How to add External (B2B) users’ access to Power BI reports
I was recently doing some testing and when I went to share a Power BI report with an external (B2B) user I could not initially find out how to do this.
NOTE: I had already created my External (B2B) users, you can follow this guide below if you still need to create the external (B2B) users: Distribute content to external guest users with Azure AD B2B – Power BI | Microsoft Docs
I thought it would be good to share the steps on how I achieved this below.
Click on Share
The default is shown below, the default is to share with people in your organization.
It also defaults allowing them to view and re-share (Which I think is very dangerous)!
To change this to share with external users I then clicked on the item shown below.
I then changed the settings to “Specific people”.
I also removed the ticks from both boxes below which would allow them to re-share and build content.
I then clicked Apply.
Now back in the send link window I then selected the external user, which in my example is my email address as shown below. Which I then clicked on.
I could then see the name selected.
I could then type a message if required I typically click on Send so that the external user will get an email with the link to the report.
Finally, I got the confirmation that it had been sent.
Once the external user then receives the email they could then click on the link and view the report.
Thanks for reading, I hope that you found this guide useful when sharing a report with external users.
Any questions or comments are most welcome.
In this situation, you are sharing a specific Report. Would it be better to share the Report via an App?
Hi Daryl, thanks for the question!
For sure I always recommend sharing reports via an App.
Some users like to share specific reports instead of all the reports within an app.
This method requires either premium per capacity or premium per user subscription.
Even u have a ppu sub, and u sharing ur report with someone, he could’t get a accsess to the data, untill he will pay for ppu or pro licesense.
Maybe u have other way, how to share data with external users safely, without any subscriptions for recepient.
Thanks in advance
Hi Mike
This applies to the sharing of any Power BI report.