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I have created several management reports for a professional services firm. These reports present data collected from across the firm, but in most cases they are most useful when filtered by manager. For example, Albert doesn't want to see activity from all our clients; he wants to see activity for *his* clients. Brita doesn't want to see time reports from all our employees; she wants to see reports from the employees who *she* supervises. For each client manager and employee supervisor there are at least a half-dozen reports, and some reports have multiple pages. The reports have different data sources, or at least different transformations of the same data, so combining them all into a single dataset/report would be difficult if not impossible.
I've put slicers on my reports to make these filters relatively user-friendly. Each manager can go to a report and select their own name to customize the view of the data. But as far as I can tell, slicers are only "sticky" when reports are viewed directly at app.powerbi.com, and only when the reports are viewed one at a time and not on a dashboard. Ideally I'd like to create a single page (like a dashboard) for each bundle of client management and personnel management reports so that a manager could go to that page and see "their" reports without having to select their name in the slicer for every report, each time they visit. Even better, I'd like to embed this dashboard into a model-driven Power Platform app that I've built for use with Dynamics 365.
I've tried to explain this to Bing Chat and I keep getting results suggesting that it can't be done, or at the very least that you can't make a slicer sticky on a dashboard or even sync slicers from different reports within a dashboard, and you can't make slicers sticky on a Power BI report that's embedded into a Power Platform app.
Of course, I could create a copy of each report for each manager with filters rather than slicers to do the personalization, and then put those filtered reports on a dashboard specific to each manager. But then it's very difficult for me to make updates to the report design -- I'd have to make the same changes over and over again to each manager's reports.
So conceptually, what is the best way to present a whole bunch of different reports in a way that makes it easy for someone to get a personalized dashboard experience?
Solved! Go to Solution.
Hi @DavidS-RI ,
Only RLS can take effect in the dashboard.Or you can try to put all reports in the same workspace so you can create APP with different Audience assigned to different people, which will work better than dashboards.You can refer to:Install and use apps with dashboards and reports in Power BI - Power BI | Microsoft Learn
Hope it helps!
Best regards,
Community Support Team_ Scott Chang
If this post helps then please consider Accept it as the solution to help the other members find it more quickly.
Thanks. Do any of these approaches work at the dashboard level or only at the report level? Filtering an individual report isn't that difficult for people to manage, but I really want to present a collection of reports.
Meanwhile, I realized that subscriptions to reports are sort of a solution to my problem because each manager can subscribe to a pre-filtered view of whatever reports they want. It's not perfect, though, because it requires them to view each report on a separate page rather than seeing a combined view.
Hi @DavidS-RI ,
Only RLS can take effect in the dashboard.Or you can try to put all reports in the same workspace so you can create APP with different Audience assigned to different people, which will work better than dashboards.You can refer to:Install and use apps with dashboards and reports in Power BI - Power BI | Microsoft Learn
Hope it helps!
Best regards,
Community Support Team_ Scott Chang
If this post helps then please consider Accept it as the solution to help the other members find it more quickly.
Hi @DavidS-RI ,
Based on your description, I can offer you three workaround.
First, if you don't have too many restrictions on data visibility, you can create dynamic RLS as you can see:
Dynamic Row Level Security with Manager Level Access in Power BI - RADACAD
Also, you can create reports for different groups of people through Bookmark navigator
Finally, you can use to create multiple report links for them via URL Filter so that they can open the report and see the corresponding content, as you can refer to:
Filter a report using query string parameters in the URL - Power BI | Microsoft Learn
Hope it helps!
Best regards,
Community Support Team_ Scott Chang
If this post helps then please consider Accept it as the solution to help the other members find it more quickly.