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jplarios
Frequent Visitor

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

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

1 ACCEPTED SOLUTION
OwenAuger
Super User
Super User

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).

 

Preselected slicer.gif

 

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


Owen Auger
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View solution in original post

2 REPLIES 2
OwenAuger
Super User
Super User

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).

 

Preselected slicer.gif

 

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


Owen Auger
Did I answer your question? Mark my post as a solution!
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LinkedIn

This was a good example solution. Thank you Owen

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