Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI DataViz World Championships are on! With four chances to enter, you could win a spot in the LIVE Grand Finale in Las Vegas. Show off your skills.

Reply
Phamacom
Frequent Visitor

Dashboard Design

Hi,

 

I'm new to using Power BI and have questions about design. My company wants to develop a dashboard for each individual attorney. Although the data information will be the same, how do I go about in developing one template for all user to access? How do I filter the template for that one attorney? Is Power BI the way to go for this kind of dashboard? Thanks in advance.

 

Robert 

1 ACCEPTED SOLUTION

Hi @Phamacom,

#1, You can design a report and setting RLS filter based on username to achieve current user filter effects on the report and assign this role on power bi service side to your members. (notice: RLS filter only work with read permission users, you need to configure your users' permissions on the dataset side)

Solved: RLS with UserName() - Microsoft Power BI Community

Row-level security (RLS) with Power BI - Power BI | Microsoft Docs

#2, I'd like to suggest you check the following blog about dynamic attribute filter if it is suitable for your requirement:

Dynamic Attributes In A Power BI Report | P3 Adaptive
Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

4 REPLIES 4
adam456
Advocate II
Advocate II

Explore Mokkup.ai, an intuitive dashboard wireframing tool designed to streamline the creation of mock dashboard wireframes in under 30 minutes. With an extensive library featuring 150+ templates, organized into 8+ categories such as sales, marketing, and SaaS, you have the flexibility to customize them according to your specific requirements. Additionally, you can easily add a custom theme to personalize your dashboard even further.

Greg_Deckler
Super User
Super User

@Phamacom Just to double-check, when you say "dashboard" do you really mean a Power BI dashboard or are you referring to a report? Dashboards are specific things in Power BI and a lot of people coming from other technologies use the word dashboard when they are really referring to a report. If it is actually a report that you want for each attorney then I would recommend RLS (row level security).



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

Greg,

 

I don't mean a report but a dashboard. The dashboard gives the user ability to change the info based on the slicer selection. The slicer lets them see current month, last month, and YTD information.

 

Rob

Hi @Phamacom,

#1, You can design a report and setting RLS filter based on username to achieve current user filter effects on the report and assign this role on power bi service side to your members. (notice: RLS filter only work with read permission users, you need to configure your users' permissions on the dataset side)

Solved: RLS with UserName() - Microsoft Power BI Community

Row-level security (RLS) with Power BI - Power BI | Microsoft Docs

#2, I'd like to suggest you check the following blog about dynamic attribute filter if it is suitable for your requirement:

Dynamic Attributes In A Power BI Report | P3 Adaptive
Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

Feb2025 Sticker Challenge

Join our Community Sticker Challenge 2025

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

Feb2025 NL Carousel

Fabric Community Update - February 2025

Find out what's new and trending in the Fabric community.