How to publish Portfolio Slicer for Power BI to the Power BI service

Overview

Publishing the Portfolio Slicer Power BI model lets you view your reports in a browser and on supported mobile devices through the Power BI service.

Before publishing, make sure your Power BI Desktop file is already connected to your own data and refreshes correctly.

General Process

  1. Create or sign in to your Power BI service account.
  2. Open your configured Portfolio Slicer Power BI file in Power BI Desktop.
  3. Use the publish option in Power BI Desktop.
  4. Sign in if prompted.
  5. Wait for the dataset and report to upload.
  6. Confirm the published model appears in the Power BI service.

After Publishing

Once the model is published, your next likely steps are:

  • review the report in the Power BI service
  • create a dashboard for easier mobile access
  • configure scheduled refresh if you want the online reports to stay current