Forum Discussion
Impactful IndividualConditionally Filter Specific Visuals Based on Current User Logged In
You can't use VALUES on its own, as the CSR table is being filtered by having the CSR name in the slicer or table visual. I think the below works, using REMOVEFILTERS
02 Should Current User Be Filtered = VAR CSRFilterEmailList = //ONLY NON-MANAGER CSR'S SHOULD HAVE DATA FILTERED CALCULATETABLE( VALUES('Dim CSR'[Email]), 'Dim CSR'[IsManager] = 0, REMOVEFILTERS( 'Dim CSR'[Name] ) ) VAR CurrentUser = [01 Current User] VAR ShouldCurrentUserBeFiltered = //VERIFY IF CURRENT USER LOGGED IN IS A NON-MANAGING CSR. //IF YES THEN WE NEED TO FILTER CSR SLICER & CSR TABLE VISUALS BY CURRENT USER LOGGED IN //IF NO THEN DO NOTHING. I.E. DO NOT FILTER THESE VISUALS BY THE CURRENT USER LOGGED IN IF( CONTAINS(CSRFilterEmailList, 'Dim CSR'[Email], CurrentUser), 1, 0 ) RETURN ShouldCurrentUserBeFiltered
Hi WinterMist
Please try the following possible solution:
1. Modify your Count measures with the following DAX
(This also applies to [02 Count In Progress] and [03 Count Complete], simply change 'New' to 'In Progress' or 'Complete'. )
01 Count New =
IF(
[02 Should Current User Be Filtered] = 1,
CALCULATE(
COUNTROWS('Fact Documents'),
'Fact Documents'[Status] = "New",
FILTER(
'Dim CSR',
'Dim CSR'[Email] = [01 Current User]
)
),
CALCULATE(
COUNTROWS('Fact Documents'),
'Fact Documents'[Status] = "New"
)
)2. Create the following measure and drag it into the Filter panel of the CSR filter, setting the filter condition to 'is not blank'.
Filtered CSR =
IF (
[02 Should Current User Be Filtered] = 1,
[01 Current User],
BLANK()
)
3. Replace the 'Dim CSR'[Name] field in the CSR Summary Table visual with 'Fact Documents'[CSRID].
The test results are as follows:
When user [email protected] accesses this report:
When user [email protected] accesses this report:
Best Regards,
Jarvis Tang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.