topic Re: Implementing User-Specific Dynamic Matrix Tables in Power BI in DAX Commands and Tips

Implementing User-Specific Dynamic Matrix Tables in Power BI

shamoonrahat — Fri, 31 May 2024 18:54:02 GMT

Hi members,

I’m seeking guidance on creating a dynamic matrix table within Power BI Service that tailors visibility and calculations to the specific user viewing the report. The goal is to filter rows dynamically based on the logged-in user’s credentials.

For instance, consider the following data structure:

Information 1: Amount (Accessible to User A & User D)
Information 2: Amount (Accessible to User B)
Information 3: Amount (Accessible to User C)
Information 4: Amount (Accessible to User A)
Information 5: Amount (Accessible to User B)

The requirement is that when User A logs in, they should only see Information 1 and Information 4. Similarly, User C should only have access to Information 3.

Additionally, Information 1 needs to be viewable by both User A and User D, with each user seeing different calculated amounts based on their unique perspectives.

Could anyone advise if Power BI supports this level of dynamic content generation and user-specific calculations? If so, I would appreciate any insights or resources on implementing this functionality.

Re: Implementing User-Specific Dynamic Matrix Tables in Power BI

lbendlin — Sat, 01 Jun 2024 03:02:33 GMT

You seem to be describing Row Level Security? Have you tried implementing that?

Re: Implementing User-Specific Dynamic Matrix Tables in Power BI

Anonymous — Tue, 04 Jun 2024 07:14:11 GMT

Hi shamoonrahat ,

I think lbendlin suggestion is a good idea and I'd like to add some steps for your reference:

(1) This is my test data.

(2) New a role.

(3) View as roles.

For more details, please refer: Row-level security (RLS) with Power BI - Microsoft Fabric | Microsoft Learn

Best Regards,

Neeko Tang

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

Re: Implementing User-Specific Dynamic Matrix Tables in Power BI

shamoonrahat — Tue, 04 Jun 2024 11:18:02 GMT

Hi Neeko,

Thought through the scenario in detail and found out some key inputs. When preparing the matrix and underlying measures; would need to include User Principal Name and some conditions which would include <IS FILTER>, SWITCH Functions...

So in this scenario, while RLS works - if any user logs in the dynamic table works in a way that the information filters automatically to show the required information through switch measure.