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quynhphan
Regular Visitor

Apply Dynamic RLS Multiple levels.

Hi there,
I have three tables with example data as below.
On my report, I just want to allow user to see only data of invoices which products belong to their department and it will be based on the employee data generated automatically. It means that whenever having new employee I don't need to assign them manually.
What should I do on DAX to create roles for this purpose?
Thanks

ProductDepartment
ASales
BMKT
CMKT
DSales
ESupply Chain
FSales

 

Invoice_IDValueProduct
11000A
21500C
32000F
43500D
52000A
6500B

 

Emp_idMailDepartment
Xx@abc.comSales
Yy@abc.comMKT
Zz@abc.comSupply Chain
2 ACCEPTED SOLUTIONS
lbendlin
Super User
Super User

In your RLS create roles per department. 

 

Each role should filter the Product Department table.

 

Role membership should be the distribution list of all department users.

 

Note:  This is static RLS, not dymanic RLS.

View solution in original post

Anonymous
Not applicable

Thanks to @lbendlin  for the detailed steps.

Hi @quynhphan ,
I have added an example for this, which I hope will help you understand and solve the problem better:

Relationship:

vyifanwmsft_3-1713162066907.png

 

1.Manage roles, create three roles for three departments.

[Department] = "Sales"
[Department] = "MKT"
[Department] = "Supply Chain"

vyifanwmsft_0-1713161723992.png

 

2.View as roles.

vyifanwmsft_6-1713162609841.png

output:

vyifanwmsft_5-1713162579953.png

 

 

In Power Bi Service, add groups who belong to the role.

vyifanwmsft_4-1713162422376.png

 

Best Regards,

Ada Wang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Thanks to @lbendlin  for the detailed steps.

Hi @quynhphan ,
I have added an example for this, which I hope will help you understand and solve the problem better:

Relationship:

vyifanwmsft_3-1713162066907.png

 

1.Manage roles, create three roles for three departments.

[Department] = "Sales"
[Department] = "MKT"
[Department] = "Supply Chain"

vyifanwmsft_0-1713161723992.png

 

2.View as roles.

vyifanwmsft_6-1713162609841.png

output:

vyifanwmsft_5-1713162579953.png

 

 

In Power Bi Service, add groups who belong to the role.

vyifanwmsft_4-1713162422376.png

 

Best Regards,

Ada Wang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

lbendlin
Super User
Super User

In your RLS create roles per department. 

 

Each role should filter the Product Department table.

 

Role membership should be the distribution list of all department users.

 

Note:  This is static RLS, not dymanic RLS.

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