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Anonymous's avatar
Anonymous
Not applicable
2 years ago

Viewing Scorecard Metrics customized to individual subscriber

Hello

I just created a Scorecard (my 1st time, referencing this: Create scorecards and manual metrics - Power BI | Microsoft Learn) where I am connecting to the PBI dataset which already has 8 metrics.
These metrics are all SLAs (either Below SLA or Meets SLA).

However, when I create a subscription - as a test, I just added myself as a subscriber - I am only seeing the OVERALL set of metrics for the entire project which involves multiple individuals. Each individual processes a PO request, and the end-to-end process has multiple tasks (each with its own SLA). 

The subscribed report only shows me the overall metrics, but what I want is for each individual/subscriber to see only his or her own metrics, so s/he knows how s/he is performing at each step.
How do I do that? (*NOTE: The dataset contains PO assignee name which would be the individual subscriber)
Thank you!

Need Help

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi Anonymous 

     

    To achieve personalized views in a Power BI scorecard where each subscriber sees only their own metrics, you need to utilize Row-Level Security (RLS) within Power BI.

     

    Here's how you can set up RLS to allow each individual subscriber to see only their own metrics:

     

     

    • Define Roles in Power BI Desktop
    • Create a role for each type of user that should see different data.

    For each role, write a DAX filter expression that defines the data each role can see. For example:

    [PO Assignee Name] = USERPRINCIPALNAME()
    • Publish the Power BI Desktop file to the Power BI Service.
    • Go to the dataset settings in the Power BI Service.
    • Under Secuity, assign the appropriate role to each user. If you are using dynamic RLS with USERPRINCIPALNAME(), you won't need to assign roles manually for every user; instead, Power BI will automatically filter the data based on the logged-in user's email.
    • Create your scorecard in Power BI Service.
    • Ensure that the scorecard uses the dataset with RLS applied.
    • When users access the scorecard, they should only see the data allowed by their role.

     

     

    Best Regards,

    Jayleny

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.