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Frequent Visitor

Multi user/user specific reporting environment best practices

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?

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Frequent Visitor

Re: Multi user/user specific reporting environment best practices

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.

View solution in original post

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Super User IV
Super User IV

Re: Multi user/user specific reporting environment best practices

I believe that you want to investigate Row Level Security.


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Highlighted
Frequent Visitor

Re: Multi user/user specific reporting environment best practices

Thank you! I'll look into that this week.

Highlighted
Frequent Visitor

Re: Multi user/user specific reporting environment best practices

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.

View solution in original post

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