Power Platform Community Forum Thread Details

Site-wide filter for all entities and Power BI visuals

Hi, I am new to Power Pages so would appreciate some guidance on how to approach this seemingly impossible problem.

I am working on a site with entities/forms across multiple pages as well as Power BI visuals embedded on multiple pages. I know that if I use row-level security in Power BI and the OOB security features in Power Pages, that will automatically filter the data to show only account-specific data for the logged-in user. The forms and any values passed to my Power Automate flows would also capture their account for CRUD operations. This is perfect for most of my users.

However, I have a many-to-many relation between accounts and users as I need some users to have access to multiple accounts (i.e. special users). But critically, I need these special users to be able to work on only one account at a time across the Power Pages site and not have the data aggregated across more than one account. This means that at some point during/after login I want these users to select one account from the ones they can access. This selection would then determine the account filter for all Power BI dashboards and entities across all pages. And as a bonus, the selected account would also be captured in relevant fields in forms or be able to pass the value to Power Automate for CRUD operations.

The only approach I can think of is an "account selector" dropdown linked to a variable, perhaps on one of the pages (or ideally in the header if doable), but open to other ideas to fulfil the requirements. The most similar example I can think of to illustrate this is the Environment selection tool in the header Power Platform back end. So the question is how would I implement this?