topic Re: PBIRS Built-In Fields for PBIX in Report Server

PBIRS Built-In Fields for PBIX

TKenny90 — Fri, 09 Jun 2023 13:14:19 GMT

We have PBIRS server setup and we are using rdl and pbix files on there. The Report Server is embeded into a web app which various users use. We need to be able to restrict what each user sees on the paginated reports and the Power BI reports. For the paginated reports we are using the Built-In field of UserId. Is this available on the Power BI reports too, or is it restricted to just the paginated reports?

Thanks in advance.

Re: PBIRS Built-In Fields for PBIX

Shahfaisal — Sat, 10 Jun 2023 02:51:18 GMT

There is a similar function you can use in Power BI reports. See Row-level security in Power BI Report Server

You can use username() . Be aware that username() has the format of DOMAIN\username within Power BI Desktop. Within the Power BI service and Power BI Report Server, it's in the format of the user's User Principal Name (UPN). Alternatively, you can use userprincipalname(), which always returns the user in the format of their user principal name, username@contoso.com.

Re: PBIRS Built-In Fields for PBIX

TKenny90 — Sat, 10 Jun 2023 14:01:47 GMT

Thanks for the response, we have considered this but as we have hundreds of clients with multiple users we can't feasibly setup the number of Windows accounts it would need. Is the UserPrincipalName taken from the Windows credentials? And how would this be visible to us in Power BI Desktop please?

Re: PBIRS Built-In Fields for PBIX

Shahfaisal — Mon, 12 Jun 2023 21:45:46 GMT

TKenny90 wrote:
Thanks for the response, we have considered this but as we have hundreds of clients with multiple users we can't feasibly setup the number of Windows accounts it would need. Is the UserPrincipalName taken from the Windows credentials? And how would this be visible to us in Power BI Desktop please?

This should be no different than how you've setup the paginated reports. You mentioned you have hundres fo clients, how do you intend to setup security for them if you don't want to create those accounts? The user accounts should exist somewhere to be able to use them in Power BI.

Re: PBIRS Built-In Fields for PBIX

TKenny90 — Sat, 10 Jun 2023 20:38:32 GMT

We set permissions in a web app as to which branches a user can see. The user has an ID in the web app which is then fed through to a paginated report via custom auth. We pick this up in the UserId field (normally where I'd see the Windows user) for paginated reports and use this to filter branches based in what they can see in the web app. I was hoping I would be able to pick this UserId in a PBI report as I can the paginated reports?

The paginated reports and PBI reports both have Windows credentials to return the data from the data sources, which is one account per customer for us.

Re: PBIRS Built-In Fields for PBIX

Shahfaisal — Sat, 10 Jun 2023 23:52:22 GMT

I think you should be able to make it work. I haven't done something like this myself but see this forum post - Custom Authentication in PowerBI

Re: PBIRS Built-In Fields for PBIX

mpsrshl — Mon, 12 Jun 2023 03:54:58 GMT

I hope this helps, you can create the following role inside the PBI file, considering you are using the window user.

[EmployeeID] =
MAXX(
FILTER (
all('Employee'),
'Employee'[Email] = USERPRINCIPALNAME ()
|| 'Employee'[LDAPAccountID]
= MID ( USERPRINCIPALNAME (), 1, FIND ( "@", USERPRINCIPALNAME (), 1 ) - 1 )
),
'Employee'[EmployeeID]
)

Re: PBIRS Built-In Fields for PBIX

TKenny90 — Tue, 13 Jun 2023 10:37:10 GMT

mpsrshl Thank you for the reply, we have tried this but unfortunately the user details are the Windows credentials used to access the tabular model rather than the user who is logged into the web app.