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Anonymous's avatar
Anonymous
Not applicable
4 years ago
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Create separate views for same dashboard

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 r...
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  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi Anonymous ，

     

    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

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi, apologies

 

Read report for both terms!

BA_Pete's avatar
BA_Pete
Super User
4 years ago

 

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