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Set up a BI Center site in SharePoint Online

 

Applies to: Excel 2013, Excel Online, Office 365 ProPlus, Power BI for Office 365, SharePoint Online Enterprise (E3 and E4)

Topic Last Modified: 2014-12-15

Summary: Create a place in SharePoint Online to store and manage basic business intelligence (BI) content, such as Excel workbooks and Web Part pages.

You can use a site, such as a BI Center site in SharePoint Online to store, share, and manage basic BI content, such as Excel workbooks and dashboards that were created by using Web Part Pages.

If your organization’s subscription to Office 365 for enterprises includes SharePoint Online (Plan 2), you can easily set up and use a BI Center site by using the BI Center site template. Or, you can create your own site for reporting. If you're using Power BI for Office 365, you might like to try Power BI sites on Power BI for Office 365 as well.

In this article:

When you create a BI Center site, you create a site collection in the SharePoint Admin Center. This means that you must be an administrator in SharePoint Online.

NoteNote:
Depending on what your subscription includes, you might or might not have the BI Center site template available. If you don't see Business Intelligence Center listed on the Enterprise tab of the list of templates you see when you create a site, proceed to Create a site for your BI content without using the BI Center site template.
To create a BI Center site in Office 365
  1. In SharePoint Online, choose Admin > SharePoint to open the SharePoint Admin Center.

  2. In the SharePoint Admin Center, choose Site Collections.

  3. In the ribbon, click New > Private Site Collection.

  4. In the New Site Collection page, in the Title text box, specify a title for the site, such as Business Intelligence Center or BI Center.

  5. In the Web Site Address box, specify the last part of the website address for the site, such as BICenter.

  6. In the Select a template section, on the Enterprise tab, choose Business Intelligence Center.

  7. In the Administrator box, specify the site administrator. You can only specify one name in this box.

  8. Specify the storage quota amount that you want to use.

  9. (This is optional.) Specify a server resource quota for the site.

  10. Choose OK. The site is provisioned and set up.

After the BI Center site is created, the next step is to assign user permissions. You do this by sharing the site with others. When you share a site such as a BI Center site with others, you assign people and groups to roles that determine their level of permissions. The following table summarizes the different roles and permissions that you can assign.

 

Role Permissions

Visitors

With Read permissions, you can view information in the BI Center.

Members

With Contribute permissions, you can view and create items, such as reports, and save them to this site.

Designers

With Design permissions, you can view, create, and publish items that include dashboards and Web Part pages within the BI Center site.

Owners

With Full Control permissions, you can view, create, and publish dashboards and Web Part pages, and to view or edit user permissions.

For more information about user permissions in SharePoint Online, see Understanding permission levels.

To share a BI Center site
  1. Open your web browser and type the website address (URL) for the BI Center site. The URL resembles http://[tenantname].sharepoint.com/sites/[bicenter].

  2. In the BI Center site, choose Share.

  3. Type the names of the users or groups to whom you want to grant access.

  4. Choose Show Options.

  5. In the Select a group or permission level dropdown list, select the permission level that you want, and then choose Share.

  6. Repeat steps 2–5 until you have assigned all the permission levels that you want to use for the site.

If you want to create a BI Center site but you don’t have the BI Center site template available, no worries. You can create a site collection, and then add the lists and libraries that you must have to store and manage your BI content.

To create a BI site without using the BI Center site template
  1. In SharePoint Online, choose Admin > SharePoint to open the SharePoint Admin Center.

  2. In the SharePoint Admin Center, choose Site Collections.

  3. In the ribbon, click New > Private Site Collection.

  4. In the New Site Collection page, in the Title text box, specify a title for the site, such as Business Intelligence Content or BI Content.

  5. In the Web Site Address box, specify the last part of the website address for the site, such as BIContent.

  6. In the Select a template section, choose a template, such as Document Center or Team Site.

  7. In the Administrator box, specify the site administrator. You can specify only one name in this box.

  8. Specify the storage quota amount that you want to use.

  9. (This is optional.) Specify a server resource quota for the site.

  10. Choose OK. The site is provisioned and created.

After the site is created, the next step is to add the lists and libraries that you’ll use to store and manage your BI content.

TipTip:
The BI Center site template includes certain libraries, such as Pages and Dashboards. When you create your own site, you can choose whether you want to use these kinds of libraries in your site.
To add lists and libraries to the site for BI content
  1. Open the newly created site in your web browser, and then choose Settings > Site Contents.

  2. Look in the Lists, Libraries, and Other Apps section to see what your site currently contains. At a minimum, you want to have a Documents library and a Data Connections library in your site.

  3. To add a list, library, or app, choose Add an app.

  4. Choose a list, library, or app, specify a name for it, and then choose Create.

  5. Repeat steps 2-4 until you have all the lists, libraries, and apps that you want to use in your site.

After you have set up your site, don’t forget to share it with the people who will be using it.

To share your newly created BI content site
  1. In the site, choose Share.

  2. Type the names of the users or groups to whom you want to grant access.

  3. Choose Show Options.

  4. In the Select a group or permission level dropdown list, select the permission level that you want, and then choose Share.

  5. Repeat steps 1-4 until you have assigned all the permission levels that you want to use for the site.

If your organization is using Power BI for Office 365, consider using Power BI sites to store, manage, and share content, such as Excel workbooks.

A BI Center site is not the same thing as Power BI sites. In Power BI sites, workbooks are displayed as thumbnail images. The thumbnail images make it easy for people to select the files they want to use. In addition, Power BI sites displays workbooks in multiple locations in a single view so that people can access their files quickly and easily.

For more information, see the following resources:

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