Merge pull request #12970 from MicrosoftDocs/main

2/10/2025 PM Publish

powerbi-docs/collaborate-share/TOC.yml

@@ -95,7 +95,7 @@
       href: ../consumer/business-user-teams-collaboration-data.md?context=/power-bi/collaborate-share/context/context
     - name: "Chat in Teams directly"
       href: service-share-report-teams.md
-    - name: "Get a link preview in Teams"
+    - name: "Understand link preview cards in Teams chats"
       href: service-teams-link-preview.md
     - name: "View all your Power BI tabs in Teams"
       href: service-teams-pivot.md

powerbi-docs/collaborate-share/service-roles-new-workspaces.md

@@ -49,7 +49,7 @@ Everyone in a user group gets the role that you've assigned. If someone is in se
 | Schedule data refreshes via the on-premises gateway.<sup>4</sup> | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: |  |
 | Modify gateway connection settings.<sup>4</sup> | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: |  |
 | View and interact with an item.<sup>5</sup> |  :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false":::  | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false":::  | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false":::  |
-| Read data that's stored in workspace dataflows. | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: |
+| Read data that's stored in workspace dataflows. | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: <sup>10</sup> |
 | Create subscriptions to reports <sup>6</sup>| :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: |
 | Subscribe others to reports <sup>6</sup>| :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: |  |
 | Analyze in Excel <sup>9</sup> | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: | :::image type="content" source="../includes/media/yes-icon.png" alt-text="Supported." border="false"::: |  |
@@ -75,6 +75,8 @@ Everyone in a user group gets the role that you've assigned. If someone is in se
 
 <sup>9</sup> If you want your users with the Viewer role to Analyze in Excel or export underlying data from the datasets in the workspace, you need to also give them Build permission on the appropriate datasets.
 
+<sup>10</sup> Consuming data from a dataflow gen2 with the dataflow connector requieres Admin, Member or Contributor permissions. Viewer permissions is not sufficient and is not supported for consuming data from the dataflow gen2.
+
 > [!NOTE]
 > - You can assign users to roles, either alone or in a group, even if they can't use the role. In other words, you can assign users who don't have Power BI Pro or PPU licenses to a role that requires a license. See [Licenses](#licenses) for details.
 > - Use the Viewer role to enforce [row-level security (RLS)](/fabric/security/service-admin-row-level-security) for users who browse content in a workspace. You can also enforce RLS without giving access to the workspace, [publish an app](service-create-distribute-apps.md) and distribute it to those users, or use [sharing to distribute content](service-share-dashboards.md).

powerbi-docs/collaborate-share/service-teams-link-preview.md

@@ -1,54 +1,66 @@
 ---
-title: Get a Power BI link preview in Microsoft Teams
-description: When you paste a link to your reports, dashboards, and apps into the Microsoft Teams message box, the link preview shows information about the link.
+title: Link preview cards in Microsoft Teams chats and channels
+description: Learn about link preview cards in Microsoft Teams chats and channels.
 author: paulinbar
 ms.author: painbar
 ms.service: powerbi
 ms.subservice: pbi-collaborate-share
-ms.topic: how-to
-LocalizationGroup: Share your work
-ms.date: 01/14/2025
+ms.topic: conceptual
+ms.date: 02/10/2025
 ---
 
-# Get a Power BI link preview in Microsoft Teams
+# Link preview cards in Microsoft Teams chats and channels
 
-When you paste a link to your Power BI content into the Microsoft Teams message box, a link preview shows information about the link. Link previews are provided for the following Power BI items:
+This article describes link preview cards that are generated in Teams chats and channels for links to [supported Power BI item types](#item-types-with-link-preview-card-support). It is intended for chat participants who are interested to know what the cards show and how they can enhance collaboration.
 
-- Reports
-- Dashboards
-- Apps
+## About link preview cards
 
-See [Collaborate in Microsoft Teams with Power BI](service-collaborate-microsoft-teams.md) for background on how Power BI and Microsoft Teams work together, including requirements you need to meet.
+When you paste a link to a Power BI report, app, dashboard, or workspace into a Teams chat or channel, a preview card showing some details about the linked-to item is generated in the chat/channel window. The purpose of the preview card is to enhance collaboration by helping chat participants decide whether to open the link or not.
 
-## Get a link preview
+:::image type="content" source="./media/service-teams-link-preview/teams-link-preview.png" alt-text="Screenshot showing a link preview card for a report in a Teams chat window." border="false":::
 
-Follow these steps to get a link preview for your Power BI content.
+If a chat participant decides to open the link, the item opens directly in their Power BI app in Teams - there's no need to switch applications. This saves time and helps them stay focused on the task at hand.
 
