Forum Discussion
Best practice sharing customer specific dashboards
I'm looking for the best way to accomplish the following (if possible):
1. We're creating a dashboard for customers
2. We want to share the dashboards to customers
Questions:
1. Is it possible to create one dataset (let's say persons) and share it to a customer with a fixed filter per customer? So they only see persons connected to organisation X and another customer persons connected to organisation Y or should we add a data source per customer?
2. As the data comes from our database which is off course not open to public, how do we let them refresh the data or even better how can we keep their data actual without manually push it.
3. Can we share dashboards to different customers without having to know their credentials?
4. So we need a solution where we can pre-create some dashboards and share it to our customers, so it shouldn't be open to public. It sounds like a service with customer accounts.
I'm wondering what the best options are?
12 Replies
Hello, this is all possible. Let's make something clear.
To make this work you and the customer must have power bi pro license.
- You can create a big dataset with all "people" and prepare a RLS security to filter the data for each specific customer.
- You can maintain the data refreshed with Power Bi On Premise Gateway.
- This is a bit tricky. Are the customers in the same Active Directory? if so, yes you can. If not, I am not sure you can configure RLS security with external users.
- The best way is that everyone has a pro license, so each customer must login and have their private information on microsoft security.
Regards,
P/D Do you speak Spanish? Persons is not so common to say haha.
I'm Dutch ^^. Persons is the term we use in the database so for me it is common to use.
About item 3; We don't have any of the customers in AD. We have our own application on which customers have a custom login.
Anyway, I don't think it's a problem that they should have pro licences but I was wondering if we don't have to use their credentials to be able to push the data. Like if you publish from your powerbi desktop to your service you need to login. You don't want that for all your customers. Maybe you need to set it up first but then it should be a (semi-)automated process off course.
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,
Hi dirkmuis , did you manage to get this done? I'm thinking about the same setup. But with customers that can already login to our own self service portal. But that they can see a standardized dashboard with their sales/product data on it. And I don't want to create a separated dashboard or set of dashboards for each customer
