Forum Discussion
CRM Online & Power BI
Hello,
I'm going to develop a PBIX with Power BI Desktop. I've imported some data into the file and created a report.
Next i published the report to Power BI.com and I've embededd the some tiles into a dashboard.
Now comes my question:
If a other user want to view the report, he sees all the data - unfiltered! But in CRM he havent premissions to view the data. Okay, I've imported the data in the pbix file and refresh occous hourly. It is not a live connection .... but is there a way to filter automatticaly the data for the current user in the tile from power bi?
Thanks in advance!
Philipp
9 Replies
Anonymous By default an end user will see what the report author has access to see. If you want to limit the scope of what they have access to, you could look into applying Row Level Security within the Power BI Desktop. details
Anonymous Yes, this is true that the user see all the data that are stored in the datasets. I know RLS, but is this the way to secure a Power BI Dashboard in CRM Online? So I must reproduce the hirarchy security in every pbix file and map it to all the data.
Power BI can use URL Get Parameters, is this a way? But so I can only use shared reports and I cannot use the Report Tiles.
How do this the other users with CRM online? Do they only use Power BI for the controlling and top management and use SSRS for the operative reporting? ,,,,
Hi Anonymous,
The method that pass report filters to Power BI using URLs doesn’t apply to your scenario.
As Eno1978’s post, you would need to apply Row Level Security within your dataset in Power BI. This way, users can only view limited data in Power BI Dashboards, and after you add Power BI tiles to CRM dashboard, users can only see the data which is same as Power BI Dashboard’s.
Thanks,
Lydia Zhang