Forum Discussion
Implementing User-Specific Dynamic Matrix Tables in Power BI
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.
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.
3 Replies
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.
You seem to be describing Row Level Security? Have you tried implementing that?
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
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