This post is a part of the PL-300: Microsoft Power BI Data Analyst Exam Prep Hub; and this topic falls under these sections:
Manage and secure Power BI (15–20%)
--> Create and manage workspaces and assets
--> Choose a Distribution Method in Power BI
Note that there are 10 practice questions (with answers and explanations) at the end of each topic. Also, there are 2 practice tests with 60 questions each available on the hub below all the exam topics.
Overview
Choosing the correct distribution method in Power BI is a key responsibility of a Power BI Data Analyst. It ensures that the right users get the right content, with appropriate access, performance, and governance. On the PL-300 exam, this topic tests your understanding of how and when to distribute content using different Power BI mechanisms, as well as the trade-offs between them.
Distribution decisions typically involve who the audience is, how often content changes, security requirements, and whether self-service or centralized control is preferred.
Common Power BI Distribution Methods
1. Sharing Reports and Dashboards
What it is:
Directly sharing a report or dashboard with users from the Power BI Service.
Key characteristics:
- Users must have Power BI licenses
- Access can be view-only or allow reshare
- Relies on dataset permissions
- Simple and quick to implement
When to use:
- Small audiences
- Ad hoc or informal sharing
- Limited governance requirements
PL-300 tip:
Sharing does not automatically grant access to the underlying dataset unless configured.
2. Power BI Apps (Recommended for Most Scenarios)
What it is:
A packaged collection of reports, dashboards, and datasets published from a workspace.
Key characteristics:
- Centralized distribution
- Supports versioning and updates
- Read-only experience for consumers
- Strong governance and consistency
When to use:
- Large or stable audiences
- Enterprise or departmental reporting
- Controlled release of certified content
PL-300 tip:
Apps are the preferred distribution method for most production scenarios.
3. Workspace Access
What it is:
Granting users direct access to a workspace with roles such as Viewer, Contributor, or Member.
Key characteristics:
- High level of access
- Intended for collaboration
- Users can see all workspace content
When to use:
- Development and collaboration
- Analyst or creator teams
- Not ideal for business consumers
PL-300 tip:
Workspace access is not a distribution method for broad audiences.
4. Dashboard Subscriptions
What it is:
Scheduled email snapshots of dashboards or reports.
Key characteristics:
- Static image or PDF-like view
- Delivered on a schedule
- Requires access to the content
When to use:
- Executives who prefer email
- Regular monitoring without logging into Power BI
- Supplement to other methods
PL-300 tip:
Subscriptions do not replace apps or sharing for interactive analysis.
5. Embedding (Power BI Embedded / SharePoint / Teams)
What it is:
Integrating Power BI content into other platforms.
Key characteristics:
- Seamless user experience
- Can leverage existing authentication
- Requires planning and licensing considerations
When to use:
- Internal portals (SharePoint, Teams)
- External applications (Power BI Embedded)
- Centralized business platforms
PL-300 tip:
Understand the difference between secure embed and publish to web.
6. Publish to Web (Public Sharing)
What it is:
Making reports publicly accessible via a URL.
Key characteristics:
- No authentication required
- Data is publicly available
- Cannot be secured
When to use:
- Public or marketing data only
- Non-sensitive datasets
PL-300 tip:
This method is not appropriate for confidential or internal data and is often disabled by organizations.
How to Choose the Right Distribution Method
When answering exam questions, evaluate:
| Consideration | Best Fit |
|---|---|
| Large business audience | Power BI App |
| Executive KPIs | Dashboard + App |
| Collaboration | Workspace access |
| Email delivery | Subscriptions |
| External application | Power BI Embedded |
| Public data | Publish to web |
Exam-Focused Decision Guidance
- Apps > Sharing for governed distribution
- Sharing for quick, limited access
- Workspaces for creators, not consumers
- Publish to web only for non-sensitive data
- Subscriptions for passive consumption
If a question mentions enterprise, controlled access, or production deployment, the correct answer is almost always Power BI App.
Key Takeaways
- Distribution is about access, security, and user experience
- Power BI offers multiple distribution options, each with trade-offs
- The PL-300 exam emphasizes choosing the most appropriate method, not just knowing how they work
- Apps are the recommended default for most organizational scenarios
Practice Questions
Go to the Practice Questions for this topic.
