Forum Discussion
Helper IIMicrosoft Teams Integration with Power BI Dynamic URL Filtering for Dashboard Based on Phone Number
Hi Experts,
I have a Customer Dashboard in Power BI that has been published to the Power BI Service. This dashboard includes customer phone numbers and details about their purchases.
Attached is the PBIX:
CustomerDashboard.pbix
Dashboard Link:
https://app.powerbi.com/groups/me/reports/26d5425d-da53-4ab1-a7c1-d7509fed0dd9/a772bbf4995425b63827?experience=power-bi
Requirement:
When I receive a call from a customer via Microsoft Teams, I want to dynamically link this information to the Power BI dashboard using a URL. For example: http://Customerdashboardurl.com/#[phone number]
- Automatically generate the correct URL for the customer’s dashboard based on the phone number received during the call.
- Filter the dashboard data to display information specific to the customer calling.
- What are the best practices for integrating Power BI with Microsoft Teams for this purpose.
Anyone, Please help on this.
Thank you!
You would have to generate the URL in Teams. And you would need to use a standard format like +16061258722 to disambiguate.
4 Replies
- lbendlin
Super User
https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters
you will likely run into issues with the phone numbe format though. The Report URL filters don't support wildcards.
puru85Hi lbendlin
Thank you for your prompt response. I understand report filter do not supports wildcards but I am more interested to know how to configur Power BI with Microsoft team's on my usecase:
The customer dashboard which contains customer phone number and their purchase deatils,
When I receive a call from a customer via Microsoft Teams, I want the customer dahboard Automatically generate the dymnamic URL to filter the data based on the customer phone number.For Example: if I receive a call from the phone number '6061258722', I would like the customer dashboard to automatically generate and navigate to the following URL:
https://app.powerbi.com/groups/me/reports/26d5425d-da53-4ab1-a7c1-d7509fed0dd9/a772bbf4995425b63827?filter=FamilyMembersTable/PhoneNumbers eq '6061258722'
This would allow immediate access to the customer’s purchase details during the call. Could you advise on how to configure this integration or direct me to resources or contacts that might help achieve this functionality?
Thank you!- lbendlin
You would have to generate the URL in Teams. And you would need to use a standard format like +16061258722 to disambiguate.
- SaiTejaTalasila
Hi puru85 ,
You can check query string parameters(you can use user id or name or mobile number and that data should be available in your semantic model table then only you will be able to make it work) incase if your report is simple.If it contains too many tables with relationships as per my knowledge it won't work.
Please refer this -
https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters
I hope it will be helpful.
Thanks,
Sai Teja