Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Swiching to a different value when using Row Level Security

Hi Everyone, 

 

Problem:   I have a very nice report that shows our company's YTD vs annual budget using the standard gauge visual.  

 

The challenge is that I have 6 diffferent sales teams...all using row level security by team....and when they view the report the visual still shows their YTD totals versus the overall budget.   

 

So I have two questions: 

1.   I am guessing I need to create a measure that somehow filters by each team's budget versus the total ytd.   Not sure how to do that...maybe using allexcept?   

 

2.   Once I have this, assuming that is what I need to do....I am not sure how to have it show up per each RLS team.   I guess I would assign the RLS to that particular table in the "manage roles" area?   

 

Any guidance would be appreciated!

Need Help

2 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    6 years ago

    Hi Anonymous 

    First i need to confirm the requirement with you:

    Sale team A should see their team's YTD sales and annual budget(of team A),

    But currently, you report show annual budget(of team A) and all teams' YTD sales, right?

     

    Best Regards
    Maggie

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Hi Maggie, 

       

      Almost.  

       

      Currently they see the gauge visual showing  an annual revenue target of 100 million...which is our company annual target.   And they see the how much YTD sales their team has  (based on the RLS settings).    So the percentage showing in the gauge visual is their YTD total versus the overall company's target.  

       

      What they should be seeing instead, is their YTD total vs  the team's annual target.