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Hello friends,
I have a data of sales commissions calculations for appx. 20 salespeople.
The data is in Excel file managed in OneDrive and updated by a commissions analyst.
My client wants to be able to sent each salesperson a monthly report of only his/hers data (it can be pdf/excel/etc).
The salespeople don't have PowerBI accounts and do not need it on a daily basis.
* I can build a PowerBI model for the commissions analyst but how can I make it easy for him to printout/save the reports for each salespearson without filtering and saving each time? Maybe a certain visual will help?
* I also thought of a paginated report but I don't see OneDrive/Excel data source.
What solution would you recommend?
Solved! Go to Solution.
HI @michaelshparber ,
I'd like to suggest you configure RLS based on username, then these user can see different records based on their username.
In addition, you can also consider to create a template report and parametrize data source.
You can share this template report to your customers and ask them use their credentials to change datasource to generate a personal report.
Deep Dive into Query Parameters and Power BI Templates
Regards,
Xiaoxin Sheng
HI @michaelshparber ,
I'd like to suggest you configure RLS based on username, then these user can see different records based on their username.
In addition, you can also consider to create a template report and parametrize data source.
You can share this template report to your customers and ask them use their credentials to change datasource to generate a personal report.
Deep Dive into Query Parameters and Power BI Templates
Regards,
Xiaoxin Sheng
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