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paulvrugt
New Member

Dynamic report filters per customer, based on data from dataset

We are looking into using power bi embedded (non-Power BI users). However we have some issues with custom fields. In our scenario each customer has their own database. Each customer will use their own workspace and have reports in this workspace with the dataset pointing to the customer-specific database.

 

What we are trying to accomplish is to create a set of "default" reports for all of our customers. In these reports, customers can filter by predefined "system" fields. So each customer has the same default reports. However, customers also have "custom" fields, which they define in our database (in a "Field" table). We would like the customers to be also able to filter the reports on these custom fields, but we don't want a custom data scheme per customer (because we have hundreds of customers) containing the custom fields in a format that we can add it as a filter on the report.

 

Is there some way of dynamically adding filters to reports based on data from the data set?

 

So to clarify, we migh have a table in our database (which is the same for each customer) called "car", and it has "default" fields that can be filtered on named "model" and "brand". And these fields are columns of the "car" table. However, each customer can add extra "custom" fields which are stored in a table called "field". So customer A might have added a custom field "color", and customer B might have added a custom field "size". The values of these custom fields are stored in a table called "fieldValue" which contains a "fieldId","carId" and "Value" column.

 

We would like to create a report about cards for each customer that contains filters for all "default" fields (this part is easy because it are fixed columns in our database). But also have each customer to be able to filter on all custom fields they have created, without manually customizing all reports (because a) customizing each report is not doable for hunderds of customers, and b) when we update the base-report all customizations for customers would be overwritten by the new report template)

1 REPLY 1
v-kkf-msft
Community Support
Community Support

Hi @paulvrugt ,

 

Are dynamic M query parameters what you are looking for? You need to connect to your data source using the Direct Query mode and then dynamically filter the columns of the data source.

 

For more information, please refer to: Dynamic M query parameters in Power BI Desktop 

 

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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