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Hi! Newbie here again! I have been working on a report for our company's partners and am stopping myself before I go too far. My boss wants our partners to each be able to have their own page/ dashboard report that they can view their data on, but she doesn't want them to be able to see each others' reports. This is all coming from the same source, which took a lot of data cleanup, and without thinking, I was making each dashboard, putting one organization per page. Then I realized, if I publish this in one report, they will all be able to see each others. Is there anyway to restrict viewing of the report from page to page? Is there anyway to do this, or to break up the report without too much work or having to duplicate the file? Open to any suggestion, there are 34 different groups, so the least amount of work possible would be great.
Thanks!
EVERYBODY on this forum started out as a newbie, including me. I'm still learning stuff. You state:
" there are 34 different groups, so the least amount of work possible would be great. "
Do you really want to be running 34 reports each month, dumping them to PDF and posting them on SharePoint?
This is probably the best way. When I asked about your data, I was specifically wondering how (tables and fields involved) you might filter it for any one particular group. (Hint: a screenshot of your model would be good)
Proud to be a Super User! | |
You should investigate Row Level Security in Power BI taking advantage of the USERNAME() and USERPRINCIPALNAME() functions. These return a value based on the account currently logged in. (Joe@MyCompany.com)
If you have a way to secure the data based on who can see what, like maybe an Account Manager column in the Customer table, and that contains that same email value, then you can set up Role Based Security Filters in the Power BI model.
It's not for beginners, but once you understand it, you will be very impressed with yourself.
What can you tell us about your data? Does it have something like the above, a way to filter data for each user?
Proud to be a Super User! | |
Thanks for your suggestion ! I will look into this. Unfortunately I am quite the beginner. Do you think it would be easier to somehow break up the report? I suppose I could also just publish it to a PDF and post it monthly to secure folders for each account, but that would not update automatically. I aim to publish and put this on Sharepoint, FYI. My data is about how many leases a nonprofit organization has participating in one of our programs. I made separate pages for each organization, Is there a way to use RLS to restrict by page? Thanks!
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