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good explanation on the video, thanks.
thanks for the topic, good work bro
Капсулы Негрустин – отзывы, инструкция по применению – FarmDirect
Hey Paul,
Thanks for sharing, it’s very useful the way that you treat BLANK() value.
Below I share my code DAX that I apply to CRM Dynamic 0365 the idea is :
1/ you look up for the position (and their business unit ) of the person who log in then you stock the result in a variable.
Position:
Sales Rep – only see their own data
Sales Manager – see the whole team data
Business Unit:
Retail
Salon
2/ Then depend on the position you show them what they can see using SWITCH():
//position of UPN
VAR Position_Rule = LOOKUPVALUE(
User[Position],
User[Sales Rep], USERNAME()
)
//business unit of UPN
VAR BU_Rule = LOOKUPVALUE(
User[Business Unit],
User[Sales Rep], USERNAME()
)
RETURN
//if the UPN’s postion is
SWITCH(Position_Rule,
//Representative : display only their data
“Sales Representative”,[Sales Rep] = USERNAME(),
//Sales Manager > display all the data relevant to their team and them self
“Sales Manager”, ([Sales Manager] = USERNAME() || [Sales Rep] = USERNAME()),
FALSE()
)
Dung Anh