Pre-Filter based upon user viewing

Question

I have a single page report, one of the tables has the manager list (which is related to the rest of the report)

I need the report to use the viewer details to filter the detail specifically for them so they can only see the information if they've used a filter visual and found their name.

now I know this sits within RLS etc, but I'm struggling with the the actual deployment of it.

I've created a Role 'Manager' on the Manager table: [email] = UserPrincipalName()

^^This suggests its looking to match the email in the table to the email of the user viewing. But the all the data is still showing when I view the report on the service. Do I need to do anything in the security tab? I thought because I had the list (as a table) that would be enough.

I'm sure I'm missing something simple, but I'm stuck!!!

Thanks.

aj1973 · Answer

Before publishing and jumping to the service, you need to test the email ID is it filtering what you want to see or not! Either you use View as&nbsp;or use the column Email Id as a slicer in your report and test the selection.&nbsp;Then Yes you need to add the email ID of who ever is goin to use th Role "Manager" in the service&nbsp;&nbsp;&nbsp;

aj1973 · Answer

Hi&nbsp;Anonymous&nbsp;In the Role "Manager" have you added the filters that you want the Manager to see?&nbsp;

anonymous · Answer

This is all I've done.

aj1973 · Answer

Yes, but that email filters what in your model?Check your relationship. Also test the view before publishing&nbsp;&nbsp;

anonymous · Answer

so this is where I think I'm missing something, feel like I've missed a step but I don't know where.

when I publish and access the report it just shows me everything.

Do I need to do anything in this RLS space?

Forum Discussion

Pre-Filter based upon user viewing

6 Replies

Related content

Viewing/Editing of SQL Views

Understanding Lineage View

Pre-filtering nested tables before expanding

Pre-filtered report on each update

Pre-filter Fact Tables for reporting