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Setup valid users for Power BI dashboards

Daniel
  • Updated

EQ Flex is provided with 5 dashboard templates to start with:

All, Marketing, Overview (sales), Purchasing, Sales.

These Power BI templates can be replicated and adjusted to suit your needs.

You could  have 1 dashboard with multiple pages covering all areas of the business, or you could specialise so that some managers see a Sales overview dashboard whilst Purchasing managers only see a product and PO related dashboard.

By default all users can access all 5 templates (though access to the Dashboard button is still restricted by the usual User Groups security access). You can restrict this by setting valid users against each templates.

 

How to set valid users on Power BI templates

  1. Click the arrow under the Dashboard button on the main toolbar:

    EQ_Dashboard_btn.png
     
  2. Select Power Bi Templates
    This screen shows all template files and the names shown in EQ Flex.
     
  3. Click on a template name you want to restrict, then click the Valid Users button.
     
  4. Untick the All Users box to proceed.
     
  5. Click each username you want to restrict and then click the Add -> button.
    All users you add to the list on te right will have access. Those users on the left will not have access.
     
  6. Click Update to save and close back to the templates screen.
     
  7. Click Update on the templates screen to save and close.

Now the menu that shows underneath Power BI dashboards will depend what it shows, based on which user is logged in:

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