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Anonymous
Not applicable

Display different Power BI dashboards on Power Apps Portal

Hi Experts,

I have a requirement where I need to display different dashboards from Power BI on the Power Apps Portal Based on Logged in user's Organization.

For example, If  User-A belongs to Organization- A, he should be able to see the dashboard belonging to Organization-A and for User-B , he should be able to see the dashboard belonging to Organization-B and if a User belongs to Multiple Organization, he should have a way to select between them. And also for a contact with Administrator Web role, he should be able to select between the different Dashboards. 

Any help would be greatly appreciated.

 

Thanks in advance..

19 REPLIES 19
Anonymous
Not applicable

Hi @OOlashyn ,

Thanks a lot for the suggestions. But as I am new to the Power Apps, I just found that I could add a lookup only to the forms. Could you please help me out on adding a lookup field as a dropdown for the list of organization and on selecting an organization from the lookup dropdown, dashboard of that organization can be displayed on the same page? and I need this dropdown to be displayed on all the pages. If it is not possible to display the dropdown on all pages, then the Organization which is selected from the dropdown has to be displayed on the corner of all the pages in the Portal.. 

 I am very grateful for your help! Thanks a lot!

Hello! I am having trouble with this part as it does not seem to be pulling the Organization from the entity record.

I've placed the "{{ user.orgfield }}"  liquid tag inside a div to just display, and it is "null", while {{ user.fullname }} works and will display the user name.

 

I know I've added an Org to the Contact as well as the User record (multiple users/contacts) within CDS as well as the edit profile option in the Portal - but I still can't seem to figure out where the organization information is stored?

 

I have a very similar requirement where I need to dynamically render a PowerBI Report based on the Account that a user is assigned to. I want to be able to give one link to all of our clients and allow them to see their own PBI report. We create Guest Users and assign a PowerBI Pro License to them and are currently directing them to the Workspace - but we want a single link where, in addition to the PowerBI reports, we are able to provide access to a Sharepoint Document Library for sharing documents (contracts, images, etc).

 

I've created an Account in the Account Entity and added that to the User record in CDS.

 

Any help would be greatly appreciated!

OOlashyn
Most Valuable Professional
Most Valuable Professional

Hi @Anonymous ,

 

Let me explain how I envisioned it and the different ways you can achieve it. First of all, you would create a dedicated web page that would have an entity form for contact record that will be populated with the data of the current user. On that form, there will be a lookup to organizations from the contact entity. The user selects one and saves the form. And now you can easily get the information in liquid from the user object on any page. Also if you want to show it everywhere I would advise extending Header template to include this value.

If this approach will not work for you and you want to have the ability to switch organizations on each page separately I advise you to create a Content Snippet that you can easily include in any page. That snippet will consist of the regular select field that you can dynamically populate by querying data from the other webpage that will serve as a web API. You can include functionality for querying data within snippet itself as a script tag. You can find more about querying data using web pages in this article.

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OOlashyn
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Hi @rgilreath ,

 

First of all, make sure that in liquid you are using the correct schema name of the field. user.orgfield was just used as a placeholder and it is not a real field on the Contact entity. If you are using default parent account relationship for your contact the schema name will be parentcustomerid.

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Anonymous
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Hi @OOlashyn ,

Sorry to trouble you again and thanks a lot for helping me out..

What exactly I need is, I need to have a lookup field for selecting organizations instead of having the select option field as mentioned in this post earlier. In the select field, the option values were given as dashboard 1, dashboard 2, and so on. But instead I need it to be the organization names which are defined on entity "Organizations". The organization names from this entity should be rendered as a dropdown(lookup) on the page where the Power BI dashboards are displayed  and on selecting an organization from this dropdown, the dashboard of that organization has to be displayed on the same page. And also I need this dropdown to be displayed on all the pages of the Portal. Could you please suggest on this..

Thanks a lot for you help!

Thank you @OOlashyn for your help - that is the issue I think, that I was having. I was looking for the list of attribute names and must have not been paying attention to the field names when looking at the contact record.

 

Thanks again!

Hi @OOlashyn  - I am still having trouble with the "Account" name in this example - I've tried it a couple of ways and the Account Name/Company Name/parentcompanyid does not show anything.

 

I've placed the following in a webpage, trying to just display the information. I've selected a couple fields from the Contact Entity to at least prove I am in the right area.

One of the fields is the Account Name (parentcompanyid), which I want to use as a filter for the PowerBI reports as the above user.

 

 

rgilreath_2-1595258420157.png

 

I've made sure that I have a contact with the Account filled in:

rgilreath_1-1595258389894.png

 

But, when I render the page - this is what I get:

rgilreath_0-1595258329512.png

It pulls the other information correctly (email, phone, etc), but I cannot get it to show the Company Name.

I've added an entity record to then profile page as well - which shows that the Account Name is filled in on the Profile (free text, but still) as well as the user has access to the Account in question and can View the record:

rgilreath_3-1595258656645.png

 

I've created an Entity Permission, which allows the Web Role to Read/Write to the Contact and Account entities

 

I am not sure where I am going wrong in displaying this information. Any assistance is greatly appreciated!

 

OOlashyn
Most Valuable Professional
Most Valuable Professional

Hi @rgilreath,

 

See answer from user hardkiv in your other thread and my explanation to it there as well.

 

 

 

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OOlashyn
Most Valuable Professional
Most Valuable Professional

Hi @Anonymous,

 

I think my second answer with Content Snippet should fit you. Lookup field when rendered as a dropdown is just a select field in the end so just create a select field and populate it with organizations via a web page that will serve you as a web API. I use this approach to get data in lookup fields in my article about lookup filtering (see here). And then after selecting organization use the same approach that I described before about reloading the page and getting value as a parameter.

----------------------------------------------------
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Hi @Anonymous 

You can find your answer in this question

https://powerusers.microsoft.com/t5/Power-Apps-Portals/Displaying-the-account-name-from-contact-entity/m-p/630808#M2675

 

If this helps you, mark as a solution! 

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