Role-Based Default Filter Context for Power BI

Update (9/26/2017):

An improved approach to dynamic (user role based) default filter context for Power BI is detailed in Chapter 8 of the Microsoft Power BI Cookbook.


The attached technical document describes an approach for providing users of Power BI, SSAS Tabular, and Power Pivot models with a  default filter context. Essentially, DAX metrics are filtered based on characteristics of the user accessing the report and the filter selections applied (‘filter context’). The methodology also supports self-service user filtering following the initial default filter context.

Role-Based Default Filter Context for Power BI

Feel welcome to add comments or questions. My next post will likely focus on the new Tabular Model Scripting Language for SSAS 2016.


    1. Thanks Imke. Originally the plan was to provide users with instructions and training on personalizing content packs but these became onerous given the quantity of reports and pages involved. Additionally, since further revisions were expected, users would have to manually personalize again so the methodology in the document has been well received. Like many BI projects the complexity isn’t in the code or design itself but rather communicating the implications to the different stakeholders (e.g. the user table and rules to apply, not mixing role-based metrics with standard metrics in the reports, etc).

      Thanks also for the link and I certainly agree there’s a use case for USERNAME being a part of M. (Per my Wishlist blog post I’d like to see M/Power Query built into SQL Server BI tools as was originally planned and to allow PBIX files to be upgraded to SSAS projects like we’ve had with Power Pivot). Thanks again – I might be visiting Europe and the UK specifically later this year and I’ll post here if this is confirmed.


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