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This document outlines a number of common tasks and requirements around ProjectorBI. Particularly the steps to embed a report into Projector, how to add fields to Projector reports, or add entirely new reports to the dataset.

Know Where to Go

Projector Management Portal

Projector Management Portal

Grant overall BI access to users
Share organization or home page visualizations (User Types)
Share project workspace visualizations (Engagement Types or individual projects)
Update Projector reports that feed the dataset

Projector Web

Projector Web

View BI content, including home page, project workspace or corporate visualizations
Share project workspace dashboards for individual projects
Update Projector reports that feed the dataset

Power BI Desktop

Projector BI Desktop

Update Power BI reports and / or the data model
Add report content (visualizations)

Power BI Service (aka Workspace)

Power BI Service (aka Workspace)

Administer Projector BI (download most recent pbix for updates; upload pbix to be shared)