Note: The Content Pack Certification Program is currently in preview and requires initial approval through the Microsoft Azure Certified program to access. If you're interested, please submit a nomination.
There are multiple ways to test your content pack before submitting it for publishing.
Template content packs leverage Refresh in PowerBI.com to instantiate a content pack with the customer's data when they connect. Prior to the content pack being publicly available, you can test this flow with the Desktop file you've created.
After uploading the file, select the "…" next to the dataset and select Schedule Refresh. Configure credentials for the source. Make sure that your dataset refreshes successfully, try both "Refresh Now" and "Scheduled Refresh". If your refresh hits any failures, check the error message and validate your queries and your end system.
Note: Developing template content packs is currently in preview and requires initial approval through the Microsoft Azure Certified program to access. If you're interested, please submit a nomination.
A template content pack is similar to existing solutions except that it does not include the actual data in the dataset. Instead, when a user consumes or instantiates a template, they are prompted for parameters and credentials in order to connect. Once connected, they'll see their own data in the dashboard, report and datasets.
After a user instantiates the content pack they have access to the dataset settings including scheduled refresh, any RLS settings on the dataset are not published with the content pack.
Note: Template content packs can only include 1 dashboard, 1 report and 1 dataset. Please see the list of restrictions in the authoring page.
To enable template creation for your tenant, please work with your Power BI admin to enable the feature switch below.
Once enabled, you'll see a checkbox at the bottom of "Create content pack", allowing you to publish a template content pack to your organization.
We suggest naming your dashboard, report and dataset consistently across your content pack. These names are hardcoded and will be the same for all users, so using your product/scenario name can make it easier for your customers to locate.
Note: Developing ISV content packs is currently in preview and requires initial approval through the Microsoft Azure Certified program to access. If you're interested, please submit a nomination.
The submission process through Azure Publishing Portal will provide Power BI with access to the template you've created as well as the original PBIX file.
Provide all the artifacts required in the publishing portal. Review your Azure Certified nomination for more details.
The Power BI team will review your submission and ensure all the artifacts meets the submission requirements. In addition to being complete, we'll also validate the quality of the dashboard and reports provided ensuring they meet the business scenario described in the application.
Updating your content pack follows a similar flow to the original submission. Return to your offer in the Publishing Portal, provide the new artifacts and submit for staging.