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HSymes-Thompson
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3 years ago
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RLS not working on Measures

Hi, 

 

I am creating a dashboard that will be used to view departmental Budgets/Forecasts and Actuals. I need to be able to implement RLS so that when each department head opens the report the data will be filtered to their specific budget/forecast/actual spend.

 

I have 3 fact tables: budget/forecast/overheads

I have several dimension tables: Company, Date, GL Details, Business Area (contains employee name, department, budget refs), Budget Owner (contains employee name and email address)

 

I have managed to create the RLS so that it filters the page to each department head e.g. Department = "IT". This enables them to see their individual budget/forecast, but when it comes to the measures I have created, YTD Actuals, Budget Variance and Forecast Variance, its not taking into consideration the RLS and is just showing the calculation for all departments.

 

Is there something that I need to add into the measures to make sure it filters based on the RLS?

 

YTD Actuals = SUM('Overheads Data'[Debit/Credit])
Forecast YTD = SUM(Forecast[Value])
Forecast Variance = [Forecast YTD] - [YTD Actuals]
Budget 2022 = SUM('Budget table'[Value])
Budget Variance = [Budget 2022] - [YTD Actuals]

 

Thanks,

Helen