Power BI - Using Primary Source of Data and then Cleaning per Client

[PBI_4567]

Hello,

I have a SQL database I connect to. My tables contain data for various clients. I would like to:

1) Clean the data intially that would apply to all clients

2) Then, be able to connect to that cleaned data and filter per a client

Is there a way to do this? I have attempted connected to semantic model, dataflow, and datamart with no luck.

[Anonymous · Accepted solution]

Hi @PBI_4567 ,

Based on your description, I have created these data and there are two methods over here that I suggest you to try.

Method 1: Use a calculation table.

Create a new calculation table and use dax expressions to write data applicable to the client as needed. For example, the following expression filters out the data for "client".

Table 2 =

FILTER('Table','Table'[Group1]="client")

Method 2: Use the filter pane.

You can use the filters on the right side of the report to filter the different clients. The following figure filters out the data of client1 and client2 in client.

If your original data is not quite the same as mine and different customers are in different columns, then you can do an unpivot on the data in the power query editor before doing the above. For more information on unpivot, you can refer to this document:Unpivot columns - Power Query | Microsoft Learn

If your Current Period does not refer to this, please clarify in a follow-up reply.

^{Best Regards,}

^{Clara Gong}

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

[amitchandak]

@PBI_4567 ,

1) Use Power Query

2) Use RLS for that

Power BI- Row Level Security(RLS): Handle ALL, UserPrincipalName: https://youtu.be/KVLEnIUo4pc