Forum Discussion
Filtering out one CSV File into new workbooks based on one column
Completely new to PowerBI but have been asked to Import a csv file into PowerBI. Then, this one file needs to be separated out into multiple files because they will all be emailed out to the relevant stakeholders BUT each stakeholder only needs to see data relating to themselves. To determine the data applicable to each stakeholder, one column can be filtered down to the different business names. Im told PowerBI could do this all automatically rather than me going into the CSV file and filtering the data then copy & saving each modified sheet etc etc Probably havent explained this well but worth a try. Is this something PowerBI can do and how do I do this?
Hi Anonymous
"each stakeholder only needs to see data relating to themselves"
Did you try the RLS? Row-level security (RLS) with Power BI can be used to restrict data access for given users. Filters restrict data access at the row level, and you can define filters within roles.
Kindly refer to the reference:
https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls
https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-rls
Deeper blogs here:
https://radacad.com/dynamic-row-level-security-with-manager-level-access-in-power-bi
https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi
https://radacad.com/dynamic-row-level-security-with-power-bi-made-simple
3 Replies
- amitchandak
Super User
Anonymous , There are too much of stuff you can do, Better you watch some training for that
https://docs.microsoft.com/en-us/power-bi/desktop-shape-and-combine-data
You Tube : https://youtu.be/m1eLTtZHGs4
Power BI udemy Course -https://www.udemy.com/share/1000SGBEoTdVZbTXk=/
hopefully this screenshot explains it a little better. I want to drill through the data by this field called 'provider address'. I have dragged the field from the right hand side Fields section to the 'add drill through fields here' box. I now want to create different excel reports by ticking the relevant address fields. BUT it only lets me tick one address at a time. Is there a way to select multiple options to create the report based on what I have ticked?
- v-diye-msft
Community Support
Hi Anonymous
"each stakeholder only needs to see data relating to themselves"
Did you try the RLS? Row-level security (RLS) with Power BI can be used to restrict data access for given users. Filters restrict data access at the row level, and you can define filters within roles.
Kindly refer to the reference:
https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls
https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-rls
Deeper blogs here:
https://radacad.com/dynamic-row-level-security-with-manager-level-access-in-power-bi
https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi
https://radacad.com/dynamic-row-level-security-with-power-bi-made-simple
