topic Re: Dashboard Design in Developer

Dashboard Design

Phamacom — Sun, 29 Aug 2021 18:49:40 GMT

Hi,

I'm new to using Power BI and have questions about design. My company wants to develop a dashboard for each individual attorney. Although the data information will be the same, how do I go about in developing one template for all user to access? How do I filter the template for that one attorney? Is Power BI the way to go for this kind of dashboard? Thanks in advance.

Robert

Re: Dashboard Design

Greg_Deckler — Sun, 29 Aug 2021 22:38:55 GMT

@Phamacom Just to double-check, when you say "dashboard" do you really mean a Power BI dashboard or are you referring to a report? Dashboards are specific things in Power BI and a lot of people coming from other technologies use the word dashboard when they are really referring to a report. If it is actually a report that you want for each attorney then I would recommend RLS (row level security).

Re: Dashboard Design

Phamacom — Mon, 30 Aug 2021 03:21:22 GMT

Greg,

I don't mean a report but a dashboard. The dashboard gives the user ability to change the info based on the slicer selection. The slicer lets them see current month, last month, and YTD information.

Rob

Re: Dashboard Design

Anonymous — Wed, 01 Sep 2021 05:39:50 GMT

Hi @Phamacom,

#1, You can design a report and setting RLS filter based on username to achieve current user filter effects on the report and assign this role on power bi service side to your members. (notice: RLS filter only work with read permission users, you need to configure your users' permissions on the dataset side)

Solved: RLS with UserName() - Microsoft Power BI Community

Row-level security (RLS) with Power BI - Power BI | Microsoft Docs

#2, I'd like to suggest you check the following blog about dynamic attribute filter if it is suitable for your requirement:

Dynamic Attributes In A Power BI Report | P3 Adaptive
Regards,

Xiaoxin Sheng

Re: Dashboard Design

adam456 — Wed, 17 Jan 2024 13:01:36 GMT

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