Requirement – User will open power bi embedded in Microsoft Dynamics 365 for finance and operations. Pre-filtered data of vendor purchase invoices should come only for those warehouses which are tagged to current user or running user id.
Solution – In D365 FO we use class- PBIReportControllerBase to call a Power BI embedded report. The class PBIReportControllerBase contains below methods. The method basicFilters() can be utilized to filter your Power BI datasets with the help of class PBIReportBasicFilter
In standard there are 2 classes – FMPBIReportsController (Model – Fleet Management) & LedgerCFOWorkspaceEmbeddedController. Here, Microsoft is filtering power BI Record set based on selected values (Please make a note – table name and column name should be same as Power BI Report dataset and column name Not your aggregate measure or AX DW tables and column)
So, in our case we are filtering dataset based on warehouse tagged with current users
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