Query report based on user list

Query report based on user listFollow
Tim Vavra
Tim VavraJan 26, 2023 09:14 AM
All – thanks in advance for any help. I have a need to publish a report that will allow a user to enter …
1. Query report based on user list

Tim Vavra
Posted Jan 26, 2023 09:14 AM
All – thanks in advance for any help.

I have a need to publish a report that will allow a user to enter a list of account numbers that the report will then check to see if the account is in one of three categories.

I have a SSRS report that requests a parameter (account number) and then checks the file for any matches. The list can be any length, but most people are checking around 10-20 at a time.

I don’t know if a similar facility exists in Power BI. The list of account numbers is about 21 million so having people select from a list is out of the question.

If someone else has solved the issue in a different way, I am not married to this solution.

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Tim Vavra
Sr. Analyst
Darien
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2. RE: Query report based on user list

Bronze Contributor
James Watts
Posted Jan 30, 2023 08:40 AM
I think you’ll need to create a Power App, and query the Power BI data there.

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James Watts
Business Intelligence AnalystJames Watts
Business Intelligence Analyst
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3. RE: Query report based on user list

Adam Artur Boltryk
Posted Jan 30, 2023 12:52 PM
Hi James,

It depends on needs and possibilities.
Technically, from Power BI perspective, you can schedul refresh model/report every 30 minutes.
You can do it even more with Power App.
However,
Our IT departament FORCED us to schedul ONE refresh per day (over night) because server capacity so we should off our 30 mins reports.
Also depends how many simultanious refresh request will be expected.

So Power App can be an answer and dont have to be an answer 🙂

@Tim Vavra Power BI is REPORTING tool, nothing more. You need APP, not Power BI.
And I already answer this in another topic.

Regards,

​

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Adam Artur Boltryk
Business Analyst
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4. RE: Query report based on user list

Bronze Contributor
James Watts
Posted Feb 07, 2023 10:11 AM
It appears there is a custom visual for this :
https://appsource.microsoft.com/en-cy/product/power-bi-visuals/devscope-1156626.filterbylist?tab=Overview

This might help too:
Chris Webb’s BI Blog: January 2023 (crossjoin.co.uk)

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James Watts
Business Intelligence Analyst
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5. RE: Query report based on user list

Bronze Contributor
James Watts
Posted Jan 31, 2023 03:36 AM
To clarify, as you want some sort of data entry, I think you’ll need a Power App front end. You could put the list into a text/Excel file, and use that to compare to the data, but that wouldn’t really be a shareable solution.

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James Watts
Business Intelligence Analyst
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6. RE: Query report based on user list

Elena Schott
Posted Feb 01, 2023 08:42 PM
You could give them an alternate source location for the list. If they can access a SharePoint list, or an excel spreadsheet stored online in SharePoint or OneDrive or another available source you could set up the report to iterate through that stored list of account numbers and generate output based on that. It would still require user training but if it’s a sharepoint list lots of different folks can add rows to it, and then once the report is run you can wipe the rows entered to date via a flow looking at modified stamps or manually yourself while it’s all still being worked up.

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Elena Schott
Sr. Business Analyst
Aon – San Francisco, CA
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