Forum Discussion
Role Level Security on Multiple Table
I am trying to filter for roles using two tables that are both hierarchies. My issue is that I need them to perform an 'or' function and not an 'and' function.
For example, say I had a sales org and a location hierarchy. I would like to see all of John Doe's sales and all of Canada's sales. I can only seem to filter on John Doe's Canada sales.
Hi ggipson,
Current power bi only support to use "and" to link filters on different tables, I think you can post this to ideas forum.
For your requirement, you try to enable these filters on sales table to filter the specificity records.Regards,
Xiaoxin Sheng
5 Replies
Could you please provide some sample data and the expected output, which will be easier to understand your requirement.
Thanks !!
Below is a sample of 3 tables. I want to have row level security based on both location and sales hiearchies. I want to filter the report for the role based on all of John Doe's sales and all of the Canada's Sales. This would include all of the bolded lines in the bottom table. It would include any sales at locations D & E and any sales by Employees 1, 2, & 3.
Country City Location ID U.S. Ney York A U.S. Atlanta B U.S. Chicago C Canada Toronto D Canada Ottawa E Sales Manager Sales Person Employee ID John Doe Jane Doe 1 John Doe Janet Jackson 2 John Doe Tito Jackson 3 Rick Ross Nick LaChey 4 Rick Ross Justin Timberlake 5 Rick Ross Steve Austin 6 Employee ID Location ID Amount 1 E $ 500.00 1 A $ 300.00 1 B $ 250.00 2 C $ 750.00 2 C $ 650.00 3 D $ 200.00 4 D $ 320.00 5 C $ 890.00 5 C $ 400.00 6 C $ 165.00 6 E $ 500.00 6 A $ 230.00 6 A $ 320.00 Hi ggipson,
Current power bi only support to use "and" to link filters on different tables, I think you can post this to ideas forum.
For your requirement, you try to enable these filters on sales table to filter the specificity records.Regards,
Xiaoxin Sheng
