Security (RLS) and Object-Level Security (OLS) implemented in their semantic models. The goal is to enable two key groups within the organisation:

  • Report Writers: They must access the semantic models securely. This means having sufficient permissions to create reports while ensuring access is restricted to only the relevant objects and data.
  • End-Users: They need access to trustworthy and relevant information without dealing with underlying complexities. All the heavy lifting should be managed behind the scenes.

The first blog laid the groundwork by covering all the essential core concepts necessary for successfully implementing this scenario. It also provided a clear explanation of the roles involved in the process.

Blog Series Overview

Initially, I planned to cover everything in one post. However, the scope turned out to be too large, so I split it into two parts to ensure clarity and avoid overwhelming readers. Here’s what the series includes:

By the end of this blog, you will apply the understanding from the previous post to a real-world scenario, managing secure access to shared semantic models in Microsoft Fabric, and implement the solution step-by-step.

If you prefer a video format, check out the tutorial on YouTube:

For those who enjoy diving into the details, let’s get started!

Continue reading “Microsoft Fabric: Unlocking the Secrets to Mastering Shared Semantic Models – Part 2 – Implementation” →
Fabric Administrator, Fabric Capacity, Microsoft Fabric, Power BI, Power BI Desktop, Power BI Service

Microsoft Fabric: Unlocking the Secrets to Mastering Shared Semantic Models – Part 1 – Core Concepts

Managing and optimising shared semantic models in Microsoft Fabric, with a focus on securing access, is essential in today’s data-driven world. These models are the backbone of an organisation’s analytics, providing consistent and scalable insights across teams. Whether you’re an experienced professional or just starting with Microsoft Fabric, understanding how to manage access to shared semantic models is key to delivering impactful insights.

This blog focuses on the core concepts that are vital for building a strong foundation. These concepts are pivotal for a correct and successful implementation of shared semantic models. Without a solid grasp of these basics, it can be challenging to navigate the complexities of advanced configurations or ensure secure and efficient use of semantic models within Microsoft Fabric.

I originally planned to cover this topic in one blog, but it turned out to be too much for a single post. Splitting it into two parts allows me to explain everything clearly without making it overwhelming. Here’s what the series covers:

By the end of this blog, you’ll understand the basics of managing and optimising secured access to shared semantic models in Microsoft Fabric.

If you prefer a video format, check out the tutorial on YouTube:

For those who enjoy reading the details, keep scrolling!

Requirements

Before diving into the implementation of shared semantic models in Microsoft Fabric, it’s important to understand the prerequisites. This process has specific licensing and role requirements, which are outlined below:

  • At least Power BI Pro license: This is the minimum required license because Workspace functionality is available only with a Pro or higher license. For large semantic models you will required Power BI Premium Per User (PPU) or a Fabric Capacity.
  • Microsoft Fabric Administrator role: Necessary for configuring semantic model discoverability in the Admin Portal.
  • At least Workspace Member role: Required to set permissions on the semantic models.
  • At least Workspace Contributor role: Needed to assign users and security groups to RLS (Row-Level Security) and/or OLS (Object-Level Security) roles.

Ensure that you have the proper licenses and roles assigned before starting the implementation to avoid any disruptions or limitations in managing shared semantic models.

Continue reading “Microsoft Fabric: Unlocking the Secrets to Mastering Shared Semantic Models – Part 1 – Core Concepts” →