This time we’re going bigger than ever. Fabric, Power BI, SQL, AI and more. We're covering it all. You won't want to miss it.
Learn moreLevel up your Power BI skills this month - build one visual each week and tell better stories with data! Get started
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~
Solved! Go to Solution.
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.
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.
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
Check out the April 2026 Power BI update to learn about new features.
Sign up to receive a private message when registration opens and key events begin.
If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.
| User | Count |
|---|---|
| 4 | |
| 3 | |
| 3 | |
| 2 | |
| 2 |
| User | Count |
|---|---|
| 7 | |
| 6 | |
| 6 | |
| 5 | |
| 4 |