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Eito888 Occasional Visitor
Occasional Visitor

Save as personal filter

Can we save personal filter in PBI server so user won't need to do filter from next time?

 

e.g. there are 100 users, each user has own customer. In PBI dashboard in web(daily dataset update), which includes all 100 customer data. User want to see only specific customer's data everytime. Do we have this function in PBI? I see this in Tableau.

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Save as personal filter

Hi @Eito888,

 

It is not possible to save users' selection in a report.

 

To restrict data access for specific users, you can consider RLS (Row Level Securlty). If you were using Power BI service, you should define roles and rules within Power BI Desktop, then add members to roles on service site. Reference: Row-level security (RLS) with Power BI However, if you were usng On-Premises Power BI report server, above way to configure RLS is not supported. You should implement row level security with windows authentication on data source side, for example:

SQL Server Row-Level Security

Tutorial: Dynamic row level security with Analysis services tabular model

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
1 REPLY 1
Community Support Team
Community Support Team

Re: Save as personal filter

Hi @Eito888,

 

It is not possible to save users' selection in a report.

 

To restrict data access for specific users, you can consider RLS (Row Level Securlty). If you were using Power BI service, you should define roles and rules within Power BI Desktop, then add members to roles on service site. Reference: Row-level security (RLS) with Power BI However, if you were usng On-Premises Power BI report server, above way to configure RLS is not supported. You should implement row level security with windows authentication on data source side, for example:

SQL Server Row-Level Security

Tutorial: Dynamic row level security with Analysis services tabular model

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.