Dynamic axis based on user

[jhaastBI]

Hi people,

I want to create a visualisation of which axis change based on the logged-in user.

In my organisation, there are managers and team leads with the following hierarchy.

I want to show the same visualisation, with for example the sales vs budget.

In this visualisation should the manager see the department results and the team leads should see the results per team, like the visual below.

Does somebody know how I could create this graph / model?

[tex628]

Hi, 

You should be able to accomplish this by applying RLS to your model. 

How does the relationships between "Data" - "Person" - "Team/Department" look at the moment?

/ J

[jhaastBI]

I've added the employee table to my last post.

[jhaastBI]

This is the current model:

Currently, no relationship is defined between the Teams and the Employee table.

I'm using RLS to define limit the shown data to the users. E.g.:
User 1: Department = "Project"  (because the user should also see the results of other teams in de department)

User 2: Department  = "Project"

User 3: Department = "Project"

To clarify, one visual should be used and not two.

[tex628]

RLS in this scenario will mean the following:

Department Managers will only see the departments they manage.
Team Leads will only see the teams they lead.
Team Members will only see the teams they are part of. 

Does this work for you business case? 

Br,
J

[jhaastBI]

Yes, kind of.

However, the manager's x-axis in the graph should show the department they manage.

The x-axis in the graph of the team leads, should show the teams of the department they are in (so not only their team).

The team member, don't have access to Power BI, so they are out of scope.

[tex628 · Accepted solution]

I believe that you need a table like this:

ID	Category	Category 2	E-Mail
Project - Team 1	Project	Team 1	DepartmentManager1@company.com
Project - Team 2	Project	Team 2	DepartmentManager1@company.com
Project - Team 3	Project	Team 3	DepartmentManager1@company.com
Maintainance - Team 1	Maintainance	Team 1	DepartmentManager2@company.com
Maintainance - Team 2	Maintainance	Team 2	DepartmentManager2@company.com
Maintainance - Team 3	Maintainance	Team 3	DepartmentManager2@company.com
Project - Team 1	Team 1		TeamLead1@company.com
Maintainance - Team 1	Team 1		TeamLead1@company.com
Project - Team 2	Team 2		TeamLead2@company.com
Maintainance - Team 2	Team 2		TeamLead2@company.com
Project - Team 3	Team 3		TeamLead3@company.com
Maintainance - Team 3	Team 3		TeamLead3@company.com

You then connect it to a mapping table, with only distict ID's:

ID

Project - Team 1

Project - Team 2

Project - Team 3

Maintainance - Team 1

Maintainance - Team 2

Maintainance - Team 3

And then you connect the mapping table to your sales table. 

Crossfilter direction "Both" on the relationships. And finally you apply RLS on the E-mail column of the first table. 

This should mean that if you use the "Category" column you will only see departments as a DM, and only Teams as a TL. 

What do you think? 

Br,
J