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luckygirl's avatar
luckygirl
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1 year ago
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PBI reports change dynamically based on user preference

 

Hi,

 

I have a large SQL table which looks like below and associated tables. I have provided a dashboard having 6 reports for different aspects for prod type A. Now my user wants the same set of reports for another prod type. He might want more in future. I read on using parameters. However, I am not quite sure if that is the best method to so that? Also please provide links to good tutorials.

Thank you so much for your support.

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  • V-yubandi-msft's avatar
    V-yubandi-msft
    1 year ago

    Hi luckygirl ,

    1. Add a ProdType slicer and synchronize it only across report pages where users need consistent selections. Avoid syncing to pages requiring different ProdType selections.
    2. Create a dynamic parameter for ProdType and use it in queries within DirectQuery or Power Query mode. Filtering the dataset at the source level is recommended to enhance load times.
    3. If users frequently switch between ProdTypes, set up bookmarks with preset selections and add buttons for easy toggling between these bookmarks.

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

4 Replies

  • Deku's avatar
    Deku
    Icon for Super User rankSuper User
    1 year ago

    If they are going to be same, why not have all products add a product filter to the report page?

  • luckygirl's avatar
    luckygirl
    Icon for Helper I rankHelper I
    1 year ago

     Thanks. The Dashboard has 6 reports. I can't ask the user to select type 6 times. He might select Type A in one report and still look at the figures for Type B in another report. 

    • V-yubandi-msft's avatar
      V-yubandi-msft
      Icon for Community Support rankCommunity Support
      1 year ago

      Hi luckygirl ,

      1. Add a ProdType slicer and synchronize it only across report pages where users need consistent selections. Avoid syncing to pages requiring different ProdType selections.
      2. Create a dynamic parameter for ProdType and use it in queries within DirectQuery or Power Query mode. Filtering the dataset at the source level is recommended to enhance load times.
      3. If users frequently switch between ProdTypes, set up bookmarks with preset selections and add buttons for easy toggling between these bookmarks.

      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

       

      • luckygirl's avatar
        luckygirl
        Icon for Helper I rankHelper I
        1 year ago

        Thanks, 1 one is doable. I am using import mode and hence 2 is not possible. Thanks