Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Updating Multiple reports by making changes to a Master Report

  Hey guys,    I am looking for options in terms of sharing a master report with multiple customers. This reports contains data for ~ 20 customers. Currently I have published it online, and have c...
Anonymous's avatar
Anonymous
Not applicable
8 years ago
I believe you want to look at creating a master or template that only has the dataset. Publish this report to the Power BI service. Then when you create the other 20 reports you want to connect to this dataset from the power BI service. Then when you update the dataset you only do it one time. All the reports will come from this shared dataset.
syilmaz's avatar
syilmaz
Frequent Visitor
8 years ago

Hi all,

 

Thank you Anonymous for creating such a topic which is totally needed from our side. 

 

I also would like to draw community's attention to this topic and tell our need which is similar to FoivosChrys'

 

We have ~600 customers out of the company. I have created well organized pbix file and published it to service. From the logic, I have a data set and a report on service. Everything is cool up to now. Next step is to create specific reports for each 600 individuals. However, I am %100 sure that my boss will tell me to erase one of the graph on a page and maybe there will be a need of additional graphs for customers due to increasing/decrasing trend. Now, my question is that will I open each 600 reports and update each of them seperately, or is there a way to do changes on a "Master" report and reflect them on every report without getting into them. 

 

Thanks in advance,

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi,

     

    I'm a little late to the party, but did you ever find a solution to this issue? I find myself facing this exact problem now and can't find an answer anywhere.

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Did you ever find a solution to this? I've searched far and wide with little success..

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    The other option in this case would be to use Role level security. In this case you have one report and and you have a role for each one of your customers/different reports. Therefore, when the member is logged into the report with Role Level Security the individual only sees the data that you have given access for them to view. 

     

    https://docs.microsoft.com/en-us/power-bi/service-admin-rls

     

    You are able to create Role level in Power BI or if you are using a Tabular model the Role level security is brought into the PBI service directly.

     

    Hope this helps!