-1. In the Power BI service, open the item you want to share and copy the link to it. You can copy the link from the browser address bar or via the **Share** option.
+> [!IMPORTANT]
+> When you paste a link into the chat, it might take a second or two for the link preview card to appear. **Wait for the card to appear before sending the message!** If you press send before the card appears, it will never be generated.
 
-1. Paste the link in the Microsoft Teams message box. Sign in to the link preview service if prompted.
+Typically, the preview card provides the following:
 
-1. The link preview appears after successful sign-in.
+* The name of the linked-to item.
+* The location of the item.
+* An *Open* button that opens the item in the Power BI app in Teams.
+* A *Subscribe* button that navigates the user to the Subscriptions pane in the Power BI app in Teams.
 
-   :::image type="content" source="./media/service-teams-link-preview/service-teams-link-preview-basic.png" alt-text="Screenshot showing a link preview card for a Power BI item in the Teams message box.":::
+The preview card is sensitive to the permissions and licenses that the chat participant has. Thus if a chat participant doesn't have permissions to view the item, an *Open to request access* button appears on the card instead of the *Open button*.
 
-   The link preview card shows:
+> [!NOTE]
+> In chats and channels with more than 60 participants, the card is not sensitive to each participant's permissions. Rather, all participants see the card as it appears to the user who pasted the link into the chat. This can lead to unexpected card behavior. See the [considerations and limitations](#considerations-and-limitations) for more detail.
 
-   * The name of the item, and an icon that denotes it's type.
-   * The location of the item.
-   * Open button: Opens the report.
-   * Subscribe button:
-   * Open Copilot summary in Power BI button: Opens the item in the Power BI teams app
+## Link preview cards for reports that have Copilot summaries
 
-1. Send the message.
+If the linked-to item is a report, and the report and the chat participant meet the [Copilot summary requirements for Power BI](/power-bi/create-reports/copilot-pane-summarize-content), the link preview card will have an *Open Copilot summary in Power BI* button that opens the report in the Power BI app in Teams, with the summary displayed in the Copilot pane. The purpose of this button is to save the user time in deciding whether to explore the report further. As mentioned, the button is only available for users who have the appropriate permissions, and only if the report meets the requirements for Copilot summaries in Power BI.
+
+The following image shows the link preview card with the *Open Copilot summary in Power BI* button.
+
+:::image type="content" source="./media/service-teams-link-preview/teams-link-preview-copilot-summary-button.png" alt-text="Screenshot showing a link preview card for a report that has a Copilot summary." border="false":::
+
+## Item types with link preview card support
+
+Link preview cards are generated for the following Power BI items.
+
+* Reports
+* Org apps 
+* Dashboards
+* Workspaces
 
 ## Considerations and limitations
 
-- Link previews don't work in meeting chat or private channels.
-- See the [Known issues and limitations](service-collaborate-microsoft-teams.md#known-issues-and-limitations) section of the "Collaborate in Microsoft Teams" article for other issues.
+* In chats or channels with more than 60 participants, permissions and licensing of card viewers isn't checked. All participants see the card as it was generated for the person who pasted the link in the chat. This can lead to the following unexpected behaviors:
+    * Chat participants who don't have permissions to view the item may still see the *Open* button, even though they won't be able to open the item when they select the button.
+    * Chat participants who don't have the appropriate license for Copilot might see the *Open Copilot summary in Power BI* button, but won't be able to open the report with the Copilot summary when they select the link.
+* See the [Known issues and limitations](service-collaborate-microsoft-teams.md#known-issues-and-limitations) section of the "Collaborate in Microsoft Teams" article for other issues.
 
 ## Related content
 
-- [Collaborate in Microsoft Teams with Power BI](service-collaborate-microsoft-teams.md)
-
-More questions? [Ask the Power BI Community](https://community.powerbi.com/).
+* [Collaborate in Microsoft Teams with Power BI](service-collaborate-microsoft-teams.md)
+* [Summarize a report in the Copilot pane](/power-bi/create-reports/copilot-pane-summarize-content)

powerbi-docs/developer/projects/projects-overview.md

@@ -204,7 +204,6 @@ Use VS Code to map JSON schemas to the files being authored. JSON schemas for pr
 - Report Linguistic Schema isn't supported with Power BI projects.
 - Power BI Desktop uses CRLF as end-of-line. To avoid problems in your diffs, configure Git to handle line endings by enabling [autocrlf](https://docs.github.com/en/get-started/getting-started-with-git/configuring-git-to-handle-line-endings).
 - Power BI Projects is currently not supported in Microsoft Power BI Desktop version optimized for Power BI Report Server.
-- [Live connect reports](/power-bi/connect-data/service-live-connect-dq-datasets#live-connection) saved as PBIP require the [XMLA Endpoint](/fabric/admin/service-admin-portal-integration#allow-xmla-endpoints-and-analyze-in-excel-with-on-premises-datasets) to be enabled.
 
 ## Frequently asked questions