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UboPakes
New Member

Allowing users to copy data and disable filters

Dear all,

 

I am working on PowerBI desktop to make a report for my client and then (after their approval) a different party will publish the report using PowerBI sevices. Communication is sometimes slow. What I would like to achieve is that end users will be able to:

 

Copy a visual and paste that into powerpoint or word or so 

Copy matrix info into excel or word

 

but not: modify filters in the report apart from the ones I have set and those they can manipulate using sliders. I have tried using the settings in the report settings, but this does not appear to be working the way I was hoping it would. Any suggestions I may have missed or are there special instructions I should give to the people who publish the report on services?  

 

Thanks in advance

 

Ubo 

1 ACCEPTED SOLUTION
v-rzhou-msft
Community Support
Community Support

Hi @UboPakes ,

 

I suggest you to try to lock and unview the filters in filter field. Then the users who only have read permission to your report couldn't see any filter to this visual.

vrzhoumsft_0-1684141705063.png

Also you can change the interactions between visuals to None in Power BI Desktop.

For reference:

Change how visuals interact in a report - Power BI | Microsoft Learn

If you want to copy visual, you may refer to this blog.

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

1 REPLY 1
v-rzhou-msft
Community Support
Community Support

Hi @UboPakes ,

 

I suggest you to try to lock and unview the filters in filter field. Then the users who only have read permission to your report couldn't see any filter to this visual.

vrzhoumsft_0-1684141705063.png

Also you can change the interactions between visuals to None in Power BI Desktop.

For reference:

Change how visuals interact in a report - Power BI | Microsoft Learn

If you want to copy visual, you may refer to this blog.

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

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