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jhaastBI's avatar
jhaastBI
Helper I
5 years ago
Solved

Dynamic axis based on user

Hi people,   I want to create a visualisation of which axis change based on the logged-in user. In my organisation, there are managers and team leads with the following hierarchy.       ...
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  • tex628's avatar
    tex628
    5 years ago

    I believe that you need a table like this:

    ID Category Category 2 E-Mail
    Project - Team 1 Project Team 1 [email protected]
    Project - Team 2 Project Team 2 [email protected]
    Project - Team 3 Project Team 3 [email protected]
    Maintainance - Team 1 Maintainance Team 1 [email protected]
    Maintainance - Team 2 Maintainance Team 2 [email protected]
    Maintainance - Team 3 Maintainance Team 3 [email protected]
    Project - Team 1 Team 1   [email protected]
    Maintainance - Team 1 Team 1   [email protected]
    Project - Team 2 Team 2   [email protected]
    Maintainance - Team 2 Team 2   [email protected]
    Project - Team 3 Team 3   [email protected]
    Maintainance - Team 3 Team 3   [email protected]


    You then connect it to a mapping table, with only distict ID's:

    ID
    Project - Team 1
    Project - Team 2
    Project - Team 3
    Maintainance - Team 1
    Maintainance - Team 2
    Maintainance - Team 3


    And then you connect the mapping table to your sales table. 

    Crossfilter direction "Both" on the relationships. And finally you apply RLS on the E-mail column of the first table. 

    This should mean that if you use the "Category" column you will only see departments as a DM, and only Teams as a TL. 

    What do you think? 

    Br,
    J

tex628's avatar
tex628
Community Champion
5 years ago

Hi, 

You should be able to accomplish this by applying RLS to your model. 

How does the relationships between "Data" - "Person" - "Team/Department" look at the moment?

/ J

  • jhaastBI's avatar
    jhaastBI
    Helper I
    5 years ago

    This is the current model:

    Currently, no relationship is defined between the Teams and the Employee table.

    I'm using RLS to define limit the shown data to the users. E.g.:
    User 1: Department = "Project"  (because the user should also see the results of other teams in de department)

    User 2: Department  = "Project"

    User 3: Department = "Project"

     

    To clarify, one visual should be used and not two.

    • tex628's avatar
      tex628
      Community Champion
      5 years ago

      RLS in this scenario will mean the following:

      Department Managers will only see the departments they manage.
      Team Leads will only see the teams they lead.
      Team Members will only see the teams they are part of. 

      Does this work for you business case? 

      Br,
      J

      • jhaastBI's avatar
        jhaastBI
        Helper I
        5 years ago

        Yes, kind of.

         

        However, the manager's x-axis in the graph should show the department they manage.

        The x-axis in the graph of the team leads, should show the teams of the department they are in (so not only their team).

        The team member, don't have access to Power BI, so they are out of scope.

  • jhaastBI's avatar
    jhaastBI
    Helper I
    5 years ago

    I've added the employee table to my last post.