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_FB_'s avatar
_FB_
Frequent Visitor
2 years ago

Changing matrix row content by single user / user group

Hello everybody,

 

this is my first post here and I hope i could get helped somehow. Thanks in advance! I am a PBI beginner...

 

I am looking for a way to change a matrix row content by user / user group. This means in detail:

We have main customers / accounts, this main customers / accounts can have one or more sub-accounts. Both parameters are connected in the data source. For a management view it is sufficient to show e.g. the sales of the the main customers / accounts. For our sales managers, it is necessary to see the sales of the sub-accounts.

Can I somehow combine two views in one visual / matrix that will dynamically change by the user / user group which is accessing the report?

 

If any questions left, pls let me know.

 

BR

FB

Need Help

5 Replies

    • _FB_'s avatar
      _FB_
      Frequent Visitor
      2 years ago

      Hello bhanu,

       

      thanks for answering. To my opionion this is not what i am looking for. Because:

       

      I don't want to choose another parameter existing in a table / visual (Filter), I want to replace the parameter main account by the sub-account (View) when a sales manager opens the report. By default, the report should show the main accounts - if possible in each created visual.

       

      BR

      Fabian

      • bhanu_gautam's avatar
        bhanu_gautam
        Icon for Super User rankSuper User
        2 years ago

        _FB_ , You can achieve that with RLS , you can also use bookmarks but it will not be dynamic as per user but in RLS you can do that by creating custom measure like

         

        SalesMeasure =
        IF(
        ISINSCOPE('UserRoles'[RoleName]),
        SWITCH(
        TRUE(),
        'UserRoles'[RoleName] = "Management", SUM('Sales'[MainAccountSales]),
        'UserRoles'[RoleName] = "Sales Managers", SUM('Sales'[SubAccountSales]),
        BLANK()
        ),
        BLANK()
        )

         

        If not RLS than you can explore bookmarks create one button and two bookmark one for accounts and one for subaccounts then hide the other visual at that bookmark and do similarly for other 

         

        Link for bookmark - https://youtu.be/XSphZtgiEDI?si=4_h73MBV9btYVhYQ

  • _FB_'s avatar
    _FB_
    Frequent Visitor
    2 years ago

    Hello again,

     

    any other ideas to answer my question / solve my problem?

     

    If additional explanation is necessary, pls let me know.

     

    For me this issue is very important because i am currently maintaining two identical reports (main and sub accounts) to generate the mentioned seperated view.

     

    BR

    _FB_