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_FB_'s avatar
_FB_
Frequent Visitor
2 years ago

Changing matrix row content by single user / user group

Hello everybody,   this is my first post here and I hope i could get helped somehow. Thanks in advance! I am a PBI beginner...   I am looking for a way to change a matrix row content by user / us...
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_FB_'s avatar
_FB_
Frequent Visitor
2 years ago

Hello bhanu,

 

thanks for answering. To my opionion this is not what i am looking for. Because:

 

I don't want to choose another parameter existing in a table / visual (Filter), I want to replace the parameter main account by the sub-account (View) when a sales manager opens the report. By default, the report should show the main accounts - if possible in each created visual.

 

BR

Fabian

bhanu_gautam's avatar
bhanu_gautam
Icon for Super User rankSuper User
2 years ago

_FB_ , You can achieve that with RLS , you can also use bookmarks but it will not be dynamic as per user but in RLS you can do that by creating custom measure like

 

SalesMeasure =
IF(
ISINSCOPE('UserRoles'[RoleName]),
SWITCH(
TRUE(),
'UserRoles'[RoleName] = "Management", SUM('Sales'[MainAccountSales]),
'UserRoles'[RoleName] = "Sales Managers", SUM('Sales'[SubAccountSales]),
BLANK()
),
BLANK()
)

 

If not RLS than you can explore bookmarks create one button and two bookmark one for accounts and one for subaccounts then hide the other visual at that bookmark and do similarly for other 

 

Link for bookmark - https://youtu.be/XSphZtgiEDI?si=4_h73MBV9btYVhYQ

  • _FB_'s avatar
    _FB_
    Frequent Visitor
    2 years ago

    Hello bhanu_gautam ,

     

    thanks again for answering.

     

    I understand your presented "SalesMeasure", but I do not think this is a solution. To my opinion the problem is that I want to show a different row content in column #1 in one matrix visual, e.g. sales revenue by either the main accounts or sub accounts (not both!!!), dynamically depending on the user / user group.

     

    Thus someone from General Management should see the sales revenue listed by main accounts, a sales manager should see the sales revenue listed by sub accounts he/she/it is responsible for. And this should take place in only one (same) matrix visual.

     

    BR

    _FB_