Forum Discussion

jwin2424's avatar
jwin2424
Resolver I
3 years ago
Solved

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:

 

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~

help needed
  • jwin2424's avatar
    jwin2424
    3 years ago

    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. 

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    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

  • jwin2424's avatar
    jwin2424
    Resolver I
    3 years ago

    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.