This is a basic customer card:
As you can see there is a "Salesperson" linked to the customer, but in many situations customers can have multiple salespersons.
In this field I can only select one salesperson.
The problem created by this situation in the company is that sales people can't find customers that are not linked to them.
How can I assign multiple salesperson to customers?
If your salespeople are in fixed groups e.g. person A and B handle the same group of customers and C and D handle another group of customers, you could use the Responsibility Center feature.
Create a Responsibility Center for each group of customers and assign it to those customers. Then set the Sales Resp. Ctr. Filter on the User Setup for each Salesperson.
Using this field, obviously, you can't. You need to use some other field like department or customer group I don't know. Or if I remember correctly the was a table like ’My Customers’ where every user can build a list of customers he's interested in.
Related
I have a large set of Equipment data that contains both geographical equipment location and company ownership data.
The geographical data has a hierarchy based on size (i.e. continent, country, county, city, street), so the filters for that data is easy.
The company data details which companies own which pieces of equipment, but it’s not directly related to geography, so multiple companies can own equipment on a single site. So I can filter by company name nicely.
As the data is common to both company and location, I’d like to combine in to one dashboard, but with two filters. I’d love to be able to filter by location OR filter by Company but ideally, I don’t want the users to try to use both filters at the same time. Is it possible to have some logic built in so that if a user selects a location filter, it clears any Company filters selected and vice versa so that if a user selects a company filter any location filters already selected are cleared.
Is this possible and if so, how would I go about it?
Thanks in advance,
Dofus
Using buttons and bookmarks you can clear filters and toggle the visibility of slicers.
Power BI noob here, still thinking like a SQL coder, so please be patient.
How can I use the user name of the person running the report to filter the report?
As a convenience for my users, I want to provide a way for them to automatically filter to only see data related to their office or region. I have a Person table that includes details like their office location. If I can filter that based on the user name of the person running the report, and join it to the rest of the data, that would work.
Unfortunately, I don't see a way to get the user name in M.
Using the USERNAME() function in DAX, I don't see a way to compare this with individual values in a column. I get an error about being unable to compare a measure to multiple values.
It seems this would be a common request, so I'm sure somebody has solved this problem. But I haven't yet found the solution.
Use a RLS in your model. You can use function USERNAME(),USEROBJECTID (), USERPRINCIPALNAME (); The last one is useful if you have table with users and their email.
https://learn.microsoft.com/en-us/power-bi/admin/service-admin-rls
check also this GuyInCube video:
https://www.youtube.com/watch?v=MxU_FYSSnYU
First, be aware of the differences between USERNAME() and USERPRINCIPALNAME(). Most likely you will want to use the later one.
You can't use neither of these in M. Imagine your model is importing the data. The M code is executed once in the context of one user, then each other user accessing the published report will reuse the already loaded and calculated model. And of course, these are DAX functions, not M.
So in DAX you can use these to compare their values to columns from your model. You didn't gave any information about your model, but lets say there is a table Sales with columns Customer and Amount:
Customer
Amount
Bill Gates#Microsoft.local
100
Steve Ballmer#Microsoft.local
110
In this case, you can write a measure like this:
My Sales = CALCULATE(SUM('Sales'[Amount]), 'Sales'[Client] = USERPRINCIPALNAME())
When Bill Gates opens the report, he will see sales amount of 100, while if Steve Ballmer opens it he will see 110.
For diagnostic purpose, you can make a measure like this and show it somewhere in your report:
Who am I = USERPRINCIPALNAME()
If your goal is to build dynamic Row-Level Security within Power BI, it has some functionality which might help you, so take a look at these articles:
Row-level security (RLS) with Power BI
Restrict data access with row-level security (RLS) for Power BI Desktop
Row-level security (RLS) guidance in Power BI Desktop
Dynamic Row Level Security with Profiles and Users in Power BI : Many-to-Many Relationship
I am not able to implement row level security to my report. I have tried different methods on google and Microsoft forums but all in vain. Could you please help?
I have a dataset name "Cases" which have details of all cases logged into system with its country.
Then I have dataset name "Escalations" with details of the all the escalations along with its country.
Then there is one more table called "Country Mapping" which contains all the countries mapped with their Regions and Region Manager.
I have already prepared a report showing Global /Regional numbers But now people want to restrict the data according to its own territory.
Example :- Some want to see global data and some are responsible for a particular country. I know RLS can help me with this. I have tried to make two tables one with Username and country responsible and other one with just usernames and names.
I have made a relationship between all these tables. But the problem with the code is, like if I am the admin of the report then I need to manually add myself in the country responsible for every country. Like 146 countries .
Is there any better way to do this?
I want to create a small app that creates a kind off receipt record in to a db table, from two other tables. very much like a receipt from a grocery store where a cashier makes a sell and the ticket contains multiple items, calculates a total and subtotal and return values to the database. I currently have 3 tables: the Ticket table where i would like to insert the values of all calculations and ticket info, the services table that acts like an inventory of services available. this has the service name and price for each service and my responsible table that has a list of "cashiers" or people that will make the sale and their percentage for their commissions, i have the views to create , edit and delete cashier's and services.
What I don't have is a way to create the ticket. I am completely lost. can you guys point me in to the correct path on what to look for. i am learning to program son i don't have a lot of knowledge in this if its even possible. i don't need the system to print i just want to have all record stored this way later on i can expand on it and create reports of sold items and who sold them and how much commissions each seller has won.
You need to create relationships to two other models (tables) from the Ticket model (table). Luckily you don't have to create the relations in the database tables itself. Use django model's Foreign key fields to accomplish this. Here is the documentation link:
Django Models
You may need to read it several times to get the concepts thoroughly.
Using ForeignKey relationships, I want to be able to copy data and store it in another model. For example, think of how you would handle past Invoices and billed Services.
The Invoice would have one or more Services associated with it and with prices for the Services. This prices for a Service can / will change over time - but the Service price recorded with the Invoice should remain as it was when the Invoice was created.
My first thought was to create a pdf from the resulting data and store it. But this would make the data somewhat inaccessible.
Is there somehow a way to copy the data and keep them accessible?
This is a pretty broad problem with multiple solutions. I dont think that what you're aiming to is the correct one.
One rule for saving invoices is, that invoices never change. You should never update an invoice. So not only your 'copies' of invoices should remain the same, but the original too.
Also, you should have a InvoiceItem (or InvoiceRow) model which are the items on your invoice. Don't bind Products to a Invoice directly.
Here are 2 solutions I've used:
Solution 1
You can normalize the data on your invoice(items). So, don't use foreignkeys, but normalize all data about the product, so product info (incl. price) is saved within the invoice(item).
Solution 2
Give your products revision numbers. So everytime a product is updated (name or price change for example), a new product is created in the database. Now you can link the InvoiceItem to a Product with a Foreign Key, and it will will be historically accurate.
Im sure there are some guides/best practices for creating Invoice backends. Language or Framework is not important. Invoicing is really important, so do alot of research before starting to build something. That's just my two pennies