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Files⚓︎

PowerBI Portal allows you to upload files to Azure Blob Storage and share them with users. Follow the steps below to configure storage, add files, and manage access.

Setting up Azure Blob Storage⚓︎

Before adding files, you must connect PowerBI Portal to your Azure Blob Storage account.

  1. Go to Settings and select the Environment tab.
  2. In the left sidebar, click Azure Blob Storage.
  3. Enter your Connection String and Container Name.
  4. Click Test Connection to verify the configuration, then click Save.
Azure Blob Storage configuration under Settings > Environment
Azure Blob Storage configuration under Settings > Environment

Make sure the files you want to share are uploaded to the configured blob container.

Add a file⚓︎

  1. Navigate to Resources > Files > List and click the Add File button.
  2. Fill in the required fields:
    • Name — a unique display name for the file.
    • Blob Path — the path to the file in your Azure Blob Storage container. Click the field to open the Add Files window, expand the folders, select the file, and click Confirm. Before you save, you can click Change file to select a different one. After the file is saved, the Blob Path can no longer be changed.
  3. Optionally, select an Area and a Sub-Area, set the display Order, and toggle the Active checkbox to control visibility.
  4. You can also upload a custom thumbnail image or use the default file preview icon.
  5. Click Save.
Create File form with Name, Blob Path, and preview options
Create File form with Name, Blob Path, and preview options

Once saved, you can verify the file details, including its active status and blob path.

Configure file access⚓︎

To control which users or groups can access a file:

  1. Go to Resources > Files > Access and click Add Access.
  2. Select a User/Group from the dropdown.
  3. Select the File to associate.
  4. Click Add Association to add it to the list, then click Save to grant access.
Add File Access form
Add File Access form

File list actions⚓︎

Each file has the following actions:

  • Edit — opens the file to change the details described above.
  • Delete — removes the file. Confirm the deletion when asked. If the file is used by scheduled emails, a message lists them and you can click Delete file and scheduled emails to delete the file together with those emails.
  • Download — downloads the file.

File access list actions⚓︎

The File Access Management page lists each access with its user or group. The Actions column has the following actions:

  • Download — downloads the file.
  • Delete — removes the access of the user or group to the file. Confirm the deletion when asked.