Want to create a hierarchy based Metrics with user RLS

[ANILKORLIMARLA]

 We have a hierarchy CEO - SVP - VP - DIR - MGR (Need Metrics visual to show the sales)

1. when DIR log in to th report he need to see his and his down level employee data 

DIR  

    Mgr

2. when SVP log in to th report he need to see his and his down level employee data 

SVP

   VP

       DIR

          MGR

we need ro use the mectrics visual to show the numbers, please help me with the data modelling, like how to frame the data  

[Anonymous · Accepted solution]

Hi @ANILKORLIMARLA ,

Please try below steps:

1. below is the test table

Table:

Table(2):

Model:

2. add a new column in Table with below dax formula

Path = PATH('Table'[Name],'Table'[Manager])

 

3. create a new role with below dax formula

a =
PATHCONTAINS (
    'Table'[Path],
    CALCULATE (
        MAX ( 'Table'[Name]),filter(all('Table'),[Email] = USERPRINCIPALNAME () )
    )
)

4. add a table visual with Table(2) fields

Please refer the attached .pbix file.

Best regards,
Community Support Team_Binbin Yu
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[Ritaf1983]

Hi @ANILKORLIMARLA 
Please refer to the linked tutorials:
https://www.youtube.com/watch?v=Z0eeTTL7EhQ

https://www.youtube.com/watch?v=V7XWLqdvzYM

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly