Forum Discussion
Community ChampionSlicer Set dependent upon the user
My first report page has a slicer on Region and I have regional managers. Is there any way that the Slicer can be set to the right region when a Regional Manager logs in?
4 Replies
- jdbuchanan71
Super User
When the user logs into the report for the first time, have them select their region then make a personal bookmark and set it as default view for the report. After that, when they log in it will be set for them.
- DebbieE
My first page contains 4 bookmarks.
A slicer bookmark with the date and region Slicers on where the data is loaded
A Bookmark with month visuals with the slicer off
A Bookmark with Year visual with the slicer off
A Bookmark with Quarter visual and the slicer off
How would this work with this set up? Would the user have to set the personal bookmark up with they have clicked the button to go to the slicer visual? My first thought was, they can simply select region the first time on the slicer bookmark and that would be it. But I know that every time they open that bookmark the slicers reset to what I have set as the default. E..g current month and no region in the pbix file.
Is there any way they can set the filter in Bookmark 1 and it stay the way they have set it?
Do you need the users to be able to view the data outside of their region? You could use row level security to restrict the data to their region through a mapping table. You could do something along these lines so you don't have to maintain the mapping table manually: http://sqljason.com/2018/01/customizing-data-alerts-in-power-bi-using-powerapps.html
