Predefined filters and Group Access handling

[Atf23]

Hi All,

Thanks for any input in advance.

I have this requirement and I need to know if it is feasible or not. If yes, what are the functionalities that make that possible?

Here is the requirement, I have some reports to be published on an app. Within the data, there are multiple segmentations that are specific to each kind of audience (end users).

Each Manager that represents a group of end users (the vendors under his supervision) can specify in an excel file a set of filters on the data as follows:

File Name : MangerXXX_01

A manager can specify multiple filters in different excel files.

Using those files, I want to offer a slicer where the users can filter the visualizations by selecting the name of the predefined filters file name: ManagerXXX_01, ManagerXXX_02, ManagerYYY_01, and so on.

When a predefined set of filters is selected, the specified filters are applied, in the example above, the table customer will be filtered on country = Spain & region = West and the table product will be filtered on the category = Health.

The other requirement is that each manger and the vendors under his supervision can only see the predefined filters set defined by the manager. So, when the manager XXX or any vendor under his supervision logs into the app, he can only see and select the predefined set of filters specified by the manager XXX.

We have a table with the different vendors and their managers as follows:

Thanks again for any recommendation.

 

[Atf23]

Thanks for your answer, 
In fact, there are too many configurations (predefined filter sets) that are dynamic (change all the time) so it's hard to use bookmarks and buttons to do that. I am looking for a dynamic solution where  by just refreshing the data, the slicer listing the different configurations for each audience (manager and its group) is dynamically refreshed and when selecting an option the data is filtered given the predefined filter sets in the file. 

In some words, I want to offer only one report that is filtered given the predefined filter sets specified in the excel files and the audience accessing to that report.

Thanks again for any idea.

[Anonymous]

Hi @Atf23 ,

Regarding your question, the slicer only supports fields, and your filtering criteria is a table, perhaps you can accomplish what you need by using a combination of buttons and bookmarks.

The Table data is shown below:

1.Filtering by files.Then create a bookmark.

2.Combining buttons and bookmarks

Create report bookmarks in Power BI to share insights and build stories - Power BI | Microsoft Learn

About the specific filters you want specific users to see.You can create different report pages with bookmarks and buttons for different groups.Set up the appropriate audience in the app.(Add managers and suppliers to a group)

Publish an app in Power BI - Power BI | Microsoft Learn

Best Regards,
Wenbin Zhou
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