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We are using Power BI Desktop For Report Server (October 2020) with the reports residing on Power BI Report Server (October 2020).
We would like to create a report that displays links to documents located on a file share. The documents reside in different subfolders and reporting would point to a particular sublfolder based on an application request number. The application request number would be an input to the report, as it would have to look at ...\ProjectRoot\RXXXXX, where documents would reside flat in that folder. We have "label" metadata in the database to help catagorize the documents.
The particular documents needing links would be based on the particular report. As an example, we have an engineering team that would only care about documents related to engineering. One report would select only documents and fields that would benefit an engineer, and perhaps things like financials would be left off. Another example is the senior managment will want a high-level summary report without low-level details—this would be another report containing potentially different documents/fields.The particular documents needing links would be based on the particular report. As an example, we have an engineering team that would only care about documents related to engineering. One report would select only documents and fields that would benefit an engineer, and perhaps things like financials would be left off. Another example is the senior manager will want a high-level summary report without low-level details—this would be another report containing potentially different documents/fields.
I believe row-level security can be used to determine that departments can see their particular documents. How can this type of report be created in Power BI?
Solved! Go to Solution.
@Lorenz33 This is a very high level question, you need a lot of steps to make it work but yes it's possible.
Use this to create the hyperlink functionality: https://docs.microsoft.com/en-us/power-bi/create-reports/power-bi-hyperlinks-in-tables
You will need to get the filepath for the files, perhaps using the Label metadata you mentioned and concatenating that with the filepath URL in Power Query. This post is on a completely different topic, but shows one way to combine different text fields into one URL Use Parameters to Combine Data
And then yes you can use Row Level security to apply filters based on USERNAME and label. Do you have a table that maps which labels are valued by which teams/users?
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
@Lorenz33 This is a very high level question, you need a lot of steps to make it work but yes it's possible.
Use this to create the hyperlink functionality: https://docs.microsoft.com/en-us/power-bi/create-reports/power-bi-hyperlinks-in-tables
You will need to get the filepath for the files, perhaps using the Label metadata you mentioned and concatenating that with the filepath URL in Power Query. This post is on a completely different topic, but shows one way to combine different text fields into one URL Use Parameters to Combine Data
And then yes you can use Row Level security to apply filters based on USERNAME and label. Do you have a table that maps which labels are valued by which teams/users?
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
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