Managing Roles

[Som_17]

Hello!

I have 3 tables:

1. Employees: where I have the email address, employee code, agency code, function

2. Network: where I have agency code, area code, region code

3. Table with Kpi for employees

I want when someone logs into power service, to see the table with kpi only for his region, if he is a regional manager, only for the area if he is a area manager, or only for his agency if he is an agency manager.

Could you please help me?

[SamWiseOwl · Accepted solution]

Hi @Som_17 

You can create roles on the Modelling tab:

Add a new role and select the table to filter (Network) and click Switch to DAX view

Now filter the Network table based on the user table:

Network[Agency Code] = CALCULATE(Employees[Agency Code], Employees[email address] = USERPRINCIPALNAME())

To test it out choose Modelling | View as role and then tick the role and enter the email address to test:

Now your report (and table view) will be filtered by your calculation.