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
Deployment pipeline: Deployment rules for Direct Lake on OneLake semantic models
Currently, it is not possible to use deployment rules with Direct Lake on OneLake semantic models. The option is greyed out. Please enable this, so we can automatically change the data so...frithjof_v1 hour agoCommunity ChampionNew6KViews137likes17CommentsNative Master Data Management Solution
Microsoft Fabric currently lacks a native Master Data Management (MDM) capability, creating a gap for organizations that need to manage and govern business-critical reference data such as customers, ...bradcoles1 hour agoRegular VisitorNew212Views1like3CommentsCopy results as markdown from data grid
When copying results from a query on the SQL Endpoint or Data Warehouse I often have to convert from the tab delimited table to markdown for sharing the results via services like teams or github. It...Tom_Fosterbi2 hours agoRegular VisitorNew3Views0likes0CommentsDeployment Pipelines - Remember selected stage
Every time we go into a deployment pipeline, it defaults to selecting the Development stage. I believe that it would be very rare to have a user select the Development stage. It would be helpful if d...PeterDaniels10 hours agoAdvocate IINew2Views1like0Comments