topic Static RLS using IF logic with two tables in DAX Commands and Tips

Static RLS using IF logic with two tables

jwin2424 — Tue, 17 Jan 2023 19:17:59 GMT

Hello community! I cannot find much material out there on DAX expressions for RLS. Here is my dilema. I am trying to create a static security view based on sales territories. However, no territories are assigned to Source "A". When I create the role for the territory, people cannot see Source A because there is no territory tied to it. Here is the relationship:

I tried creating this expression, but it is giving me a syntax error.

IF(OR(Revenue Source[Source] = "B", Revenue Source[Source] = "C"), FILTER(ALL(Territories), Territories[Territory] = "T23"), ALL(Territories) )

Spelling is correct.

Essentially, if they are viewing Source B and C, it needs to be filtered to T23. If they are viewing source A, they need to see all the data.

Also, I have to select which table to put this code into, and I am not sure if that matter or not. Do I put it into Revenue Source or do I put it into Territories?

Thanks in advance!

Joe~

Re: Static RLS using IF logic with two tables

Anonymous — Wed, 18 Jan 2023 07:06:22 GMT

HI jwin2424,

I'd like to suggest you add a custom table to bind username with sources, then you can use current username to lookup correspond source and use it as condition to filter table records.

IF ( LOOKUPVALUE ( 'Table'[Source], 'Table'[email], USERNAME () ) IN { "B", "C" }, Territories[Territory] = "T23", Territories[Territory] = TRUE () )

Regards,

Xiaoxin Sheng

Re: Static RLS using IF logic with two tables

jwin2424 — Wed, 18 Jan 2023 18:52:50 GMT

Thank you for the quick reply! I tried a few things last night, but I figured out where I was going wrong. I was filtering the role this way:

I was filtering on two tables, and it was giving me the filter ONLY for the revenue source.

I created two roles - one for territory and one for revenue source. Then I gave both roles to the employee and they can see either/or.

The formula you provided I believe is for dynamic RLS, and I want to do static RLS.