How can I securely share a Power BI sales dashboard with different users (sales reps) seeing only their own data?
Hey everyone, I’m a cost analyst working in the commercial department of a company in Brazil. My job involves a lot of SQL, Power BI, and Excel (I wouldn’t call myself a data analyst, but I know my way around these tools).
Part of my role includes supporting business intelligence activities for sales, procurement, and other areas. In our office, we help our sales reps track their sales numbers, client activity, etc.
Our sales reps are spread across the country, and each one has their own team and way of working. However, a lot of useful information they need is stored on our company servers.
We’ve already built several dashboards in Power BI, but these are only available internally within the company. Now, I’d like to build a sales dashboard that can be shared with these reps, where each rep can see only their own sales data.
We have 19 sales reps. Maintaining 19 separate dashboards would be a nightmare, so I'm looking for a scalable solution.
Is there a way in Power BI (or some other tool) to set this up, where users log in and only see their own sales data? What are the best practices for this kind of situation?
Thanks in advance!
Posted Jul 4, 2025, 1:33 AM UTC