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WinterMist's avatar
WinterMist
Impactful Individual
1 year ago
Solved

Conditionally Filter Specific Visuals Based on Current User Logged In

Hello Community -  If someone could provide guidance, I would appreciate it.   Here is a link to the PBIX: https://drive.google.com/file/d/1IPk0O0nXhVVXXCOU0yLUtRwYL6RGLtyo/view?usp=sharing   ...
Need Help
  • johnt75's avatar
    johnt75
    1 year ago

    You can't use VALUES on its own, as the CSR table is being filtered by having the CSR name in the slicer or table visual. I think the below works, using REMOVEFILTERS

    02 Should Current User Be Filtered = 
VAR CSRFilterEmailList = 
    //ONLY NON-MANAGER CSR'S SHOULD HAVE DATA FILTERED
    CALCULATETABLE(
        VALUES('Dim CSR'[Email]),
        'Dim CSR'[IsManager] = 0,
        REMOVEFILTERS( 'Dim CSR'[Name] )
    )
VAR CurrentUser = [01 Current User]
VAR ShouldCurrentUserBeFiltered =
    //VERIFY IF CURRENT USER LOGGED IN IS A NON-MANAGING CSR.
        //IF YES THEN WE NEED TO FILTER CSR SLICER & CSR TABLE VISUALS BY CURRENT USER LOGGED IN
        //IF NO THEN DO NOTHING.  I.E. DO NOT FILTER THESE VISUALS BY THE CURRENT USER LOGGED IN
    IF(
        CONTAINS(CSRFilterEmailList, 'Dim CSR'[Email], CurrentUser),
        1,
        0
    )
RETURN ShouldCurrentUserBeFiltered
WinterMist's avatar
WinterMist
Impactful Individual
1 year ago

johnt75 

 

Thank you also for your attempt to resolve this.

Unfortunately, this doesn't work.

Thank you very much for attaching the PBIX.

 

By replacing VALUES with ALL, within [02 Should Current User Be Filtered], this causes the measure to always return 1, regardless of whether the user is in the list of CSR Non-Managers or not.  This is not right.

- It should return 1 only for CSR Non-Managers (CSR 1, CSR 2, CSR 4).

- It should return 0 for everyone else (CSR 3, CSR 5, or anyone else not in the first group).

 

 

However, the measure now incorrectly returns 1 for CSR 3 & CSR 5, when it should return 0.

For managers (CSR 3 & CSR 5), NOTHING should be filtered.  

When Current User = CSR 3 or CSR 5....

- [02 Should Current User Be Filtered] = 1 (but should be 0).

- CSR Slicer should should NOT be filtered, but it is.

- CSR Summary table should NOT be filtered, but it is.

 

 

 

 

In summary, replacing VALUES with ALL in measure [02 ...] breaks the measure so that it only returns 1, all the time, regardless of the Current User.

 

NOTE: It is critical that [02 Should Current User Be Filtered] correctly returns:

- 1 IF the current user SHOULD be filtered (AND)

- 0 IF the current user should NOT be filtered.

 

 

Let me know if you have any additional suggestions.

Thanks again very much for your time.

 

Regards,

Nathan

  • johnt75's avatar
    johnt75
    Super User
    1 year ago

    You can't use VALUES on its own, as the CSR table is being filtered by having the CSR name in the slicer or table visual. I think the below works, using REMOVEFILTERS

    02 Should Current User Be Filtered = 
VAR CSRFilterEmailList = 
    //ONLY NON-MANAGER CSR'S SHOULD HAVE DATA FILTERED
    CALCULATETABLE(
        VALUES('Dim CSR'[Email]),
        'Dim CSR'[IsManager] = 0,
        REMOVEFILTERS( 'Dim CSR'[Name] )
    )
VAR CurrentUser = [01 Current User]
VAR ShouldCurrentUserBeFiltered =
    //VERIFY IF CURRENT USER LOGGED IN IS A NON-MANAGING CSR.
        //IF YES THEN WE NEED TO FILTER CSR SLICER & CSR TABLE VISUALS BY CURRENT USER LOGGED IN
        //IF NO THEN DO NOTHING.  I.E. DO NOT FILTER THESE VISUALS BY THE CURRENT USER LOGGED IN
    IF(
        CONTAINS(CSRFilterEmailList, 'Dim CSR'[Email], CurrentUser),
        1,
        0
    )
RETURN ShouldCurrentUserBeFiltered