Same Report Filtered On Different Teams Pages

[jondurbridge]

Hi Everyone

I have a report which filters metrics across mutliple companies, and I would like to add this report to the teams page for each customer. Is there a way of using the same report on multiple teams pages, but with each page only being filtered for the company who's Teams page they are on? 

I dont mind manually filtering each report once

I know on the url for a report you can do

?filter=Query1/Company eq 'Company Name' - but I dont know how to add a report using a url etc.

Cheers in advance

[parry2k]

@jondurbridge check this link for URL filter, also check if RLS makes

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

more sense in this case.

[jondurbridge]

power bi in teams allows you to embed a powerbi report, instead of a weburl.

I dont know how I could utilise RLS, when mutliple people would need to access multiple teams sites.

Would I be using a teams ID instead?

[parry2k]

@jondurbridge RLS usually work based on who is viewing the report regardless which Team Channel it is published under.

[jondurbridge]

Sorry - manners went out the window earlier - too easy to do that on forums.

Thanks for taking your time to reply trying to help me!

I need to somehow only have the report filter based on the teams id - the last thing I want is to try and maintain 75 separate reports, which should all be the same other than the customer

[parry2k]

@jondurbridge I'm very confident that you can use one report and take advantage of RLS to filter based on who is looking at the report.

Assuming you have 3 users, 2 belong to one team A and 1 belong to another team (Team B), you can implement the RLS that if Team A user is looking than what he can see and the same report if use from TEAM B is looking, he can see the same report but rows are filtered out what he is not supposed to see.

There are a lot of options available using 1 single report, viewed by different users/teams.

[jondurbridge]

Unless I'm missing the obvious here

What we have is multiple customers, and then multiple staff who may access

So we could have all members of staff needing to access each customers report.

What we definitely have to have is

Teams Page For Customer A - Only show customer A in the report - regardless of who views

Teams Page For Customer B - Only show customer B ........

I just need to find something where the teams page where the report is embedded is the trigger for the filter, and not the user accessing

[parry2k]

@jondurbridgeTeam Page A and Team page B has similar visuals, you don't need two pages because two different sets of users are looking at the report, you just need one report page and use RLS and the same page will filter the data who is viewing the report. As mentioned previously it is your RLS logic that will drive everything. 

Spend some time reading out RLS before you ask further questions. Just an advice.

[jondurbridge]

Im not sure you are understanding fully here

Users A,B,C,D,E,F etc... All need to access Customer A,B,C,D,E,F etc

But on a teams page for customer A - only customer A should be showing, regardless of which username is accessing this report.

It is therefore impossible to use RLS based on the user, because the differential is the customer, not the user

[lbendlin]

You cannot use URL filters either, according to this article

https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters#considerations-and-t...