What is export and sharing strategy for dashboards?

< 1 min read

Export and sharing strategy defines how dashboards are distributed securely to stakeholders.
In my project, we shared dashboards via Power BI Service using workspace access and role-based permissions.
For leadership reviews, we scheduled PDF exports through subscriptions to be delivered weekly.
We avoided sharing raw Excel exports unless specifically required to maintain data control.
For external stakeholders, we used secure sharing links with restricted access.
We ensured sensitive financial dashboards were not downloadable.
Access was managed through Azure AD groups to simplify user management.
Overall, the strategy balances accessibility, security, and governance.

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