Forum Discussion
Best practice sharing customer specific dashboards
Okay. Let's see. You have to add power bi to a custom app.
If you don't want to create a report for each customer, then read about Power Bi Embedded where you can use RLS.
Regards,
You mean integrating it into our existing app?
The plan was to use it separately and not embedded in the application.
Creating separate reports isn't the biggest issue. Sharing it without knowing the customers credentials is.
When we talk about let's say 50+ customers it's beginning to look like a lot of effort when you have a minor change. Update all reports en send them to the customers via ??????
Maybe I could use mapping:
Ok, if you want a separate app like Power Bi Service and you have 50+ customers, then I think you should proceed this way:
Create credentials in your azure active directory or office 365 to your customer. Activate Power Bi Pro License. Create Power Bi Desktop reports with a rule to filter by customer (RLS). Then Publish the report. In Service, go to security of the datasource and add the credentials to the rule you have created in Power Bi Desktop. Create a dashboard and share it with them.
This way, the can login in app.powerbi.com and check "Shared with me". They will have a resume of the data in the dashboard and access to the report all filtered by the customer they are.
You can use what the link says, but the external user must have a pro license.
Let me know if something is not clear.
Regards,
P/D RLS is DAX, check the function USERNAME(), that would help.