Create separate views for same dashboard

[Majad_Chowdhury]

Hi Guys,

Is there a method to create 2 different views of the same report?

I have a report which is used internally by the business. Ideally we'd like to create a "Customer Version" of this report and be able to toggle between the 2. 

The most obvious solution would be to create another customer version of the report. But I was just wondering if theres something you guys may have done that has achieved the same functionality?

[v-cgao-msft · Accepted solution]

Hi @Majad_Chowdhury ，

1. Create separate views for same dashboard

If you're referring to the dashboard, you can't do that. Dashboards can only have one page and cannot be filtered or sliced.

2. If this is a report and there is no requirement for data segregation, you may consider BA_Pete's approach of using bookmarks and page navigators.

Create page and bookmark navigators - Power BI | Microsoft Docs

3. If you want your clients to open the report and only see the filtered data, you can consider setting Row-level security. This will restrict access to data at the row level for different roles.

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

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data

[BA_Pete]

Hi @Majad_Chowdhury ,

You've used both 'dashboard' and 'report' to describe the item that you want to be able to toggle. In Power BI, these terms are not interchangeable.

Are we talking about a report (created in PBI Desktop as a PBIX file), or a dashboard (created by pinning visuals from reports viewed in the PBI Service)?

Pete

[Majad_Chowdhury]

Hi, apologies

Read report for both terms!

[BA_Pete]

No problem.

In that case, you probably want to look into using bookmarks:

https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-bookmarks?tabs=powerbi-desktop 

In the above, you will see that you can assign bookmarks to buttons, so you can add a toggle button of sorts using two different images (one toggled to customer, one to default) so that you can switch between the two views at the touch of a button on your report.

I'm assuming that any users you share the report with are authorised to see both versions of your report. If not, then you will need to create a separate report for anyone with different permissions on the information.

Pete