Bi skills - permission axis

BOSS：（ Pull a long face ） What about white tea ？

colleagues ：（ Push... Push ） Wake up , White tea ,BOSS Call you ！

White tea ：（ A face of meng ） Yo , Boss ？

BOSS：（ A look of disdain ） White tea , There is a need. , Users need to be in the same chart , Indicators can be switched .

White tea ： This has been done before , It's a dynamic indicator ！

BOSS： Don't worry. , also , It's our different users , The roles are different , Whether different users can come in and see the coordinate axis of the chart varies from person to person ？

White tea ： Permission axis ？

BOSS： Yes ！

White tea ：OK, Can do ！

BI Report in practical application , Report permissions often need to be configured , for example RLS jurisdiction 、OLS jurisdiction 、 Page permissions, etc .

Actually , In addition to these three permissions , There is also a special permission requirement .

a sheet BI report form , There are many users , Different user roles are different . A lot of times , When users expect to open the report , According to your role , See the dimensions you need to observe .

So in PowerBI in , How to realize such requirements ？

Let's take a look at the case data in this issue ：

There are five tables of case data .Date Date sheet ,Product Product list ,Store Store table ,Access Permissions on the table ,Sales Sales fact sheet .

from Access You can see in the permission table , We have three users , On behalf of the person in charge of the branch 、 Product owner 、 Market leader , We need to , According to different roles of users , Automatically fit the corresponding dimension coordinate axis .

Import data into PowerBI, The model relationship is shown in the figure below ：

Attention, boys ,Access This table , There is no need to establish model relationships with other tables .

Build the metrics of the foundation ：

sales volumes ：

A. sales volumes  =
SUM ( Fact_Sales[Quantity] )

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Sales amount ：

B. Sales amount  =
SUMX ( 'Fact_Sales', [Quantity] * RELATED ( Dim_Product[Price] ) )

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Build a dimension table for indicator switching ：

Add dynamic switching metrics ：

C.KPI = 
IF ( SELECTEDVALUE ( Dim_KPI[Sort] ) = 1, [A. sales volumes ], [B. Sales amount ] )

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Come here , Our preparations are over , Think about it , How to achieve the dynamic switching effect of permission axis in the next step .

Think about it

1

2

3

......

The permission dynamic axis needs to complete two conditions ：

1. There needs to be a table containing all user demand dimensions ;

2. You need to configure the data permissions of dimension tables according to user permissions .

Build a dynamic analysis dimension table ：

Create a new table , Enter the following code ：

Dim_Analysis = 
VAR Store =
    SELECTCOLUMNS (
        ADDCOLUMNS ( DISTINCT ( 'Dim_Store'[StoreName] ), "Analysis", "1" ),
        "Analysis", [Analysis],
        "Display", [StoreName]
    )
VAR ProductName =
    SELECTCOLUMNS (
        ADDCOLUMNS ( DISTINCT ( 'Dim_Product'[ProductName] ), "Analysis", "2" ),
        "Analysis", [Analysis],
        "Display", [ProductName]
    )
VAR City =
    SELECTCOLUMNS (
        ADDCOLUMNS ( DISTINCT ( 'Dim_Store'[City] ), "Analysis", "3" ),
        "Analysis", [Analysis],
        "Display", [City]
    )
RETURN
    UNION ( Store, ProductName, City )

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give the result as follows ：

This code , Equivalent to store 、 product 、 These three dimensions of the city are forcibly combined to generate a new table .

Add the following measures ：

D.AnalysisKPI = 
VAR Store =
    TREATAS ( VALUES ( 'Dim_Analysis'[Display] ), 'Dim_Store'[StoreName] )
VAR ProductName =
    TREATAS ( VALUES ( 'Dim_Analysis'[Display] ), 'Dim_Product'[ProductName] )
VAR City =
    TREATAS ( VALUES ( 'Dim_Analysis'[Display] ), 'Dim_Store'[City] )
VAR Analysis =
    SELECTEDVALUE ( 'Dim_Analysis'[Analysis] )
RETURN
    SWITCH (
        TRUE (),
        Analysis = "1", CALCULATE ( [C.KPI], Store ),
        Analysis = "2", CALCULATE ( [C.KPI], ProductName ),
        Analysis = "3", CALCULATE ( [C.KPI], City ),
        BLANK ()
    )

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The effect is as follows ：

White tea hopes that the title can also be automatically adapted according to the user's permission .

Add the following code ：

E.Title = 
VAR T1 =
    IF ( SELECTEDVALUE ( Dim_KPI[Sort] ) = 1, "Sales Volume", "Revenue" )
VAR T2 =
    SELECTEDVALUE ( Dim_Analysis[Analysis] )
VAR T3 =
    SWITCH (
        TRUE (),
        T2 = "1", "Store",
        T2 = "2", "Product",
        T2 = "3", "City",
        "BaiCha"
    )
RETURN
    T1 & " Analysis By " & T3

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Add user permission metrics ：

The measurements are as follows ：

F.Access = 
VAR UserAccess =
    CALCULATETABLE (
        VALUES ( Dim_Access[ Line authority ] ),
        'Dim_Access'[ mailbox ] = USERPRINCIPALNAME ()
    )
VAR Access =
    SELECTEDVALUE ( Dim_Analysis[Analysis] ) IN UserAccess
RETURN
    Access

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Under the modeling panel , Select the management role , Enter character “Access”, Enter the following code ：

[F.Access]=True()

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give the result as follows ：

Beautify the report , The final display effect is shown in the figure below ：

（BOSS：Nice！）

Demo Documents on the planet of knowledge .

This is white tea , One PowerBI Beginners .