one file with multiple companies

[kenthub]

I have a good brain scratcher for you all and I'll do my best to explain it since I'm not the IT person. I am asking however so it will be easier to approach him when I come to him with this question and hopeful solution. 

We have a VM with a database hosted through AZURE that stores all of our files related to what I need to create reports in Power BI. The main file that houses the company information and sales transactions contains multiple companies. I can filter and sort to get to the one I need but this is a lot of work and would like a way to streamline the process. I'll try to give an example of their structures below:

Corporate store 1

• Store 1
• Store 2
• Store 3
• etc

Corporate store 2

• Store 1
• Store 2
• Store 3
• etc. 

What I am looking to accomplish is to have a template they can use through the webapp to which they can just input the server info and it populate the data for me. Right now I am having to go through the main file and filter down to the corporate store and make a new saved as report. The more stores we accrue the more of a hassle this will turn out to be. 

My files that are relevant are as such:

• Sales - houses store names/sales/date etc
• Date - holds dates
• company - holds corporate stores info
• copmany stores - holds coprorate substores. 

I hope I explained well enough what I am trying to accomplish. I'm guessing we will have to create seperate Sales files for each different corp, and if so I would still like to know how to make it where they can just connect to the server and load the info into a prebuilt template. 

Thanks :   

[CahabaData]

possibly you could build a generic report and then in Service Filter via URL - and disseminate a different URL to each company. 

Guy In the Cube discusses it:

https://www.youtube.com/watch?v=WQFtN8nvM4A&list=TLGG2UqrhTy0FPUyNTAzMjAxNw

[kenthub]

Thanks I enjoyed the video! I think to make it easier for me I will use the parameter function to filter by store.

The stores won't actually interact with PowerBI desktop or apps.powerbi.com since we will have their information pushed to their own sharepoint site. I think to keep my sanity filtering them with parameters will be the best solution for now. 

Thanks!

[Anonymous]

Hi @kenthub,

Do you connect to these files in Power BI Desktop and want to make a Power BI template for other users to instantiate reports based on their files? If that is the case, create a data source parameter in your current Power BI Desktop file, then create a Power BI Report template. For more details about Power BI template, please review the following blog and similar thread.

https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/
https://community.powerbi.com/t5/Desktop/How-to-create-a-template-with-a-different-data-source-every...

Thanks,
Lydia Zhang

[kenthub]

Thanks @Anonymous for the reminder on the Parameters. I read that article a few months ago and forgot about it!

The problem I will run into with this however is a security issue. I do not want one store to have access to another stores information. Do you believe there is a way to set administrative rights to those parameters so userX can only access parameterX and userY can only access parameterY?