Forum Discussion
Filter One Dashboard from Another Dashboard
Let's say I have a client dashboard with RLS and a second dashboard for account managers with an overview of all of their clients. I want my account managers to be able to click on a client in their dashboard and have it filter the client dashboard to that client's view.
I thought about doing this with Page Level Security, but in the methods I found there were some work arounds to that. Is there a way to do this easily with dashboard to dashboard filtering or is there a better way to do this?
If you are really talking about Power BI Dashboards, ie collection of tiles, then i dont think you can do that.
But if you are actually referring to Power BI Reports, the only option that im aware of to transfer a selection (filter context) from one report to another is currently by using cross-report drillthrough
https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-cross-report-drill-throughHi AllianceDA ,
Thanks for Tutu_in_YYC reply, that's really helpful!
AllianceDA Based on my tests, PowerBI does not allow queries from one dashboard to affect the other because each sends a different query to the data source. One way I can think of is to create a main menu interface that customers can only switch to if they are authorized to do so. In addition, using a Row-level Security for data, customers can only see the records that are relevant to them.
Different pages for managers and customers: Customer can only select customer page and navigate to customer page.
Links about Page Level Security:
Page-Level Security workaround in Power BI - RADACAD
Applying Page Level Security in Power BI - ClearPeaks Blog
Links about Row-level security.
Row-level security (RLS) guidance in Power BI Desktop - Power BI | Microsoft Learn
Best regards,
Mengmeng Li
2 Replies
If you are really talking about Power BI Dashboards, ie collection of tiles, then i dont think you can do that.
But if you are actually referring to Power BI Reports, the only option that im aware of to transfer a selection (filter context) from one report to another is currently by using cross-report drillthrough
https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-cross-report-drill-throughHi AllianceDA ,
Thanks for Tutu_in_YYC reply, that's really helpful!
AllianceDA Based on my tests, PowerBI does not allow queries from one dashboard to affect the other because each sends a different query to the data source. One way I can think of is to create a main menu interface that customers can only switch to if they are authorized to do so. In addition, using a Row-level Security for data, customers can only see the records that are relevant to them.
Different pages for managers and customers: Customer can only select customer page and navigate to customer page.
Links about Page Level Security:
Page-Level Security workaround in Power BI - RADACAD
Applying Page Level Security in Power BI - ClearPeaks Blog
Links about Row-level security.
Row-level security (RLS) guidance in Power BI Desktop - Power BI | Microsoft Learn
Best regards,
Mengmeng Li