Forum Discussion
Sharing Filtered Reports in PBI Service
hi swwong1 - Can you please share the exact requirement for sharing pre filtered reports - but here are the options you should consider
As mentioned by darentengmfs - if it for security reason so certain users can only see certain data then you should explore the option of RLS as per the Microsft documentation
https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls
If you require to show particular snapshots to users then you can explore the option of bookmarks - Power BI service generated unique URLs for each bookmark view. Below is the Microsoft documentation for creating bookmarks
https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-bookmarks
https://www.youtube.com/watch?v=hEAtbGrlKhY
Please mark the post as a solution and provide a 👍 if my comment helped with solving your issue. Thanks!
Thanks Anonymous
Let me have a look at creating bookmarks - I already do this personally but haven't shared my bookmarks to other users
As an example, I want to send the performance of project A and B to a sales manager (the RLS is already configured). Instead of them going into the PBI App and select the two filters, I will send them the link where the report is already pre-filtered to project A and B.
Based on the above, it seems like the bookmarks function work- let me have a read on this
Thanks
hi swwong1 - yes, in your scenario I think bookmards would be a good option.
Please mark the post as a solution and provide a 👍 if my comment helped with solving your issue. Thanks!
Sumanth
Hi Anonymous
I have read through the guide but it doesn't seem to mention I can share my bookmarks as a link to other users? Unless I am reading it wrong.
It just says I can create bookmarks at a report level and users can access these bookmarks if I am using pro version?
