Sunday, July 9, 2023

SSRS Use Case - Role based display of Charts in the Reports

The requirement is to display some of the common charts to everyone  + specific charts to specific team only in the same reporT. For example, Finance team will be able to see common Charts + Finance Specific charts only. similar way, Sales team, Marketing Team.

We need to design the report in such a way that some of the charts should overlap the other chart and need to set the visibility properties based on the logic or way you are displaying charts on role basis.

For Example We have 3 charts Chart -A, Chart- B , Chart -C

Chart A - All user
Chart B - Only Finance group
Chart C - Only Sales Group

In this case, Chart A position will be fixed. Chart B & Chart C should overlap in the design in same place. Set the visibility property for charts based on role. so

When Finance Group memeber runs the report. User will see

1) Chart A
2) Chart B

When Sales Group memeber runs the report. User will see

1) Chart A
2) Chart C in the place of Chart B

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