Forum Discussion

eskimo's avatar
eskimo
Frequent Visitor
9 years ago

Shared Reports

We have only just started looking at Power BI as a possible solution for our reports. We have written our own EPOS software that is being used by a number of different clients' businesses. Each on...
v-huizhn-msft's avatar
v-huizhn-msft
Microsoft Employee
9 years ago

Hi eskimo,

You can share dashboards and reports with colleagues and others.  When you share a dashboard, those you share it with can view it and interact with it, but can't edit it. They see the same data that you see in the dashboard and reports, unless row-level security (RLS) is applied.

If you want to set different people view different people. You can define roles and rules within Power BI Desktop. When you publish to Power BI, it will also publish the role definitions. But it's not supported for live datasets.

In addition, you can create a group in Power Bi service, you need to contact your O365 tenant administrator whether group creation option is enabled. 

More details, please review these following articles.
Share dashboards and reports with colleagues and others    
Row-level security (RLS) with Power BI

Create a group in Power BI.

For your scenario, it's complex. It seems that you want to create a report frame, other clients add the data based on their own database,right?


Best Regards,
Angelia

  • eskimo's avatar
    eskimo
    Frequent Visitor
    9 years ago

    Hi Angelia,

     

    Thank you very much for taking the time to reply. Sorry I have not been able to respond until now.

     

    I think you are right in your summary sentence; we do want to create the report frame on behalf of our clients and when they log in and run the report, we want it to query their own database.

     

    I have tried to understand the three links you posted, but all of this is quite a steep learning curve for me.

     

    From what I understand, RLS seems to apply filters to a singular database. However, we are looking to have one dataset per user account so I'm not sure this will work. I think this is our biggest hurdle.

     

    Regards,

     

    Rawden.