A very common scenario in BI projects is the need to customize a core set of reports and dashboards to better align with the responsibilities and analytical needs of specific roles or users within a larger team or organizational function. A given business user should, ideally, have immediate and default visibility to relevant data without the need to interact with or modify content, such as applying filter selections. Power BI’s extensive self-service capabilities are sometimes a solution or part of a solution to this need, and additional role-specific, IT supported reports and dashboards are another realistic option.

A third option and the subject of this recipe is to embed user-based dynamic filtering logic into DAX measures. With this approach, a single or small group of reports and dashboards can be leveraged...