Forum Discussion
Creating the same charts for multiple customers
I am new to Power BI. I have been using a different BI for the past several years. What I am going to ask I do not believe was possible with the other BI, but maybe it is possible with Power BI. ...
Hi dear,
There is no functionality that powerbi creates templates itself for every unique customer.
Instead of changing filter and saving the template, you can use row level security in power bi.
It will save a lot of time .
docs.microsoft.com/en-us/power-bi/service-admin-rlsl
There is no functionality that powerbi creates templates itself for every unique customer.
Instead of changing filter and saving the template, you can use row level security in power bi.
It will save a lot of time .
docs.microsoft.com/en-us/power-bi/service-admin-rlsl
Thank you for the response. I'm going to give this a try, although think I need to be a little further along in the process.
Hey, Shantanu00007, the row level security seems to be a fantastic idea. I have created a role, but I am having difficulty figuring out how to assign users to that role. The instructions online seem to show you how to do it online after publishing the report, but when I follow that, I get a message saying RLS has moved to Power BI Desktop. However, I don't see where I can assign users to roles within Power BI Desktop.
Disregard my previous post Shantanu00007. I had to republish the workbook after creating the role.