Hi, i'm new to PowerBI and try to find answers to questions i have. I don't knbow how to get answers since ms support isn't capable (??!) and don't know were to go (i searched all available documentation). All though i hope to receive some valuable answers from community members, i'm also willing to pay for answers when this takes time to search this out. Let me know! What i hope i can find here is feedback and answers that point me in the right direction or solution(s), or simply; 'what you want can't be done', or 'a workaround for that is ....' Some background:
We want to embed PowerBI dashboards (embedded version) in a portal. We will collect (benchmark-) data from several companies with survey software. Per company we collect data on more levels: team level, busines sunit level, country level, global .. Values of a company that participates in a benchmark will be compared to the average scores in their own industry. Data will stored in MS CRM and we want to deploy a portal where we embed pre-defined PowerBI dashboards that can viewed by participants.
Questions:
All participants are stored in MS CRM in hierarchical parent-child relationships and we want to use this hierarchical tree for defining user viewing rights for the dashboards. Dashboards are pre-defined and when logging in the user viewing rights should be based on some parameters that are stored in MS CRM for that contact: (a) the company ID, (b) the Industry ID that should be selected for the benchmark data, (c) the dashboard Id(s) for that contact, (d) IMPORTANT: the hierarchy level of that user: level 1 would mean that the user is a team manager, and only can see the scores of his team, level 2 is busines sunit manager, can see all teams that in hierarchy are 'child', level 3 is the director that can see all teams, all business units etc. QUESTIONS:
(1) since i can't find documentation on this for the embedded version; can we 'finegrane' the permissions to this sort of personal level within a combination of MS CRM and / within an integrated portal? I know about 'row level security', but can't see hoe i could deploy that in a combination of a portal (login credentials for portal) and embedded PowerBI dashboards. Could you point in a direction for solutions for that??
(2) we need to automate the process for deployment of the dashboards and user creation: when a new company subscribed and data are in database we want to deploy automated workflow process for: (a) send contact record data to PowerbI and / or portal? , (b) create PowerBU user with permissions passed from MS CRM to PowerBI (see above) (c) configure pre-defined dashboard for that user based on passed parameters, (d) send by email login credentials to this new user. Questions: any suggestions how to configure this?? Any limitations for this ? Or practical workarounds??
(3) Any suggestions what portal solution to choose? (other portal functionalities we need are limited) We looked at ADXstudio, Peak Portals and / or deploy standard MS portal?? Crucial part is the easiest and most secure solution to deploy PowerBI embedded dashboards in a way that the login credentials for the portal automatically define the permissions for the dashboards!!
(4) Since all companies have a hierarchic structure (team - business unit - country - global) we are looking for a way that, say an user with global rights, can view everything and, if wanted, he can select an underlying country to view, or a business unit in a country, or all countries aggregrated. I can't find any documentation on this (only for 'time-based' drill down). Any suggestions. workarounds or other advice hoe we could achieve this?
(5) Upfront it is not known what the hierarchic structure of a new company is, especially the levels of that company: it could be company with 2 levels (like 3 teams, and 1 business unit as a parent) but also 4 levels global (teams, business units, etec.). We want to present to the user a hierarchic tree in the dashboards, a Hierarchy Slicer. But: would it - and how? - be possible to dynamically configure that for a new company / customer, based on the data in database? What i mean: when only 2 levels, only that levels are shown, when 4, 4 levels plus childs etc. ???
Thanks very much!, best, Jos
