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milosN
New Member

[CRM]Filter data using current user id

Hello,

 

I am new with Power BI. 
I am using Power BI to create tiles that will show CRM data. I want to filtar data to be dependant of User's Business Unit.

Is there a way to filtar data in Power BI the same way as it is done in CRM fetchXml.

Something parallel to this fetch condition:
"<condition attribute='businessunitid' operator='eq' value='" + businessunitd + "' />"

 

I need some suggestions is it possible and how?

 

1 REPLY 1
v-haibl-msft
Microsoft Employee
Microsoft Employee

@milosN

 

You can try with Row-level security (RLS), which can be used to restrict data access for given users. Filters restrict data at the row level. You can define filters within roles.

 

Please refer to following documents which should be a good tutorial and sample.

https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-rls/

http://radacad.com/dynamic-row-level-security-with-power-bi-made-simple

 

Best Regards,

Herbert

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