Publishing

Now that we have created a workspace, we can publish our report to the Service. To publish the report, switch back to Power BI Desktop. Let's start with the steps for publishing the report:

  1. Open the most recent saved copy of your saved report by selecting the File tab of the ribbon and then Open.
  2. Navigate to the most recent copy of your report and then click the Open button.
Before proceeding and publishing the report, navigate to each page of the report and reset the filters by holding down the Ctrl key and then pressing the Reset button on the lower right corner of each page. Finally, before proceeding, choose the page you wish to be displayed initially to users; in this case, this will be the Introduction page. Publishing the report to the Service publishes the report with any and all current filters and slicer selections. In addition, the currently selected page at the time of publishing becomes the default page for the published report.
  1. Click on the File tab of the ribbon again and choose Sign in. Sign in to the Power BI service using an existing work account or the account that we created in the Getting an account section of this chapter.
  2. Once the file has been loaded, click the File tab of the ribbon again, choose Publish, and then Publish to Power BI. If prompted, click the Save button to save any changes.
  3. The Publish to Power BI dialog will be displayed. This dialog displays all the workspaces under the Select a destination heading:

Figure 4 – Publish to Power BI dialog
  1. Select the LearnPowerBI workspace we created previously in the Creating a workspace section of this chapter and then click the Select button.
  1. The Publishing to Power BI dialog will be displayed:

Figure 5 – Publishing to Power BI dialog in progress
  1. Once publishing is complete, this dialog changes to indicate success or failure:

Figure 6 – Publishing to Power BI dialog, publishing complete
  1. Upon getting a Success! message, click the Open... link beneath the Success! message. Clicking this link opens a browser window or tab that opens the report in the Power BI service. You may be prompted to log in to the Service:

Figure 7 – The published report in the Service

The published report in the Service should now look and operate exactly like it does within Power BI Desktop, including all the slicers, filters, buttons, bookmarks, and other features. In some cases, there may be slight discrepancies in the display of certain visual elements, such as the back button icon (the left arrow with a circle around it) in the text area of the preceding screenshot.

Note that the Filters pane is displayed by default but that, in the default reading view of the report, the VISUALIZATIONS and FIELDS panes are not displayed in the Service.

Click on each page of the report to confirm that each page looks correct. You can also work through the Testing subsection of the Finishing up section of Chapter 6, Creating the Final Report, but this time using the published report in the Service.

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