Forum Discussion
Microsoft lists filtered for user
Only been using Lists for a very short while.
I have a number of monthly corporate KPIs provided by various people in the organisation that I want to collect monthly for by them inputting into a list.
Currently the KPIs are consolidated on a single tab in an excel workbook
KPI1 KPI2 KPI3
Month 1
Month 2
Month 3
Is there any way of creating a list connected to the excel file that only shows the KPI's allocated to the responsible KPI data provider?
e.g. employee x only sees KPI1 in the list, employee y only sees KPI2 etc, etc?
Maybe using views? But I only want the person to see their own view, nobody else's.
1 Reply
Hi Fusilier​
with permissions and restricted views, i prefer a SharePoint only solution. You can set permissions on list items, every user can only see the items, to which he has permissions.
You can build a Power Automate Flow to set permission automatically based on user or groups: https://learn.microsoft.com/sharepoint/dev/business-apps/power-automate/guidance/manage-list-item-file-permissions?WT.mc_id=DX-MVP-5004845
I'm not sure how that works in conjunction with Excel. But maybe a SharePoint-only solution would be good for you.
Best, Dave
