How to distribute 200 customers to 200 different customers using power bi report

[cpooja]

Hi All,

I am using one view from Azure Synapse data source which is showing 200 different customers from Customer column.

I have created one power bi report with all the customers till current data and apply RLS for each SDMs to view their specific customer data and publish the report in power bi service.

When the SDM will review their specific customer report and the data is fine then they want to click on one button which will redirect or refresh the report/dataset for that specific customer with current month -1 data which can be reviewed by end users.

How can we implement the above task from one power bi report using power automate/power apps to pass filters(customer,current month -1) to filter the data in another power bi report.

[v-rzhou-msft · Accepted solution]

Hi @cpooja ,

According to your statement, I think you can successfully configure RLS for your SDM to let them review specific customer data. Now you want your customer only to see the data with current month -1 data. 

I think this could also be achieved by RLS. You may update a new role for customer in your model.

My Sample:

User table looks like as below.

Role Customer is as below.

[Customer Email] = USERPRINCIPALNAME()

[Date] in CALENDAR(EOMONTH(TODAY(),-2)+1, EOMONTH(TODAY(),-1))

Add customers in role in Power BI Service and then you can achieve your goal.

The result in my test is as below. 

User is SDM S1 :

User is Customer C1:

He can only see the data in last month.

Best Regards,
Rico Zhou

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

[cpooja]

Thank you for the solution.

The date filters are showing only last one month and last 2 months data nut the customer wants to see the data till previous one month data (For example if we are in july month then the customer wants to see the data till june month)

Please help me with this.

[cpooja]

Thank you for the above solution @v-rzhou-msft.

Actually the requirement is when the SDM people will review their specific report (For Example Customer A data) from All Customer Report using RLS then they will use one button to publish the report with correct data and they will pass the filters like current month -1 and current month -2 to a different report
(Please note that here the report will be different for customer A)
so that the Customer A (end user) will check the Customer A report in another workspace.

So here the challenge is RLS and date filters should be passed when the SDM (Customer A data report reviewed) will click the publish button to Customer A report.