Forum Discussion
DAX Code for Dynamic RLS
I am new to DAX and am trying to implement some dynamic RLS. The current table of users details looks like below:
| User Email | User Name | Agent ID | Level of Access Required | Region | Company |
| [email protected] | Test123 | 123 | Individual | USA | Company1 |
| [email protected] | Test456 | 456 | Regional | UK | Company2 |
| [email protected] | Test789 | 789 | National | AUS | Company3 |
What I want to do is give a user access at a level defined in 'Level of Access Required'.
This has 3 options:
1) National which will show all data for the specific company
2) Regional which will show all data for the specific company and the region
3) Individual which will show all data for user with the Agent ID
This table mentioned above will then be joined on to the other datasets within the report using a many to many join relationship I imagine?
Let me know if any further information is required.
sorry, was a bit quick there, you need to write it like this
VAR _t = CALCULATETABLE ( VALUES ( 'Access_Table'[Access_Required] ), FILTER ( 'Access_Table', 'Access_Table'[User_Email] = USERPRINCIPALNAME () ) ) RETURN IF ( CONTAINS ( _t, 'Access Table'[Access_Required], "National" ) || CONTAINS ( _t, 'Access Table'[Access_Required], "Regional" ), 'dimCompany'[Company] IN CALCULATETABLE ( VALUES ( 'Access_Table'[Company] ), FILTER ( 'Access_Table', 'Access_Table'[User_Email] = USERPRINCIPALNAME () ) ), TRUE () )
18 Replies
Hi Anonymous,
with your requirements, I don't think many-to-many relationships will be sufficient.You could try to use the "Table filter DAX expression" feature in the "Manage roles" menu. Here is an example of how you can write the DAX:
'Sales'[Company] IN CALCULATETABLE ( VALUES ( 'Sheet2'[Company] ), FILTER ( 'Sheet2', 'Sheet2'[userId] = USERNAME () ) )If you provide a sample report(upload to onedrive/dropbox/other and share the link), it will be easier to guide you through how to set it up.
regards,
SThanks for your reply!
I've uploaded a dummy report here: https://1drv.ms/u/s!AryWZk9AIwc0gWDGkXIsaerDX5Y3?e=wlq4MhThe sample you provided is a bit short on data, so it is not really suited to see the full effect of RLS. But this how I would set it up
1. Change up the model to look more like a star model:
2. Click on the manage roles-button, and create a role called e.g. all. Then on the tables which are prefixed with dim, add the dax statement which will filter the table according to the access level they have according to Access Table:3. You can then test your role like this, add the e-mail of the user you want to test for, and click 'OK'
When you publish it to power bi services, you need to go to the Dataset section in the left menu, and for the dataset of your report, click the three dots and find Security. You should have a ad/security group called something like Everyone or All, add this group to the role you have created.