Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
jwin2424
Resolver I
Resolver I

Static RLS using IF logic with two tables

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:

jwin2424_0-1673982751808.png

 

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~

1 ACCEPTED SOLUTION
jwin2424
Resolver I
Resolver I

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:

jwin2424_0-1674067807929.png



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. 

View solution in original post

2 REPLIES 2
jwin2424
Resolver I
Resolver I

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:

jwin2424_0-1674067807929.png



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. 

v-shex-msft
Community Support
Community Support

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

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors