The workflow of Publishing a report to Webdashboard and showing it to a user is:
Click the publish button in Power BI Desktop.
Check a box in Webdashboard to let the application know where to show it.
To get to that point you need to sign-in in Power BI (Desktop) and Webdashboard with the right account, publish to the right Workspace etc. To get you started, this guide shows you how to publish your first report.
The process is a little bit different between standard and hybrid/enterprise. To not refer to the two licensing types during the guide part of this article, it is separated in two sections.
Section 1: Standard
When you created a standard portal you have to know the difference between a Portal Admin and a Publish Account.
Portal Admin
This account only lives in Webdashboard. The account name is equal to the email address you used when signing up. With this account you manage users and Workspaces in Webdashboard and give them access to reports.
Publish Account
This account only lives in Power BI. It’s has member rights in your Power BI Workspace. It’s always called wdbpublish[number]@wdbportal.com. You create a password for this account in the wizard right after you created your Standard Portal. If you don’t remember the password, you can always change it in Webdashboard. Click the cog in the header → settings and choose the Power BI tab.
Follow the steps below to publish a report, show the report in Webdashboard, invite a user and give that user access to the report:
Step 1 - Publishing
Open your report in Power BI Desktop
Sign-in with your Publish Account
Click publish
Choose the workspace that starts with prod-wdbworkspace
Click publish again
Step 2 - Show in Webdashboard
Sign-in with the portal admin
Click in the left menu on ‘+ Workspace’ and create a workspace
In the workspace click on ‘+ Report/Dashboard’
In the popup check the report you just uploaded
Step 3 - Invite a user
Click in the page header on the User icon en select User Management
In the bottom right corner click the Floating Action Button and select the + sign to add a user
Fill out his name and Email address and click ‘Invite’
Step 4 - Give user access
On the user card, click the 3 dots and select ‘Change security’
Drag the workspace with the report to the right and click ‘Link workspaces’
Section 2: Hybrid/Enterprise
When you created a Hybrid portal you need to know the difference between a user in Power BI and a Portal Admin.
Portal Admin
This account only lives in Webdashboard. The account name is equal to the email address you used when signing up. With this account you manage users and Workspaces in Webdashboard and give them access to reports
User in Power BI
This account only lives in Power BI. It probably your own account with a Pro, PPU or E5 license. You use it to sign-in to Office as well. This account has at least contribution rights on the workspaces you gave Webdashboard access to while creating the Hybrid portal.
Now follow the steps below to publish a report, show the report in Webdashboard, invite a user and give that user access to the report:
Step 1 - Publishing
Open your report in Power BI Desktop
Sign-in with your own Account (User in Power BI)
Click publish
Choose the workspace you want to publish to
Click publish again
Step 2 - Show in Webdashboard
Sign-in with the portal admin
Click in the left menu on ‘+ Workspace’ and create a workspace
In the workspace click on ‘+ Report/Dashboard’
In the popup check the report you just uploaded
Step 3 - Invite a user
Click in the page header on the User icon en select User Management
In the bottom right corner click the Floating Action Button and select the + sign to add a user
Fill out his name and Email address and click ‘Invite’
Step 4 - Give user access
On the user card, click the 3 dots and select ‘Change security’
Drag the workspace with the report to the right and click ‘Link workspaces’
Next steps
- Schedule refreshes in Power BI: Configure scheduled refresh - Power BI | Microsoft Learn
- Schedule report mailings to users: KA-01026 · Customer Self-Service
- Use the Workspace Admin (or Customer Admin) feature: KA-01007 · Customer Self-Service
- Whitelabel your solution: KA-01011 · Customer Self-Service