Multi user/user specific reporting environment best practices

[mjohnsonsmi]

Hello,

This will be integrated into Salesforce as an embedded report, proof of concept is functional. Just thinking on next steps.

I've created a master reporting template for our sales team. However each member needs to only see data relevant to their territories. Shooting from the hip I would create a copy of this report template, apply a top level filter to show guy #1 and embed that report into his Salesforce account.

That would be functional, but I'd forever have to make changes to a lot of reports whenever we make a layout update, add a report, etc. Is there an easier to manage way?

Each record set has their email address and name (which matches Azure, O365 and Salesforce). Can this be dynamically matched to only show [email protected] records that contain [email protected] or Joe Bob only sees Joe Bob's records?

In case it matters, this data resides on a local Access DB that I'm syncing up to Power BI > Azure > Salesforce. I'm the only one doing any data publishing, manipulation, etc. The sales team is just accessing my output.

Thoughts?

[Greg_Deckler]

I believe that you want to investigate Row Level Security.

[mjohnsonsmi]

Thank you! I'll look into that this week.

[mjohnsonsmi · Accepted solution]

As an FYI for the rest of the world I found what needed doing at https://docs.microsoft.com/en-us/power-bi/service-admin-rls. Very easy to setup from the desktop client and you apply the permissions on the dataset from within your app.