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LP280388's avatar
LP280388
Icon for Resolver II rankResolver II
1 year ago

Report URL with Parameters in Teams notification

Hi team,    we have recently encountered an issue with Teams notification when we integrate Teams with PowerBI application.  The issue is, the report link sent from Teams notification is not embedd...
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Jonvoge's avatar
Jonvoge
Icon for Most Valuable Professional rankMost Valuable Professional
1 year ago

Hi LP280388

 

I believe the correct solution to this is not URL Parameters, but rather Row Level Security.

As your users are logged in when they access the report in both Teams and Power BI Service, we can in Power BI return their User ID with the DAX formula USERPRINCIPALNAME() - Or just USERNAME() if you want it without the email suffix.

 

You can use this in a Security Rule, in which you filter your [EMP ID] by the USERPRINCIPALNAME() to dynamically filter your report based on the user logged in.

 

Here's a good guide: Dynamic Row Level Security with Power BI Made Simple - RADACAD



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  • LP280388's avatar
    LP280388
    Icon for Resolver II rankResolver II
    1 year ago

    Jonvoge , thanks for responding. Yes it is indeed the RLS which is filtering for Manager and his directs too in the same report. Since we can duplicate the same report to seperate the managers and his directs we are leveraging one report and parameters to filter the data. 

     

    Is there a possibility to do the below :

    1. when a user logs into the report - "without URL parameters " then it should filter for himself.

    2. When the user logs into the report - "with URL parameters" then it should filter for the person embedded in the url

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      1 year ago

      Hi LP280388 

       

      Here's an idea for your reference:

      First of all, create roles in Power BI Desktop that define the filtering logic. For example:

      [EmpID] = IF(
    ISFILTERED('YourTable'[EmpID]) && SELECTEDVALUE('YourTable'[EmpID]) <> BLANK(),
    SELECTEDVALUE('YourTable'[EmpID]),
    USERPRINCIPALNAME()
)

      Then set up url parameters, and ensure that the URLs sent in Teams notifications include the necessary parameters to filter the data. For example:

      app.powerbi.com/groups/.../datasets/.../ReportSection?filter=YourTable/EmpID eq 'PARAM_EMP_ID'

      Next, handle filtering in Power BI, use DAX to detect whether a URL parameter is present. You can create a calculated column or measure to check if the EmpID filter is applied.

      FilteredEmpID = 
IF(
    ISFILTERED('YourTable'[EmpID]),
    SELECTEDVALUE('YourTable'[EmpID]),
    USERPRINCIPALNAME()
)

      When setting up the Teams notification, ensure the URL includes the filter parameter if you want to filter for another user. If no parameter is included, the RLS will apply and filter for the logged-in user.

       

       

      Best Regards

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

      • LP280388's avatar
        LP280388
        Icon for Resolver II rankResolver II
        1 year ago

        Anonymous , I get the error that userprinciple cant be used in calculated column for the below. If i create a measure, im unable to use it in the "Filter all page". Is there any other way ?

        Since i have multiple visuals in the canvas and multiple pages of same showing other info of the same employee, I have to apply this filter at "Filter on all pages"

         

         

        FilteredEmpID = 
IF(
    ISFILTERED('YourTable'[EmpID]),
    SELECTEDVALUE('YourTable'[EmpID]),
    USERPRINCIPALNAME()
)

        Thanks for your reply.