topic Re: Save as personal filter in Report Server

Save as personal filter

Eito888 — Tue, 05 Dec 2017 04:31:15 GMT

Can we save personal filter in PBI server so user won't need to do filter from next time?

e.g. there are 100 users, each user has own customer. In PBI dashboard in web(daily dataset update), which includes all 100 customer data. User want to see only specific customer's data everytime. Do we have this function in PBI? I see this in Tableau.

Re: Save as personal filter

v-yulgu-msft — Wed, 06 Dec 2017 03:04:48 GMT

Hi Eito888,

It is not possible to save users' selection in a report.

To restrict data access for specific users, you can consider RLS (Row Level Securlty). If you were using Power BI service, you should define roles and rules within Power BI Desktop, then add members to roles on service site. Reference: Row-level security (RLS) with Power BI However, if you were usng On-Premises Power BI report server, above way to configure RLS is not supported. You should implement row level security with windows authentication on data source side, for example:

SQL Server Row-Level Security

Tutorial: Dynamic row level security with Analysis services tabular model

Best regards,

Yuliana Gu

Re: Save as personal filter

Anonymous — Thu, 16 Jan 2020 08:55:31 GMT

It is not look like solution.
Therefore, Tableau already have this functionality.

Please, voite for this functionality at Power BI site.