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Power BI template apps enable Power BI partners to build Power BI apps with little or no coding, and deploy them to any Power BI customer. This article contains step-by-step instructions for creating a Power BI template app.

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If you can create Power BI reports and dashboards, you can become a template app builder and build and package analytical content into an app. You may deploy your app to other Power BI tenants through any available platform, such as AppSource, or by using it in your own web service. As a builder you can create a protected analytics package for distribution.

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Power BI admins govern and control who in their organization can create template apps, and who can install them. Those users who are authorized can install your template app, then modify it and distribute it to the Power BI consumers in their organization.

Prerequisites

Here are the requirements for building a template app:

A Power BI pro license
An installation of Power BI Desktop (optional)
Familiarity with the basic concepts of Power BI
Permissions to share a template app publicly (for more information, see Power BI admin portal, Template app settings

Create the template workspace

To create a template app you can distribute to other Power BI tenants, you need to create it in one of the new workspaces.

In the Power BI service, select Workspaces > Create a workspace.
In Create a workspace, enter a name, description (optional), and logo image (optional) for your workspace.
Expand the Advanced section and select Develop a template app.
Select Save.

Note

You need permissions from your Power BI admin to promote template apps.

Add content to the template app workspace

As with a regular Power BI workspace, your next step is add content to the workspace.

Create your Power BI content in your workspace.

If you're using parameters in Power Query, make sure they have well-defined types (for example, Text). The types Any and Binary aren't supported.

Tips for authoring template apps in Power BI has suggestions to consider when creating reports and dashboards for your template app.

Define the properties of the template app

Now that you have content in your workspace, you're ready to package it in a template app. The first step is to create a test template app, accessible only from within your organization on your tenant.

In the template app workspace, select Create app.
Here, you fill in additional building options for your template app, in six tabs:
Branding
- App name
- Description
- Support site (link is presented under app info after redistributing template app as org app)
- App logo (45K file size limit, 1:1 aspect ratio, .png .jpg .jpeg formats)
- App theme color
Navigation
Activate the New navigation builder, where you can define the nav pane of the app (See Design the navigation experience in this article for details).
App landing page: If you decide to opt out of the navigation builder, you have the option to select the app landing page. Define a report or dashboard to be the landing page of your app. Use a landing page that gives the right impression.
Control
Set limits and restrictions that your app's users will have with the content of your app. You can use this control to protect intellectual property in your app.
Note
Even macOS itself has evolved. Native mac apps.
Exporting to .pbix format is always blocked for users installing the app.
Parameters
Parameters are created in the original pbix file (learn more about creating query parameters). You use the capabilities on this tab to help the app installer configure the app after installation when they connect to their data.
In this tab you also provide a link to the app documentation.
Each parameter has a name and a description, which come from the query, and a value field. You have three options for getting a value for the parameter during installation.
- You can require the installer to enter a value. In this case, you provide an example that they will replace. To configure a parameter in this way, check the Required checkbox, and then give an example in the textbox that shows the user what kind of value is expected. For example:
- You can provide a pre-populated value that the user who installs the app can’t change. A parameter configured in this way is hidden from the person installing the app. You should use this method only if you are sure that the pre-populated value is valid for all users; otherwise use the first method mentioned above that requires user input.
  To configure a parameter in this way, enter the value in the Value textbox and then click the lock icon. This makes it so the value can't be changed. For example:
- You can provide a default value that the user can change during installation. To configure a parameter in this way, enter the desired default value in the Value textbox, and leave the lock icon unlocked. For example:
Authentication
In this tab you select the authentication method that will be used. The options that are available depend on the data source types being used.
Privacy level is configured automatically:
- Single datasource: Automatically configured as private.
- Multi anonymous datasource: Automatically configured as public.
Access
In the test phase, decide who else in your organization can install and test your app. Don't worry, you can always come back and change these settings later. The setting doesn't affect access of the distributed template app.
Select Create app.
You see a message that the test app is ready, with a link to copy and share with your app testers.
You've also done the first step of the release management process, which follows.

Manage the template app release

Before you release this template app publicly, you want to make sure it's ready to go. Power BI has created the release management pane, where you can follow and inspect the full app release path. You can also trigger the transition from stage to stage. The common stages are:

Generate test app: for testing within your organization only.
Promote the test package to pre-production stage: test outside of your

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