PowerBI Workspaces

Creating a new Power BI online workspace is a super simple. Here’s a step-by-step guide:

Step 1: Sign In to Power BI

First, navigate to the Power BI service and sign in with your Microsoft account credentials.

• https://app.powerbi.com

Step 2: Open the Workspaces Pane

Once you’re signed in, look for the “Workspaces” pane on the left side of the screen. If it’s not visible, click on the arrow at the bottom left corner to expand the pane.

Step 3: Create a New Workspace

In the “Workspaces” pane, click on the “+ New workspace"

Step 4: Enter Workspace Details

You’ll be prompted to enter details for your new workspace. These include:

• Name: The name of your workspace. Choose a name that reflects the purpose of the workspace. Most of our customers have a dedicated edison365 workspace.
• Description: A brief description of the workspace and its content. This is optional but can be helpful for others to understand the purpose of the workspace.
• Image: You can choose to upload an image for your workspace. This is also optional, but recommended in helping your team get to your data easily.

Step 5: Set Workspace Permissions

Next, you’ll need to set permissions for your workspace. You can add individuals or security groups and assign them roles such as Member, Contributor, or Admin. You can also choose whether members can share content from the workspace.

Step 6: Save Your Workspace

Once you’ve entered all the necessary details and set permissions, click on the “Save” button at the bottom of the screen. Your new workspace will now be created and will appear in the “Workspaces” pane.

Remember, only people who have been given access to the workspace will be able to view and interact with its content. You can manage access to the workspace at any time by clicking on the “Access” button in the workspace settings.