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OneWithQuestion
Post Prodigy
Post Prodigy

Bookmark specific slicer and email subscribe?

Is it possible to bookmark specific filters or slicers and then subscribe to an email with that configuration?

 

For example:  We have managers who want to be emailed daily to show their call center stats, but of course, they only want to see THEIR team's stats, not the entire call center.... how can I achieve this?

 

There is a slicer/filter by manager name on the report that I would want to set.

 

Thanks!!!

2 REPLIES 2
v-huizhn-msft
Employee
Employee

Hi @OneWithQuestion,

Currently, it's impossible to bookmark specific filters or slicers and then subscribe to an email with the configuration. For your scenario, you can try to create a row-level-security for the managers in Power BI desktop, and then publish it to service, set the different roles belong to different managers, then you create report to display the call status, and Subscribe to a Power BI report by email, please refer to the following articles for more details.

Row-level security (RLS) with Power BI
Subscribe to a Power BI report or dashboard

Best Regards,
Angelia

Hello,

 

Are there plans to develop subscribe to a boormak feature? The use case is getting recurring updates on a subset of a data while maintanning fullf accces to the report, for example, get daily updates for top 5 customers, see all customer when accessing report. 

 

Thank you,

Nino

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