Customers with Power BI can manage their reporting content using our Power BI Folder Management tool. Creating folders is one method to help your end users easily find the reports that are most relevant to them. The Power BI Folder Management interface allows you to create folders to organize reports and allows you to save unfinished reports in a Drafts section which is only accessible to creator-level users. By default there is one Drafts folder in every workspace. Folders can be added to the drafts section to organize the content there as well. Folders can be nested up to two levels to further organize your reports. All files and folders are organized by alphabetical order - they cannot be manually sorted. 

Power BI Management Tool

1. The Power BI Folder Management interface is accessible from the menu in the upper left corner of the TABS portal. This menu also contains a list of all the applications you have in the portal. In the example below, the customer has access to Files, and Beer and Spirits data under TABS Insight. 
    
   
   
2. The management view shows a list of all the reports within each of the Power BI apps. Other app types do not appear here because this tool only manages report content in Power BI apps. So in the example below, Files is not in the management list because it it is not a Power BI app. 
   
   
   
   
3. Each Power BI app has its own Drafts folder. This folder is added by default and cannot be deleted. It is only visible to users with Creator or Editor level access. 
   
   
   
4. Power BI reports can be moved within an app, but not between apps.
   
1. Moving a file to from the main Sample Beer Co app to the Drafts folder is allowed.
   
2. Moving a report from Sample Beer Co to Sample Spirits Co is not allowed. 
   

Creating Folders

1. Click the Create Folder button to add a new folder. 
   
   
   
2. Choose the location you would like to add the folder. The example below shows that I created two folders. One nested under the Drafts folder, and the other nested under the app name. 
   
   
   
3. Files can be moved into folders after creation. In the example below I moved Category Business Review - Beer into a nested folder within Drafts so that Johnny can continue working on them without end-users seeing them. The other reports were moved under the TABS Stock Reports folder. 
   
   
   
4. NOTE: 
   
1. Folders cannot be moved or renamed. 
   
2. Folders must be empty before they can be deleted. 
   
3. Files cannot be moved under other files.
   
4. New or Cloned reports can be saved to existing folders or you can create new folders during the save process.