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Berean_50
Helper I
Helper I

How to dynamically select a slicer option based on the identity of the current user.

Say you have a slicer with options Option 1, Option 2 and Option 3.

Is it possible at all in Power BI to automatically select an Option based on the identity of the current user? For example, if user John Doe is currently logged on, then Option 1 will be selected when the user opens the Power BI report. 

I'm not asking how to filter based on the identity because it's important for the other options, Option 2 and Option 3 to still be available for selection. So it's not a matter of applying row-level security but rather of user experience customization based on the identity of the current user.

 

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Berean_50 I understood your question, but unfortunately, there is no way to select default values for an out-of-box slicer visual. maybe custom visual slicer has this option but I never used those. I think there is an idea for this functionality on the ideas page and I would recommend voting for it.

 

 

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3 REPLIES 3
parry2k
Super User
Super User

@Berean_50 I understood your question, but unfortunately, there is no way to select default values for an out-of-box slicer visual. maybe custom visual slicer has this option but I never used those. I think there is an idea for this functionality on the ideas page and I would recommend voting for it.

 

 

Follow us on LinkedIn and YouTube.gif to our YouTube channel

I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort 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.

 

 

  



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

v-henryk-mstf
Community Support
Community Support

Hi @Berean_50 ,

 

Depending on your description, configuring OLS may be a good option.
Object-level security (OLS) enables model authors to protect specific tables or columns from being discovered by report viewers, and only specific viewers can see and interact with them.


Refer to the following official documentation for details.

Object-level security (OLS) with Power BI - Power BI | Microsoft Learn


If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.


Best Regards,
Henry


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

Hi @v-henryk-mstf 

The nature of my enquiry is not so much related to security but rather user experience. Let me illustrate this using an example:

Let’s suppose you have an organisation with sales details related to the following product types: books, toys and clothing. You also may have individuals who whilst looking after a specific area of sales also have access to the other areas.

So, you build a report with a product type slicer containing the following options: Books, Toys and Clothing. Ideally, for someone who works predominantly (not solely) with the sales of  books would have the Books option automatically selected when the report is open. Obviously, you need to know the identity of the current user and using a disconnected table you could map that identity to the preferred area of sales. So far so good. However how do you automatically select the ‘Books’ product type slicer when this user opens the report? Bear in mind we don’t want to secure a table or even prevent the user from having access to the other product types. The goal is to spare the user from having to continuously click the same expected option every time they open the report.

I could possible work with duplication of pages but that could incur maintenance overhead.

I hope that’s a bit clearer now.

Thank you

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