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Power BI default filter for company

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Posted on by Tony zhong

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Hi all,

Regarding default filter for Power BI, I found this link : Help secure analytical workspaces and reports by using Power BI Embedded - Finance & Operations | Dynamics 365 | Microsoft Docs

Which actually question come to mind:

1. At this point ->

Create a new role against a column in the data model that contains the Company field. Name the new role CompanyFilter. A COMPANY field must be present in the data model to restrict access by company.

Question: Should the role name the exact word "CompanyFilter" ?

2. At this point ->

In the Table filter DAX expression field, enter [COMPANY]=username().

Question: the [Company] here is the original field or field name at my current data model ? Since in Power BI we can rename the field, so if later after for example I rename my entity name, lets say I have LegalEntities.company then rename it as LegalEntity.comp.. -> should I go to Role again and change the DAX expression accordingly.

3. And how actually the work or to test it, since I tested with my colleague email id which he doesn't have access to my testing environment which also makes no company he can access, but the report still showing data.

Thanks

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Tony zhong 903 on at

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Hello everyone,

Appreciate some input on this.

Thanks in advance.

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Tony zhong 903 on at

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Hello everyone,

I've come to think, is it true that what actually described in this link docs.microsoft.com/.../secure-analytical-workspaces

..about this code to filter company : [COMPANY]=username(), is actually meant or only work if the report called from PowerBI.com ?

That kind of filtering or that kind of code is not working for Power BI "internal embed" in F&O Workspace. Internal embed by means not by pin from PowerBI.com, but from AX Resources inside.

Much appreciated if someone can advice me on this.

Thanks,

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Jolanta Malkowska Microsoft Employee on at

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Hi Tony,

the way it works in the Power BI reports embedded in analytical workspaces is that it is the legal entity (company) that is passed to the report as "user". If you look at the implementation of the existing embedded reports in Visual Studio you will find code in which this filter is set before the report is requested.

Best regards,

Jolanta

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