SAVE AND APPLY FILTERS PER USER - POWER BI EMBEDDED

[DhwaniSolanki]

Hello,

Your help for below definition is much appreciated in advance.

I have set of charts created in Power BI service. Each chart has a slicer implemented in it, to allow users to filter the data/chart. These charts are embedded in Asp.Net MVC web application. So far so good.

We have a requirement where if user-x logins into Asp.Net MVC application and let's say uses slicer/filter in one of the embedded Power BI charts. Example, CarType=Sedan is filtered in one chart. Now, user should be able to save this filter somewhere (either on Power BI service side, or Asp.Net MVC web application's database) and should be able to give a name to this filter (example, MySedanFilter). When user logins next time in Asp.Net MVC application, lets say after a day or two, then he/she should be able to apply this saved filter (MySedanFilter) and embedded chart should reflect the data/chart accordingly.

Please suggest how to achieve such functionality.

Thanks,

Dhwani

[v-shex-msft]

HI @DhwaniSolanki,

It seems like you want to use persistent filter on embedded report. I'd like to suggest you refer the following link about using persistent filter feature with power bi embedded:

Enable persistent filters in a Power BI embedded analytics application | Microsoft Learn

Regards,

Xiaoxin Sheng

[DhwaniSolanki]

Thanks @v-shex-msft for your response.

1) We have Asp.Net MVC application where we want to embed Power BI reports. In our case, application owns the data (and not the user). So, there is a single Azure ApplicationId which is used to embed the reports and present it to all users of the application. I doubt Persistent Filters will work in this case. Please confirm.

2) Also, for my understanding, where these Persistent Filters are stored and for how much duration, per user? Like, 10 days? or likewise?

Thanks,

Dhwani Solanki

[v-shex-msft]

HI @DhwaniSolanki,

#1, After I double check on the document about 'Persistent Filters' and power bi embedded, it seems current works on 'organization' mode.  I'd like to suggest you try to use bookmarks or 'capture report views' to save difference filter effects.

Enhance your users' experience with bookmarks in Power BI embedded analytics | Microsoft Learn

Capture report views showcase | Microsoft Learn

#2, I check the document but not found anything about the lifecycle of Persistent filters, so I think currently these filters will be kept until users modify on saved filters.

Regards,

Xiaoxin Sheng