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Hello,
This will be integrated into Salesforce as an embedded report, proof of concept is functional. Just thinking on next steps.
I've created a master reporting template for our sales team. However each member needs to only see data relevant to their territories. Shooting from the hip I would create a copy of this report template, apply a top level filter to show guy #1 and embed that report into his Salesforce account.
That would be functional, but I'd forever have to make changes to a lot of reports whenever we make a layout update, add a report, etc. Is there an easier to manage way?
Each record set has their email address and name (which matches Azure, O365 and Salesforce). Can this be dynamically matched to only show user1@domain.com records that contain user1@domain.com or Joe Bob only sees Joe Bob's records?
In case it matters, this data resides on a local Access DB that I'm syncing up to Power BI > Azure > Salesforce. I'm the only one doing any data publishing, manipulation, etc. The sales team is just accessing my output.
Thoughts?
Solved! Go to Solution.
As an FYI for the rest of the world I found what needed doing at https://docs.microsoft.com/en-us/power-bi/service-admin-rls. Very easy to setup from the desktop client and you apply the permissions on the dataset from within your app.
I believe that you want to investigate Row Level Security.
Thank you! I'll look into that this week.
As an FYI for the rest of the world I found what needed doing at https://docs.microsoft.com/en-us/power-bi/service-admin-rls. Very easy to setup from the desktop client and you apply the permissions on the dataset from within your app.
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