Forum Discussion

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 ...
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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

    • akj2784's avatar
      akj2784
      Post Partisan
      8 years ago

      I actually tried creating roles with table[username]= USERNAME( )

      But not sure how to assign the PM Code for the logged in user to the actualy Project table which has PM Info.

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        You don't do anything with the PM code. Presumably you have a relationship between this user table and your regular data, and you normally use it to filter and categorize that data. I don't know your specific case but for example imagine that your user table is a table of sales reps where each username is accompanied by a matching email address column, and linked to that table you have a table of sales data. You show sales results by sales rep in your report. If you create a "sales rep" security role with a filter on the user table of usertable[email address] = USERNAME(), then publish that report and add each of the sales rep users to that security role on the service, when they look at the report it will show only their individual sales results and nobody else's.