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Session Id : 4bCgDk3Gs9ssPGdT0RHN3J
Power Pages - General Discussions
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Dynamic Filtering for Power BI (embedded in Portal) - custom entity

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Posted on 1 Nov 2022 19:44:37 by

I am trying to dynamically filter a Power BI report I have embedded in a Powerapps Portal. I have tried unsuccessfully to use the info supplied in the Dataverse Entity Tags article dated 10/12/2022.

 

I created a custom entity in Dataverse called Payment Applications. I imported the Payment Application table into a PowerBi Report (I refresh the data daily). I created a list and forms in Portal Management for the Payment Application table.

 

The report is based on a dataset imported from Dynamics 365 tables (via the legacy D365 data connector). The report contains multiple tables. The table at issue here is named Invoices. 

 

The report is embedded in a page that displays a record from one of the imported tables. For example, the Dataverse table is named Invoices. The portal page in question contains a form to edit a record from the Invoices table. 

 

I tried a filter like this (I know I'm missing the escape characters in this case): 

{% capture pbi_path %}https://app.powerbi.com/groups/.../reports/.../ReportSection...?filter='Payment Applications'/PrimeContractTextID eq '{{nor_primecontract_name}}'{% endcapture %}

{% powerbi authentication_type:"powerbiembedded" path:pbi_path %}

 I think I may need to capture the record id from the URL of the page displaying the edit form for the record, but I don't know how to use that id. The link to the record looks like https://acme.com/PaymentApplications/..../?id=... 002248047c6b

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  • ragavanrajan Profile Picture
    7,036 Most Valuable Professional on 10 Nov 2022 at 10:08:56
    Re: Dynamic Filtering for Power BI (embedded in Portal) - custom entity

    Hi @FourMoons 

     

    You can try RLS in Power BI through the Power BI desktop. Get the record GUID field name and pass it on to the power bi filter. Then publish your report. 

     


    Hope it helps. 
    ------------

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