Column for slicer to limit to users records via UserPrincpalName

[RGI]

I have a simple PowerBI report that has a single table: "Customers".

One of the columns is called "Account Manager Email". The Account Managers are the users of the system.

I want a slicer that is basically "My Customers" where the options are "yes" or "no". This will be based on the UPN

Note that I don't want to use role-based security. Each user (account manager) is allowed to see everyone elses accounts, but the default slicer must be for his/her customers.

What is the easiest way to achieve this?

[v-deddai1-msft]

Hi @RGI,

Are you trying to set default slicer value based on UPN?  If anything is misunderstood, please tell me.

This feature is not currently available in Power BI. But you can leave a comment and vote this idea up.

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai

[RGI]

Hi @v-deddai1-msft 

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Are you trying to set default slicer value based on UPN?  If anything is misunderstood, please tell me.

Yes, that is essentially what I'm trying to do.

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This feature is not currently available in Power BI. But you can leave a comment and vote this idea up.

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I will vote for the idea - thanks for the link.

However, knowing that this could take months/years to implement if at all it is, I want another workaround for the short term.

For example, the creation of a column something like:

[Is this my customer] = if('Customers'[Account Manager Email]=USERPRINCIPALNAME(),"Yes","No")

But of course this doesn't work and I was hoping to find the easiest solution to make it work.

[v-deddai1-msft]

Hi @RGI ,

Is the method you describe adding a filter to Visual?This is no different than choosing a slicer value.

Best Regards,

Dedmon Dai

[RGI]

It makes no difference to me whether I use a filter or a slicer, all I want. is a Yes/no column that I can use is such a filter/slicer.