How to Handle Permissions & Access at Project Onset

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When you're starting a project and need access to the related PBIX file, what is generally best practice for requesting this?

Do you ask the client to export and email you the PBIX file? Do you have them drop it into a shared repository (OneDrive, etc.). Do you get access to their PBI Service and pull it yourself? Or is this something else I'm missing?

The context here is that I'm working on an extremely small freelance project currently, and the client would like a few small cosmetic changes to a pre-existing report.

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DashboardGuy206

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Posted: 1 year ago
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