Disable SEE RECORDS

[Anonymous]

Hi guys,

I looked for a solution to hide/disable the option SEE RECORD. I must prevent users to right-click > See Record because they are not allowed to see the raw data.

Some posts in the web recommend to create a drill-through page or use a measure intead of basic operation (sum, count) of the visual but I would like to find something reliable and clean

Thank you 🙂

[parry2k · Accepted solution]

@Anonymous First of all there is no performance issue if you create an explicit measure and as mentioned, as a best practice you want to explicit measure (make a habit of it), may be this report has only 1-2 visuals/pages but think about the bigger picture, if you are working on a larger project, complex reports, etc, having implicit measure will be a nightmare, it is more about following the best practice and making a habit.

Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡

[Anonymous]

Hi@edhans @parry2k 

Thank you guys so much for taking time to answer and give me all these good advices, I understood and really appreciated.

Have a good day !

[edhans · Accepted solution]

@Anonymous imagine the following scenario:

1. You need to create a visual that shows sales, so you drag the sales field into your visual. It works.
2. You create 3 visuals that use this method, and conditionally format one of them as a matrix with bars on the values.
3. Your boss comes in and says "We actually need to know what the gross collections are, so please include sales tax in your visuals.
4. You now have to create an explicit measure that is SUM(Sales[Sales]) + SUM{Sales[Sales Tax]), then remove all of your implict measures, add this new measure in, and redo any conditional formatting.

Had you created the explict measure to start with = SUM(Sales[Sales]) the only thing you would have had to do is edit the measure to the new formula, and all visuals everywhere would automatically update.

Also, you cannot create pivot table in Excel that use implicit measures when you use the new connect to Power BI dataset. It currently only allows you to add explicit measures to value fields.

As @parry2k indicated, this isn't really right or wrong, but best practice. Your future self will thank you for it.

[parry2k · Accepted solution]

@Anonymous First of all there is no performance issue if you create an explicit measure and as mentioned, as a best practice you want to explicit measure (make a habit of it), may be this report has only 1-2 visuals/pages but think about the bigger picture, if you are working on a larger project, complex reports, etc, having implicit measure will be a nightmare, it is more about following the best practice and making a habit.

Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡

[Anonymous]

Hi @parry2k @edhans 

Thank you very much for taking time to answer me !

To fix this one , I created a explicit measure.

I would like to know why the explicit measure is more recommended than an implicit measure ? except the fact that you can use it in others visuals, it could be very interesting if there is really so many visuals so we can save a lots of clicks. On the contratry, if there is only 1 or 2, by using an implicit measure, we can avoid to create a measure thus optimize the performance of the pibx.

I will really appreciate if you can share an article, a website, video which list all the best practices in Power BI

Have a good day ! 🙂

[edhans]

@Anonymous you always want to create an explicit measure. It is best practice for a number of reasons. So even something as simple as:

Total Sales = SUM(Sales[Sales Amount])

Is better than dragging the [Sales Amount] field to the Values section.

You can also disable in a visual what the users can do. You can turn the visual header off so there is no ellipses icon to view.

Within a report there are options you as the publisher can set too. In Power BI Desktop, select the Options menu, then:

Within the tenant settings, you can enable and disable export options for the entire org if you are a Power BI Admin. There are many more options if you scroll down.

But that really has little to do with creating explicit vs implicit measures. You should always create measures for your data vs dragging data fields in to the VALUES section of a visual.

[parry2k]

@Anonymous reliable and clean is to use Explicit measure instead of Implicit means dropping the column directly and aggregation is not recommend but create the measure and use it. It is a best practice to create measure and use it and you can also recycle it if need to be used in multiple visuals.

Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