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Ashrafh
New Member

Send powerBI report to the manager

Hi,

I have a PowerBI dataset where user enrolment status is shown along with the manager name of the user.

Meaning multiple manager and user names are on the list. Now if i want to send a report to the manager of a particular user rather than sending the whole dataset to each manager ... how can i do that? 

Is it even possible to filter the dataset using manager field on the go?

I prefer to use MS Flow for this.

 

Any help would be appreciated. Thanks

 

Ashraf

2 REPLIES 2
blopez11 Solution Sage
Solution Sage

Re: Send powerBI report to the manager

Yes to your second question

This can be done by implementing dynamic row level security into a single report, then share that one report with your managers

Depending on how you implement your model, they will only see data where they are the manager

 

You can take a look at the following articles for reference, as they helped me

https://docs.microsoft.com/en-us/power-bi/service-admin-rls

https://blog.tallan.com/2018/04/10/row-level-security-in-power-bi-part-1-roles-and-users/

 

I would rather implement dyanmic row level security in a single report, than having separate reports per manager

 

Good luck

Community Support
Community Support

Re: Send powerBI report to the manager

Hi @Ashrafh

Based on my knowledge, blopez11's suggestion should be helpful.

Besides these, i would suggest:

1.you should have a table where each employee only has their direct manager’s ID associated with employees' email address or employee id, for example

3.png

2. you also need manager information table which shows the manager id, name and email,

3.then create relationship in Power BI Desktop, relate the employee data table with manager information table.

4.implement dynamic RLS in the manager information table, so that every manager log in Power BI Desktop or Service, he would only see data of  employees who belong to his own department.

for dynamic RLS, besides blopez11's links, links below may also helps:

https://community.powerbi.com/t5/Integrations-with-Files-and/present-the-data-in-report-according-to...

Dynamic Row Level Security with Manager Level Access in Power BI

 

Best Regards

Maggie

 

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