topic How to open a report with a preselected filter on the UPN in DAX Commands and Tips

How to open a report with a preselected filter on the UPN

jplarios — Tue, 20 Aug 2024 21:28:17 GMT

I have a report that is on RLS and using the userprincipalname().

The user name is on the pick list- and it shows- but can't make it where it is automatically selected when report opened.

the user name resolves on the userprincipalname() however it will only be selected when the user selects themselves.

Thanks for your help

Re: How to open a report with a preselected filter on the UPN

OwenAuger — Wed, 21 Aug 2024 00:51:11 GMT

Hi jplarios

To force a user name to be automatically selected, this requires a dynamic default selection since the user name isn't known until they connect to the report/model (so it can't be determined in the semantic model in advance).

The only way I'm aware of to do this currently would be using the Preselected Slicer custom visual.

It requires you to create a measure returning true/false that is evaluated for each item on the slicer, and create a column containing true/false values for the "Dirty Status" field well.

PBIX example attached to demonstrate automatic selection (RLS not set up).

Is this the sort of thing you're looking for?

Re: How to open a report with a preselected filter on the UPN

jplarios — Thu, 22 Aug 2024 01:01:41 GMT

This was a good example solution. Thank you Owen