Dashboard Design

[Phamacom]

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 

[adam456]

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[Greg_Deckler]

@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).

[Phamacom]

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

[v-shex-msft · 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