Forum Discussion
Paginated report dynamic subscription including indirect reports
Hi, Anonymous ,
No I didn't submit an idea in the Ideas Forum. I've already done this about a different topic. Still waiting for feedback there. 🙂 I decided to ask instead an experienced colleague in our company and he offered me a working solution. The solution is to write the DAX query for each dataset in the following manner:
EVALUATEFILTER(
SUMMARIZECOLUMNS(
'Exams'[Employee Name],
'Exams'[Exam Name],
'Exams'[Exam Date],
'Exams'[HierarchyPath]'Exams'[Manager BambooHR ID]
),
PATHCONTAINS(Employees[HierarchyPath], @ManagerBambooHRID)
)
Here "HierachyPath" is a custom column, made in the semantic model holding the management chain for each person, received by using the PATH function.
This sucessfully produced a filter, showing both direct and indirect managers, without using RLS.
Super UserHi HinkaSt,
First you'd want to split that list of IDs into their own rows, so instead of
| Manager | Reports |
| 4 | 6,7,8,9 |
you'd want
| Manager | Report |
| 4 | 6 |
| 4 | 7 |
| 4 | 8 |
| 4 | 9 |
From there, the RLS is pretty straight forward to set up, set it up on this table where manager = user_name() (assuming that the value of the manager column is the login name, if not you will need to map the login names to the manager IDs somehow)
If you found this helpful, consider giving some Kudos. If I answered your question or solved your problem, mark this post as the solution.
Thanks again for the tip, tayloramy ! The thing is - I don't want to set up RLS here. The semantic model, which is used for this paginated report is also used for a regular Power BI report. I want to send via email a personalised report to managers about all people beneath them (direct and indirect reports), but I also want them to be able to view info in the regular Power BI report about the other teams (for various reasons). Thus I am looking for a way to filter the paginated report to include all direct and indirect reports for a manager and send this via a dynamic subscription without setting up RLS.
Hi HinkaSt ,
Thanks for reaching out to the Microsoft fabric community forum.
You can accomplish this using Dynamic Per Recipient Subscriptions for Paginated Reports, without enabling RLS.Dynamic subscriptions allow the report to run once per recipient, passing different parameter values to each execution. In your case, the parameter would be the Manager ID, and the dataset behind the report would return all direct and indirect reports for that manager based on an organizational hierarchy table.
Please follow the article on how to create Dynamic per recipient subscription:
Create a dynamic subscription for a paginated report - Power BI | Microsoft Learn
I hope this information helps. Please do let us know if you have any further queries.
Thank youDear Anonymous ,
Thanks for the answer, but I don't see how your suggestion would help me include indirect reports. I've already implemented this - a dynamic subscription report, based on manager ID. It worked well, but it returned only direct reports for a manager. In the employee data there is a column with employee ID and a column with manager ID and it filters based on that, but naturally the manager ID column includes only the direct manager ID.
Am I missing something here? I have the feeling I am if you're saying this should work for indirect reports as well.
Hi HinkaSt
Currently, there isn't a direct option to do that in Power BI. If the previous feature is important for your functionality Please consider sharing your suggestion in the Power BI Ideas forum
Fabric Ideas - Microsoft Fabric Community
where the product team actively monitors user feedback. Ideas with strong community support are more likely to be considered for future implementation. Posting there helps ensure your request reaches the right audience and contributes to shaping the product roadmap.
Thank you