I have been exploring Power BI Embedded for use in our mobile and web CRM SaaS apps. The Power BI authoring and embedding is awesome + the APIs. We have one SQL database that serves all subscribers. Our users are Sales Reps and Sales Managers (for a particular Subscriber) Each Sales Rep should only see dashboards with their data (based on UserId or SalesRepCode) Each Sales Manager should see data for their connected Sales Reps. We have a table that links Sales Reps to Managers. On all queries we pass SubscriberId and UserId, so we can render just the data that a particular user should see. How can we achieve this for individual user Dashboards in Power BI Embedded? The SSIS or SQL row-level security does not make sense from our use case. Any individual Subscriber could have a few users or hundreds. We don't want to create and maintain SQL Server or AD users in addition to our own security structure. We do a similar thing with Zumero for mobile SQL database sync - whereby we have filters that make sure each user just syncs their own data between the Cloud SQL database and their SQLite database on the phone or tablet. This is more read-only and click on slices for doing analysis - not a biz analyst writing their own reports & distributing them in their organization. We want to make standard sales performance dashboards based on user roles. Sales Rep, Station Manager, Regional or Country Manager, CRM admin. I know Power BI Embedded is new - but I would imagine this would be a common use case. Is this possible now? Seems we could create a workspace for each user and push in the appropriate dataset programaticaly - but that seems like a hack vs being able to add a SQL criteria clause that appropriately filters the dataset on the way in, and then the user just has that as the source. Only a few tables needed for the reporting dashboards - Leads, Opportunities, Activities, etc...
1 Comment
- fbcideas_migusrNew MemberStatus added:New
Recent ideas
Parameterize Dataflow Gen2 data source connection
Allow the Dataflow Gen2 data source connection GUID to be parameterized and stored in a Variable Library. This would allow the same Dataflow to use different connections depending on the workspace/e...frithjof_v47 minutes agoCommunity ChampionNew7Views0likes0CommentsAutomatically match PowerBI chart background color to Powerpoint slide background color
Export PowerBI to PowerPoint slide - Can we define the PowerBI export background color to automatically match the PowerPoint slide background color ? By Default, the PowerBI background color is Whi...jim_chan5 hours agoNew MemberNew7Views0likes0CommentsNew Card Visual - Alignment of Reference Label Values
The latest Power BI Desktop version I'm allowed to use at work currently is Version 2.154.1260.0 (May 2026), so if this request has already been implemented in later versions, please disregard. Othe...nk685f6 hours agoAdvocate INew9Views0likes0CommentsSupport QR codes in the barcode scanner in the Power BI app
I was surprised to find that the barcode scanner inside of a Power BI report in the mobile app only supports scanning barcodes, not QR codes. Our warehouse uses QR codes everywhere, so I cannot use t...Jaap_O_RFH14 hours agoNew MemberNew15Views0likes0Comments