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akj2784's avatar
akj2784
Post Partisan
8 years ago

Data level security on Power BI

Hi All,   I have data as below .     When Akash logs in, the dashboard should default to Pm Code = 1234, when Ajay logs in, it should default to Pm Code =3234 And it should not prompt user ...
Need Help
  • akj2784's avatar
    akj2784
    Post Partisan
    8 years ago

    Thanks. How do I know the user name/userid format accepted by Power BI. Name can be duplicate so I would like to drive it from User Id which is unique. 

     

    Lets say I have the data as show below in the roles table.

     

    UserId                 PMCode

    AKJAIN                1234

    VJAIN                   4321

    AJAIN                   3234

     

    So I want to check the USERId of the person who logged in, then I would like to fetch its corresponding PM Code from this roles table. And then I would like to equate the transaction table with PM Code = the value fetched from above. So that the logged in user can see only relevant data.

     

    So for above scenario, I would like to understand How I should create the Roles from Manager Roles feature in Power BI Desktop.

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      akj2784as I have already said, the username in Power BI is the Microsoft username, which generally takes the form of the user's email address in Office 365 but may be slightly different depending on your organization's specific setup. You need to add a column to this table with those usernames and use those.

      • akj2784's avatar
        akj2784
        Post Partisan
        8 years ago

        ok. Lets assume I have this column in the table. 

        So for each user I have PM Code tagged to it in the table. 

         

        And I want to equate this PM Code fetched for each user to the Actual project table which has PM Code in it so that it just shows his Projects.

         

        Would you be able to guide me with the steps .?

         

        Thanks for your help.

         

        Regards,

        Akash