Dynamic Report Subscription

[astano05]

I am looking to set up a dynamic report subscription of MS Dynamics opportunities based on the owners' email address. I have the users' email addresses in the same dataset as teh report. Can I use the same dataset for the recipient data and the report data? 

I currently have the report set with filters. I am choosing the same model for recipient data and choosing the systemuser table's email column.

I set the email details to be just myself as the recipient (for now as I am testing). 

in the Map your data option - i am choosing the same email column from the same system user table in both. 

When the subscription gets sent to me, it was blank (not correctly filtered for my email) and I got sent hundreds of emails from the subscription that were all the same. 

Where am I going wrong?

[v-karpurapud]

Hi @astano05 

I wanted to check if you’ve had a chance to review the information provided. If you have any further questions, please let us know. Has your issue been resolved? If not, please share more details so we can assist you further.

Thank You.

[v-karpurapud]

Hi @astano05 

We have not received a response from you regarding the query and were following up to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

Thank You.

[v-karpurapud]

Hi @astano05 

Thank you for submitting your question to the Microsoft Fabric Community Forum, and thanks to @Ritaf1983 and @tharunkumarRTK  for offering helpful suggestions.

Could you let us know if the suggested solution resolved your issue?If you still need help, please share more details so we can assist you further.

Thank you.

[tharunkumarRTK]

@astano05 

To answer your question: Yes, you can choose same dataset/semantic model to map recipient data. Have done that multiple times.

can you check whether you have enabled, pre-existing filters option enabled? also check if that was reason for showing blank results.

Please do note, When you link email id column in your data as "Send To" Email then you will not be able to choose the same column as Report Filter, it will be grayed out.
like this 

So, create a duplicate of email id column. And then in report filters section, choose the duplicate column as Filter On and then Original column as filter value. It should work.

I am attaching a blog post I wrote, where I explained about how dynamic RLS works

https://medium.com/@tharunkumarr98/power-bi-report-subscriptions-does-not-respect-rls-be66171f27e8

Hope it helps

Connect on LinkedIn

Did I answer your question? Mark my post as a solution!
If I helped you, click on the Thumbs Up to give Kudos. Proud to be a Super User!

[astano05]

Thanks for the response! This is how i have it set up but I am getting the same result. Blank table and multiple emails.

i selected the dataset for connect to recipient data. This is the same dataset the report is connected to.

for select and filter data, i chose the email column of my user table. In the report, filtering on this column will give you MS Dynamics data for that user:

Email details. I just have myself as the recipient for my testing

Map your data. I am able to choose the same internalemailaddress field for both and have include my changes enabled.

[astano05]

@tharunkumarRTK could it be because my RLS allows me to see all data? Is there a way to have it be just the ones where my email matches?

[tharunkumarRTK · Accepted solution]

@astano05 

Under "Map my data" can you uncheck the "pre-existing filter option?

Hope you have read my article, I explained the RLS scenario there. Techically how dynamic subscriptions work in your scenario is, it will iterate over the list the list of email ids you selected and then applies the filter (which is email id column) and then sends one email for ever row.

Which is exactly what you are expecting, Since you have hardcoded your email in the "send to" section you got those many emails as many as the # of emails you have in the column you selected. 

In an ideal scenario, when you map email id column to the "Send to" section, you will not be able to choose the same the column in the "Report Filters" section as I have shown you in my previous response. So I created a duplicate column of my email id column and mapped the filters in this way 

"Duplicate Email ID" = "Original Email ID" 

So, these are my suggestions:

1. Uncheck the "Pre-existing" filters 

(test the scubcription, I guess this should solve the blank visuls issue)
2. Create a duplicate email id column in your RLS table and and put the filter on it in "Report filters" section.
As I have mentioned in my article, this approach worked for me with out any issue

Hope this helps

Connect on LinkedIn

Did I answer your question? Mark my post as a solution!
If I helped you, click on the Thumbs Up to give Kudos. Proud to be a Super User!

[Ritaf1983]

Hi @astano05 

Unfortunately, with a Pro or Premium Per User (PPU) license, the functionality for dynamic recipient lists is not available. In these cases, you can only define recipients manually or use Power Automate as a workaround (example video: https://www.youtube.com/watch?v=efwMH6lLdF0

The dynamic subscription feature is only supported when the report is hosted in a Premium Capacity or Fabric Capacity workspace.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly