Sharing Reports and Collaboration Features

// Filtered URL format:
// Base URL + ?filter=TableName/ColumnName eq 'Value'

// Example — share report filtered to North region and 2024:
https://app.powerbi.com/groups/{workspaceId}/reports/{reportId}
  /ReportSection
  ?filter=Orders/Region eq 'North'
  and Calendar/Year eq 2024

// Multiple filters use 'and' between conditions
// Text values need single quotes: eq 'North'
// Numeric values have no quotes: eq 2024
// Date values: eq '2024-01-01'

// Filter a matrix to a specific row:
// ?filter=Products/Category eq 'Electronics'

// Navigate directly to a named page:
// ?pageName=ReportSection2  (use the internal page name, not display name)
// Internal page names are visible in the URL when you navigate to that page

// Bookmark + filter combination:
// ?bookmarkGuid={bookmarkId}&filter=Orders/Region eq 'North'
// This applies both a bookmark state AND a filter

// Sharing a filtered URL:
// Method 1: Build the URL manually from the components above
// Method 2: Service → Share → Copy link → check
//   "Include my current filters and slicers"
//   Power BI appends the current slicer state to the URL automatically

// Building and publishing an App

// Step 1 — Go to the workspace
// Service → select workspace → Create app (top right button)

// Step 2 — Setup tab
// App name:        "Sales Analytics"
// Description:     "Company-wide sales reporting · Updated monthly"
// App logo:        upload a 45×45px PNG icon
// Contact info:    alice@company.com (who to email for help)
// App website:     optional link to documentation

// Step 3 — Content tab
// Decide which workspace items to include in the App
// Drag to reorder — first item appears on App home
// Create sections (folders) to organise reports:
//   📁 Executive Summary
//     → KPI Dashboard
//   📁 Regional Analysis
//     → North Region Report
//     → South Region Report
//   📁 Product Performance
//     → Product Detail Report

// Step 4 — Audience tab
// Define who can access the App:
//   Option A: Entire organisation (all licensed users)
//   Option B: Specific users or groups (add emails/AD groups)
//   Option C: Multiple audience groups with different access
//             (some users see only Executive Summary section)

// Step 5 — Publish app
// Click "Publish app" — users with access can now find it
// in their Apps section or via a direct link you share

// Updating the App after changes:
// Make changes to reports in the workspace
// Workspace → Update app → Publish
// All existing App users instantly see the updated content
// No re-installation required

// Creating a subscription — Service only (not Desktop)
// Report → Subscribe (envelope icon in the top bar)

// Subscription settings:
// Recipient:     Enter email addresses (yourself + others)
//                Note: external recipients need a Power BI licence
// Subject line:  Customise the email subject
//                E.g. "Sales KPI Dashboard — Weekly Update"
// Message body:  Optional note included in the email
// Start date:    When the subscription begins
// End date:      Optional expiry (useful for time-limited campaigns)
// Frequency:     Daily / Weekly / After data refresh
// Time:          7:00 AM IST (delivery time in recipient's time zone)
// Report state:  Current page with current filters, or
//                a specific bookmark state

// Subscription limitations:
// - The snapshot is taken at delivery time — it reflects the data
//   at that exact moment, not when you set up the subscription
// - Subscriptions deliver a static image — filters in the email
//   cannot be changed; recipient clicks through to the live report
// - Pro users can subscribe others up to 24 recipients per subscription
// - Free users can only subscribe themselves (if workspace is Premium)

// "After data refresh" frequency:
// Delivers the email immediately after the dataset refresh completes
// More useful than a fixed time because the data is always fresh
// If the refresh fails, no email is sent

// Setting up a data alert

// Step 1 — Pin a visual to a dashboard
// Report → hover a card/KPI visual → click the pin icon
// Select an existing dashboard or create new

// Step 2 — Set the alert on the dashboard tile
// Dashboard → hover the tile → "..." menu → Manage alerts
// Click "+ Add alert rule"

// Alert rule configuration:
// Active:     ON
// Condition:  Above / Below
// Threshold:  enter the numeric value
// At most:    Once a day / Once an hour / Every time (noisy)
// Notification: Email to me

// Example alert rules:
// Revenue below $5,000 → alert: check if data refresh failed
// Late orders above 15% → alert: operations team to investigate
// Customer count above 1,000 → alert: scaling review needed

// Alert delivery:
// Email from Power BI Service
// Also appears in the notification bell in the Service header
// Mobile app push notification (if Power BI Mobile is installed)

// Alert limitations:
// - Dashboard tiles only (not report visuals)
// - Single numeric value tiles (card, gauge, KPI)
// - Evaluated after each scheduled dataset refresh
//   (not in real-time between refreshes)
// - Only the person who sets up the alert receives it
//   (cannot set alerts for other users)

// Adding comments to a report — Service only
// Report → Comments icon (speech bubble in top bar)
// Comments panel opens on the right
// Type a comment → Post

// Mentioning a colleague:
// Type @ followed by their name or email
// They receive an email notification with a link to the comment
// The @ mention shows the comment in their notification feed

// Replying to a comment thread:
// Click Reply under any comment
// All replies are nested under the original comment
// Useful for discussing a specific insight over time

// Resolving comments:
// "..." menu on a comment → Mark as resolved
// Resolved comments are hidden by default
// Toggle "Show resolved" to see the full history

// Comment scope — what filter state does the comment reference?
// Comments are saved WITH the current filter state of the report
// When another user views the comment, the report jumps to
// the same filter state that was active when the comment was posted
// This means "@Bob can you check why North is down this month?"
// automatically shows North data when Bob clicks the comment link

// Annotations on dashboard tiles:
// Dashboard → hover a tile → pencil icon → "Add note"
// Draw arrows, add text, highlight specific data points
// Annotations are saved to the tile permanently
// Useful for flagging an anomaly or explaining an outlier
// in context: "Revenue spike — Q4 year-end push" drawn on the chart