Dear folks,
Dataset -> Report Structure:
I have one single dataset that gets all of our sales data from our erp.
From this dataset, I created several reports for different purposes.
Requirement:
- One report, our sales team should have access to all data (not filtered by user).
All of the other reports should just show his/her own sales data (filtered by user).- Background of the requirement is that the total sales should be viewed by everyone, but not the respective special prices and discounts of its customers.
- Users that also have access to the reports but do not belong to the sales team should have access to all data.
Ideas and attempts so far:
My intention is to activate or deactivate the filter per report:
- New Table "UserFilter" with two values: Active, Inactive and set this column Check as report-level filter on filter pane.
- Set this filter to active
- New User-Table with MailAddresses and his/her code that relates to its respective customer.
- Set relationship between User and Customer-Table.
- Add Role "Sales" in RLS and add the following code:
IF(
SELECTEDVALUE(UserFilter[Check])="Active",
[Mail] = USERPRINCIPALNAME(),
1=1
)
Problem:
- The RLS ignores the set filter in the report.
I understand why that happens bcs the RLS is made for datasets and I filter on report level but copying my dataset is not an option only for one report in which the data should not be filtered by user. I don't even want to start with that, because otherwise I have to maintain 2 identical datasets.
Do you have an idea which help me solving the requirement?
Thank you in advance.
