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kinderedspirit
Frequent Visitor

Email power bi report to it's relevant to users while maintaining recipient relevant filtered data?

I need to set up automated email process to send a power bi report with filtered data that is only relevant to the recipient, I have to send emails to managers and supervisors with data related to their performance only without making other the managers' data visible to the rest of the managers.

For example, I need to email manager Rob a report (that contains data for all managers), filtered with performance data only for him and employees under him while maintaining he can not see other managers' performance metrics. 

 

I have been attempting this using power automate but haven't been able to make it work, has anyone encountered this before? Or how would you go about setting up these automatic emails?

 

 

1 ACCEPTED SOLUTION
v-binbinyu-msft
Community Support
Community Support

Hi @kinderedspirit ,

I guess you want to achieve it in Power BI Service.

If so, please try below steps:

1. Create rls in Power BI Desktop

2. Publish the report to service and configure the security

2. Create email subsciptions for the report

 

For more details, you could read related document: 

Email subscriptions for reports and dashboards in the Power BI service - Power BI | Microsoft Learn,

Row-level security (RLS) with Power BI - Power BI | Microsoft Learn

 

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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2 REPLIES 2
kinderedspirit
Frequent Visitor

Thank you, I just implemented this. I will report back after testing it out. 🙂

 

v-binbinyu-msft
Community Support
Community Support

Hi @kinderedspirit ,

I guess you want to achieve it in Power BI Service.

If so, please try below steps:

1. Create rls in Power BI Desktop

2. Publish the report to service and configure the security

2. Create email subsciptions for the report

 

For more details, you could read related document: 

Email subscriptions for reports and dashboards in the Power BI service - Power BI | Microsoft Learn,

Row-level security (RLS) with Power BI - Power BI | Microsoft Learn

 

Best regards,
Community Support Team_Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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